FY2026 EPS Estimate for General Motors Boosted by Analyst

General Motors Company (NYSE:GM) (TSE:GMM.U) – Equities researchers at Erste Group Bank increased their FY2026 earnings estimates for General Motors in a research report issued on Wednesday, July 15th. Erste Group Bank analyst S. Lingnau now expects that the auto manufacturer will earn $12.95 per share for the year, up from their previous estimate of $12.78. The consensus estimate for General Motors’ current full-year earnings is $12.86 per share. Erste Group Bank also issued estimates for General Motors’ FY2027 earnings at $14.48 EPS.

A number of other research analysts have also recently weighed in on GM. Mizuho reduced their target price on General Motors from $105.00 to $100.00 and set an “outperform” rating on the stock in a report on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft upgraded General Motors from a “hold” rating to a “buy” rating and upped their price target for the stock from $83.00 to $90.00 in a research note on Tuesday, April 14th. The Goldman Sachs Group reduced their price objective on General Motors from $104.00 to $91.00 and set a “buy” rating on the stock in a research note on Tuesday, April 14th. Wells Fargo & Company boosted their target price on General Motors from $59.00 to $60.00 and gave the stock an “underweight” rating in a report on Thursday, June 25th. Finally, Citigroup increased their target price on shares of General Motors from $108.00 to $131.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $97.27.

General Motors Trading Down 0.0%

GM stock opened at $77.62 on Friday. The company has a quick ratio of 0.99, a current ratio of 1.15 and a debt-to-equity ratio of 1.41. The company has a market cap of $69.99 billion, a price-to-earnings ratio of 31.30, a PEG ratio of 0.39 and a beta of 1.31. The business has a fifty day simple moving average of $78.88 and a 200-day simple moving average of $78.93. General Motors has a 52 week low of $48.87 and a 52 week high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 earnings per share for the quarter, beating analysts’ consensus estimates of $2.61 by $1.09. General Motors had a net margin of 1.38% and a return on equity of 16.68%. The company had revenue of $43.62 billion for the quarter, compared to analyst estimates of $43.51 billion. During the same quarter last year, the business earned $2.78 EPS. General Motors’s revenue for the quarter was down .9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS.

Institutional Trading of General Motors

Several large investors have recently bought and sold shares of GM. Tsfg LLC raised its stake in shares of General Motors by 5.7% during the fourth quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock valued at $182,000 after purchasing an additional 120 shares during the period. Bogart Wealth LLC boosted its stake in shares of General Motors by 15.6% in the fourth quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock valued at $74,000 after purchasing an additional 122 shares during the period. Sumitomo Life Insurance Co. boosted its stake in shares of General Motors by 0.7% in the fourth quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock valued at $1,584,000 after purchasing an additional 127 shares during the period. PDS Planning Inc grew its holdings in General Motors by 3.4% during the 4th quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer’s stock valued at $325,000 after purchasing an additional 131 shares in the last quarter. Finally, UMB Bank n.a. grew its holdings in General Motors by 2.0% during the 4th quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer’s stock valued at $560,000 after purchasing an additional 136 shares in the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

Insiders Place Their Bets

In other General Motors news, CAO Christopher Hatto sold 6,895 shares of the business’s stock in a transaction dated Thursday, May 28th. The stock was sold at an average price of $85.00, for a total transaction of $586,075.00. Following the transaction, the chief accounting officer owned 25,794 shares in the company, valued at $2,192,490. The trade was a 21.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 215,391 shares of the company’s stock in a transaction dated Tuesday, May 26th. The stock was sold at an average price of $80.01, for a total value of $17,233,433.91. Following the completion of the sale, the chief executive officer directly owned 770,491 shares of the company’s stock, valued at $61,646,984.91. The trade was a 21.85% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 697,388 shares of company stock worth $57,752,596 over the last quarter. 0.54% of the stock is owned by corporate insiders.

General Motors Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Shareholders of record on Friday, June 5th were given a $0.18 dividend. The ex-dividend date of this dividend was Friday, June 5th. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors’s dividend payout ratio (DPR) is 29.03%.

More General Motors News

Here are the key news stories impacting General Motors this week:

• Positive Sentiment: Erste Group Bank raised its earnings estimates for General Motors, lifting FY2026 EPS to $12.95 from $12.78 and FY2027 EPS to $14.48 from $14.42. Higher profit forecasts can be bullish for GM because they suggest stronger earnings power than previously expected.
• Positive Sentiment: Several recent articles highlighted GM’s history of beating earnings estimates and suggested the company may have the ingredients for another upside surprise in its upcoming quarterly report. That kind of pre-earnings optimism can help the stock.
• Neutral Sentiment: Media coverage also noted GM’s strong pickup and SUV sales in the Middle East and other growth-oriented stock screens, but these items do not directly change fundamentals and may have limited near-term impact.
• Negative Sentiment: Investors are watching a report that GM missed the hybrid shift as Toyota gains ground in the U.S. hybrid market. The article says GM is losing share in a fast-growing segment and plans to reintroduce plug-in hybrids only by 2027, which raises concerns about competitive positioning and long-term growth.
• Negative Sentiment: Other stories about GM tearing down a historic Pontiac building and options-market speculation are more newsy than financially material, but they add little to the stock’s near-term outlook.

About General Motors

General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.

GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.