Analysts Set Expectations for General Motors FY2026 Earnings

Key Points

• Analyst estimate change: Erste Group cut its FY2026 EPS forecast for GM to $12.40 (from $12.50), versus a MarketBeat consensus of $11.44 and GM’s own FY2026 guidance of $9.75–$10.50.
• Quarterly results and shareholder returns: GM topped Q1 EPS expectations ($2.51 vs. $2.26) despite a 5.1% revenue decline, and the company approved a $6 billion share buyback while raising the quarterly dividend to $0.18.
• Near‑term risks: Large recalls (≈271,770 vehicles for a rearview camera issue), a Corvette stop‑sale and refiled brake lawsuits elevate potential warranty, repair and reputational costs.

General Motors Company (NYSE:GM - Free Report) TSE: GMM.U - Analysts at Erste Group Bank lowered their FY2026 earnings estimates for shares of General Motors in a note issued to investors on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will post earnings per share of $12.40 for the year, down from their previous forecast of $12.50. The consensus estimate for General Motors' current full-year earnings is $11.44 per share.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last issued its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping the consensus estimate of $2.26 by $0.25. The company had revenue of $45.29 billion during the quarter, compared to analysts' expectations of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The business's quarterly revenue was down 5.1% on a year-over-year basis. During the same period last year, the business earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

Other equities analysts have also recently issued reports about the stock. UBS Group raised their target price on shares of General Motors from $97.00 to $102.00 and gave the company a "buy" rating in a research note on Wednesday, January 28th. Zacks Research cut shares of General Motors from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, January 27th. Royal Bank Of Canada raised their target price on shares of General Motors from $92.00 to $107.00 and gave the company an "outperform" rating in a research note on Wednesday, January 28th. Wolfe Research raised shares of General Motors from a "peer perform" rating to an "outperform" rating and set a $96.00 target price for the company in a research note on Wednesday, March 25th. Finally, TD Cowen reaffirmed a "buy" rating on shares of General Motors in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, General Motors currently has a consensus rating of "Moderate Buy" and a consensus target price of $91.38.

General Motors Price Performance

NYSE:GM opened at $76.65 on Thursday. General Motors has a 1-year low of $41.63 and a 1-year high of $87.62. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. The firm has a fifty day simple moving average of $77.91 and a 200 day simple moving average of $74.26. The stock has a market capitalization of $69.29 billion, a PE ratio of 25.46, a P/E/G ratio of 0.39 and a beta of 1.34.

General Motors Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Friday, March 6th were given a $0.18 dividend. This is a boost from General Motors's previous quarterly dividend of $0.15. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Friday, March 6th. General Motors's dividend payout ratio (DPR) is presently 23.92%.

General Motors announced that its board has approved a share repurchase plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in shares. This repurchase authorization authorizes the auto manufacturer to repurchase up to 8.1% of its shares through open market purchases. Shares repurchase plans are often a sign that the company's management believes its stock is undervalued.

Institutional Trading of General Motors

Several hedge funds and other institutional investors have recently made changes to their positions in GM. Laurel Wealth Advisors LLC acquired a new position in shares of General Motors during the fourth quarter worth approximately $25,000. Elevation Wealth Partners LLC raised its position in shares of General Motors by 500.0% during the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer's stock worth $27,000 after purchasing an additional 275 shares during the period. SouthState Bank Corp raised its position in shares of General Motors by 101.7% during the fourth quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer's stock worth $29,000 after purchasing an additional 177 shares during the period. Kemnay Advisory Services Inc. acquired a new position in shares of General Motors during the fourth quarter worth approximately $30,000. Finally, Founders Capital Management acquired a new position in shares of General Motors during the fourth quarter worth approximately $31,000. 92.67% of the stock is currently owned by institutional investors.

Trending Headlines about General Motors

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

• Positive Sentiment: Quarterly results and forward outlook that support upside — GM reported an EPS beat and has reiterated multi-year guidance that underpins higher EPS expectations; this helps explain buyer interest. MarketBeat GM profile and recent results
• Positive Sentiment: Capital investment for ICE/truck business — GM’s Saginaw plant received $150 million to support next‑gen V8 truck engine production, signaling continued cash allocation to profitable truck/SUV markets and supporting near‑term margin expectations. Saginaw plant investment article
• Positive Sentiment: Analyst/value narratives drawing buying interest — value-focused writeups (Zacks and others) are highlighting GM’s valuation and long‑term cash generation as reasons to accumulate after recent volatility. Zacks valuation piece
• Neutral Sentiment: Competitive/industry context — broader OEM moves (Ford’s EV pivot and delivery weakness, Rivian/Tesla product developments) are reshaping market share dynamics; these trends are context for GM’s strategy but not an immediate binary catalyst. Ford deliveries article Rivian opportunity article Tesla Model Y L expansion
• Negative Sentiment: Large recall for rearview camera on ~271,770 vehicles — the NHTSA‑filed recall raises near‑term warranty, repair and reputational risk; investors will watch any associated costs or further safety notices. Reuters recall report
• Negative Sentiment: Additional safety/software incidents and legal exposure — stop‑sale and recall on certain Corvettes for a software glitch, plus refiled/master cylinder and brake‑related lawsuits increase headline risk and potential liability. Corvette stop‑sale article Brake lawsuit refiling
• Negative Sentiment: Analyst revisions — at least one major firm trimmed FY2027 EPS estimates; downward estimate moves can weigh on sentiment if they become a trend. MarketBeat note on analyst estimates

General Motors Company Profile

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.

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