General Motors Company (GM) - What Are Brokerages Saying About This Stock?

Key Points

• Analysts remain broadly bullish: Twenty-seven firms give GM a consensus “Moderate Buy” rating, with 19 buys and one strong buy. The average 12-month price target is $101.22, versus a share price of about $82.31.
• GM exceeded quarterly expectations with adjusted EPS of $3.57 versus the $3.19 consensus and revenue of $48.03 billion. The company guided to fiscal 2026 EPS of $12–$14 and pays a quarterly dividend of $0.18 per share.
• Growth opportunities face execution risks: GM is advancing its EV-battery investments and plans “eyes-off, hands-off” driving technology by 2028, but recalls, potential truck-part defects, insider selling and uncertainty around sustaining truck-and-SUV profits during the EV transition remain concerns.

Shares of General Motors Company (NYSE:GM - Get Free Report) TSE: GMM.U have received an average rating of "Moderate Buy" from the twenty-seven research firms that are presently covering the firm, Marketbeat reports. One investment analyst has rated the stock with a sell rating, six have issued a hold rating, nineteen have assigned a buy rating and one has issued a strong buy rating on the company. The average twelve-month price objective among brokerages that have issued ratings on the stock in the last year is $101.22.

A number of equities research analysts have weighed in on the company. UBS Group cut their target price on General Motors from $114.00 to $112.00 and set a "buy" rating for the company in a research report on Wednesday, October 7th. Weiss Ratings reiterated a "hold (c)" rating on shares of General Motors in a research report on Friday, July 17th. Barclays boosted their price objective on General Motors from $105.00 to $110.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 22nd. JPMorgan Chase & Co. dropped their price objective on General Motors from $120.00 to $110.00 and set an "overweight" rating on the stock in a research note on Monday. Finally, BNP Paribas Exane upped their price objective on General Motors from $102.00 to $112.00 and gave the company an "outperform" rating in a report on Monday, August 31st.

Key Headlines Impacting General Motors

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

• Positive Sentiment: GM CEO Mary Barra said the company remains on track to introduce “eyes-off, hands-off” driving technology by 2028, beginning with the electric Cadillac Escalade IQ. The strategy shifts autonomous-driving efforts toward privately owned vehicles after GM exited its Cruise robotaxi business. GM CEO: We're making leaps and bounds toward eyes-off, hands-off driving
• Positive Sentiment: RBC raised its GM price target to $102 from $100 and maintained an Outperform rating, while its analysts expect resilient U.S. vehicle sales to benefit GM and other major automakers. RBC Lifts Price Target on General Motors
• Positive Sentiment: JPMorgan retained an Overweight rating and still sees substantial upside despite lowering its price target to $110 from $120. Zacks also cited GM’s strong earnings-surprise history and factors that could support another quarterly beat. Will General Motors Beat Estimates Again?
• Positive Sentiment: GM and LG plan further U.S. EV-battery investment, supporting the company’s electric-vehicle supply chain and longer-term software and EV strategy. GM, LG to invest in US EV batteries
• Neutral Sentiment: GM is using simulator testing to refine driver-assistance systems and understand driver behavior, but delivering safe, reliable “eyes-off” functionality remains an execution challenge. From hands-free to eyes-off
• Neutral Sentiment: A new Chevrolet global marketing director and reports of workforce changes reflect ongoing efforts to sharpen GM’s competitiveness, though the near-term financial effect is unclear.
• Negative Sentiment: Reports that grille parts can detach from top-selling GM trucks, along with a recall involving air-bag inflator end caps in 1,559 Silverado and Sierra pickups, raise potential safety, warranty and reputational risks. Air bag inflator end caps can detach
• Negative Sentiment: Investors remain focused on whether GM can sustain earnings from its profitable North American trucks and SUVs as the industry transitions toward EVs and software, despite the stock’s relatively low valuation.

General Motors Trading Down 0.5%

NYSE GM opened at $82.31 on Tuesday. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.97 and a current ratio of 1.14. General Motors has a one year low of $54.33 and a one year high of $91.85. The company has a 50-day simple moving average of $84.69 and a 200-day simple moving average of $80.90. The firm has a market capitalization of $72.22 billion, a PE ratio of 41.57, a price-to-earnings-growth ratio of 0.46 and a beta of 1.40.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last released its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%. The business had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. During the same quarter in the previous year, the firm posted $2.53 EPS. The business's revenue for the quarter was up 1.9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, equities analysts forecast that General Motors will post 13.52 earnings per share for the current year.

General Motors Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, September 17th. Investors of record on Friday, September 4th were issued a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date of this dividend was Friday, September 4th. General Motors's payout ratio is presently 36.36%.

Insider Transactions at General Motors

In other General Motors news, President Mark L. Reuss sold 71,079 shares of the company's stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $89.97, for a total value of $6,394,977.63. Following the completion of the sale, the president directly owned 92,293 shares of the company's stock, valued at approximately $8,303,601.21. This represents a 43.51% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the firm's stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total transaction of $28,781,330.24. Following the transaction, the chief executive officer owned 428,994 shares of the company's stock, valued at approximately $38,772,477.72. This trade represents a 42.61% 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 sold 549,665 shares of company stock valued at $49,010,828 in the last quarter. 0.44% of the stock is owned by company insiders.

Institutional Trading of General Motors

Hedge funds and other institutional investors have recently made changes to their positions in the business. Bogart Wealth LLC raised its holdings in shares of General Motors by 17.0% during the 2nd quarter. Bogart Wealth LLC now owns 949 shares of the auto manufacturer's stock valued at $73,000 after purchasing an additional 138 shares in the last quarter. Intelligence Driven Advisers LLC lifted its stake in shares of General Motors by 2.0% in the 3rd quarter. Intelligence Driven Advisers LLC now owns 7,236 shares of the auto manufacturer's stock valued at $557,000 after purchasing an additional 143 shares during the last quarter. MinichMacGregor Wealth Management LLC lifted its stake in shares of General Motors by 3.8% in the 1st quarter. MinichMacGregor Wealth Management LLC now owns 3,975 shares of the auto manufacturer's stock valued at $296,000 after purchasing an additional 144 shares during the last quarter. Signaturefd LLC boosted its holdings in General Motors by 0.9% in the second quarter. Signaturefd LLC now owns 17,150 shares of the auto manufacturer's stock worth $1,322,000 after purchasing an additional 157 shares in the last quarter. Finally, Wilkerson Advisory Group LLC boosted its holdings in General Motors by 25.5% in the second quarter. Wilkerson Advisory Group LLC now owns 797 shares of the auto manufacturer's stock worth $61,000 after purchasing an additional 162 shares in the last quarter. 92.67% of the stock is currently owned by institutional investors.

General Motors Company Profile

General Motors Company NYSE: GM is a global automotive manufacturer headquartered in Detroit, Michigan. Founded in 1908, the company designs, manufactures and sells cars, trucks and sport utility vehicles under brands including Chevrolet, Buick, GMC and Cadillac.

GM serves customers primarily in North America and also operates in international markets. Its business includes gasoline-powered and electric vehicles, commercial and fleet vehicles, vehicle financing through GM Financial, and connected-vehicle services such as OnStar.

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