General Motors Company (NYSE:GM) Given Average Recommendation of "Moderate Buy" by Brokerages

Key Points

• Analysts remain broadly positive: Twenty-three brokerages give General Motors an average “Moderate Buy” rating, with 18 buys and one strong buy. The average 12-month price target is $101.82, above the reported share price of $86.49.
• GM exceeded quarterly expectations: The automaker reported adjusted earnings of $3.57 per share versus the $3.19 consensus estimate, while revenue reached $48.03 billion. Management maintained 2026 EPS guidance of $12.00–$14.00.
• Risks and investor signals remain mixed: Insiders sold roughly $49 million of stock over the past 90 days, while GM faces a recall affecting about 300,000 SUVs and concerns about its limited hybrid lineup. Institutional investors nevertheless own approximately 92.7% of the company.

General Motors Company (NYSE:GM - Get Free Report) TSE: GMM.U has received an average rating of "Moderate Buy" from the twenty-three analysts that are currently covering the stock, MarketBeat Ratings reports. One investment analyst has rated the stock with a sell recommendation, three have issued a hold recommendation, eighteen have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 1-year target price among brokers that have issued ratings on the stock in the last year is $101.8182.

Several brokerages recently issued reports on GM. Morgan Stanley lifted their price objective on shares of General Motors from $100.00 to $101.00 and gave the company an "overweight" rating in a report on Wednesday, July 22nd. Wells Fargo & Company increased their target price on General Motors from $60.00 to $61.00 and gave the company an "underweight" rating in a research report on Wednesday, July 22nd. Benchmark reiterated a "buy" rating on shares of General Motors in a report on Tuesday, July 21st. JPMorgan Chase & Co. boosted their price target on General Motors from $110.00 to $120.00 and gave the stock an "overweight" rating in a research report on Wednesday, July 22nd. Finally, Deutsche Bank Aktiengesellschaft restated a "buy" rating and set a $100.00 price objective on shares of General Motors in a research note on Wednesday, July 22nd.

General Motors News Roundup

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

• Positive Sentiment: Analyst target raised: UBS reportedly increased its price target for GM to $114, citing an underappreciated part of the business ahead of earnings. The higher target supports investor confidence in further upside. UBS strongly raises General Motors target before earnings
• Positive Sentiment: New full-size pickup engines: GM unveiled sixth-generation small-block V-8 engines for the 2027 Chevrolet Silverado and GMC Sierra, including upgraded gasoline engines and a diesel option. The launch reinforces GM’s position in the profitable full-size pickup market as competitors emphasize hybrids. GM touts new V-8 engines in revived truck wars
• Positive Sentiment: Defense expansion delivered an early milestone: GM Defense delivered its first Patriot interceptor components to Lockheed Martin less than a month after the manufacturing agreement was signed. The work could diversify GM’s revenue and benefit from U.S. efforts to expand munitions production. Lockheed Martin gets first batch of Patriot interceptor parts from General Motors
• Positive Sentiment: Product and market sentiment: GM’s decision to restore Apple CarPlay and Android Auto in 2027 pickups may improve customer appeal. Automaker shares also moved broadly higher as investors rotated into cyclical stocks rather than reacting to a single company-specific catalyst.
• Neutral Sentiment: GM Financial announced that it will release third-quarter 2026 operating results on October 20, providing a near-term earnings event for investors.
• Negative Sentiment: Recall exposure: GM is recalling approximately 300,000 SUVs over a rearview-camera issue, creating potential repair costs and adding to quality and reputational concerns. GM recalls 300k SUVs over rearview camera issue
• Negative Sentiment: GM’s limited hybrid portfolio leaves it exposed as U.S. consumers increasingly seek fuel-efficient hybrids, while its decision to emphasize diesel pickups could intensify concerns that it is falling behind changing powertrain demand. A dealer lawsuit alleging discrimination, fraud, and broken promises adds a separate legal overhang.

Insiders Place Their Bets

In other General Motors news, CEO Mary T. Barra sold 318,448 shares of the firm's stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total value of $28,781,330.24. Following the completion of the sale, the chief executive officer directly owned 428,994 shares in the company, valued at $38,772,477.72. This trade represents a 42.61% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Grant Dixton sold 40,000 shares of General Motors stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $88.44, for a total transaction of $3,537,600.00. Following the completion of the transaction, the executive vice president directly owned 54,992 shares in the company, valued at $4,863,492.48. This represents a 42.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 549,665 shares of company stock worth $49,010,828. Insiders own 0.44% of the company's stock.

Institutional Trading of General Motors

Several hedge funds and other institutional investors have recently made changes to their positions in the business. BlackRock Inc. purchased a new position in shares of General Motors during the second quarter worth $5,958,995,000. Franklin Resources Inc. lifted its stake in General Motors by 2.7% during the 4th quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer's stock worth $2,615,121,000 after acquiring an additional 835,645 shares in the last quarter. Geode Capital Management LLC lifted its stake in General Motors by 1.2% during the 4th quarter. Geode Capital Management LLC now owns 22,242,381 shares of the auto manufacturer's stock worth $1,802,668,000 after acquiring an additional 267,477 shares in the last quarter. Capital World Investors boosted its holdings in General Motors by 7.8% during the 4th quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer's stock valued at $1,588,688,000 after acquiring an additional 1,405,530 shares during the period. Finally, Dimensional Fund Advisors LP grew its position in General Motors by 0.5% in the 1st quarter. Dimensional Fund Advisors LP now owns 14,225,518 shares of the auto manufacturer's stock valued at $1,059,668,000 after acquiring an additional 77,100 shares in the last quarter. Hedge funds and other institutional investors own 92.67% of the company's stock.

General Motors Stock Up 2.6%

NYSE:GM opened at $86.49 on Friday. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. General Motors has a 1-year low of $54.33 and a 1-year high of $91.85. The company has a 50-day moving average of $84.93 and a 200 day moving average of $80.13. The firm has a market cap of $75.89 billion, a PE ratio of 43.68, a price-to-earnings-growth ratio of 0.47 and a beta of 1.32.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last posted its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, beating analysts' consensus estimates of $3.19 by $0.38. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The business had revenue of $48.03 billion for the quarter, compared to the consensus estimate of $47.01 billion. During the same quarter last year, the firm posted $2.53 EPS. The company's revenue for the quarter was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. As a group, research analysts anticipate that General Motors will post 13.32 EPS for the current fiscal year.

General Motors Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Thursday, September 17th. Shareholders of record on Friday, September 4th were given a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. The ex-dividend date of this dividend was Friday, September 4th. General Motors's dividend payout ratio is presently 36.36%.

General Motors Company Profile

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

GM's product portfolio includes gasoline-powered and electric vehicles, full-size pickup trucks, commercial vehicles and luxury automobiles. The company is developing battery-electric and other advanced vehicle technologies, while also offering connected-vehicle services through its OnStar platform.

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