FY2026 EPS Estimate for General Motors Raised by Analyst

Key Points

• Erste Group Bank raised GM’s FY2026 EPS estimate to $13.52 from $13.45, above the $13.31 consensus, and projects FY2027 EPS of $15.10.
• GM’s latest quarter exceeded expectations, with EPS of $3.57 versus the $3.19 consensus and revenue of $48.03 billion versus $47.01 billion expected. The company reaffirmed FY2026 EPS guidance of $12.00–$14.00.
• Analyst sentiment remains favorable, with GM carrying a “Moderate Buy” consensus rating and a $101.41 average price target; institutional investors own 92.67% of the stock.

General Motors Company (NYSE:GM - Free Report) TSE: GMM.U - Research analysts at Erste Group Bank boosted their FY2026 earnings per share (EPS) estimates for shares of General Motors in a note issued to investors on Tuesday, September 8th. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will post earnings of $13.52 per share for the year, up from their prior forecast of $13.45. The consensus estimate for General Motors' current full-year earnings is $13.31 per share. Erste Group Bank also issued estimates for General Motors' FY2027 earnings at $15.10 EPS.

GM has been the subject of several other research reports. JPMorgan Chase & Co. lifted 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. TD Cowen raised their price target on shares of General Motors from $126.00 to $132.00 and gave the stock a "buy" rating in a research note on Wednesday, July 22nd. Wells Fargo & Company boosted their price objective on shares of General Motors from $60.00 to $61.00 and gave the company an "underweight" rating in a research report on Wednesday, July 22nd. UBS Group reaffirmed a "buy" rating on shares of General Motors in a research report on Wednesday, June 10th. Finally, Tigress Financial boosted their price target on General Motors from $92.00 to $130.00 and gave the company a "strong-buy" rating in a report on Tuesday, July 28th. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $101.41.

General Motors Stock Up 2.8%

GM opened at $86.13 on Friday. The company has a market capitalization of $75.58 billion, a PE ratio of 43.50, a price-to-earnings-growth ratio of 0.47 and a beta of 1.32. The firm has a 50-day simple moving average of $84.01 and a two-hundred day simple moving average of $79.95. The company has a quick ratio of 0.97, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. General Motors has a 52 week low of $54.33 and a 52 week high of $91.85.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last posted its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share 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 firm had revenue of $48.03 billion for the quarter, compared to analysts' expectations of $47.01 billion. During the same period in the previous year, the firm earned $2.53 EPS. The business's quarterly revenue was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS.

Institutional Investors Weigh In On General Motors

Institutional investors have recently added to or reduced their stakes in the stock. California State Teachers Retirement System lifted its position in shares of General Motors by 7,719.0% during the second quarter. California State Teachers Retirement System now owns 107,671,896 shares of the auto manufacturer's stock valued at $8,299,350,000 after buying an additional 106,294,840 shares during the last quarter. BlackRock Inc. purchased a new position in shares of General Motors in the 2nd quarter worth approximately $5,958,995,000. Franklin Resources Inc. raised its stake in shares of 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 raised its stake in shares of 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. Finally, Capital World Investors lifted its position in General Motors by 7.8% during the fourth 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 last quarter. Institutional investors own 92.67% of the company's stock.

Insider Buying and Selling

In other General Motors news, CAO Christopher Hatto sold 6,895 shares of the company's stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.00, for a total transaction of $620,550.00. Following the completion of the sale, the chief accounting officer owned 18,899 shares in the company, valued at $1,700,910. This represents a 26.73% decrease in their ownership of the stock. The transaction was disclosed in a 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, CEO Mary Barra sold 318,448 shares of the stock in a transaction 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 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 648,904 shares of company stock valued at $57,456,067 over the last ninety days. Company insiders own 0.44% of the company's stock.

General Motors Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Friday, September 4th will be issued a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Friday, September 4th. General Motors's dividend payout ratio (DPR) is presently 36.36%.

More General Motors News

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

• Positive Sentiment: Valuation support: Zacks characterized GM as a strong value stock, citing its earnings outlook and valuation metrics. A separate report also described GM as a strong growth stock, potentially supporting investor interest. Why GM Is a Strong Value Stock Why GM Is a Strong Growth Stock
• Positive Sentiment: Manufacturing investment: GM plans to invest $40 million in its Bedford, Indiana, casting operations to support transmission production. The spending signals continued commitment to its North American manufacturing footprint. GM Bedford Investment
• Positive Sentiment: Long-term EV commitment: CEO Mary Barra reaffirmed GM’s broader EV strategy, while management continues to highlight a wide range of electric vehicles and related technology. This supports the company’s long-term growth narrative, although timing remains flexible. Barra Reaffirms EV Strategy
• Neutral Sentiment: GM is opening a Seattle office to consolidate remote technical talent. The move could aid software and engineering capabilities, but near-term financial impact is unclear. GM Seattle Office
• Neutral Sentiment: New leadership in GM’s Egypt and Africa operations, potential new HD truck engines, expanded vehicle security-camera features and product details such as spare-tire availability are operational or product updates with limited immediate earnings significance. GM Africa Leadership GM HD Truck Engines
• Negative Sentiment: Quality and regulatory concerns: A service bulletin warns that improperly tightened oil filters could damage 2026 Chevrolet engines. Separately, regulators reportedly expanded a federal investigation involving GM’s brake-by-wire technology. Potential warranty, recall or legal costs remain risks. GM Oil Filter Bulletin Brake-by-Wire Probe
• Negative Sentiment: EV timing and brand risks: Coverage says GM is softening the timing of its EV rollout, while its decision to remove Apple CarPlay from most vehicles may create customer backlash. Privacy scrutiny surrounding dash-camera and OnStar data-sharing also adds reputational risk. GM EV Timeline GM CarPlay Strategy

About General Motors

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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