FY2026 EPS Estimates for General Motors Lifted by Analyst

Key Points

• Erste Group Bank raised its FY2026 EPS estimate for General Motors to $13.55 from $13.52, above the consensus estimate of $13.32; it expects FY2027 EPS of $15.15.
• GM’s latest quarterly results 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 guidance of $12.00–$14.00 EPS.
• Analysts maintain a broadly positive view, with GM holding a “Moderate Buy” consensus rating and an average price target of $101.82, although insiders sold approximately $49 million of stock over the past 90 days.

General Motors Company (NYSE:GM - Free Report) TSE: GMM.U - Investment analysts at Erste Group Bank raised their FY2026 earnings estimates for shares of General Motors in a report released on Friday, September 18th. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will earn $13.55 per share for the year, up from their prior forecast of $13.52. The consensus estimate for General Motors' current full-year earnings is $13.32 per share. Erste Group Bank also issued estimates for General Motors' FY2027 earnings at $15.15 EPS.

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

GM has been the subject of a number of other research reports. Deutsche Bank Aktiengesellschaft reaffirmed a "buy" rating and set a $100.00 price target on shares of General Motors in a research report on Wednesday, July 22nd. The Goldman Sachs Group upped their target price on General Motors from $91.00 to $103.00 and gave the stock a "buy" rating in a report on Wednesday, July 22nd. Barclays raised their target price on General Motors from $105.00 to $110.00 and gave the company an "overweight" rating in a research note on Wednesday, July 22nd. JPMorgan Chase & Co. lifted their price target on General Motors from $110.00 to $120.00 and gave the company an "overweight" rating in a research report on Wednesday, July 22nd. Finally, TD Cowen upped their price target on General Motors from $126.00 to $132.00 and gave the stock a "buy" rating in a research note on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, General Motors currently has a consensus rating of "Moderate Buy" and an average price target of $101.82.

General Motors Stock Performance

Shares of NYSE:GM opened at $82.20 on Monday. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. The company has a 50-day moving average price of $85.02 and a 200-day moving average price of $80.16. The company has a market cap of $72.13 billion, a price-to-earnings ratio of 41.52, a price-to-earnings-growth ratio of 0.46 and a beta of 1.32. General Motors has a 12 month low of $54.33 and a 12 month high of $91.85.

General Motors Dividend Announcement

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

Insider Buying and Selling at General Motors

In other news, CEO Mary Barra sold 318,448 shares of General Motors stock in a transaction that occurred on 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 completion of the transaction, the chief executive officer directly owned 428,994 shares in the company, valued at approximately $38,772,477.72. This trade represents a 42.61% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through 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 the business's stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $88.44, for a total value of $3,537,600.00. Following the completion of the sale, the executive vice president directly owned 54,992 shares in the company, valued at approximately $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 have sold 549,665 shares of company stock valued at $49,010,828. 0.44% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On General Motors

Hedge funds have recently added to or reduced their stakes in the stock. Evergreen Advisors LLC purchased a new position in shares of General Motors in the 1st quarter worth about $26,000. SouthState Bank Corp grew its position in General Motors by 101.7% during the 4th quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer's stock valued at $29,000 after purchasing an additional 177 shares during the last quarter. Comprehensive Financial Planning Inc. PA bought a new stake in General Motors during the 2nd quarter valued at about $31,000. Burk Holdings LLC bought a new stake in General Motors during the 2nd quarter valued at about $31,000. Finally, Basepoint Wealth LLC purchased a new position in General Motors in the fourth quarter worth about $33,000. 92.67% of the stock is owned by institutional investors.

Trending Headlines about General Motors

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

• Positive Sentiment: GM has begun producing housing components for Lockheed Martin’s Patriot missile interceptors and delivered its first batch just 22 days after signing the agreement. The defense work could diversify GM’s revenue base and benefit from the Pentagon’s effort to replenish missile inventories. GM is making parts for Patriot missiles now
• Positive Sentiment: GM joined Toyota and Ford in a coalition urging the Trump administration to maintain restrictions on Chinese automakers entering the U.S. market. Maintaining those barriers could reduce competitive pressure on domestic manufacturers. Automakers seek restrictions on Chinese carmakers
• Positive Sentiment: A UBS analyst reportedly raised GM’s price target, citing potentially underappreciated parts of the business. Separately, GM’s new V-8 engines and diesel option for 2027 Silverado and Sierra pickups could support its high-margin truck franchise as EV demand remains uneven. UBS raises General Motors target
• Neutral Sentiment: Automaker stocks reversed the prior session’s rally as the rotation trade unwound. Analysts noted there was no company-specific announcement explaining the sector-wide selling pressure. Automaker stocks reverse as rotation trade unwinds
• Negative Sentiment: GM is recalling approximately 300,000 SUVs over a rearview-camera issue, creating potential repair costs and added regulatory scrutiny. A dealer has also filed a $20 million lawsuit alleging discrimination, fraud and broken promises, though the financial impact remains uncertain.

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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