FY2026 EPS Estimates for General Motors Boosted by Analyst

Key Points

• Erste Group Bank raised its FY2026 EPS estimate for General Motors to $12.73 from $12.30, with FY2027 EPS now projected at $14.24. That new estimate is very close to the consensus FY2026 estimate of $12.77.
• GM’s latest quarterly results topped expectations, reporting $3.70 EPS versus the $2.61 consensus and revenue of $43.62 billion, slightly above forecasts. The company also reaffirmed FY2026 guidance of $10.62 to $12.62 EPS.
• Analyst sentiment remains mostly positive, with a consensus rating of “Moderate Buy” and an average price target of $94.65. GM has also authorized a $6 billion share repurchase program and declared a quarterly dividend of $0.18 per share.

General Motors Company (NYSE:GM - Free Report) TSE: GMM.U - Research analysts at Erste Group Bank upped their FY2026 earnings per share (EPS) estimates for General Motors in a research note issued to investors on Tuesday, May 5th. Erste Group Bank analyst S. Lingnau now expects that the auto manufacturer will earn $12.73 per share for the year, up from their prior forecast of $12.30. The consensus estimate for General Motors' current full-year earnings is $12.77 per share. Erste Group Bank also issued estimates for General Motors' FY2027 earnings at $14.24 EPS.

A number of other research analysts have also recently weighed in on the stock. Zacks Research cut shares of General Motors from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, January 27th. Wolfe Research upgraded 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 report on Wednesday, March 25th. Wells Fargo & Company raised their target price on shares of General Motors from $57.00 to $59.00 and gave the stock an "underweight" rating in a report on Wednesday, April 29th. Piper Sandler restated an "overweight" rating and issued a $102.00 target price on shares of General Motors in a report on Wednesday, April 29th. Finally, The Goldman Sachs Group lowered their target price on shares of General Motors from $104.00 to $91.00 and set a "buy" rating for the company in a report on Tuesday, April 14th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating, four have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, General Motors presently has a consensus rating of "Moderate Buy" and an average price target of $94.65.

General Motors Trading Down 0.0%

GM stock opened at $78.77 on Monday. The firm has a fifty day moving average price of $76.32 and a 200 day moving average price of $77.00. General Motors has a fifty-two week low of $46.81 and a fifty-two week high of $87.62. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.99 and a current ratio of 1.15. The firm has a market cap of $71.02 billion, a PE ratio of 31.76, a price-to-earnings-growth ratio of 0.40 and a beta of 1.29.

General Motors (NYSE:GM - Get Free Report) TSE: GMM.U last announced its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 EPS for the quarter, topping the consensus estimate of $2.61 by $1.09. The business had revenue of $43.62 billion for the quarter, compared to analysts' expectations of $43.51 billion. General Motors had a net margin of 1.38% and a return on equity of 16.68%. The business's quarterly revenue was down .9% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.78 EPS. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS.

Institutional Trading of General Motors

Large investors have recently bought and sold shares of the stock. Laurel Wealth Advisors LLC purchased a new stake in General Motors during the 4th quarter worth approximately $25,000. Elevation Wealth Partners LLC grew its position in General Motors by 500.0% during the 4th 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 last quarter. 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 worth $29,000 after purchasing an additional 177 shares during the last quarter. Evergreen Advisors LLC acquired a new position in General Motors in the 1st quarter worth approximately $26,000. Finally, Kemnay Advisory Services Inc. acquired a new position in General Motors in the 4th quarter worth approximately $30,000. Hedge funds and other institutional investors own 92.67% of the company's stock.

General Motors declared that its Board of Directors has authorized a stock buyback program on Tuesday, January 27th that allows the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company's management believes its shares are undervalued.

General Motors Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, June 18th. Stockholders of record on Friday, June 5th will be issued a dividend of $0.18 per share. The ex-dividend date is Friday, June 5th. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. General Motors's dividend payout ratio is 29.03%.

Key Stories Impacting General Motors

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

• Positive Sentiment: Analysts and media commentary highlighted GM’s strong Q1 results and said the company has outperformed Ford on performance and strategy, which supports the stock’s longer-term case. Jim Cramer Reveals Why General Motors (GM) Is Better Than Ford
• Positive Sentiment: GM also received a price target boost to $126 after reporting strong quarterly results, reinforcing investor optimism around earnings momentum. General Motors (GM) Reports Strong Q1 Results, Gets Price Target Boosted to $126

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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