Q4 EPS Estimates for General Motors Lifted by Zacks Research

Key Points

• Zacks Research raised GM’s Q4 2026 EPS estimate to $2.56 from $2.52, while analysts maintain a “Moderate Buy” consensus rating and an average price target of $101.41.
• GM recently exceeded quarterly expectations, reporting $3.57 EPS and $48.03 billion in revenue, while its stock traded near $84.98 and the company maintained a $0.18 quarterly dividend.
• Institutional investors own 92.67% of GM, but insiders have sold more than $106 million in shares over the past three months, including sizable sales by senior executives.

General Motors Company (NYSE:GM - Free Report) TSE: GMM.U - Equities researchers at Zacks Research lifted their Q4 2026 earnings estimates for General Motors in a report released on Tuesday, August 18th. Zacks Research analyst Team now expects that the auto manufacturer will post earnings per share of $2.56 for the quarter, up from their previous forecast of $2.52. The consensus estimate for General Motors' current full-year earnings is $13.29 per share. Zacks Research also issued estimates for General Motors' Q1 2028 earnings at $3.09 EPS.

Other equities research analysts also recently issued research reports about the company. Mizuho lowered their price target on General Motors from $105.00 to $100.00 and set an "outperform" rating for the company in a report on Wednesday, April 29th. Benchmark reaffirmed a "buy" rating on shares of General Motors in a research report on Tuesday, July 21st. Morgan Stanley lifted their target price on shares of General Motors from $100.00 to $101.00 and gave the stock an "overweight" rating in a research note on Wednesday, July 22nd. Wall Street Zen raised shares of General Motors from a "hold" rating to a "buy" rating in a research report on Saturday, May 2nd. Finally, UBS Group reaffirmed a "buy" rating on shares of General Motors in a report on Wednesday, June 10th. 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's stock. According to data from MarketBeat, General Motors currently has an average rating of "Moderate Buy" and a consensus target price of $101.41.

General Motors Stock Up 1.5%

Shares of GM stock opened at $84.98 on Thursday. The stock's fifty day moving average price is $81.78 and its 200 day moving average price is $79.50. General Motors has a 1-year low of $54.33 and a 1-year high of $91.85. The company has a market cap of $74.57 billion, a price-to-earnings ratio of 42.92, a price-to-earnings-growth ratio of 0.38 and a beta of 1.30. 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 (NYSE:GM - Get Free Report) TSE: GMM.U last issued its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.19 by $0.38. The business had revenue of $48.03 billion for the quarter, compared to the consensus estimate of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The business's quarterly revenue was up 1.9% on a year-over-year basis. During the same period in the prior year, the firm posted $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS.

Hedge Funds Weigh In On General Motors

Institutional investors and hedge funds have recently modified their holdings of the stock. Benjamin Edwards Inc. boosted its stake in shares of General Motors by 12.2% in the second quarter. Benjamin Edwards Inc. now owns 8,765 shares of the auto manufacturer's stock worth $676,000 after buying an additional 955 shares during the last quarter. GTS Securities LLC acquired a new stake in General Motors during the second quarter worth about $268,000. Northwestern Mutual Wealth Management Co. raised its position in General Motors by 19.1% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 96,801 shares of the auto manufacturer's stock valued at $7,461,000 after acquiring an additional 15,491 shares in the last quarter. Wedbush Securities Inc. lifted its holdings in General Motors by 1.2% in the second quarter. Wedbush Securities Inc. now owns 18,209 shares of the auto manufacturer's stock valued at $1,404,000 after acquiring an additional 221 shares during the period. Finally, Hennessy Advisors Inc. acquired a new position in General Motors in the second quarter valued at approximately $1,614,000. Institutional investors and hedge funds own 92.67% of the company's stock.

Insiders Place Their Bets

In other news, CAO Christopher Hatto sold 6,895 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.00, for a total value of $620,550.00. Following 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 legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Mark L. Reuss sold 71,079 shares of the firm's stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $89.97, for a total transaction of $6,394,977.63. Following the transaction, the president directly owned 92,293 shares of the company's stock, valued at approximately $8,303,601.21. This trade represents a 43.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 1,247,053 shares of company stock worth $106,763,425. Company insiders own 0.44% of the company's stock.

General Motors Announces Dividend

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

Key Headlines Impacting General Motors

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

• Positive Sentiment: Analysts raise near-term and 2027 estimates: Zacks Research increased its FY2026 EPS forecast to $12.89 from $12.85, FY2027 EPS to $13.44 from $13.36, and fourth-quarter 2027 EPS to $3.38 from $3.30. The firm also lifted its fourth-quarter 2026 estimate to $2.56 from $2.52. These revisions reinforce expectations for continued earnings growth. MarketBeat General Motors estimates
• Positive Sentiment: Higher fair-value target and buyback support sentiment: An updated analysis raised GM’s fair-value estimate from $94.81 to $100.04 per share. Coverage also highlighted GM’s roughly $6 billion buyback and stronger recent performance relative to Ford, supporting the view that shareholder returns and valuation remain important catalysts. General Motors stock fair value rises
• Positive Sentiment: EV charging expansion: EVgo opened a flagship fast-charging location in Detroit with GM’s support near GM’s Global Technical Center. The project may improve GM’s charging ecosystem and strengthen the company’s long-term EV positioning. General Motors and EVgo charging news
• Neutral Sentiment: China strategy is being reshaped: GM and SAIC extended their joint venture for 20 years, maintaining a platform for Buick, Cadillac and intelligent-EV development. At the same time, GM will discontinue Chevrolet sales in China, signaling a narrower brand strategy in a competitive market. General Motors extends China joint venture
• Negative Sentiment: Longer-term estimates were cut: Zacks lowered its first-quarter 2028 EPS estimate to $3.09 from $3.20, suggesting some caution about GM’s distant earnings trajectory despite the improved 2026–2027 outlook.
• Negative Sentiment: Battery investment was scaled back: GM asked to be removed as a partner from an LG Energy Solution battery plant in Lansing, citing EV-demand alignment. The decision may reduce near-term capital spending, but it also highlights slower or more uncertain EV demand and could weigh on perceptions of GM’s EV execution. LG Energy Solution battery plant news

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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