Brokers Issue Forecasts for General Motors FY2026 Earnings

by · The Markets Daily

General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) – Equities research analysts at Erste Group Bank upped their FY2026 earnings per share (EPS) estimates for General Motors in a report released on Friday, September 18th. Erste Group Bank analyst S. Lingnau now forecasts that the auto manufacturer will post earnings of $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.

Other research analysts have also recently issued reports about the stock. Wells Fargo & Company increased their price target on shares of General Motors from $60.00 to $61.00 and gave the company an “underweight” rating in a report on Wednesday, July 22nd. Tigress Financial upped their target price on General Motors from $92.00 to $130.00 and gave the company a “strong-buy” rating in a research report on Tuesday, July 28th. Royal Bank Of Canada increased their target price on General Motors from $94.00 to $100.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 22nd. Morgan Stanley boosted their price target on General Motors from $100.00 to $101.00 and gave the company an “overweight” rating in a research note on Wednesday, July 22nd. Finally, Jefferies Financial Group raised General Motors from a “hold” rating to a “buy” rating and upped their price objective for the company from $90.00 to $99.00 in a report on Monday, July 27th. One research analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, General Motors has a consensus rating of “Moderate Buy” and a consensus target price of $101.82.

Get Our Latest Stock Analysis on GM

General Motors Price Performance

Shares of GM opened at $83.47 on Monday. The company’s 50-day moving average is $85.29 and its 200-day moving average is $80.24. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. The firm has a market capitalization of $73.24 billion, a PE ratio of 42.16, a PEG ratio of 0.47 and a beta of 1.32. General Motors has a fifty-two week low of $54.33 and a fifty-two week high of $91.85.

General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last released its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) 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 company had revenue of $48.03 billion during the quarter, compared to analysts’ expectations of $47.01 billion. During the same period last year, the firm posted $2.53 earnings per share. The business’s 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.

General Motors Dividend Announcement

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

Insiders Place Their Bets

In related news, President Mark Reuss sold 71,079 shares of the stock in a transaction that occurred 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 sale, the president owned 92,293 shares of the company’s stock, valued at $8,303,601.21. This represents a 43.51% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through 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 General Motors 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 completion of the transaction, the chief executive officer directly owned 428,994 shares of the company’s stock, valued at $38,772,477.72. This represents a 42.61% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 549,665 shares of company stock valued at $49,010,828 in the last quarter. Company insiders own 0.44% of the company’s stock.

Hedge Funds Weigh In On General Motors

Hedge funds have recently bought and sold shares of the company. Andra AP fonden raised its stake in General Motors by 35.3% in the second quarter. Andra AP fonden now owns 113,073 shares of the auto manufacturer’s stock valued at $8,716,000 after purchasing an additional 29,500 shares in the last quarter. Premier Financial Group purchased a new position in General Motors in the 2nd quarter worth approximately $31,000. Junto Capital Management LP increased its holdings in shares of General Motors by 33.9% in the 2nd quarter. Junto Capital Management LP now owns 976,798 shares of the auto manufacturer’s stock worth $75,292,000 after buying an additional 247,302 shares during the last quarter. Miramontes Capital LLC purchased a new stake in shares of General Motors during the 2nd quarter valued at $261,000. Finally, Tidal Investments LLC raised its position in shares of General Motors by 14.2% during the 2nd quarter. Tidal Investments LLC now owns 167,568 shares of the auto manufacturer’s stock valued at $12,916,000 after buying an additional 20,899 shares in the last quarter. 92.67% of the stock is owned by institutional investors.

Key Stories Impacting General Motors

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

  • Positive Sentiment: The Pentagon expanded GM Defense’s contract to build lightweight troop carriers by nearly $700 million, bringing the contract’s total value to approximately $1 billion. The award strengthens GM’s higher-growth defense business and was reported as a key reason shares increased previously. GM Wins $700 Million Pentagon Contract
  • Positive Sentiment: GM and Cirba Solutions are piloting a closed-loop battery-recycling program that uses critical minerals recovered from end-of-life batteries and manufacturing scrap in new GM EVs. The initiative could reduce raw-material costs, improve supply-chain resilience and support GM’s domestic EV strategy. Cirba Solutions and GM Battery Recycling Pilot
  • Positive Sentiment: Analysts continue to highlight GM’s stronger earnings, cash flow and technology investments. The company recently exceeded quarterly EPS and revenue expectations, while its defense expansion and Lockheed Martin partnership add potential growth beyond traditional vehicle sales. Reasons to Hold General Motors Stock
  • Neutral Sentiment: GM is retaining Apple CarPlay and Android Auto in some trucks while continuing to exclude them from future EVs. The strategy preserves control over in-vehicle software and potential recurring revenue, but risks frustrating customers and weakening EV appeal. GM Keeps CarPlay in Trucks
  • Neutral Sentiment: GM is promoting new small-block and 8.3-liter “Mongoose” Duramax V8 engines for heavy-duty pickups. The products may support truck competitiveness and pricing power, though they also increase exposure to fuel-efficiency and emissions pressures. GM 8.3-Liter Duramax Diesel
  • Negative Sentiment: Reports of a class-action lawsuit alleging GM concealed serious truck defects, a separate transmission lawsuit, and a recall involving more than 306,000 vehicles raise potential warranty, legal and reputational costs. GM Recalls More Than 306,000 Vehicles

About General Motors

(Get Free Report)

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.

Featured Articles