Zacks Research Lifts Earnings Estimates for General Motors

General Motors Company (NYSE:GM) (TSE:GMM.U) – Equities research analysts at Zacks Research increased their Q1 2026 earnings estimates for shares of General Motors in a report released on Wednesday, January 21st. Zacks Research analyst Team now forecasts that the auto manufacturer will post earnings of $2.59 per share for the quarter, up from their prior estimate of $2.41. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share. Zacks Research also issued estimates for General Motors’ Q2 2026 earnings at $2.87 EPS.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.32 by $0.48. The company had revenue of $48.59 billion during the quarter, compared to analysts’ expectations of $44.60 billion. General Motors had a net margin of 1.62% and a return on equity of 12.29%. General Motors’s revenue was down .3% on a year-over-year basis. During the same period last year, the company posted $2.96 EPS.

GM has been the topic of several other research reports. Evercore ISI upped their price target on General Motors from $68.00 to $74.00 and gave the stock an “outperform” rating in a research note on Monday, November 24th. Benchmark reissued a “buy” rating on shares of General Motors in a research note on Wednesday, October 22nd. Jefferies Financial Group raised their price target on General Motors from $50.00 to $55.00 and gave the company a “hold” rating in a report on Monday, October 6th. Tigress Financial upped their price target on shares of General Motors from $88.00 to $92.00 and gave the stock a “strong-buy” rating in a research note on Friday, October 24th. Finally, JPMorgan Chase & Co. raised their price objective on shares of General Motors from $85.00 to $100.00 and gave the company an “overweight” rating in a research note on Wednesday. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating, four have given a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $79.32.

General Motors Price Performance

Shares of GM opened at $81.00 on Thursday. General Motors has a fifty-two week low of $41.60 and a fifty-two week high of $85.18. The firm’s 50-day simple moving average is $78.39 and its two-hundred day simple moving average is $65.57. The stock has a market cap of $75.56 billion, a PE ratio of 16.30, a price-to-earnings-growth ratio of 0.64 and a beta of 1.31. The company has a debt-to-equity ratio of 1.40, a quick ratio of 1.06 and a current ratio of 1.23.

Institutional Trading of General Motors

Hedge funds and other institutional investors have recently modified their holdings of the company. CWM LLC increased its holdings in General Motors by 50.8% in the 3rd quarter. CWM LLC now owns 340,858 shares of the auto manufacturer’s stock valued at $20,782,000 after acquiring an additional 114,756 shares during the last quarter. Corient Private Wealth LLC grew its position in shares of General Motors by 6.2% during the second quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock valued at $16,802,000 after purchasing an additional 20,017 shares in the last quarter. SteelPeak Wealth LLC bought a new stake in shares of General Motors in the third quarter worth about $3,411,000. Burney Co. lifted its position in shares of General Motors by 18.7% in the third quarter. Burney Co. now owns 82,037 shares of the auto manufacturer’s stock worth $5,002,000 after buying an additional 12,913 shares in the last quarter. Finally, Permanent Capital Management LP bought a new position in General Motors during the third quarter valued at approximately $1,102,000. 92.67% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CAO Christopher Hatto sold 7,724 shares of the stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $72.00, for a total transaction of $556,128.00. Following the transaction, the chief accounting officer directly owned 12,007 shares of the company’s stock, valued at $864,504. This represents a 39.15% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.54% of the company’s stock.

More General Motors News

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

• Positive Sentiment: FDIC approval clears the way for GM to establish an industrial bank, allowing the company to expand captive-finance and deposit-taking activities that could boost recurring, higher‑margin financial revenue and lower funding costs. FDIC clears way for Ford, General Motors to set up industrial banks
• Positive Sentiment: Analysts are turning more bullish: JPMorgan raised its price target to $100 (overweight) and Goldman boosted its target to $98, while Zacks raised near‑term EPS estimates — all supporting upside and positive sentiment heading into earnings. GM price target/analyst coverage reporting
• Neutral Sentiment: GM will shift production of a China-built Buick compact SUV to its Fairfax, Kansas plant (expected ~2028) and will end Chevrolet Bolt EV production at that facility next year. The move reduces exposure to China/Mexico production and potential tariff risk and supports U.S. manufacturing jobs, but it also signals the end of the Bolt EV product and will require retooling/capital spend. Investors should watch retooling costs, capacity timing and margins on the new model. GM to end Chevy Bolt EV production next year, move China-made Buick to U.S. factory
• Negative Sentiment: The FTC has taken action against GM and OnStar over privacy concerns, creating regulatory and reputational risk that could trigger fines, compliance costs or changes to data-driven services that GM is monetizing. Monitor developments for potential financial or operational impacts. FTC Action Against GM & OnStar For Privacy Concerns
• Negative Sentiment: NHTSA has reopened probes and continues scrutiny of some GM V8 engines and earlier recalls, which could lead to further remediation costs, warranty exposure or reputational damage. Investors should factor potential recall/warranty hit into near‑term cash flow and margins. NHTSA reopens GM recall after engine failure

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.