General Motors (NYSE:GM) Cut to “Hold” at Zacks Research

Zacks Research lowered shares of General Motors (NYSE:GM) (TSE:GMM.U) from a strong-buy rating to a hold rating in a report published on Tuesday,Zacks.com reports.

Several other brokerages have also issued reports on GM. Piper Sandler reaffirmed an “overweight” rating and set a $105.00 target price (up from $98.00) on shares of General Motors in a research report on Wednesday. Wells Fargo & Company raised their price objective on shares of General Motors from $48.00 to $57.00 and gave the stock an “underweight” rating in a report on Wednesday. Argus set a $78.00 price objective on shares of General Motors in a research report on Thursday, October 23rd. Tigress Financial increased their target price on shares of General Motors from $88.00 to $92.00 and gave the company a “strong-buy” rating in a research report on Friday, October 24th. Finally, UBS Group raised their price target on shares of General Motors from $97.00 to $102.00 and gave the stock a “buy” rating in a research note on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have given a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $85.70.

General Motors Trading Up 1.5%

NYSE:GM opened at $86.14 on Tuesday. General Motors has a 52 week low of $41.60 and a 52 week high of $87.31. The firm has a 50-day moving average price of $79.86 and a two-hundred day moving average price of $66.64. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.06 and a current ratio of 1.17. The firm has a market cap of $77.87 billion, a price-to-earnings ratio of 28.62, a price-to-earnings-growth ratio of 0.77 and a beta of 1.31.

General Motors (NYSE:GM) (TSE:GMM.U) last released its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.26 by $0.25. The company had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.General Motors’s quarterly revenue was down 5.1% on a year-over-year basis. During the same period in the prior year, the company posted $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, equities analysts expect that General Motors will post 11.44 earnings per share for the current fiscal year.

General Motors announced that its board has initiated a stock repurchase program on Tuesday, January 27th that authorizes the company to buyback $6.00 billion in outstanding shares. This buyback authorization authorizes the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s board of directors believes its stock is undervalued.

General Motors Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be paid a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Friday, March 6th. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio is currently 12.07%.

Insider Buying and Selling at General Motors

In related news, CAO Christopher Hatto sold 7,724 shares of the business’s 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 sale, the chief accounting officer directly owned 12,007 shares in the company, valued at approximately $864,504. The trade was a 39.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Company insiders own 0.54% of the company’s stock.

Hedge Funds Weigh In On General Motors

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Trust Co. of Toledo NA OH bought a new stake in shares of General Motors during the 2nd quarter valued at about $25,000. GFG Capital LLC bought a new position in shares of General Motors in the second quarter worth approximately $27,000. Elevation Wealth Partners LLC raised its stake in General Motors by 500.0% in the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock valued at $27,000 after purchasing an additional 275 shares in the last quarter. Steigerwald Gordon & Koch Inc. bought a new stake in General Motors during the third quarter valued at approximately $29,000. Finally, Kelleher Financial Advisors purchased a new position in General Motors in the 3rd quarter worth approximately $29,000. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting General Motors

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

• Positive Sentiment: GM beat Q4 EPS expectations and gave strong 2026 earnings guidance, which traders rewarded as evidence of earnings resilience and cash-generation. After +50% Return in 2025, GM Gets Off to a Strong Start in 2026
• Positive Sentiment: Board authorized a $6.0 billion share buyback (up to ~8.1% of shares), signaling management views the stock as undervalued and supporting EPS and share price. GM to Buyback $6.00 billion in Outstanding Shares
• Positive Sentiment: Multiple analysts raised targets/ratings (UBS, RBC, Mizuho, DZ Bank), lifting sentiment and adding upward pressure to the stock. Several price-target upgrades reported
• Positive Sentiment: Operational initiatives: GM is investing in wages and training ahead of major launches (supports execution risk reduction) and growing subscription/recurring revenue (~$2B last year), both boost longer-term margin/cash-flow outlook. GM invests in wages and training
• Neutral Sentiment: Analyst commentary pieces and valuation writeups highlight GM as both a growth and value idea—useful context but not a direct catalyst. Zacks style-score coverage
• Negative Sentiment: GM took roughly $7.2B of special charges (EV asset impairments, supply‑chain settlements, China JV restructuring), which depressed net income and introduces earnings volatility even if many items were already priced in. Q4 charges and implications
• Negative Sentiment: Operational/headcount action: GM will cut a shift in Oshawa, Canada, eliminating ~500 jobs — a near-term cost/PR headwind and sign of production adjustments in a softer market. GM shift reduction in Canada
• Negative Sentiment: Macro/trade risks: coverage points to tariff and trade-policy uncertainty that could raise costs and compress margins if policies evolve—an ongoing risk for investors to monitor. Tariff risk analysis
• Negative Sentiment: Some analysts trimmed enthusiasm (Zacks downgraded to Hold), underscoring that recent gains have left varying views on further upside from current levels. Zacks downgrade note

About General Motors

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.