General Motors (NYSE:GM) Upgraded to “Buy” at DZ Bank

DZ Bank upgraded shares of General Motors (NYSE:GM) (TSE:GMM.U) from a hold rating to a buy rating in a research note released on Thursday morning, MarketBeat Ratings reports. DZ Bank currently has $98.00 price objective on the auto manufacturer’s stock.

A number of other equities research analysts also recently issued reports on GM. Wedbush lifted their price target on shares of General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. UBS Group raised their price objective on General Motors from $97.00 to $102.00 and gave the company a “buy” rating in a research note on Wednesday. Royal Bank Of Canada boosted their target price on General Motors from $92.00 to $107.00 and gave the stock an “outperform” rating in a research report on Wednesday. Weiss Ratings restated a “hold (c)” rating on shares of General Motors in a research report on Thursday, January 22nd. Finally, Mizuho increased their price objective on shares of General Motors from $100.00 to $105.00 and gave the company an “outperform” rating in a research note on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, General Motors has a consensus rating of “Moderate Buy” and an average target price of $85.70.

General Motors Trading Up 1.5%

NYSE:GM opened at $86.14 on Thursday. General Motors has a 1 year low of $41.60 and a 1 year high of $87.31. 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 stock has a fifty day moving average price of $79.86 and a two-hundred day moving average price of $66.64. The stock has a market capitalization of $77.87 billion, a price-to-earnings ratio of 28.62, a PEG ratio of 0.77 and a beta of 1.31.

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

General Motors Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be given a $0.18 dividend. This is an increase from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, March 6th. General Motors’s dividend payout ratio (DPR) is presently 12.07%.

General Motors declared that its board has approved a stock buyback plan on Tuesday, January 27th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the auto manufacturer to purchase up to 8.1% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s management believes its stock is undervalued.

Insiders Place Their Bets

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

Institutional Investors Weigh In On General Motors

Institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. raised its position in shares of General Motors by 11.5% in the 2nd quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock worth $5,450,485,000 after buying an additional 11,418,367 shares during the period. Franklin Resources Inc. increased its stake in General Motors by 3.3% during the third quarter. Franklin Resources Inc. now owns 31,322,758 shares of the auto manufacturer’s stock worth $1,909,748,000 after acquiring an additional 989,189 shares during the last quarter. Capital World Investors raised its holdings in shares of General Motors by 8.2% in the 3rd quarter. Capital World Investors now owns 18,130,519 shares of the auto manufacturer’s stock worth $1,105,420,000 after purchasing an additional 1,366,467 shares during the period. AQR Capital Management LLC lifted its stake in shares of General Motors by 5.5% in the 3rd quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock valued at $868,986,000 after purchasing an additional 748,831 shares in the last quarter. Finally, Viking Global Investors LP grew its holdings in shares of General Motors by 81.1% during the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock worth $640,659,000 after purchasing an additional 5,830,050 shares during the period. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about 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

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.