Q2 EPS Estimates for General Motors Raised by Zacks Research

General Motors Company (NYSE:GM) (TSE:GMM.U) – Stock analysts at Zacks Research lifted their Q2 2026 EPS estimates for General Motors in a report released on Tuesday, February 10th. Zacks Research analyst Team now forecasts that the auto manufacturer will post earnings per share of $2.99 for the quarter, up from their previous estimate of $2.87. Zacks Research has a “Hold” 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’ Q3 2026 earnings at $3.31 EPS, FY2026 earnings at $11.81 EPS, Q3 2027 earnings at $3.39 EPS, Q4 2027 earnings at $3.24 EPS, FY2027 earnings at $12.46 EPS and FY2028 earnings at $13.11 EPS.

Several other brokerages also recently commented on GM. Morgan Stanley restated an “overweight” rating and issued a $100.00 price objective on shares of General Motors in a research report on Wednesday, January 28th. Evercore upped their target price on shares of General Motors from $85.00 to $95.00 and gave the company an “outperform” rating in a research report on Monday, February 2nd. Jefferies Financial Group upped their price objective on General Motors from $85.00 to $97.00 and gave the company a “hold” rating in a research report on Monday, February 2nd. Benchmark lifted their target price on General Motors from $65.00 to $90.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Mizuho boosted their target price on General Motors from $100.00 to $105.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $89.52.

General Motors Price Performance

Shares of NYSE:GM opened at $79.77 on Wednesday. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. General Motors has a 1-year low of $41.60 and a 1-year high of $87.62. The firm’s 50 day simple moving average is $81.73 and its two-hundred day simple moving average is $68.65. The company has a market capitalization of $72.11 billion, a P/E ratio of 26.50, a P/E/G ratio of 0.44 and a beta of 1.36.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its quarterly earnings data on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, beating 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 firm had revenue of $45.29 billion during the quarter, compared to the consensus estimate of $45.81 billion. During the same quarter in the previous year, the firm posted $1.92 EPS. The company’s revenue for the quarter was down 5.1% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

General Motors announced that its Board of Directors has authorized a stock buyback plan on Tuesday, January 27th that permits the company to repurchase $6.00 billion in shares. This repurchase authorization permits the auto manufacturer to repurchase up to 8.1% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s leadership believes its shares are undervalued.

General Motors Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be given a dividend of $0.18 per share. This is a boost from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date of this dividend is Friday, March 6th. This represents a $0.72 annualized dividend and a yield of 0.9%. General Motors’s payout ratio is 23.92%.

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in GM. Vanguard Group Inc. grew its stake in General Motors by 11.5% in the second quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock valued at $5,450,485,000 after purchasing an additional 11,418,367 shares during the last quarter. Franklin Resources Inc. boosted its holdings in shares of General Motors by 2.7% in the 4th quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer’s stock valued at $2,615,121,000 after buying an additional 835,645 shares in the last quarter. Geode Capital Management LLC grew its position in shares of General Motors by 1.2% in the 4th quarter. Geode Capital Management LLC now owns 22,242,381 shares of the auto manufacturer’s stock worth $1,802,668,000 after buying an additional 267,477 shares during the last quarter. Capital World Investors raised its stake in shares of General Motors by 7.8% during the 4th quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock worth $1,588,688,000 after acquiring an additional 1,405,530 shares in the last quarter. Finally, AQR Capital Management LLC raised its stake in shares of General Motors by 5.5% during the 3rd quarter. AQR Capital Management LLC now owns 14,252,689 shares of the auto manufacturer’s stock worth $868,986,000 after acquiring an additional 748,831 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: DZ Bank upgraded GM to Buy and set a $98 price target, signaling stronger sell‑side conviction that could support the share price. DZ Bank is Bullish on General Motors Company (GM)
• Positive Sentiment: Zacks Research raised several near‑term and FY EPS estimates for GM (Q2/Q3/FY2026–FY2028), which improves the earnings outlook even though Zacks still carries a Hold rating. MarketBeat / Zacks Research note
• Positive Sentiment: GM announced a reset of its EV plans — adopting LMR batteries and overhauling factories — a strategic move that could lower unit costs and accelerate EV production/margins if execution succeeds. General Motors Resets EV Plans With LMR Batteries And Factory Overhaul
• Positive Sentiment: News that Honda may need to compensate GM for missing EV targets (related to their partnership/volume commitments) could create one‑time financial upside and validate GM’s Ultium supply model. Honda Being Forced to Compensate General Motors for Poor EV Sales
• Positive Sentiment: GM finished 2025 as Canada’s top EV seller, showing share gains in at least one key market and supporting revenue/volume confidence for EVs. GM finishes job, ends 2025 as Canada’s top EV seller
• Neutral Sentiment: Coverage on how a historical GM/Allison split could reshape heavy‑duty trucks explains market structure shifts; implications for GM’s commercial strategy are uncertain. How GM and Allison’s split could change heavy duty trucks
• Neutral Sentiment: GM hired former Lucid executive Claudia Gast for a senior strategy role — a talent move that may help EV product/strategy but has limited near‑term financial impact. GM taps Lucid executive Claudia Gast for senior strategy role
• Neutral Sentiment: The BYD v. U.S. tariff lawsuit is being watched by Detroit automakers — an outcome could reshuffle competitive dynamics for EV imports, but the timing and direct impact on GM are unclear. BYD Vs. Trump: Why Tesla, Ford And GM Are Watching This Lawsuit Closely
• Negative Sentiment: GM called an “urgent” supplier meeting over exposure to First Brands — a potential supply chain or counterpart risk that could pressure production or costs if problems escalate. GM calls ‘urgent’ supplier meeting over First Brands exposure
• Negative Sentiment: Ongoing issues around the 6.2L V8 L87 recall and replacement engines pose reputational and warranty costs; recall developments are a downside risk to margins. GM 6.2L V8 L87 Recall

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.