Zacks Research Forecasts Weaker Earnings for General Motors

General Motors Company (NYSE:GM) (TSE:GMM.U) – Analysts at Zacks Research cut their Q1 2026 EPS estimates for General Motors in a research report issued on Tuesday, February 10th. Zacks Research analyst Team now forecasts that the auto manufacturer will earn $2.53 per share for the quarter, down from their previous forecast of $2.59. 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’ Q4 2026 earnings at $2.97 EPS, Q1 2027 earnings at $2.78 EPS and Q2 2027 earnings at $3.04 EPS.

GM has been the subject of several other research reports. Citigroup boosted their price objective on shares of General Motors from $86.00 to $98.00 and gave the company a “buy” rating in a research note on Monday, January 12th. DZ Bank raised shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 price target on the stock in a report on Thursday, January 29th. UBS Group increased their price objective on General Motors from $97.00 to $102.00 and gave the stock a “buy” rating in a research report on Wednesday, January 28th. Argus set a $78.00 target price on General Motors in a research report on Thursday, October 23rd. Finally, TD Cowen reaffirmed a “buy” rating on shares of General Motors in a report on Wednesday, January 28th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, General Motors currently has a consensus rating of “Moderate Buy” and a consensus price target of $89.52.

General Motors Stock Up 0.0%

GM stock opened at $79.84 on Thursday. General Motors has a twelve month low of $41.60 and a twelve month high of $87.62. The firm has a market capitalization of $72.17 billion, a PE ratio of 26.53, a PEG ratio of 0.44 and a beta of 1.36. The company has a quick ratio of 1.01, a current ratio of 1.17 and a debt-to-equity ratio of 1.50. The stock has a 50-day simple moving average of $81.82 and a two-hundred day simple moving average of $68.73.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping the consensus estimate of $2.26 by $0.25. The firm had revenue of $45.29 billion during the quarter, compared to the consensus estimate of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The company’s revenue was down 5.1% on a year-over-year basis. During the same quarter last year, the company earned $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

General Motors announced that its board has approved a stock repurchase program on Tuesday, January 27th that allows the company to buyback $6.00 billion in outstanding shares. This buyback authorization allows the auto manufacturer to buy up to 8.1% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board of directors believes its stock is undervalued.

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 issued 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 is Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio (DPR) is presently 19.93%.

Hedge Funds Weigh In On General Motors

Several institutional investors and hedge funds have recently made changes to their positions in GM. CWM LLC boosted its holdings in General Motors by 50.8% in the third 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 in the last quarter. Corient Private Wealth LLC grew its holdings in shares of General Motors by 6.2% during the 2nd quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock worth $16,802,000 after acquiring an additional 20,017 shares during the period. SteelPeak Wealth LLC purchased a new position in shares of General Motors in the 3rd quarter valued at approximately $3,411,000. Burney Co. boosted its position in shares of General Motors by 18.7% during the third quarter. Burney Co. now owns 82,037 shares of the auto manufacturer’s stock valued at $5,002,000 after purchasing an additional 12,913 shares in the last quarter. Finally, Permanent Capital Management LP purchased a new stake in General Motors in the third quarter worth $1,102,000. Institutional investors own 92.67% of the company’s stock.

Trending Headlines about 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 meaningful upside vs. current levels and supporting investor appetite for the stock. DZ Bank upgrade
• Positive Sentiment: Reports indicate Honda may owe GM compensation tied to weak Honda EV sales under their commercial arrangements — a potential one‑time gain or recurring adjustment that would help GM’s EV economics. Honda compensation story
• Positive Sentiment: Zacks Research raised several medium‑ to long‑range estimates (FY2026/FY2027 and some Q2–Q3 projections), implying better earnings power ahead — a supportive signal for medium‑term valuation. (Zacks maintains a Hold rating.)
• Neutral Sentiment: Coverage of GM’s strategic split with Allison discusses potential changes to GM’s heavy‑duty truck strategy — strategic implications exist but timing/financial impact are unclear. Allison split
• Neutral Sentiment: Reporting on internal debates over the next‑generation Chevrolet Camaro highlights product/branding decisions that could affect margins and allocation of R&D/capex, but no immediate financial readthrough. Camaro story
• Neutral Sentiment: GM issued a service fix for ticking noises on Silverado/Colorado/Traverse engines — reduces customer complaints and potential reputational damage, though it may result in warranty costs. Engine ticking fix
• Negative Sentiment: MSN reports on a recall/campaign for GM’s 6.2‑liter V8 that includes a change to thicker engine oil to address wear — a reminder of recall and warranty expense risk that can pressure near‑term margins and investor sentiment. 6.2L V8 recall
• Negative Sentiment: Zacks trimmed several near‑term EPS forecasts (Q1 2026, Q4 2026, Q1/Q2 2027) — small downgrades that could temper expectations for the next few quarters even as Zacks raised some longer‑term estimates. (Zacks remains at Hold.)

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.