General Motors Company (NYSE:GM) Receives Consensus Recommendation of “Moderate Buy” from Brokerages

Shares of General Motors Company (NYSE:GM) (TSE:GMM.U) have been assigned an average recommendation of “Moderate Buy” from the twenty-four analysts that are presently covering the company, MarketBeat reports. Two equities research analysts have rated the stock with a sell recommendation, five have issued a hold recommendation, fifteen have assigned a buy recommendation and two have given a strong buy recommendation to the company. The average 1 year price objective among analysts that have updated their coverage on the stock in the last year is $89.5217.

A number of brokerages recently commented on GM. Deutsche Bank Aktiengesellschaft raised their price target on General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research note on Wednesday, January 28th. DZ Bank raised shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 target price for the company in a research report on Thursday, January 29th. UBS Group lifted their target price on shares of General Motors from $97.00 to $102.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Jefferies Financial Group increased their price target on shares of General Motors from $85.00 to $97.00 and gave the stock a “hold” rating in a research note on Monday, February 2nd. Finally, TD Cowen restated a “buy” rating on shares of General Motors in a report on Wednesday, January 28th.

General Motors Stock Down 2.8%

NYSE GM opened at $78.56 on Monday. General Motors has a 1 year low of $41.60 and a 1 year high of $87.62. The stock has a market capitalization of $71.02 billion, a PE ratio of 26.10, a PEG ratio of 0.43 and a beta of 1.37. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. The business’s 50-day moving average is $82.09 and its 200 day moving average is $71.11.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings data 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 business had revenue of $45.29 billion during the quarter, compared to analysts’ expectations of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The business’s revenue was down 5.1% on a year-over-year basis. During the same quarter last year, the business posted $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. Sell-side analysts forecast that General Motors will post 11.44 earnings per share for the current year.

General Motors Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be paid 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 boost from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio (DPR) is 19.93%.

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

Hedge Funds Weigh In On General Motors

Several institutional investors and hedge funds have recently added to or reduced their stakes in GM. Vanguard Group Inc. increased its stake 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 acquiring an additional 11,418,367 shares in the last quarter. Franklin Resources Inc. grew its holdings in General Motors by 2.7% in the fourth quarter. Franklin Resources Inc. now owns 32,158,403 shares of the auto manufacturer’s stock worth $2,615,121,000 after purchasing an additional 835,645 shares during the period. Geode Capital Management LLC grew its holdings in General Motors by 1.2% in the fourth quarter. Geode Capital Management LLC now owns 22,242,381 shares of the auto manufacturer’s stock worth $1,802,668,000 after purchasing an additional 267,477 shares during the period. Capital World Investors increased its stake in shares of General Motors by 7.8% during the fourth quarter. Capital World Investors now owns 19,536,049 shares of the auto manufacturer’s stock valued at $1,588,688,000 after purchasing an additional 1,405,530 shares in the last quarter. Finally, AQR Capital Management LLC lifted its holdings in shares of General Motors by 5.5% during the third 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 during the last quarter. Hedge funds and other 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: Record truck sales and shareholder-return actions boosted near-term revenue and cash-return expectations, supporting GM’s underlying earnings outlook. General Motors Company (GM) Rises on Record Truck Sales and Shareholder Returns
• Positive Sentiment: An investor letter highlighted factors that lifted GM in Q4 (operational strength in key segments), signaling some institutional interest in the stock after recent results. Here’s What Lifted General Motors (GM) in Q4
• Neutral Sentiment: GM expanded the lineup of the Wuling Yangguang EV van in China — product development that can support EV unit growth in non-U.S. markets but has limited near-term impact on U.S. margins. GM’s 2026 Wuling Yangguang EV Van Gets Expanded Lineup
• Neutral Sentiment: Broader industry supply-chain stories (U.S. moves on rare-earth independence) and materials results may affect EV battery supply dynamics over time but are not an immediate driver of GM’s share move. The U.S. Takes A Huge Step In Becoming Rare Earth Independent
• Negative Sentiment: Iowa’s attorney general has sued GM and OnStar, alleging the company sold drivers’ location/data without proper disclosure or consent — a regulatory and reputational risk that can lead to fines, consent decrees or stricter oversight. Iowa accuses General Motors of not disclosing OnStar data sharing
• Negative Sentiment: Recall announced for ~43,732 full-size SUVs over a transmission software issue that could cause rough shifts or rear-wheel lock-up — raises near-term repair costs and may dent consumer confidence. General Motors Recalls 43,732 SUVs Amid Software Transmission Issue
• Negative Sentiment: Data showing GM among the weaker automakers on fleet average fuel economy could increase regulatory scrutiny and highlight EV transition challenges, pressuring valuation multiple expectations. GM Among Worst Automakers In Fleet Average Fuel Economy

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.