General Motors (NYSE:GM) Rating Increased to Outperform at Wolfe Research

Wolfe Research upgraded shares of General Motors (NYSE:GM) (TSE:GMM.U) from a peer perform rating to an outperform rating in a report issued on Wednesday morning, MarketBeat.com reports. They currently have $96.00 target price on the auto manufacturer’s stock.

Several other analysts have also issued reports on GM. Mizuho boosted their price objective on shares of General Motors from $100.00 to $105.00 and gave the company an “outperform” rating in a report on Wednesday, January 28th. Benchmark increased their target price on shares of General Motors from $65.00 to $90.00 and gave the stock a “buy” rating in a research note on Tuesday, February 10th. Piper Sandler reiterated an “overweight” rating and set a $105.00 price target (up from $98.00) on shares of General Motors in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft boosted their price target on shares of General Motors from $82.00 to $83.00 and gave the company a “hold” rating in a research note on Wednesday, January 28th. Finally, Bank of America initiated coverage on shares of General Motors in a research report on Wednesday, March 4th. They set a “buy” rating and a $105.00 price objective for the company. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $91.58.

General Motors Trading Down 0.2%

Shares of General Motors stock opened at $76.41 on Wednesday. The stock has a 50 day moving average of $79.39 and a 200 day moving average of $73.19. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.01 and a current ratio of 1.17. The firm has a market capitalization of $69.07 billion, a price-to-earnings ratio of 25.39, a PEG ratio of 0.41 and a beta of 1.37. General Motors has a fifty-two week low of $41.60 and a fifty-two week high of $87.62.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS for the quarter, beating analysts’ consensus estimates of $2.26 by $0.25. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The company had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. During the same quarter in the previous year, the business earned $1.92 earnings per share. The company’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, research analysts predict that General Motors will post 11.44 earnings per share for the current year.

General Motors announced that its Board of Directors has authorized a stock buyback 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 buy up to 8.1% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board of directors believes its shares are undervalued.

General Motors Increases Dividend

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

Institutional Investors Weigh In On General Motors

A number of hedge funds have recently bought and sold shares of the stock. Laurel Wealth Advisors LLC purchased a new position in shares of General Motors in the 4th quarter valued at about $25,000. Elevation Wealth Partners LLC increased its stake in shares of General Motors by 500.0% during the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock worth $27,000 after buying an additional 275 shares during the period. Steigerwald Gordon & Koch Inc. acquired a new stake in General Motors in the third quarter valued at approximately $29,000. SouthState Bank Corp raised its holdings in General Motors by 101.7% in the fourth quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock valued at $29,000 after acquiring an additional 177 shares in the last quarter. Finally, Kelleher Financial Advisors purchased a new position in General Motors in the third quarter worth approximately $29,000. Institutional investors and hedge funds 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: Wolfe Research upgraded GM to Outperform with a $96 price target, saying the recent sell‑off creates selective buying opportunities across autos — a clear bullish analyst signal for the stock. GM upgraded at Wolfe Research as firm sees ‘select opportunities’ in autos
• Positive Sentiment: GM has advanced Level‑3 autonomy testing, running Escalade IQ road tests and “eyes‑off” trials on public highways — progress that supports the company’s software and AV monetization thesis. GM advances Level 3 autonomy with Escalade IQ road tests
• Positive Sentiment: GM plans a $600 million investment in its South Korean unit to modernize plants and products, supporting future competitiveness and regional production capacity. GM to invest $600 million in South Korean unit
• Positive Sentiment: Valeo is building a $225M Texas plant to produce GM’s central compute unit (liquid‑cooled), bolstering GM’s software‑defined vehicle supply chain. Valeo breaks ground on $225m manufacturing plant in US
• Neutral Sentiment: Broader market trends: hybrid vehicles now represent ~20% of U.S. sales — a structural shift that creates opportunities but also competition as automakers reposition lineups. Hybrids now account for 1 in 5 U.S. vehicle sales as market shifts
• Neutral Sentiment: A Dayton‑area glass plant fire prompted concern; Stellantis and GM said there were no disruptions to parts supply — watch for follow‑up on parts flow but no immediate production impact reported. GM, Jeep Parent Stellantis Say No Disruptions After Ohio Glass Factory Fire
• Negative Sentiment: Union leaders at GM’s Silao, Mexico plant proposed a 10% salary increase for the 2026–28 contract — a potential margin headwind if ratified or if it prompts similar demands elsewhere. GM workers at Mexico’s Silao plant to vote on proposal for 10% salary hike

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.