Erste Group Bank Predicts General Motors FY2026 Earnings

General Motors Company (NYSE:GM) (TSE:GMM.U) – Analysts at Erste Group Bank raised their FY2026 earnings per share (EPS) estimates for shares of General Motors in a report released on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will post earnings per share of $12.50 for the year, up from their previous forecast of $12.45. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share.

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

A number of other equities research analysts also recently weighed in on the company. DZ Bank upgraded General Motors from a “hold” rating to a “buy” rating and set a $98.00 price target on the stock in a research report on Thursday, January 29th. Weiss Ratings reiterated a “hold (c)” rating on shares of General Motors in a report on Thursday, January 22nd. Zacks Research lowered General Motors from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. The Goldman Sachs Group set a $104.00 price objective on General Motors in a report on Tuesday, January 27th. Finally, Evercore upped their target price on General Motors from $85.00 to $95.00 and gave the stock an “outperform” rating in a research note on Monday, February 2nd. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $91.58.

General Motors Price Performance

GM stock opened at $72.98 on Friday. The firm has a 50 day simple moving average of $79.12 and a two-hundred day simple moving average of $73.31. The stock has a market cap of $65.97 billion, a PE ratio of 24.25, a P/E/G ratio of 0.41 and a beta of 1.37. General Motors has a one year low of $41.60 and a one year high of $87.62. 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 Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Investors of record on Friday, March 6th were paid a $0.18 dividend. The ex-dividend date of this dividend was Friday, March 6th. This is a boost from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 annualized dividend and a dividend yield of 1.0%. General Motors’s payout ratio is 23.92%.

General Motors declared that its Board of Directors has initiated a share buyback plan on Tuesday, January 27th that authorizes the company to buyback $6.00 billion in outstanding shares. This buyback authorization authorizes the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares buyback plans are generally an indication that the company’s management believes its shares are undervalued.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the business. Laurel Wealth Advisors LLC bought a new stake in shares of General Motors in the 4th quarter worth approximately $25,000. Elevation Wealth Partners LLC raised its holdings 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 valued at $27,000 after acquiring an additional 275 shares in the last quarter. SouthState Bank Corp lifted its stake in General Motors by 101.7% in the fourth quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock worth $29,000 after acquiring an additional 177 shares during the period. Kemnay Advisory Services Inc. purchased a new stake in General Motors in the fourth quarter worth $30,000. Finally, Founders Capital Management bought a new stake in General Motors in the fourth quarter valued at $31,000. Institutional investors own 92.67% of the company’s stock.

General Motors News Summary

Here are the key news stories impacting General Motors this week:

• Positive Sentiment: Wolfe Research raised GM to Outperform, giving the stock analyst momentum that can support buying interest. General Motors (NYSE:GM) Raised to Outperform at Wolfe Research
• Positive Sentiment: Erste Group nudged up its FY2026 EPS estimate (to $12.50), a small but constructive revision versus consensus that reinforces GM’s multi-year profitability thesis.
• Positive Sentiment: GM committed ~$600M to upgrade South Korea operations to boost compact SUV output — a near‑term production and margin play that eases concerns about plant exits. GM to invest US$600 in its South Korean operations
• Positive Sentiment: GM celebrated a manufacturing milestone — Fort Wayne built its 11 millionth vehicle — a sign of durable production scale and brand strength. General Motors plant celebrates assembly of 11M trucks
• Neutral Sentiment: GM Financial announced its Q1 2026 operating results release date (Apr 28) — a scheduled event that could create short‑term volatility for GM parent sentiment depending on credit trends. GM Financial to Release First Quarter 2026 Operating Results
• Neutral Sentiment: New product buzz: reports on the 2027 Corvette Stingray/Grand Sport/GSX V8 upgrades may help brand halo effects but are unlikely to move the stock materially. 2027 Chevrolet Corvette Stingray, Grand Sport, and GSX Receive the Most Torque-Happy NA V8 Ever
• Negative Sentiment: China remains the largest headline risk — coverage highlights that Detroit automakers, including GM, face a major China problem; separate reporting shows GM’s China sales have plunged ~75%, a clear hit to international growth expectations. These Top Stocks Have a Big China Problem to Solve GM’s China Sales Are Down 75%
• Negative Sentiment: Erste trimmed its FY2027 EPS estimate slightly (to $14.13 from $14.26), a modest downgrade that could temper longer‑range upside expectations.
• Negative Sentiment: Market reaction has been negative in recent sessions as investors weigh the China slump and mixed guidance/estimates; a recent note tracked a down move in GM shares. General Motors (GM) Stock Moves -1.32%: What You Should Know

About General Motors

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.