FY2026 EPS Estimates for General Motors Decreased by Analyst

General Motors Company (NYSE:GM) (TSE:GMM.U) – Analysts at Erste Group Bank lowered their FY2026 EPS estimates for shares of General Motors in a research note issued on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now expects that the auto manufacturer will earn $12.40 per share for the year, down from their prior estimate of $12.50. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share.

General Motors (NYSE:GM) (TSE:GMM.U) last announced 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 company had revenue of $45.29 billion during the quarter, compared to analysts’ expectations of $45.81 billion. During the same quarter in the prior year, the company posted $1.92 EPS. The business’s revenue was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

A number of other brokerages have also recently issued reports on GM. Jefferies Financial Group lifted their price objective on General Motors from $85.00 to $97.00 and gave the company a “hold” rating in a report on Monday, February 2nd. Piper Sandler reissued an “overweight” rating and set a $105.00 price objective (up from $98.00) on shares of General Motors in a report on Wednesday, January 28th. Wells Fargo & Company increased their target price on shares of General Motors from $48.00 to $57.00 and gave the stock an “underweight” rating in a research report on Wednesday, January 28th. JPMorgan Chase & Co. increased their target price on shares of General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 21st. Finally, Evercore increased their target price on shares of General Motors from $85.00 to $95.00 and gave the stock an “outperform” rating in a research report on Monday, February 2nd. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, General Motors has a consensus rating of “Moderate Buy” and a consensus target price of $91.38.

General Motors Trading Down 0.0%

Shares of GM stock opened at $76.72 on Thursday. General Motors has a 52-week low of $42.62 and a 52-week high of $87.62. The stock has a market cap of $69.36 billion, a price-to-earnings ratio of 25.49, a P/E/G ratio of 0.41 and a beta of 1.34. 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 fifty day moving average of $77.72 and a 200-day moving average of $74.28.

General Motors Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, March 6th were paid a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. This is an increase from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date was Friday, March 6th. General Motors’s dividend payout ratio is presently 23.92%.

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

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of GM. Tsfg LLC increased its position in General Motors by 5.7% in the 4th quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock valued at $182,000 after acquiring an additional 120 shares in the last quarter. Bogart Wealth LLC increased its position in General Motors by 15.6% in the 4th quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock valued at $74,000 after acquiring an additional 122 shares in the last quarter. Sumitomo Life Insurance Co. increased its position in General Motors by 0.7% in the 4th quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock valued at $1,584,000 after acquiring an additional 127 shares in the last quarter. PDS Planning Inc increased its position in General Motors by 3.4% in the 4th quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer’s stock valued at $325,000 after acquiring an additional 131 shares in the last quarter. Finally, UMB Bank n.a. increased its position in General Motors by 2.0% in the 4th quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer’s stock valued at $560,000 after acquiring an additional 136 shares in the last quarter. 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: Former Tesla executive praises GM’s bet on personal autonomous vehicles, highlighting GM’s engineering depth and leadership — helps investor confidence in GM’s Cruise/autonomy roadmap and longer‑term upside if personal AVs gain traction. Ex-Tesla exec explains GM’s bold bet on personal autonomous cars
• Positive Sentiment: Growing use of managed EV charging by utilities can accelerate EV adoption, reduce charging costs and ease grid constraints — a supportive macro trend for GM’s EV volumes and total cost‑of‑ownership messaging. As EV load grows, utilities use managed charging to harness flexibility, lower costs
• Positive Sentiment: Analyses highlighting GM as a long‑term value stock support buy‑and‑hold interest from value investors given cash generation, EV investments and current valuation metrics. Why General Motors (GM) is a Top Value Stock for the Long-Term
• Neutral Sentiment: GM will resume selling cars in Turkey — a modest market reentry that marginally broadens distribution but is unlikely to move short‑term results. GM Will Start Selling Cars In Turkey Again
• Negative Sentiment: GM recalled ~271,770 vehicles in the U.S. over rearview camera issues; recalls raise remediation costs, repair logistics and near‑term margin pressure and can dent sentiment. General Motors recalls over 270,000 cars in US over rearview camera issue
• Negative Sentiment: Additional recalls/stop‑sales: over 270k Chevrolet Malibus recalled for rearview camera faults and a stop‑sale/recall on certain Corvettes for a software glitch — ongoing quality actions that increase warranty and service costs. GM Recalls Over 270,000 Chevrolet Malibus Over Rearview Camera Problems
• Negative Sentiment: Analyst cuts: Erste trimmed FY2026 and FY2027 EPS estimates for GM — downward revisions pressure near‑term expectations and can reduce multiple expansion. General Motors analyst estimate revisions
• Negative Sentiment: Legal risk: refiled brake master cylinder lawsuit and other brake‑related suits increase litigation overhang and potential future liabilities. GM Truck And Crossover Brake Master Cylinder Lawsuit Refiled

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.