Erste Group Bank Predicts General Motors FY2026 Earnings

General Motors Company (NYSE:GM) (TSE:GMM.U) – Analysts at Erste Group Bank lifted their FY2026 earnings per share estimates for General Motors in a report released on Wednesday, July 15th. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will post earnings per share of $12.95 for the year, up from their prior estimate of $12.78. The consensus estimate for General Motors’ current full-year earnings is $12.88 per share. Erste Group Bank also issued estimates for General Motors’ FY2027 earnings at $14.48 EPS.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings results on Tuesday, April 28th. The auto manufacturer reported $3.70 EPS for the quarter, beating the consensus estimate of $2.61 by $1.09. General Motors had a net margin of 1.38% and a return on equity of 16.68%. The business had revenue of $43.62 billion for the quarter, compared to the consensus estimate of $43.51 billion. During the same period in the prior year, the company posted $2.78 earnings per share. General Motors’s revenue was down .9% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 10.620-12.620 EPS.

GM has been the topic of several other reports. Evercore reaffirmed an “outperform” rating and set a $100.00 target price on shares of General Motors in a report on Monday, May 4th. TD Cowen boosted their price target on General Motors from $122.00 to $126.00 and gave the company a “buy” rating in a research note on Wednesday, April 29th. Wedbush reissued an “outperform” rating and set a $95.00 price target on shares of General Motors in a research report on Monday, May 11th. Barclays dropped their price objective on General Motors from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Monday, March 30th. Finally, Wells Fargo & Company upped their target price on General Motors from $59.00 to $60.00 and gave the company an “underweight” rating in a research report on Thursday, June 25th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $97.27.

General Motors Stock Performance

NYSE GM opened at $76.08 on Friday. The company has a quick ratio of 0.99, a current ratio of 1.15 and a debt-to-equity ratio of 1.41. The company has a market capitalization of $68.60 billion, a P/E ratio of 30.68, a P/E/G ratio of 0.39 and a beta of 1.31. General Motors has a 12-month low of $48.87 and a 12-month high of $87.62. The firm has a 50-day moving average price of $78.83 and a two-hundred day moving average price of $78.91.

Institutional Investors Weigh In On General Motors

Hedge funds and other institutional investors have recently bought and sold shares of the company. Tsfg LLC lifted its holdings in shares of General Motors by 5.7% in the 4th quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock worth $182,000 after acquiring an additional 120 shares during the last quarter. Bogart Wealth LLC grew its holdings in shares of General Motors by 15.6% during the 4th quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock valued at $74,000 after purchasing an additional 122 shares during the last quarter. Sumitomo Life Insurance Co. raised 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 worth $1,584,000 after purchasing an additional 127 shares during the period. PDS Planning Inc lifted its stake in General Motors by 3.4% in the fourth quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer’s stock worth $325,000 after purchasing an additional 131 shares during the last quarter. Finally, UMB Bank n.a. lifted its stake in General Motors by 2.0% in the fourth quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer’s stock worth $560,000 after purchasing an additional 136 shares during the last quarter. Institutional investors own 92.67% of the company’s stock.

Insider Activity at General Motors

In other General Motors news, EVP Rory Harvey sold 9,124 shares of the firm’s stock in a transaction that occurred on Thursday, May 28th. The shares were sold at an average price of $84.97, for a total value of $775,266.28. Following the sale, the executive vice president owned 37,395 shares in the company, valued at $3,177,453.15. This trade represents a 19.61% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of the business’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $85.00, for a total transaction of $586,075.00. Following the sale, the chief accounting officer directly owned 25,794 shares in the company, valued at approximately $2,192,490. The trade was a 21.09% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 697,388 shares of company stock valued at $57,752,596. 0.54% of the stock is owned by insiders.

General Motors Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, June 18th. Investors of record on Friday, June 5th were issued a dividend of $0.18 per share. The ex-dividend date of this dividend was Friday, June 5th. This represents a $0.72 annualized dividend and a dividend yield of 0.9%. General Motors’s payout ratio is 29.03%.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS estimates for GM, signaling improving profit expectations ahead of earnings.
• Positive Sentiment: Multiple earnings-preview articles say GM has a strong chance to beat estimates again, helped by its recent track record of earnings surprises and favorable setup for the quarter.
• Positive Sentiment: GM may benefit from China restructuring efforts and growing digital revenue, which could help support margins and earnings growth.
• Neutral Sentiment: Market commentary and options-market coverage suggest traders are positioning for a potential move in GM, but no clear direction was confirmed.
• Negative Sentiment: Investor concern remains around GM’s China exposure, which continues to be described as a key problem for the stock.
• Negative Sentiment: Broader EV-sector headlines show a tough environment for automakers, with valuation pressure and industry uncertainty still hanging over the space.

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.