General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) – Equities researchers at Erste Group Bank reduced their FY2027 EPS estimates for General Motors in a research report issued on Tuesday, March 24th. Erste Group Bank analyst S. Lingnau now forecasts that the auto manufacturer will earn $14.13 per share for the year, down from their previous forecast of $14.26. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share.
A number of other equities research analysts have also issued reports on the company. Jefferies Financial Group boosted their target price on General Motors from $85.00 to $97.00 and gave the stock a “hold” rating in a research report on Monday, February 2nd. Barclays set a $110.00 price target on General Motors in a research report on Wednesday, January 28th. DZ Bank upgraded General Motors from a “hold” rating to a “buy” rating and set a $98.00 price objective on the stock in a report on Thursday, January 29th. Wall Street Zen lowered shares of General Motors from a “buy” rating to a “hold” rating in a research note on Sunday, January 4th. Finally, Morgan Stanley reiterated an “overweight” rating and issued a $100.00 target price on shares of General Motors in a report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $91.58.
General Motors Price Performance
Shares of NYSE:GM opened at $75.46 on Thursday. The company has a market capitalization of $68.21 billion, a PE ratio of 25.07, a price-to-earnings-growth ratio of 0.41 and a beta of 1.37. 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 stock has a fifty day moving average of $79.28 and a 200-day moving average of $73.21. General Motors has a one year low of $41.60 and a one year high of $87.62.
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last posted its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.26 by $0.25. The firm had revenue of $45.29 billion for the quarter, compared to analyst estimates of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm’s quarterly revenue was down 5.1% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.92 earnings per share. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.
Institutional Investors Weigh In On General Motors
Several hedge funds have recently bought and sold shares of the business. Laurel Wealth Advisors LLC purchased a new position in General Motors during the 4th quarter valued at about $25,000. Elevation Wealth Partners LLC lifted its position in shares of General Motors by 500.0% in the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock worth $27,000 after purchasing an additional 275 shares in the last quarter. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of General Motors during the third quarter worth approximately $29,000. SouthState Bank Corp grew its position in General Motors by 101.7% during the fourth quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock valued at $29,000 after purchasing an additional 177 shares in the last quarter. Finally, Kelleher Financial Advisors purchased a new position in General Motors during the third quarter valued at approximately $29,000. 92.67% of the stock is owned by hedge funds and other institutional investors.
General Motors declared that its board has authorized a stock buyback plan on Tuesday, January 27th that authorizes the company to repurchase $6.00 billion in outstanding shares. This repurchase authorization authorizes the auto manufacturer to buy up to 8.1% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board believes its shares are undervalued.
General Motors Increases Dividend
The firm also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, March 6th were issued a dividend of $0.18 per share. This is a positive change from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date was Friday, March 6th. General Motors’s dividend payout ratio is presently 23.92%.
Key Stories Impacting General Motors
Here are the key news stories impacting General Motors this week:
- Positive Sentiment: Wolfe Research upgraded GM to Outperform and set a $96 price target, citing attractive entry points in autos after the sector sell-off — a bullish signal for investor sentiment and potential buying interest. GM upgraded at Wolfe Research
- Positive Sentiment: GM announced a $600 million investment in its South Korean operations to modernize plants and boost compact SUV output, which supports production flexibility and protects international manufacturing footprint. GM to invest $600 million in South Korean unit
- Positive Sentiment: GM’s Fort Wayne assembly celebrated its 11 millionth vehicle — a PR milestone that highlights durable manufacturing scale and brand legacy. General Motors plant celebrates assembly of 11M trucks
- Positive Sentiment: GM is advancing Level 3 autonomy with Escalade IQ road tests, showing progress on higher-margin software and autonomy initiatives that could support future revenue streams. GM advances Level 3 autonomy with Escalade IQ road tests
- Neutral Sentiment: GM Financial scheduled its Q1 2026 operating results release for April 28 — a routine disclosure date that could move fixed-income and credit-sensitive parts of the stock depending on performance. GM Financial to Release First Quarter 2026 Operating Results
- Neutral Sentiment: Fire at an Ohio automotive glass plant prompted concerns, but GM and other OEMs reported no supply disruptions so far — a relief for near-term production risk. GM, Jeep Parent Stellantis Say No Disruptions After Ohio Glass Factory Fire
- Negative Sentiment: GM’s China sales are reported down roughly 75% in recent coverage — a major demand shock in the world’s largest auto market that raises growth and margin concerns. GM’s China Sales Are Down 75%
- Negative Sentiment: Union negotiators at GM’s Silao, Mexico plant proposed a 10% salary increase for 2026–2028, which could raise labor costs if adopted and pressure margins. GM workers at Mexico’s Silao plant to vote on proposal for 10% salary hike
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.
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