FY2027 EPS Forecast for General Motors Decreased by Analyst

General Motors Company (NYSE:GM) (TSE:GMM.U) – Stock analysts at Erste Group Bank dropped their FY2027 EPS estimates for shares of General Motors in a note issued to investors on Thursday, April 2nd. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will post earnings per share of $13.88 for the year, down from their prior estimate of $14.13. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share.

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

A number of other research analysts also recently weighed in on GM. Wolfe Research upgraded shares of General Motors from a “peer perform” rating to an “outperform” rating and set a $96.00 price target on the stock in a report on Wednesday, March 25th. Bank of America initiated coverage on shares of General Motors in a report on Wednesday, March 4th. They set a “buy” rating and a $105.00 price target on the stock. Wall Street Zen downgraded shares of General Motors from a “buy” rating to a “hold” rating in a report on Sunday, January 4th. TD Cowen reiterated a “buy” rating on shares of General Motors in a report on Wednesday, January 28th. Finally, Jefferies Financial Group lifted their target price on shares of General Motors from $85.00 to $97.00 and gave the stock a “hold” rating in a report on Monday, February 2nd. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $91.38.

General Motors Stock Up 5.3%

General Motors stock opened at $76.65 on Wednesday. The company has a market capitalization of $69.29 billion, a P/E ratio of 25.46, a P/E/G ratio of 0.39 and a beta of 1.34. The firm’s fifty day simple moving average is $77.91 and its 200-day simple moving average is $74.26. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. General Motors has a 1-year low of $41.63 and a 1-year high of $87.62.

Institutional Trading of General Motors

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Laurel Wealth Advisors LLC acquired a new stake in General Motors in the 4th quarter worth $25,000. Elevation Wealth Partners LLC grew its position in General Motors by 500.0% in the 4th quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock worth $27,000 after purchasing an additional 275 shares during the last quarter. Steigerwald Gordon & Koch Inc. acquired a new stake in General Motors in the 3rd quarter worth $29,000. SouthState Bank Corp grew its position in General Motors by 101.7% in the 4th quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock worth $29,000 after purchasing an additional 177 shares during the last quarter. Finally, Kelleher Financial Advisors acquired a new stake in General Motors in the 3rd quarter worth $29,000. 92.67% of the stock is currently owned by institutional investors and hedge funds.

General Motors Increases Dividend

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

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

Key Stories Impacting General Motors

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

• Positive Sentiment: Quarterly results and forward outlook that support upside — GM reported an EPS beat and has reiterated multi-year guidance that underpins higher EPS expectations; this helps explain buyer interest. MarketBeat GM profile and recent results
• Positive Sentiment: Capital investment for ICE/truck business — GM’s Saginaw plant received $150 million to support next‑gen V8 truck engine production, signaling continued cash allocation to profitable truck/SUV markets and supporting near‑term margin expectations. Saginaw plant investment article
• Positive Sentiment: Analyst/value narratives drawing buying interest — value-focused writeups (Zacks and others) are highlighting GM’s valuation and long‑term cash generation as reasons to accumulate after recent volatility. Zacks valuation piece
• Neutral Sentiment: Competitive/industry context — broader OEM moves (Ford’s EV pivot and delivery weakness, Rivian/Tesla product developments) are reshaping market share dynamics; these trends are context for GM’s strategy but not an immediate binary catalyst. Ford deliveries article Rivian opportunity article Tesla Model Y L expansion
• Negative Sentiment: Large recall for rearview camera on ~271,770 vehicles — the NHTSA‑filed recall raises near‑term warranty, repair and reputational risk; investors will watch any associated costs or further safety notices. Reuters recall report
• Negative Sentiment: Additional safety/software incidents and legal exposure — stop‑sale and recall on certain Corvettes for a software glitch, plus refiled/master cylinder and brake‑related lawsuits increase headline risk and potential liability. Corvette stop‑sale article Brake lawsuit refiling
• Negative Sentiment: Analyst revisions — at least one major firm trimmed FY2027 EPS estimates; downward estimate moves can weigh on sentiment if they become a trend. MarketBeat note on analyst estimates

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.