Wedbush Weighs in on General Motors’ Q4 Earnings (NYSE:GM)

General Motors Company (NYSE:GM) (TSE:GMM.U) – Equities researchers at Wedbush boosted their Q4 2025 earnings per share estimates for General Motors in a research note issued on Tuesday, October 21st. Wedbush analyst D. Ives now forecasts that the auto manufacturer will post earnings of $2.02 per share for the quarter, up from their prior forecast of $1.76. Wedbush currently has a “Outperform” rating and a $75.00 target price on the stock. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share. Wedbush also issued estimates for General Motors’ Q2 2026 earnings at $2.63 EPS and Q3 2026 earnings at $2.87 EPS.

A number of other brokerages also recently weighed in on GM. CLSA upgraded General Motors to a “moderate buy” rating in a report on Monday, July 7th. Weiss Ratings restated a “buy (b-)” rating on shares of General Motors in a research note on Wednesday, October 8th. Evercore ISI boosted their target price on General Motors from $55.00 to $68.00 and gave the company an “outperform” rating in a research note on Monday, October 13th. Citigroup boosted their target price on General Motors from $61.00 to $75.00 and gave the company a “buy” rating in a research note on Monday, September 22nd. Finally, Benchmark initiated coverage on General Motors in a research note on Monday, July 21st. They issued a “buy” rating and a $65.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, six have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $66.40.

General Motors Stock Performance

Shares of GM stock opened at $66.59 on Wednesday. General Motors has a 1-year low of $41.60 and a 1-year high of $67.55. The company has a current ratio of 1.22, a quick ratio of 1.05 and a debt-to-equity ratio of 1.42. The company has a market capitalization of $63.40 billion, a price-to-earnings ratio of 10.57, a P/E/G ratio of 1.71 and a beta of 1.33. The stock’s fifty day simple moving average is $58.38 and its 200-day simple moving average is $52.34.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, October 21st. The auto manufacturer reported $2.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.32 by $0.48. General Motors had a return on equity of 12.98% and a net margin of 2.54%.The company had revenue of $48.59 billion for the quarter, compared to analyst estimates of $44.60 billion. During the same period in the previous year, the firm earned $2.96 earnings per share. General Motors’s revenue for the quarter was down .3% compared to the same quarter last year. General Motors has set its FY 2025 guidance at 9.750-10.500 EPS.

Hedge Funds Weigh In On General Motors

Several large investors have recently made changes to their positions in the business. Vanguard Group Inc. lifted its position in shares of General Motors by 11.5% during the 2nd quarter. Vanguard Group Inc. now owns 110,759,703 shares of the auto manufacturer’s stock worth $5,450,485,000 after purchasing an additional 11,418,367 shares during the last quarter. Dimensional Fund Advisors LP raised its holdings in General Motors by 2.2% in the 1st quarter. Dimensional Fund Advisors LP now owns 14,383,079 shares of the auto manufacturer’s stock valued at $676,322,000 after acquiring an additional 316,196 shares in the last quarter. Invesco Ltd. raised its holdings in General Motors by 4.5% in the 1st quarter. Invesco Ltd. now owns 13,746,152 shares of the auto manufacturer’s stock valued at $646,482,000 after acquiring an additional 594,217 shares in the last quarter. AQR Capital Management LLC raised its holdings in General Motors by 146.8% in the 1st quarter. AQR Capital Management LLC now owns 13,470,258 shares of the auto manufacturer’s stock valued at $629,196,000 after acquiring an additional 8,012,743 shares in the last quarter. Finally, Viking Global Investors LP raised its holdings in General Motors by 81.1% in the 2nd quarter. Viking Global Investors LP now owns 13,018,874 shares of the auto manufacturer’s stock valued at $640,659,000 after acquiring an additional 5,830,050 shares in the last quarter. Institutional investors and hedge funds own 92.67% of the company’s stock.

Insider Buying and Selling

In related news, President Mark L. Reuss sold 136,161 shares of the business’s stock in a transaction dated Thursday, September 25th. The stock was sold at an average price of $60.12, for a total transaction of $8,185,999.32. Following the completion of the transaction, the president owned 131,036 shares of the company’s stock, valued at approximately $7,877,884.32. The trade was a 50.96% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Mary T. Barra sold 753,720 shares of the business’s stock in a transaction dated Wednesday, September 24th. The stock was sold at an average price of $59.95, for a total value of $45,185,514.00. Following the transaction, the chief executive officer directly owned 433,527 shares of the company’s stock, valued at $25,989,943.65. This represents a 63.48% decrease in their position. The disclosure for this sale can be found here. In the last 90 days, insiders have sold 2,074,824 shares of company stock worth $122,377,213. Insiders own 0.54% of the company’s stock.

General Motors Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 18th. Stockholders of record on Friday, December 5th will be paid a dividend of $0.15 per share. This represents a $0.60 annualized dividend and a dividend yield of 0.9%. The ex-dividend date is Friday, December 5th. General Motors’s dividend payout ratio is 9.52%.

About General Motors

General Motors Company designs, builds, and sells trucks, crossovers, cars, and automobile parts; and provide software-enabled services and subscriptions worldwide. The company operates through GM North America, GM International, Cruise, and GM Financial segments. It markets its vehicles primarily under the Buick, Cadillac, Chevrolet, GMC, Baojun, and Wuling brand names.