General Motors Q1 EPS Forecast Decreased by Zacks Research

General Motors Company (NYSE:GM) (TSE:GMM.U) – Research analysts at Zacks Research reduced their Q1 2026 earnings per share estimates for General Motors in a report released on Tuesday, February 10th. Zacks Research analyst Team now anticipates that the auto manufacturer will post earnings of $2.53 per share for the quarter, down from their prior forecast of $2.59. Zacks Research has a “Hold” rating on the stock. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share. Zacks Research also issued estimates for General Motors’ Q4 2026 earnings at $2.97 EPS, Q1 2027 earnings at $2.78 EPS and Q2 2027 earnings at $3.04 EPS.

A number of other research firms have also weighed in on GM. Wall Street Zen lowered shares of General Motors from a “buy” rating to a “hold” rating in a research note on Sunday, January 4th. DZ Bank raised shares of General Motors from a “hold” rating to a “buy” rating and set a $98.00 price objective on the stock in a research report on Thursday, January 29th. TD Cowen restated a “buy” rating on shares of General Motors in a report on Wednesday, January 28th. HSBC lifted their price objective on shares of General Motors from $48.00 to $75.00 and gave the stock a “hold” rating in a research report on Tuesday, January 13th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of General Motors in a report on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, five have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $89.52.

General Motors Price Performance

Shares of NYSE GM opened at $79.77 on Thursday. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. The company has a market cap of $72.11 billion, a price-to-earnings ratio of 26.50, a price-to-earnings-growth ratio of 0.44 and a beta of 1.36. The stock’s 50-day moving average is $81.73 and its two-hundred day moving average is $68.65. General Motors has a 1-year low of $41.60 and a 1-year high of $87.62.

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, topping analysts’ consensus estimates of $2.26 by $0.25. The business had revenue of $45.29 billion during the quarter, compared to analysts’ expectations of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The company’s revenue was down 5.1% compared to the same quarter last year. During the same period in the prior year, the business posted $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

General Motors Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be paid a dividend of $0.18 per share. The ex-dividend date is Friday, March 6th. This represents a $0.72 annualized dividend and a yield of 0.9%. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio (DPR) is 23.92%.

General Motors announced that its Board of Directors has authorized a share buyback program on Tuesday, January 27th that allows the company to buyback $6.00 billion in shares. This buyback authorization allows the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock buyback programs are often an indication that the company’s board of directors believes its shares are undervalued.

Hedge Funds Weigh In On General Motors

Several large investors have recently bought and sold shares of GM. Brighton Jones LLC boosted its position in shares of General Motors by 456.1% in the 4th quarter. Brighton Jones LLC now owns 38,717 shares of the auto manufacturer’s stock valued at $2,062,000 after purchasing an additional 31,755 shares during the period. Sivia Capital Partners LLC lifted its stake in General Motors by 61.4% in the second quarter. Sivia Capital Partners LLC now owns 18,548 shares of the auto manufacturer’s stock valued at $913,000 after buying an additional 7,058 shares during the last quarter. Blue Trust Inc. boosted its holdings in shares of General Motors by 21.9% in the second quarter. Blue Trust Inc. now owns 3,012 shares of the auto manufacturer’s stock valued at $148,000 after acquiring an additional 541 shares during the period. Concurrent Investment Advisors LLC grew its position in shares of General Motors by 31.3% during the second quarter. Concurrent Investment Advisors LLC now owns 16,707 shares of the auto manufacturer’s stock worth $822,000 after acquiring an additional 3,981 shares during the last quarter. Finally, Sequoia Financial Advisors LLC increased its holdings in shares of General Motors by 9.9% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 52,609 shares of the auto manufacturer’s stock valued at $2,589,000 after acquiring an additional 4,739 shares during the period. Institutional investors and hedge funds own 92.67% of the company’s stock.

Key Stories Impacting General Motors

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

• Positive Sentiment: DZ Bank upgraded GM to Buy and set a $98 price target, signaling stronger sell‑side conviction that could support the share price. DZ Bank is Bullish on General Motors Company (GM)
• Positive Sentiment: Zacks Research raised several near‑term and FY EPS estimates for GM (Q2/Q3/FY2026–FY2028), which improves the earnings outlook even though Zacks still carries a Hold rating. MarketBeat / Zacks Research note
• Positive Sentiment: GM announced a reset of its EV plans — adopting LMR batteries and overhauling factories — a strategic move that could lower unit costs and accelerate EV production/margins if execution succeeds. General Motors Resets EV Plans With LMR Batteries And Factory Overhaul
• Positive Sentiment: News that Honda may need to compensate GM for missing EV targets (related to their partnership/volume commitments) could create one‑time financial upside and validate GM’s Ultium supply model. Honda Being Forced to Compensate General Motors for Poor EV Sales
• Positive Sentiment: GM finished 2025 as Canada’s top EV seller, showing share gains in at least one key market and supporting revenue/volume confidence for EVs. GM finishes job, ends 2025 as Canada’s top EV seller
• Neutral Sentiment: Coverage on how a historical GM/Allison split could reshape heavy‑duty trucks explains market structure shifts; implications for GM’s commercial strategy are uncertain. How GM and Allison’s split could change heavy duty trucks
• Neutral Sentiment: GM hired former Lucid executive Claudia Gast for a senior strategy role — a talent move that may help EV product/strategy but has limited near‑term financial impact. GM taps Lucid executive Claudia Gast for senior strategy role
• Neutral Sentiment: The BYD v. U.S. tariff lawsuit is being watched by Detroit automakers — an outcome could reshuffle competitive dynamics for EV imports, but the timing and direct impact on GM are unclear. BYD Vs. Trump: Why Tesla, Ford And GM Are Watching This Lawsuit Closely
• Negative Sentiment: GM called an “urgent” supplier meeting over exposure to First Brands — a potential supply chain or counterpart risk that could pressure production or costs if problems escalate. GM calls ‘urgent’ supplier meeting over First Brands exposure
• Negative Sentiment: Ongoing issues around the 6.2L V8 L87 recall and replacement engines pose reputational and warranty costs; recall developments are a downside risk to margins. GM 6.2L V8 L87 Recall

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.