Erste Group Bank Lifts Earnings Estimates for General Motors

General Motors Company (NYSE:GM) (TSE:GMM.U) – Equities research analysts at Erste Group Bank raised their FY2026 earnings 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 post earnings of $12.50 per share for the year, up from their prior estimate of $12.45. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share.

Several other brokerages have also recently issued reports on GM. The Goldman Sachs Group set a $104.00 price objective on General Motors in a research note on Tuesday, January 27th. Royal Bank Of Canada raised their price objective on General Motors from $92.00 to $107.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Wolfe Research upgraded shares of General Motors from a “peer perform” rating to an “outperform” rating and set a $96.00 target price for the company in a research note on Wednesday. Zacks Research downgraded shares of General Motors from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, January 27th. Finally, TD Cowen reaffirmed a “buy” rating on shares of General Motors in a research report on Wednesday, January 28th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating, five have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $91.58.

General Motors Stock Performance

Shares of GM stock opened at $75.46 on Friday. The stock has a market capitalization of $68.21 billion, a price-to-earnings ratio of 25.07, a PEG ratio of 0.41 and a beta of 1.37. General Motors has a one year low of $41.60 and a one year high of $87.62. The company’s 50-day simple moving average is $79.28 and its 200-day simple moving average is $73.21. The company has a debt-to-equity ratio of 1.50, a quick ratio of 1.01 and a current ratio of 1.17.

General Motors (NYSE:GM) (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, beating the consensus estimate of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm had revenue of $45.29 billion for the quarter, compared to analysts’ expectations of $45.81 billion. During the same period in the prior year, the company posted $1.92 earnings per share. The firm’s quarterly revenue was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of GM. CWM LLC lifted its position in shares of General Motors by 50.8% in the 3rd quarter. CWM LLC now owns 340,858 shares of the auto manufacturer’s stock valued at $20,782,000 after acquiring an additional 114,756 shares in the last quarter. Corient Private Wealth LLC lifted its holdings in shares of General Motors by 6.2% in the second quarter. Corient Private Wealth LLC now owns 341,426 shares of the auto manufacturer’s stock valued at $16,802,000 after purchasing an additional 20,017 shares in the last quarter. SteelPeak Wealth LLC acquired a new stake in shares of General Motors in the third quarter worth $3,411,000. Burney Co. grew its holdings in shares of General Motors by 18.7% during the third quarter. Burney Co. now owns 82,037 shares of the auto manufacturer’s stock valued at $5,002,000 after buying an additional 12,913 shares in the last quarter. Finally, Permanent Capital Management LP acquired a new position in General Motors during the third quarter valued at $1,102,000. Institutional investors own 92.67% of the company’s stock.

General Motors announced that its Board of Directors has initiated a stock repurchase program on Tuesday, January 27th that allows the company to repurchase $6.00 billion in shares. This repurchase authorization allows the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares repurchase programs are generally an indication that the company’s management believes its shares are undervalued.

General Motors Increases Dividend

The company also recently disclosed 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 of this dividend was Friday, March 6th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.0%. General Motors’s dividend payout ratio is 23.92%.

Key Headlines 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 sector-wide buy opportunities after recent weakness — a catalyst for demand from growth/value investors. General Motors (NYSE:GM) Raised to Outperform at Wolfe Research
• Positive Sentiment: GM announced product updates that may boost margin and halo value: 2027 Corvette Stingray/Grand Sport/GSX get a high-torque naturally aspirated V8, helping brand strength and performance-image sales. 2027 Chevrolet Corvette Stingray, Grand Sport, and GSX Receive the Most Torque-Happy NA V8 Ever
• Positive Sentiment: GM is investing $600M to modernize its South Korea operations to boost compact SUV output — improves utilization and regional competitiveness, easing near‑term plant exit concerns. GM to invest US$600 in its South Korean operations
• Positive Sentiment: GM continues tech progress — Level 3 autonomy road tests with the Escalade IQ advance AV capability that could unlock software/repeat revenue opportunities. GM advances Level 3 autonomy with Escalade IQ road tests
• Positive Sentiment: Production milestone: a GM plant celebrated assembling its 11 millionth truck — a positive signal on manufacturing scale and legacy pickup demand. General Motors plant celebrates assembly of 11M trucks
• Neutral Sentiment: GM Financial set Q1 2026 operating results release for April 28 — an upcoming event for credit/fixed-income investors and potential short-term volatility around disclosures. GM Financial to Release First Quarter 2026 Operating Results
• Neutral Sentiment: A fire at an automotive-glass supplier plant near Dayton prompted checks; GM and suppliers report no disruptions so far — monitor supplier status for any future parts constraints. GM, Jeep Parent Stellantis Say No Disruptions After Ohio Glass Factory Fire
• Negative Sentiment: GM’s China sales are down roughly 75%, a severe headwind to global volumes and profitability if the trend persists — China exposure remains a major risk for revenue recovery. GM’s China Sales Are Down 75%, And The Clock Running Out Isn’t One It Controls
• Negative Sentiment: Erste Group trimmed its FY2027 EPS forecast for GM — a downward revision that could weigh on sentiment if other forecasters follow. Erste Group cuts FY2027 EPS estimate for GM
• Negative Sentiment: Union at GM’s Silao, Mexico plant proposed a 10% salary increase for the 2026–2028 contract — higher labor costs and negotiation risk could pressure margins if settlement is elevated. 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.