General Motors (NYSE:GM – Free Report) (TSE:GMM.U) had its target price upped by Tigress Financial from $92.00 to $130.00 in a research report report published on Tuesday morning, Marketbeat.com reports. The firm currently has a strong-buy rating on the auto manufacturer’s stock.
GM has been the subject of a number of other reports. Piper Sandler restated an “overweight” rating and issued a $102.00 target price on shares of General Motors in a report on Wednesday, April 29th. The Goldman Sachs Group upped their price target on shares of General Motors from $91.00 to $103.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Mizuho cut their price target on shares of General Motors from $105.00 to $100.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 29th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $100.00 price target on shares of General Motors in a report on Wednesday, July 22nd. Finally, Barclays upped their price objective on General Motors from $105.00 to $110.00 and gave the stock an “overweight” rating in a report on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, General Motors presently has an average rating of “Moderate Buy” and an average target price of $101.41.
Read Our Latest Stock Report on GM
General Motors Stock Performance
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last posted its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, beating the consensus estimate of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The company had revenue of $48.03 billion during the quarter, compared to analysts’ expectations of $47.01 billion. During the same quarter in the previous year, the business earned $2.53 EPS. The firm’s revenue was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, research analysts predict that General Motors will post 13.27 earnings per share for the current year.
General Motors Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Investors of record on Friday, September 4th will be issued a $0.18 dividend. The ex-dividend date is Friday, September 4th. This represents a $0.72 annualized dividend and a yield of 0.8%. General Motors’s dividend payout ratio (DPR) is presently 36.36%.
Insider Buying and Selling at General Motors
In other General Motors news, EVP Rory Harvey sold 79,494 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The shares were sold at an average price of $83.02, for a total transaction of $6,599,591.88. Following the completion of the sale, the executive vice president directly owned 46,519 shares in the company, valued at $3,862,007.38. The trade was a 63.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $90.38, for a total transaction of $28,781,330.24. Following the completion of the sale, the chief executive officer directly owned 428,994 shares of the company’s stock, valued at $38,772,477.72. The trade was a 42.61% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,207,053 shares of company stock valued at $103,225,825 over the last ninety days. Corporate insiders own 0.54% of the company’s stock.
Institutional Trading of General Motors
Large investors have recently added to or reduced their stakes in the stock. Tsfg LLC lifted its holdings in shares of General Motors by 5.7% in the 4th quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock worth $182,000 after purchasing an additional 120 shares in the last quarter. Bogart Wealth LLC grew its position in General Motors by 15.6% in the 4th quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock valued at $74,000 after purchasing an additional 122 shares during the period. Sumitomo Life Insurance Co. increased its stake in General Motors by 0.7% during the 4th quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock valued at $1,584,000 after purchasing an additional 127 shares in the last quarter. PDS Planning Inc raised its holdings in General Motors by 3.4% during the fourth quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer’s stock worth $325,000 after buying an additional 131 shares during the last quarter. Finally, UMB Bank n.a. raised its holdings in General Motors by 2.0% during the fourth quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer’s stock worth $560,000 after buying an additional 136 shares during the last quarter. 92.67% of the stock is currently owned by institutional investors and hedge funds.
General Motors News Summary
Here are the key news stories impacting General Motors this week:
- Positive Sentiment: GM’s second-quarter results remain the primary bullish catalyst: adjusted EPS of $3.57 exceeded the $3.19 consensus, while revenue of $48.03 billion topped estimates and rose 1.9% year over year. Management maintained 2026 EPS guidance of $12 to $14.
- Positive Sentiment: Analyst sentiment has improved following the earnings beat. Erste Group raised its 2026 EPS estimate to $13.40 from $12.95 and its 2027 estimate to $14.99 from $14.48. Tigress Financial also forecast substantial upside and maintained a strong-buy view.
- Positive Sentiment: GM is emphasizing artificial intelligence to accelerate vehicle engineering, improve development workflows and potentially make vehicles better and faster. The company is also pursuing supply-chain resiliency, which could reduce disruption risks over time. GM Fully Believes AI Will Help Make Its Cars Better And Faster
- Positive Sentiment: GM’s shares continue to attract value-oriented attention because of earnings growth, cash-flow potential and a consensus analyst price target above the recent trading range. The company also declared its regular $0.18 quarterly dividend.
- Neutral Sentiment: President Donald Trump’s visit to a GM plant highlighted tariffs as a benefit to U.S. automakers, but the political support offers limited clarity on the company’s actual cost outlook. Trump visits General Motors plant
- Negative Sentiment: Reports suggest tariffs could cost GM as much as $3.5 billion, undermining claims that import taxes are helping the automaker. Any increase in vehicle or component costs could pressure margins and future guidance. Tariffs have saved General Motors
- Negative Sentiment: CEO Mary Barra, President Mark Reuss, EVP Rory Harvey and CAO Christopher Hatto sold shares in pre-arranged Rule 10b5-1 transactions. The planned nature reduces the signal’s significance, but the concentrated selling may weigh on investor sentiment.
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.
Further Reading
- Five stocks we like better than General Motors
- Microsoft Just Flipped the AI Spending Narrative Overnight
- Qualcomm’s Turnaround Is Working, So Why Is Wall Street Selling?
- Meta’s Earnings Show Why Wall Street Is Losing Patience With AI Spending
- Can Starbucks Keep This Turnaround Going? The Latest Results Say Yes
Receive News & Ratings for General Motors Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for General Motors and related companies with MarketBeat.com's FREE daily email newsletter.
