Honda Motor (NYSE:HMC) Updates FY 2026 Earnings Guidance

Honda Motor (NYSE:HMC) updated its FY 2026 earnings guidance on Tuesday. The company provided EPS guidance of 1.462-1.462 for the period, compared to the consensus EPS estimate of 3.380. The company issued revenue guidance of $137.0 billion-$137.0 billion, compared to the consensus revenue estimate of $131.8 billion.

Analyst Ratings Changes

A number of research firms have commented on HMC. Weiss Ratings reiterated a “hold (c)” rating on shares of Honda Motor in a research report on Monday, December 29th. Nomura upgraded Honda Motor to a “strong-buy” rating in a report on Tuesday, December 9th. Finally, Zacks Research raised shares of Honda Motor from a “strong sell” rating to a “hold” rating in a research report on Monday, October 20th. One investment analyst has rated the stock with a Strong Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold”.

Honda Motor Trading Up 3.9%

NYSE HMC opened at $32.42 on Thursday. The stock has a market capitalization of $50.59 billion, a P/E ratio of 12.91, a P/E/G ratio of 2.60 and a beta of 0.37. The business has a 50 day simple moving average of $30.43 and a 200 day simple moving average of $31.39. The company has a debt-to-equity ratio of 0.66, a current ratio of 1.41 and a quick ratio of 1.13. Honda Motor has a one year low of $24.56 and a one year high of $34.89.

Key Honda Motor News

Here are the key news stories impacting Honda Motor this week:

• Positive Sentiment: Quarterly beat — Honda reported Q3 EPS of $0.76 vs. consensus $0.52 and revenue of $34.65B vs. ~$33.34B, showing better-than-expected near-term results. Earnings Detail
• Neutral Sentiment: Corporate release — Honda published its consolidated Q3 results and supporting materials outlining the quarter and management commentary. Press Release
• Neutral Sentiment: Leadership update (non-financial) — Honda Marine named Joshua Matthews as Division Director; operational leadership changes are unlikely to move the broader stock materially. Appointment
• Negative Sentiment: Sharp profit compression — Honda’s quarterly operating profit fell ~61% year‑over‑year, signaling material margin pressure that undercuts medium-term profitability expectations. Reuters: Operating Profit Drop
• Negative Sentiment: Tariffs and EV headwinds — U.S. import tariffs and slower EV demand hit results; nine-month profit fell ~42% and Honda cut its 2030 global EV sales ratio target from 30% to 20%, signaling a more cautious EV strategy. FastCompany: Tariffs & EV Impact
• Negative Sentiment: EV asset impairments — Management disclosed EV-related write‑downs tied to changing market assumptions, a structural charge that weakens near-term earnings quality. WSJ: EV Write-downs
• Negative Sentiment: Conservative FY guidance on EPS — Honda issued FY‑2026 EPS guidance well below consensus while giving revenue guidance above consensus, a mixed signal that suggests management expects top-line resilience but weaker margins/earnings. (Guidance released by company)

Institutional Investors Weigh In On Honda Motor

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Bank of America Corp DE boosted its position in shares of Honda Motor by 34.8% during the 3rd quarter. Bank of America Corp DE now owns 4,200,280 shares of the company’s stock worth $129,369,000 after purchasing an additional 1,083,245 shares in the last quarter. Balyasny Asset Management L.P. acquired a new position in Honda Motor during the 2nd quarter worth approximately $12,987,000. Qube Research & Technologies Ltd bought a new position in Honda Motor in the third quarter worth approximately $3,515,000. Quantinno Capital Management LP grew its stake in Honda Motor by 55.4% in the second quarter. Quantinno Capital Management LP now owns 310,173 shares of the company’s stock valued at $8,942,000 after acquiring an additional 110,588 shares during the period. Finally, Millennium Management LLC increased its holdings in shares of Honda Motor by 41.4% during the first quarter. Millennium Management LLC now owns 342,491 shares of the company’s stock valued at $9,292,000 after acquiring an additional 100,330 shares in the last quarter. 5.32% of the stock is owned by institutional investors.

Honda Motor Company Profile

Honda Motor Co, Ltd. is a global manufacturer and mobility company headquartered in Minato, Tokyo, Japan, founded in 1948 by Soichiro Honda and Takeo Fujisawa. The company’s core businesses include the design, manufacture and sale of automobiles and motorcycles, along with a diverse portfolio of power products, engines and related components. Honda also operates in aviation through Honda Aircraft Company and offers financial services that support vehicle sales and leasing.

In automobiles, Honda is known for a range of passenger cars, crossovers and light trucks, and in motorcycles it is one of the world’s leading producers by volume and model breadth.