FY2026 EPS Estimates for General Motors Boosted by Analyst

General Motors Company (NYSE:GM) (TSE:GMM.U) – Equities researchers at Erste Group Bank raised their FY2026 earnings per share (EPS) estimates for General Motors in a note issued to investors on Friday, September 18th. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will earn $13.55 per share for the year, up from their previous estimate of $13.52. The consensus estimate for General Motors’ current full-year earnings is $13.32 per share. Erste Group Bank also issued estimates for General Motors’ FY2027 earnings at $15.15 EPS.

Several other equities analysts have also recently weighed in on GM. Benchmark reaffirmed a “buy” rating on shares of General Motors in a research report on Tuesday, July 21st. TD Cowen lifted their price objective on shares of General Motors from $126.00 to $132.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. JPMorgan Chase & Co. upped their target price on shares of General Motors from $110.00 to $120.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 22nd. Jefferies Financial Group raised shares of General Motors from a “hold” rating to a “buy” rating and raised their price target for the company from $90.00 to $99.00 in a research report on Monday, July 27th. Finally, Tigress Financial upped their price objective on shares of General Motors from $92.00 to $130.00 and gave the stock a “strong-buy” rating in a research report on Tuesday, July 28th. One 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 stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $101.82.

General Motors Stock Up 2.1%

General Motors stock opened at $83.95 on Monday. The firm has a market capitalization of $73.66 billion, a price-to-earnings ratio of 42.40, a price-to-earnings-growth ratio of 0.46 and a beta of 1.32. The firm’s fifty day moving average price is $85.16 and its two-hundred day moving average price is $80.21. General Motors has a 1-year low of $54.33 and a 1-year high of $91.85. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $47.01 billion. During the same period in the prior year, the firm earned $2.53 earnings per share. General Motors’s revenue for the quarter was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS.

General Motors Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, September 17th. Shareholders of record on Friday, September 4th were paid a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. The ex-dividend date was Friday, September 4th. General Motors’s payout ratio is presently 36.36%.

Insider Activity

In other news, EVP Grant Dixton sold 40,000 shares of the stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $88.44, for a total transaction of $3,537,600.00. Following the completion of the transaction, the executive vice president owned 54,992 shares in the company, valued at approximately $4,863,492.48. This represents a 42.11% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed 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 General Motors stock in a transaction dated 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 transaction, the chief executive officer 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. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 549,665 shares of company stock worth $49,010,828. 0.44% of the stock is owned by insiders.

Institutional Investors Weigh In On General Motors

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Waddell & Associates LLC boosted its position in shares of General Motors by 1.3% in the 4th quarter. Waddell & Associates LLC now owns 10,737 shares of the auto manufacturer’s stock worth $873,000 after purchasing an additional 137 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its stake in General Motors by 0.9% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 15,043 shares of the auto manufacturer’s stock valued at $1,223,000 after buying an additional 138 shares during the last quarter. Bogart Wealth LLC boosted its holdings in General Motors by 17.0% in the second quarter. Bogart Wealth LLC now owns 949 shares of the auto manufacturer’s stock worth $73,000 after acquiring an additional 138 shares in the last quarter. MinichMacGregor Wealth Management LLC grew its stake in shares of General Motors by 3.8% in the first quarter. MinichMacGregor Wealth Management LLC now owns 3,975 shares of the auto manufacturer’s stock worth $296,000 after acquiring an additional 144 shares during the last quarter. Finally, Signaturefd LLC increased its holdings in shares of General Motors by 0.9% during the second quarter. Signaturefd LLC now owns 17,150 shares of the auto manufacturer’s stock valued at $1,322,000 after acquiring an additional 157 shares in the last quarter. 92.67% of the stock is owned by hedge funds and other institutional investors.

Key General Motors News

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

• Positive Sentiment: Defense expansion adds a new growth avenue. GM’s defense business is supplying Patriot missile components to Lockheed Martin, with the companies highlighting rapid production and delivery. The partnership could support additional military contracts and diversify GM beyond traditional vehicle sales. General Motors Boosts Defense Prospects With Lockheed Partnership
• Positive Sentiment: Analyst expectations are becoming more favorable. FY2026 EPS estimates were raised, while UBS reportedly increased its price target and argued that investors may be undervaluing GM’s defense operations. This supports the stock’s recent strength ahead of upcoming results. FY2026 EPS Estimates for General Motors Raised by Analyst
• Positive Sentiment: Large pickup and commercial-vehicle demand remains a focus. GM is teasing an 8.3-liter “Mongoose” Duramax diesel and upgraded small-block V8 engines for heavy-duty pickups. The strategy could strengthen its position against Ford and Ram and support profitable truck sales, although it also carries regulatory and execution considerations. GM Is Actually Putting an 8.3L Duramax Diesel in Its HD Pickups
• Neutral Sentiment: GM continues investing in long-term capabilities. CEO Mary Barra said skilled-trades jobs may be relatively resilient to artificial intelligence, noting GM’s $200 million training investment. The company also appears to be introducing new software in volume pickup models rather than only premium Cadillac vehicles, but the near-term financial effect is unclear. GM CEO Mary Barra on Skilled Trades and AI
• Neutral Sentiment: GM still plans to remove Apple CarPlay from future EVs. The move could give GM greater control over in-car software and data, but it risks frustrating customers who prefer Apple’s familiar interface and may affect EV adoption. GM’s Position on Apple CarPlay
• Negative Sentiment: Recall and reliability concerns remain an overhang. GM recalled more than 306,000 vehicles, while reports revisited possible problems with its 6.2-liter V8 engines. Additional recalls or warranty costs could pressure margins and damage brand confidence. GM Recalls More Than 306,000 Vehicles

About General Motors

General Motors Company (NYSE: GM) is a global automotive company headquartered in Detroit, Michigan. Founded in 1908, GM designs, manufactures and sells cars, trucks and sport utility vehicles through its Chevrolet, Buick, GMC and Cadillac brands.

GM’s product portfolio includes gasoline-powered and electric vehicles, full-size pickup trucks, commercial vehicles and luxury automobiles. The company is developing battery-electric and other advanced vehicle technologies, while also offering connected-vehicle services through its OnStar platform.