FY2026 EPS Forecast for General Motors Boosted by Analyst

General Motors Company (NYSE:GM) (TSE:GMM.U) – Equities researchers at Erste Group Bank boosted their FY2026 earnings estimates for shares of General Motors in a research report issued on Thursday, October 8th. Erste Group Bank analyst S. Lingnau now forecasts that the auto manufacturer will earn $13.60 per share for the year, up from their prior estimate of $13.55. The consensus estimate for General Motors’ current full-year earnings is $13.54 per share. Erste Group Bank also issued estimates for General Motors’ FY2027 earnings at $15.20 EPS.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.19 by $0.38. General Motors had a net margin of 1.05% and a return on equity of 18.18%. The business had revenue of $48.03 billion for the quarter, compared to analyst estimates of $47.01 billion. During the same quarter last year, the business posted $2.53 EPS. The firm’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.

Other equities analysts have also issued research reports about the company. TD Cowen reiterated a “hold” rating on shares of General Motors in a research note on Thursday, September 24th. Weiss Ratings reissued a “hold (c)” rating on shares of General Motors in a report on Friday, July 17th. Daiwa Securities Group upped their price objective on General Motors from $83.00 to $86.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 22nd. Morgan Stanley upped their price objective on General Motors from $100.00 to $101.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 22nd. Finally, JPMorgan Chase & Co. reduced their price objective on General Motors from $120.00 to $110.00 and set an “overweight” rating on the stock in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating, six have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $101.22.

General Motors Stock Down 1.2%

NYSE GM opened at $83.02 on Tuesday. The business has a fifty day moving average price of $84.48 and a two-hundred day moving average price of $81.00. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. General Motors has a fifty-two week low of $56.81 and a fifty-two week high of $91.85. The stock has a market capitalization of $72.84 billion, a PE ratio of 6.68, a PEG ratio of 0.46 and a beta of 1.40.

General Motors Dividend Announcement

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

Insiders Place Their Bets

In other General Motors news, CAO Christopher Hatto sold 6,895 shares of the firm’s stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $90.00, for a total value of $620,550.00. Following the sale, the chief accounting officer owned 18,899 shares in the company, valued at $1,700,910. This trade represents a 26.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Mark Reuss sold 71,079 shares of the business’s stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $89.97, for a total transaction of $6,394,977.63. Following the sale, the president directly owned 92,293 shares in the company, valued at approximately $8,303,601.21. The trade was a 43.51% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 549,665 shares of company stock worth $49,010,828 over the last 90 days. Insiders own 0.44% of the company’s stock.

Institutional Investors Weigh In On General Motors

Several hedge funds have recently modified their holdings of GM. BlackRock Inc. bought a new stake in shares of General Motors in the 2nd quarter valued at about $5,958,995,000. Bank of America Corp DE acquired a new stake in shares of General Motors in the second quarter valued at about $629,465,000. Legal & General Group Plc bought a new position in shares of General Motors during the second quarter worth about $599,066,000. Bank of New York Mellon Corp bought a new position in shares of General Motors during the second quarter worth about $522,916,000. Finally, Deutsche Bank AG bought a new position in shares of General Motors during the second quarter worth about $383,939,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

Key Headlines Impacting General Motors

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

• Positive Sentiment: Defense and autonomous-driving expansion: GM Defense unveiled a driverless Chevrolet Silverado 3500HD-based military vehicle for potential U.S. Army applications. The prototype highlights GM’s autonomous-vehicle and defense capabilities, although it is not yet a material revenue contributor. Chevy Silverado 3500HD Goes Driverless as GM Defense Reveals Its Latest Military Innovations
• Positive Sentiment: Battery investment and jobs: GM and LG plan to invest in next-generation lithium manganese-rich EV battery production at GM’s Spring Hill, Tennessee, complex, potentially creating about 500 jobs. The project strengthens GM’s domestic EV supply chain and battery capacity. General Motors Plans 500 New Jobs At Tennessee Battery Plant
• Positive Sentiment: Driver-assistance roadmap reaffirmed: CEO Mary Barra reiterated GM’s plan to launch “eyes-off, hands-off” driving technology by 2028, supporting the company’s longer-term software and advanced driver-assistance strategy. General Motors CEO Reaffirms Plan To Launch Eyes Off Driving Technology By 2028
• Neutral Sentiment: Earnings are the next major catalyst: GM is scheduled to report third-quarter results before the market opens on October 20. Analysts expect year-over-year earnings growth, while recent forecasts place full-year 2026 EPS near $13.5. Small upward estimate revisions provide support, but investors may remain cautious until the results and outlook are released. General Motors Likely To Report Higher Q3 Earnings
• Negative Sentiment: Near-term pullback and event risk: GM recently advanced while the broader market weakened, leaving room for profit-taking. With earnings approaching, investors may be locking in gains or waiting for confirmation that EV investments, autonomous-driving spending and margins are translating into stronger results. The latest articles do not identify a new fundamental negative surprise.

General Motors Company Profile

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

GM serves customers primarily in North America and also operates in international markets. Its business includes gasoline-powered and electric vehicles, commercial and fleet vehicles, vehicle financing through GM Financial, and connected-vehicle services such as OnStar.