General Motors (NYSE:GM) Announces FY 2026 Earnings Guidance

General Motors (NYSE:GM) (TSE:GMM.U) updated its FY 2026 earnings guidance on Wednesday. The company provided earnings per share guidance of 12.750-13.750 for the period, compared to the consensus EPS estimate of 13.440.

Analysts Set New Price Targets

Several equities analysts have issued reports on GM shares. Morgan Stanley dropped their price objective on General Motors from $101.00 to $95.00 and set an “overweight” rating on the stock in a report on Wednesday. Tigress Financial raised their price target on General Motors from $92.00 to $130.00 and gave the stock a “strong-buy” rating in a research note on Tuesday, July 28th. Benchmark reaffirmed a “buy” rating and set a $105.00 price target (up from $90.00) on shares of General Motors in a research report on Tuesday, July 21st. Wells Fargo & Company boosted their price objective on General Motors from $60.00 to $61.00 and gave the company an “underweight” rating in a research note on Wednesday, July 22nd. Finally, Deutsche Bank Aktiengesellschaft set a $98.00 target price on shares of General Motors in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $99.86.

General Motors Price Performance

GM stock traded down $1.07 on Wednesday, reaching $76.02. 9,015,658 shares of the company’s stock were exchanged, compared to its average volume of 7,638,979. The firm has a market cap of $66.70 billion, a PE ratio of 38.39, a P/E/G ratio of 0.46 and a beta of 1.40. The company has a quick ratio of 0.97, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. The stock has a fifty day moving average of $83.99 and a 200-day moving average of $81.23. General Motors has a twelve month low of $65.89 and a twelve month high of $91.85.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings results on Tuesday, October 20th. The auto manufacturer reported $3.70 earnings per share for the quarter, topping analysts’ consensus estimates of $3.69 by $0.01. The company had revenue of $50.02 billion during the quarter, compared to analysts’ expectations of $48.78 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%. The business’s revenue for the quarter was up 2.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.80 earnings per share. As a group, equities analysts predict that General Motors will post 13.53 EPS for the current fiscal year.

General Motors Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 17th. Stockholders of record on Friday, December 4th will be paid a dividend of $0.18 per share. The ex-dividend date is Friday, December 4th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. General Motors’s dividend payout ratio (DPR) is currently 36.36%.

General Motors declared that its Board of Directors has approved a share repurchase program on Tuesday, October 20th that permits the company to buy back $20.00 billion in outstanding shares. This repurchase authorization permits the auto manufacturer to repurchase up to 27.5% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s leadership believes its shares are undervalued.

Insider Buying and Selling

In other General Motors news, CAO Christopher Hatto sold 6,895 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.00, for a total transaction of $620,550.00. Following the transaction, the chief accounting officer directly owned 18,899 shares in the company, valued at $1,700,910. This represents a 26.73% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Grant Dixton sold 40,000 shares of the business’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $88.44, for a total value of $3,537,600.00. Following the transaction, the executive vice president owned 54,992 shares of the company’s stock, valued at $4,863,492.48. This represents a 42.11% 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 sold a total of 549,665 shares of company stock worth $49,010,828 over the last 90 days. 0.44% of the stock is currently owned by corporate insiders.

General Motors News Roundup

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

• Positive Sentiment: GM reported third-quarter revenue of approximately $50.0 billion, up 2.9% year over year, while adjusted earnings of $3.70 per share narrowly exceeded consensus. Adjusted EBIT rose 21.6% to $4.1 billion, supported by strong pickup-truck and SUV profitability. GM narrows 2026 EBIT guidance
• Positive Sentiment: The board authorized a record $20 billion multiyear share-repurchase program—potentially retiring up to 27.5% of outstanding shares—and maintained the quarterly dividend. The buyback could support EPS and signals management believes GM is undervalued. GM beat and added a $20 billion buyback
• Positive Sentiment: GM raised its 2026 adjusted automotive free-cash-flow outlook to $11.5 billion-$12.5 billion from $9.5 billion-$11.5 billion. Investors also see longer-term potential in subscription services such as OnStar and Super Cruise, along with AI, software and a new EV platform designed to shorten vehicle-development cycles. GM aims to develop vehicles with AI and software
• Neutral Sentiment: GM’s technology strategy includes AI-powered OnStar, centralized vehicle computing, faster software updates and a targeted “eyes-off” autonomous-driving capability for pickups and SUVs. These initiatives could create new revenue streams, but their financial impact remains longer term. GM is giving OnStar an AI makeover
• Negative Sentiment: GM narrowed its 2026 adjusted EBIT guidance to $14.5 billion-$15.5 billion while leaving the midpoint unchanged at $15 billion. Its updated full-year EPS range of $12.75-$13.75 also places the midpoint below the $13.44 analyst consensus, disappointing investors looking for another outlook increase.
• Negative Sentiment: Analysts warned that 2027 profits could face $1 billion-$1.5 billion of additional commodity and logistics costs. Profit concentration is another concern: roughly $3.6 billion of quarterly adjusted EBIT came from North America, leaving GM exposed to weaker U.S. demand, tariffs and slowing vehicle sales. GM Q3 earnings call weighs 2027 cost risks
• Negative Sentiment: EV demand has retreated to pre-tax-credit levels, while GM’s large buyback may boost per-share results without resolving underlying growth concerns. This combination explains why the stock decreased even after the earnings beat.

General Motors Company Profile

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

GM’s product lineup includes passenger cars, pickup trucks, sport utility vehicles, commercial vehicles and electric vehicles. The company is also developing connected-vehicle technologies, driver-assistance systems and charging and energy-management solutions.