Zacks Research Weighs in on General Motors FY2026 Earnings

General Motors Company (NYSE:GM) (TSE:GMM.U) – Investment analysts at Zacks Research issued their FY2026 earnings per share (EPS) estimates for General Motors in a report released on Tuesday, November 3rd. Zacks Research analyst Team anticipates that the auto manufacturer will earn $13.29 per share for the year. The consensus estimate for General Motors’ current full-year earnings is $13.38 per share. Zacks Research also issued estimates for General Motors’ Q4 2027 earnings at $4.01 EPS, FY2027 earnings at $14.48 EPS, Q1 2028 earnings at $3.56 EPS, Q2 2028 earnings at $3.69 EPS, Q3 2028 earnings at $3.80 EPS and FY2028 earnings at $15.10 EPS.

Other analysts have also issued research reports about the stock. Morgan Stanley cut their price objective on shares of General Motors from $101.00 to $95.00 and set an “overweight” rating on the stock in a research report on Wednesday, October 21st. BNP Paribas Exane lifted their price target on shares of General Motors from $102.00 to $112.00 and gave the company an “outperform” rating in a research note on Monday, August 31st. Jefferies Financial Group raised shares of General Motors from a “hold” rating to a “buy” rating and boosted their price target for the stock from $90.00 to $99.00 in a research report on Monday, July 27th. The Goldman Sachs Group reduced their price objective on shares of General Motors from $112.00 to $96.00 and set a “buy” rating for the company in a research note on Wednesday, October 21st. Finally, Barclays decreased their price objective on General Motors from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Wednesday, October 21st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have given a Buy rating, four have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $101.44.

General Motors Price Performance

Shares of GM opened at $92.53 on Thursday. The stock has a market capitalization of $78.05 billion, a P/E ratio of 21.22, a P/E/G ratio of 0.50 and a beta of 1.40. General Motors has a twelve month low of $67.04 and a twelve month high of $93.70. The company has a 50 day moving average of $83.28 and a 200-day moving average of $80.75. The company has a quick ratio of 0.94, a current ratio of 1.09 and a debt-to-equity ratio of 1.32.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, October 20th. The auto manufacturer reported $3.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.69 by $0.01. The business had revenue of $50.02 billion for the quarter, compared to analyst estimates of $48.78 billion. General Motors had a return on equity of 19.36% and a net margin of 2.12%. General Motors’s revenue for the quarter was up 2.9% compared to the same quarter last year. During the same quarter last year, the firm earned $2.80 EPS.

General Motors Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 17th. Investors of record on Friday, December 4th will be issued a dividend of $0.18 per share. This represents a $0.72 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Friday, December 4th. General Motors’s payout ratio is presently 16.51%.

General Motors declared that its board has initiated a share buyback program on Tuesday, October 20th that authorizes the company to repurchase $20 billion in shares. This buyback authorization authorizes the auto manufacturer to reacquire up to 27.5% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s leadership believes its shares are undervalued.

Institutional Trading of General Motors

A number of large investors have recently added to or reduced their stakes in the company. Richardson Financial Services Inc. grew its position in General Motors by 75.7% in the third quarter. Richardson Financial Services Inc. now owns 325 shares of the auto manufacturer’s stock valued at $25,000 after acquiring an additional 140 shares during the last quarter. Evergreen Advisors LLC bought a new position in shares of General Motors in the first quarter worth about $26,000. Comprehensive Financial Planning Inc. PA acquired a new stake in shares of General Motors in the 2nd quarter valued at approximately $31,000. Premier Financial Group acquired a new stake in shares of General Motors in the 2nd quarter valued at approximately $31,000. Finally, Burk Holdings LLC bought a new stake in shares of General Motors during the 2nd quarter valued at approximately $31,000. 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: Zacks Research raised its 2027 second- and third-quarter EPS estimates to $3.74 and $3.65, respectively. These increases were partly offset by lower forecasts for the fourth quarter of 2026 and first quarter of 2027. Analyst estimates
• Positive Sentiment: GM was reported higher as projected election results raised regulatory and merger concerns for some other high-profile companies. The article offers a possible relative-market tailwind for GM, not a direct change to its outlook. Market and regulatory risks
• Neutral Sentiment: GM is reportedly adding an AI “intelligence layer” to OnStar and plans to begin a hybrid push with large SUVs. These initiatives could support future offerings, but the reports provide no financial targets or near-term earnings impact. GM OnStar AI plans
• Negative Sentiment: GM agreed to pay $220 million to 36 states over allegations involving the sharing of drivers’ data. The settlement adds a financial cost and may heighten privacy and reputational concerns. GM privacy settlement
• Negative Sentiment: A separate report describes a large GM vehicle recall tied to dangerous defects. Recalls can bring repair costs and damage customer confidence; the supplied report does not specify the affected models or financial exposure. GM vehicle recall

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.