FY2026 EPS Estimates for General Motors Lifted by Analyst

Posted by Brenda Bartman on Sep 11th, 2026

General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) – Investment analysts at Erste Group Bank raised their FY2026 earnings per share (EPS) estimates for shares of General Motors in a research report issued on Tuesday, September 8th. Erste Group Bank analyst S. Lingnau now anticipates that the auto manufacturer will earn $13.52 per share for the year, up from their previous forecast of $13.45. The consensus estimate for General Motors’ current full-year earnings is $13.31 per share. Erste Group Bank also issued estimates for General Motors’ FY2027 earnings at $15.10 EPS.

General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last issued its quarterly earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, topping the consensus estimate of $3.19 by $0.38. General Motors had a return on equity of 18.18% and a net margin of 1.05%.The business had revenue of $48.03 billion during the quarter, compared to the consensus estimate of $47.01 billion. During the same quarter last year, the company earned $2.53 earnings per share. The company’s quarterly revenue was up 1.9% on a year-over-year basis. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS.

A number of other equities research analysts have also weighed in on the stock. Jefferies Financial Group raised shares of General Motors from a “hold” rating to a “buy” rating and boosted their price objective for the company from $90.00 to $99.00 in a report on Monday, July 27th. Barclays lifted their target price on shares of General Motors from $105.00 to $110.00 and gave the company an “overweight” rating in a report on Wednesday, July 22nd. Weiss Ratings restated a “hold (c)” rating on shares of General Motors in a research note on Friday, July 17th. The Goldman Sachs Group upped their price objective on shares of General Motors from $91.00 to $103.00 and gave the stock a “buy” rating in a research report on Wednesday, July 22nd. Finally, JPMorgan Chase & Co. raised their target price on General Motors from $110.00 to $120.00 and gave the company an “overweight” rating in a research report on Wednesday, July 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eighteen have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, General Motors currently has an average rating of “Moderate Buy” and a consensus price target of $101.41.

Check Out Our Latest Analysis on GM

General Motors Stock Performance

Shares of General Motors stock opened at $86.13 on Friday. The company has a 50 day moving average price of $84.01 and a 200 day moving average price of $79.95. The firm has a market capitalization of $75.58 billion, a P/E ratio of 43.50, a PEG ratio of 0.47 and a beta of 1.32. The company has a quick ratio of 0.97, a current ratio of 1.14 and a debt-to-equity ratio of 1.42. General Motors has a 52 week low of $54.33 and a 52 week high of $91.85.

General Motors Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be paid a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Friday, September 4th. General Motors’s dividend payout ratio (DPR) is 36.36%.

Insider Buying and Selling at General Motors

In other news, EVP Grant Dixton sold 40,000 shares of the company’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 directly owned 54,992 shares in the company, valued at approximately $4,863,492.48. This represents a 42.11% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 8,882 shares of General Motors stock in a transaction that occurred on Monday, July 27th. The shares were sold at an average price of $86.95, for a total transaction of $772,289.90. Following the completion of the sale, the executive vice president owned 28,513 shares of the company’s stock, valued at $2,479,205.35. This trade represents a 23.75% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 648,904 shares of company stock valued at $57,456,067. 0.44% of the stock is currently owned by company insiders.

Institutional Trading of General Motors

Several hedge funds have recently modified their holdings of the stock. California State Teachers Retirement System grew its holdings in General Motors by 7,719.0% during the 2nd quarter. California State Teachers Retirement System now owns 107,671,896 shares of the auto manufacturer’s stock worth $8,299,350,000 after acquiring an additional 106,294,840 shares in the last quarter. BlackRock Inc. purchased a new position in shares of General Motors during the second quarter worth about $5,958,995,000. Norges Bank acquired a new position in General Motors during the fourth quarter worth approximately $918,724,000. Bank of America Corp DE acquired a new position in shares of General Motors in the 2nd quarter valued at $629,465,000. Finally, Legal & General Group Plc acquired a new position in General Motors in the second quarter valued at $599,066,000. 92.67% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about General Motors

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

Positive Sentiment: Valuation support: Zacks characterized GM as a strong value stock, citing its earnings outlook and valuation metrics. A separate report also described GM as a strong growth stock, potentially supporting investor interest. Why GM Is a Strong Value Stock Why GM Is a Strong Growth Stock
Positive Sentiment: Manufacturing investment: GM plans to invest $40 million in its Bedford, Indiana, casting operations to support transmission production. The spending signals continued commitment to its North American manufacturing footprint. GM Bedford Investment
Positive Sentiment: Long-term EV commitment: CEO Mary Barra reaffirmed GM’s broader EV strategy, while management continues to highlight a wide range of electric vehicles and related technology. This supports the company’s long-term growth narrative, although timing remains flexible. Barra Reaffirms EV Strategy
Neutral Sentiment: GM is opening a Seattle office to consolidate remote technical talent. The move could aid software and engineering capabilities, but near-term financial impact is unclear. GM Seattle Office
Neutral Sentiment: New leadership in GM’s Egypt and Africa operations, potential new HD truck engines, expanded vehicle security-camera features and product details such as spare-tire availability are operational or product updates with limited immediate earnings significance. GM Africa Leadership GM HD Truck Engines
Negative Sentiment: Quality and regulatory concerns: A service bulletin warns that improperly tightened oil filters could damage 2026 Chevrolet engines. Separately, regulators reportedly expanded a federal investigation involving GM’s brake-by-wire technology. Potential warranty, recall or legal costs remain risks. GM Oil Filter Bulletin Brake-by-Wire Probe
Negative Sentiment: EV timing and brand risks: Coverage says GM is softening the timing of its EV rollout, while its decision to remove Apple CarPlay from most vehicles may create customer backlash. Privacy scrutiny surrounding dash-camera and OnStar data-sharing also adds reputational risk. GM EV Timeline GM CarPlay Strategy

General Motors Company Profile

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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.