FY2026 EPS Forecast for General Motors Boosted by Analyst

Posted by Brenda Bartman on Jul 29th, 2026

General Motors Company (NYSE:GM – Free Report) (TSE:GMM.U) – Investment analysts at Erste Group Bank lifted their FY2026 EPS estimates for shares of General Motors in a report released on Monday, July 27th. Erste Group Bank analyst S. Lingnau now forecasts that the auto manufacturer will post earnings per share of $13.40 for the year, up from their previous estimate of $12.95. The consensus estimate for General Motors’ current full-year earnings is $13.23 per share. Erste Group Bank also issued estimates for General Motors’ FY2027 earnings at $14.99 EPS.

Several other research firms have also recently weighed in on GM. Benchmark restated a “buy” rating on shares of General Motors in a research report on Tuesday, July 21st. Wall Street Zen upgraded General Motors from a “hold” rating to a “buy” rating in a research report on Saturday, May 2nd. Wedbush reissued an “outperform” rating and issued a $95.00 target price on shares of General Motors in a research note on Monday, May 11th. The Goldman Sachs Group upped their price target on General Motors from $91.00 to $103.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. Finally, Royal Bank Of Canada raised their price target on General Motors from $94.00 to $100.00 and gave the company an “outperform” rating in a report on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $101.41.

Check Out Our Latest Analysis on General Motors

General Motors Price Performance

GM opened at $90.27 on Wednesday. The company has a debt-to-equity ratio of 1.42, a current ratio of 1.14 and a quick ratio of 0.97. The stock has a market capitalization of $79.20 billion, a P/E ratio of 45.59, a price-to-earnings-growth ratio of 0.40 and a beta of 1.31. The company’s 50 day simple moving average is $79.87 and its 200-day simple moving average is $78.92. General Motors has a one year low of $51.69 and a one year high of $91.15.

General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last announced 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 net margin of 1.05% and a return on equity of 18.18%. The company had revenue of $48.03 billion during the quarter, compared to the consensus estimate of $47.01 billion. During the same period in the previous year, the firm posted $2.53 earnings per share. The company’s 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.

General Motors Announces Dividend

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

Insiders Place Their Bets

In other news, CAO Christopher Hatto sold 6,895 shares of the stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $85.00, for a total value of $586,075.00. Following the transaction, the chief accounting officer owned 25,794 shares of the company’s stock, valued at $2,192,490. This represents a 21.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Rory Harvey sold 9,124 shares of the firm’s stock in a transaction on Thursday, May 28th. The stock was sold at an average price of $84.97, for a total value of $775,266.28. Following the completion of the transaction, the executive vice president owned 37,395 shares in the company, valued at $3,177,453.15. This represents a 19.61% decrease in their ownership of the stock. 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. In the last 90 days, insiders sold 697,388 shares of company stock valued at $57,752,596. Company insiders own 0.54% of the company’s stock.

Hedge Funds Weigh In On General Motors

Hedge funds have recently added to or reduced their stakes in the stock. Wealth Advisory Solutions LLC bought a new position in General Motors during the second quarter worth about $244,000. Bogart Wealth LLC increased its stake in shares of General Motors by 17.0% in the 2nd quarter. Bogart Wealth LLC now owns 949 shares of the auto manufacturer’s stock valued at $73,000 after acquiring an additional 138 shares during the last quarter. Avidian Wealth Enterprises LLC increased its stake in shares of General Motors by 27.8% in the 2nd quarter. Avidian Wealth Enterprises LLC now owns 5,976 shares of the auto manufacturer’s stock valued at $461,000 after acquiring an additional 1,300 shares during the last quarter. Benjamin Edwards Inc. raised its position in shares of General Motors by 12.2% in the 2nd quarter. Benjamin Edwards Inc. now owns 8,765 shares of the auto manufacturer’s stock valued at $676,000 after acquiring an additional 955 shares during the period. Finally, Mizuho Markets Americas LLC raised its position in shares of General Motors by 23.6% in the 2nd quarter. Mizuho Markets Americas LLC now owns 9,950 shares of the auto manufacturer’s stock valued at $767,000 after acquiring an additional 1,900 shares during the period. Institutional investors and hedge funds own 92.67% of the company’s stock.

Trending Headlines about General Motors

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

Positive Sentiment: Analyst estimates and price targets moved higher. Erste Group Bank raised its FY2026 EPS forecast to $13.40 from $12.95 and its FY2027 forecast to $14.99 from $14.48—both above the current consensus FY2026 estimate of $13.23. Tigress Financial also lifted its price target from $92 to $130 and maintained a “strong-buy” rating. Tigress Financial raises GM price target
Positive Sentiment: Investors continue to digest GM’s strong second-quarter results and outlook. GM exceeded earnings and revenue expectations, raised its profit guidance, and has been described by analysts as benefiting from steady pricing, strong truck sales, improving free cash flow and reduced restructuring charges. Jefferies upgraded GM to Buy and raised its target to $99, citing better long-term earnings and cash-generation prospects. Jefferies upgrades General Motors
Positive Sentiment: Operational and strategic developments provide additional support. GM is investing in its Missouri assembly plant, using AI agents to accelerate autonomous-vehicle engineering workflows, and remains Canada’s EV sales leader after a 33.4% year-over-year increase in EV sales through June. GM Korea also reached a wage agreement, reducing near-term labor-disruption risk. GM invests in Missouri assembly plant
Neutral Sentiment: GM is competing with Ford for a potential U.S. Army tactical-truck contract. Winning the deal could add defense-related revenue, but the outcome remains uncertain. GM and Ford compete for Army truck contract
Negative Sentiment: Reports that GM is already working on a replacement for the Chevrolet Equinox EV could raise questions about product-cycle execution and future EV demand, although stronger Canadian EV sales partly offset that concern. GM works on replacing Chevrolet Equinox EV

About General Motors

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General Motors Company (NYSE: GM) is a global automotive manufacturer headquartered in Detroit, Michigan, that designs, builds and sells cars, trucks, crossovers and electric vehicles, and provides related parts and services. Founded in 1908, GM has long been one of the world’s largest automakers and has evolved into a multi-brand company whose primary marques include Chevrolet, GMC, Cadillac and Buick. Beyond vehicle manufacturing, GM’s operations encompass vehicle financing, connected services and advanced mobility initiatives.

GM develops and markets a broad portfolio of products and technologies, including internal-combustion and battery-electric vehicles, vehicle components and on-board connectivity services.