General Motors (NYSE:GM) Reaches New 12-Month High After Analyst Upgrade

General Motors Company (NYSE:GM) (TSE:GMM.U)’s stock price reached a new 52-week high during trading on Tuesday after Tigress Financial raised their price target on the stock from $92.00 to $130.00. Tigress Financial currently has a strong-buy rating on the stock. General Motors traded as high as $88.94 and last traded at $88.5830, with a volume of 995782 shares changing hands. The stock had previously closed at $87.04.

Several other analysts have also recently issued reports on GM. JPMorgan Chase & Co. upped their target price on General Motors from $110.00 to $120.00 and gave the company an “overweight” rating in a report on Wednesday, July 22nd. The Goldman Sachs Group boosted their price target on shares of General Motors from $91.00 to $103.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. Mizuho dropped their price objective on shares of General Motors from $105.00 to $100.00 and set an “outperform” rating for the company in a report on Wednesday, April 29th. Jefferies Financial Group upgraded shares of General Motors from a “hold” rating to a “buy” rating and raised their price objective for the stock from $90.00 to $99.00 in a research report on Monday. Finally, Evercore reiterated an “outperform” rating and issued a $100.00 target price on shares of General Motors in a report on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $101.41.

Insider Transactions at General Motors

In other General Motors news, CEO Mary T. Barra sold 318,448 shares of the company’s stock in a transaction dated Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total value of $28,781,330.24. Following the transaction, the chief executive officer owned 428,994 shares of the company’s stock, valued at $38,772,477.72. This represents a 42.61% decrease in their ownership of the stock. The transaction was disclosed in a 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 Rory Harvey sold 79,494 shares of the stock in a transaction dated Wednesday, May 27th. The stock was sold at an average price of $83.02, for a total transaction of $6,599,591.88. Following the transaction, the executive vice president directly owned 46,519 shares of the company’s stock, valued at approximately $3,862,007.38. This trade represents a 63.08% decrease in their position. 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 ninety days, insiders sold 1,207,053 shares of company stock worth $103,225,825. 0.54% of the stock is currently owned by company insiders.

General Motors News Roundup

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

• Positive Sentiment: GM’s second-quarter earnings of $3.57 per share exceeded the $3.19 consensus estimate, while revenue of $48.03 billion also topped expectations and increased 1.9% year over year. The results support the company’s 2026 EPS guidance of $12 to $14. GM vs. Ford Stock: Which Auto Giant Is the Better Buy After Q2 Earnings?
• Positive Sentiment: Erste Group raised its GM EPS forecasts to $13.40 for 2026 and $14.99 for 2027, above its previous estimates. Tigress Financial also lifted its price target to $130 and maintained a strong-buy rating, providing additional bullish analyst momentum.
• Positive Sentiment: GM was highlighted as a value and momentum candidate, with analysts pointing to earnings growth, cash-flow strength and potential benefits as one-time restructuring costs fade. GM also remains Canada’s EV sales leader, with first-half EV sales up 33.4% year over year. 4 Value Stocks Investors Should Buy in the Second Half of 2026
• Positive Sentiment: GM’s investment in a Missouri assembly plant and use of AI agents in its autonomous-driving engineering operations could improve manufacturing capacity and development productivity over time. GM redesigned its engineering workflows around AI agents
• Neutral Sentiment: GM’s shares are near a 52-week high, prompting debate over whether the recent rally can continue. The elevated valuation could attract profit-taking even as improving earnings estimates support the bull case. General Motors Hits Fresh High
• Negative Sentiment: CEO Mary Barra, President Mark Reuss, EVP Rory Harvey and CAO Christopher Hatto collectively sold substantial amounts of GM stock under pre-arranged Rule 10b5-1 plans. Although the transactions were scheduled and the executives retain shares, the concentration of sales may weigh on sentiment.
• Negative Sentiment: Reports claim tariffs could cost GM as much as $3.5 billion, contradicting political claims that import taxes are helping the automaker. Investors may also remain concerned about reports of defective engines and related quality liabilities. Tariffs have saved General Motors

Hedge Funds Weigh In On General Motors

Hedge funds have recently made changes to their positions in the stock. Tsfg LLC raised its position in General Motors by 5.7% in the fourth quarter. Tsfg LLC now owns 2,241 shares of the auto manufacturer’s stock valued at $182,000 after purchasing an additional 120 shares during the period. Bogart Wealth LLC boosted its position in shares of General Motors by 15.6% during the fourth quarter. Bogart Wealth LLC now owns 905 shares of the auto manufacturer’s stock worth $74,000 after buying an additional 122 shares during the period. Sumitomo Life Insurance Co. grew its stake in shares of General Motors by 0.7% in the fourth quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock valued at $1,584,000 after buying an additional 127 shares in the last quarter. PDS Planning Inc grew its stake in shares of General Motors by 3.4% in the fourth quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer’s stock valued at $325,000 after buying an additional 131 shares in the last quarter. Finally, UMB Bank n.a. raised its holdings in shares of General Motors by 2.0% in the 4th quarter. UMB Bank n.a. now owns 6,887 shares of the auto manufacturer’s stock valued at $560,000 after buying an additional 136 shares during the period. Hedge funds and other institutional investors own 92.67% of the company’s stock.

General Motors Trading Down 1.0%

The company has a 50 day moving average of $80.14 and a 200-day moving average of $78.95. The stock has a market cap of $78.47 billion, a price-to-earnings ratio of 45.17, a price-to-earnings-growth ratio of 0.41 and a beta of 1.31. The company has a debt-to-equity ratio of 1.42, a quick ratio of 0.97 and a current ratio of 1.14.

General Motors (NYSE:GM) (TSE:GMM.U) last released its earnings results on Tuesday, July 21st. The auto manufacturer reported $3.57 earnings per share for the quarter, beating the consensus estimate of $3.19 by $0.38. The company had revenue of $48.03 billion during the quarter, compared to the consensus estimate of $47.01 billion. General Motors had a return on equity of 18.18% and a net margin of 1.05%.General Motors’s revenue was up 1.9% compared to the same quarter last year. During the same period in the previous year, the company posted $2.53 EPS. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS. On average, research analysts anticipate that General Motors Company will post 13.27 earnings per share for the current year.

General Motors Dividend Announcement

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

General Motors Company Profile

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.