Zacks Research Forecasts Reduced Earnings for General Motors

General Motors Company (NYSE:GM) (TSE:GMM.U) – Zacks Research cut their Q1 2026 earnings per share estimates for shares of General Motors in a report issued on Tuesday, February 10th. Zacks Research analyst Team now forecasts that the auto manufacturer will post earnings of $2.53 per share for the quarter, down from their previous forecast of $2.59. Zacks Research has a “Hold” rating on the stock. The consensus estimate for General Motors’ current full-year earnings is $11.44 per share. Zacks Research also issued estimates for General Motors’ Q4 2026 earnings at $2.97 EPS, Q1 2027 earnings at $2.78 EPS and Q2 2027 earnings at $3.04 EPS.

General Motors (NYSE:GM) (TSE:GMM.U) last announced its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, beating the consensus estimate of $2.26 by $0.25. The company had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The company’s revenue was down 5.1% on a year-over-year basis. During the same period last year, the business posted $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

Other equities analysts also recently issued research reports about the stock. HSBC upped their price objective on shares of General Motors from $48.00 to $75.00 and gave the stock a “hold” rating in a research report on Tuesday, January 13th. Weiss Ratings restated a “hold (c)” rating on shares of General Motors in a research report on Thursday, January 22nd. DZ Bank upgraded General Motors from a “hold” rating to a “buy” rating and set a $98.00 target price on the stock in a research report on Thursday, January 29th. Argus set a $78.00 target price on General Motors in a research note on Thursday, October 23rd. Finally, Wells Fargo & Company lifted their price target on General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a research note on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $89.52.

General Motors Price Performance

Shares of NYSE GM opened at $79.77 on Thursday. The stock has a fifty day moving average price of $81.73 and a 200 day moving average price of $68.65. General Motors has a 1-year low of $41.60 and a 1-year high of $87.62. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.01. The company has a market cap of $72.11 billion, a PE ratio of 26.50, a P/E/G ratio of 0.44 and a beta of 1.36.

Hedge Funds Weigh In On General Motors

Hedge funds and other institutional investors have recently bought and sold shares of the company. Laurel Wealth Advisors LLC purchased a new position in shares of General Motors in the fourth quarter valued at $25,000. Elevation Wealth Partners LLC grew its stake in General Motors by 500.0% in the 4th quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock valued at $27,000 after acquiring an additional 275 shares during the last quarter. Steigerwald Gordon & Koch Inc. purchased a new position in General Motors during the 3rd quarter valued at about $29,000. SouthState Bank Corp raised its position in General Motors by 101.7% during the fourth quarter. SouthState Bank Corp now owns 351 shares of the auto manufacturer’s stock worth $29,000 after acquiring an additional 177 shares during the last quarter. Finally, Kelleher Financial Advisors purchased a new stake in shares of General Motors in the third quarter valued at about $29,000. 92.67% of the stock is owned by institutional investors and hedge funds.

General Motors declared that its Board of Directors has authorized a share buyback program on Tuesday, January 27th that allows the company to buyback $6.00 billion in shares. This buyback authorization allows the auto manufacturer to purchase up to 8.1% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s board of directors believes its stock is undervalued.

General Motors Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be issued a $0.18 dividend. The ex-dividend date is Friday, March 6th. This represents a $0.72 dividend on an annualized basis and a dividend yield of 0.9%. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s payout ratio is currently 23.92%.

Key General Motors News

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

• Positive Sentiment: DZ Bank upgraded GM to Buy and set a $98 price target, signaling stronger sell‑side conviction that could support the share price. DZ Bank is Bullish on General Motors Company (GM)
• Positive Sentiment: Zacks Research raised several near‑term and FY EPS estimates for GM (Q2/Q3/FY2026–FY2028), which improves the earnings outlook even though Zacks still carries a Hold rating. MarketBeat / Zacks Research note
• Positive Sentiment: GM announced a reset of its EV plans — adopting LMR batteries and overhauling factories — a strategic move that could lower unit costs and accelerate EV production/margins if execution succeeds. General Motors Resets EV Plans With LMR Batteries And Factory Overhaul
• Positive Sentiment: News that Honda may need to compensate GM for missing EV targets (related to their partnership/volume commitments) could create one‑time financial upside and validate GM’s Ultium supply model. Honda Being Forced to Compensate General Motors for Poor EV Sales
• Positive Sentiment: GM finished 2025 as Canada’s top EV seller, showing share gains in at least one key market and supporting revenue/volume confidence for EVs. GM finishes job, ends 2025 as Canada’s top EV seller
• Neutral Sentiment: Coverage on how a historical GM/Allison split could reshape heavy‑duty trucks explains market structure shifts; implications for GM’s commercial strategy are uncertain. How GM and Allison’s split could change heavy duty trucks
• Neutral Sentiment: GM hired former Lucid executive Claudia Gast for a senior strategy role — a talent move that may help EV product/strategy but has limited near‑term financial impact. GM taps Lucid executive Claudia Gast for senior strategy role
• Neutral Sentiment: The BYD v. U.S. tariff lawsuit is being watched by Detroit automakers — an outcome could reshuffle competitive dynamics for EV imports, but the timing and direct impact on GM are unclear. BYD Vs. Trump: Why Tesla, Ford And GM Are Watching This Lawsuit Closely
• Negative Sentiment: GM called an “urgent” supplier meeting over exposure to First Brands — a potential supply chain or counterpart risk that could pressure production or costs if problems escalate. GM calls ‘urgent’ supplier meeting over First Brands exposure
• Negative Sentiment: Ongoing issues around the 6.2L V8 L87 recall and replacement engines pose reputational and warranty costs; recall developments are a downside risk to margins. GM 6.2L V8 L87 Recall

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.