General Motors Company (NYSE:GM) Receives Average Rating of “Moderate Buy” from Analysts

Shares of General Motors Company (NYSE:GM) (TSE:GMM.U) have earned a consensus recommendation of “Moderate Buy” from the twenty-five brokerages that are covering the firm, Marketbeat Ratings reports. Two analysts have rated the stock with a sell rating, five have issued a hold rating, sixteen have assigned a buy rating and two have issued a strong buy rating on the company. The average 12-month target price among brokerages that have covered the stock in the last year is $91.5833.

Several equities analysts have issued reports on GM shares. Wedbush upped their price objective on shares of General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a research note on Thursday, December 18th. Wells Fargo & Company boosted their target price on General Motors from $48.00 to $57.00 and gave the company an “underweight” rating in a report on Wednesday, January 28th. Barclays set a $110.00 target price on General Motors in a research report on Wednesday, January 28th. Wolfe Research upgraded General Motors from a “peer perform” rating to an “outperform” rating and set a $96.00 price target on the stock in a research note on Wednesday. Finally, TD Cowen reaffirmed a “buy” rating on shares of General Motors in a research report on Wednesday, January 28th.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently bought and sold shares of GM. Tsfg LLC increased its stake 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 stake 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 holdings in shares of General Motors by 0.7% during the fourth quarter. Sumitomo Life Insurance Co. now owns 19,477 shares of the auto manufacturer’s stock worth $1,584,000 after buying an additional 127 shares during the last quarter. PDS Planning Inc grew its holdings in shares of General Motors by 3.4% during the fourth quarter. PDS Planning Inc now owns 3,996 shares of the auto manufacturer’s stock worth $325,000 after buying an additional 131 shares during the last quarter. Finally, UMB Bank n.a. increased its position in 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 acquiring an additional 136 shares during the period. 92.67% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about General Motors

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

• Positive Sentiment: Wolfe Research upgraded GM to Outperform and set a $96 price target, citing attractive entry points in autos after the sector sell-off — a bullish signal for investor sentiment and potential buying interest. GM upgraded at Wolfe Research
• Positive Sentiment: GM announced a $600 million investment in its South Korean operations to modernize plants and boost compact SUV output, which supports production flexibility and protects international manufacturing footprint. GM to invest $600 million in South Korean unit
• Positive Sentiment: GM’s Fort Wayne assembly celebrated its 11 millionth vehicle — a PR milestone that highlights durable manufacturing scale and brand legacy. General Motors plant celebrates assembly of 11M trucks
• Positive Sentiment: GM is advancing Level 3 autonomy with Escalade IQ road tests, showing progress on higher-margin software and autonomy initiatives that could support future revenue streams. GM advances Level 3 autonomy with Escalade IQ road tests
• Neutral Sentiment: GM Financial scheduled its Q1 2026 operating results release for April 28 — a routine disclosure date that could move fixed-income and credit-sensitive parts of the stock depending on performance. GM Financial to Release First Quarter 2026 Operating Results
• Neutral Sentiment: Fire at an Ohio automotive glass plant prompted concerns, but GM and other OEMs reported no supply disruptions so far — a relief for near-term production risk. GM, Jeep Parent Stellantis Say No Disruptions After Ohio Glass Factory Fire
• Negative Sentiment: GM’s China sales are reported down roughly 75% in recent coverage — a major demand shock in the world’s largest auto market that raises growth and margin concerns. GM’s China Sales Are Down 75%
• Negative Sentiment: Union negotiators at GM’s Silao, Mexico plant proposed a 10% salary increase for 2026–2028, which could raise labor costs if adopted and pressure margins. GM workers at Mexico’s Silao plant to vote on proposal for 10% salary hike

General Motors Stock Down 1.5%

Shares of NYSE:GM opened at $75.46 on Friday. The company has a market capitalization of $68.21 billion, a PE ratio of 25.07, a P/E/G ratio of 0.41 and a beta of 1.37. The company has a current ratio of 1.17, a quick ratio of 1.01 and a debt-to-equity ratio of 1.50. General Motors has a twelve month low of $41.60 and a twelve month high of $87.62. The firm has a 50 day simple moving average of $79.28 and a 200-day simple moving average of $73.21.

General Motors (NYSE:GM) (TSE:GMM.U) last issued its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The business had revenue of $45.29 billion during the quarter, compared to analysts’ expectations of $45.81 billion. During the same quarter in the prior year, the business posted $1.92 EPS. The company’s revenue for the quarter was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, equities analysts predict that General Motors will post 11.44 EPS for the current fiscal year.

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

General Motors Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, March 19th. Stockholders of record on Friday, March 6th were issued a $0.18 dividend. This represents a $0.72 dividend on an annualized basis and a dividend yield of 1.0%. The ex-dividend date of this dividend was Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio is presently 23.92%.

About General Motors

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.