General Motors (NYSE:GM) Updates FY 2026 Earnings Guidance

General Motors (NYSE:GM) (TSE:GMM.U) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 9.750-10.500 for the period, compared to the consensus estimate of 11.900. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of research firms have issued reports on GM. HSBC boosted their price target on General Motors from $48.00 to $75.00 and gave the company a “hold” rating in a research note on Tuesday, January 13th. Zacks Research upgraded shares of General Motors from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 24th. Argus set a $78.00 price target on shares of General Motors in a research report on Thursday, October 23rd. Citigroup upped their price target on General Motors from $86.00 to $98.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Finally, TD Cowen reiterated a “buy” rating on shares of General Motors in a research note on Friday, December 12th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $80.00.

General Motors Price Performance

GM stock traded up $5.48 during midday trading on Tuesday, hitting $84.91. The company’s stock had a trading volume of 3,970,850 shares, compared to its average volume of 8,211,946. The company has a quick ratio of 1.06, a current ratio of 1.23 and a debt-to-equity ratio of 1.40. General Motors has a 12 month low of $41.60 and a 12 month high of $85.18. The company has a 50 day moving average of $78.80 and a two-hundred day moving average of $66.14. The firm has a market capitalization of $79.21 billion, a price-to-earnings ratio of 17.07, a price-to-earnings-growth ratio of 0.76 and a beta of 1.31.

General Motors (NYSE:GM) (TSE:GMM.U) last released its earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 EPS for the quarter, topping the consensus estimate of $2.21 by $0.30. General Motors had a net margin of 1.62% and a return on equity of 12.29%. During the same period in the prior year, the firm earned $1.92 EPS. General Motors’s revenue was down 5.1% compared to the same quarter last year. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. On average, analysts expect that General Motors will post 11.44 EPS for the current year.

Insider Activity at General Motors

In other General Motors news, CAO Christopher Hatto sold 7,724 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The stock was sold at an average price of $72.00, for a total transaction of $556,128.00. Following the completion of the transaction, the chief accounting officer owned 12,007 shares in the company, valued at $864,504. This trade represents a 39.15% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.54% of the stock is owned by company insiders.

Key Stories Impacting General Motors

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

• Positive Sentiment: Board boosts shareholder returns — GM raised its quarterly dividend by 20% and approved a new $6.0 billion share-repurchase program, a clear capital-return signal that supports the stock. GM releases 2025 financial results and 2026 guidance; Board declares dividend at 20% higher quarterly rate, and approves new $6.0 billion share repurchase authorization
• Positive Sentiment: Q4 EPS beat — GM reported $2.51 EPS vs. consensus ~ $2.2, showing operational strength and helping justify the dividend/buyback even as revenue fell year-over-year. View Press Release
• Positive Sentiment: Core profit strength from trucks/SUVs — Management said core profit rose on continued demand for higher-margin SUVs and pickups, supporting near-term profitability. General Motors’ core profit rises on higher demand for SUVs, pickup trucks
• Positive Sentiment: EV customer experience improvement — GM integrated Electrify America into its myBrand apps, reducing a pain point for EV owners and helping long-term EV adoption. GM Streamlines Public Charging with Electrify America
• Neutral Sentiment: GM Financial results mixed — GM’s captive-finance arm reported quarterly and full-year profits but recorded a $320 million impairment, modestly affecting consolidated results. GM Financial Reports Full Year and Fourth Quarter 2025 Operating Results
• Neutral Sentiment: Supplier support talks — GM (with Ford) has engaged in talks over rescue financing for parts supplier First Brands, which could stabilize supply but also implies ongoing supplier stress. Ford and General Motors in talks with First Brands over rescue financing, FT reports
• Negative Sentiment: Large EV-related charge — GM took a $7.2 billion charge tied to slowing EV demand and program adjustments, which weighs on GAAP results and investor sentiment about EV strategy execution. General Motors takes $7.2 billion charge on EV shift as it boosts dividend and sets new buyback
• Negative Sentiment: GAAP loss headline — The company reported a Q4 net loss of $3.3 billion (EV-related items prominent), a headline that can pressure the stock despite adjusted metrics and the share-return move. General Motors Lost $3.3 Billion as EVs Weighed on Bottomline

Institutional Investors Weigh In On General Motors

Institutional investors have recently made changes to their positions in the company. Kelleher Financial Advisors bought a new position in shares of General Motors during the 3rd quarter worth $29,000. JPL Wealth Management LLC purchased a new stake in General Motors in the third quarter worth about $32,000. Triumph Capital Management bought a new position in General Motors during the 3rd quarter worth about $66,000. WFA of San Diego LLC purchased a new position in General Motors during the 2nd quarter valued at about $62,000. Finally, Sunbelt Securities Inc. raised its holdings in shares of General Motors by 527.1% in the 3rd quarter. Sunbelt Securities Inc. now owns 2,126 shares of the auto manufacturer’s stock valued at $130,000 after purchasing an additional 1,787 shares in the last quarter. Institutional investors own 92.67% of the company’s stock.

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.