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

General Motors (NYSE:GM) (TSE:GMM.U) issued an update on its FY 2026 earnings guidance on Wednesday. The company provided earnings per share (EPS) guidance of 12.750-13.750 for the period, compared to the consensus earnings per share estimate of 13.440.

General Motors Price Performance

Shares of NYSE GM opened at $76.02 on Thursday. The stock’s 50-day moving average is $83.77 and its two-hundred day moving average is $81.25. The company has a debt-to-equity ratio of 1.32, a current ratio of 1.09 and a quick ratio of 0.97. General Motors has a 1-year low of $65.89 and a 1-year high of $91.85. The company has a market cap of $66.70 billion, a price-to-earnings ratio of 17.43, a price-to-earnings-growth ratio of 0.43 and a beta of 1.40.

General Motors (NYSE:GM) (TSE:GMM.U) last posted its earnings results on Tuesday, October 20th. The auto manufacturer reported $3.70 EPS for the quarter, beating the consensus estimate of $3.69 by $0.01. General Motors had a return on equity of 19.36% and a net margin of 2.12%. The firm had revenue of $50.02 billion for the quarter, compared to analyst estimates of $48.78 billion. During the same quarter in the prior year, the company posted $2.80 earnings per share. General Motors’s revenue for the quarter was up 2.9% compared to the same quarter last year. Analysts forecast that General Motors will post 13.48 EPS for the current fiscal year.

General Motors Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 17th. Shareholders of record on Friday, December 4th will be paid a $0.18 dividend. The ex-dividend date is Friday, December 4th. This represents a $0.72 dividend on an annualized basis and a yield of 0.9%. General Motors’s payout ratio is currently 36.36%.

General Motors announced that its Board of Directors has authorized a share buyback program on Tuesday, October 20th that allows the company to repurchase $20.00 billion in outstanding shares. This buyback authorization allows the auto manufacturer to reacquire up to 27.5% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analysts Forecast Growth

GM has been the topic of several analyst reports. Tigress Financial lifted their target price on General Motors from $92.00 to $130.00 and gave the company a “strong-buy” rating in a research note on Tuesday, July 28th. Barclays dropped their target price on General Motors from $110.00 to $105.00 and set an “overweight” rating on the stock in a report on Wednesday. Benchmark restated a “buy” rating and set a $105.00 price target (up from $90.00) on shares of General Motors in a research note on Tuesday, July 21st. BNP Paribas Exane increased their price target on General Motors from $102.00 to $112.00 and gave the stock an “outperform” rating in a report on Monday, August 31st. Finally, The Goldman Sachs Group decreased their price target on General Motors from $112.00 to $96.00 and set a “buy” rating for the company in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $99.86.

Insider Buying and Selling at General Motors

In other General Motors news, President Mark L. Reuss sold 71,079 shares of the stock in a transaction on Tuesday, July 28th. The stock was sold at an average price of $89.97, for a total transaction of $6,394,977.63. Following the sale, the president owned 92,293 shares in the company, valued at approximately $8,303,601.21. This represents a 43.51% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Christopher Hatto sold 6,895 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.00, for a total value of $620,550.00. Following the sale, the chief accounting officer directly owned 18,899 shares in the company, valued at approximately $1,700,910. The trade was a 26.73% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 549,665 shares of company stock worth $49,010,828. Insiders own 0.44% of the company’s stock.

General Motors News Roundup

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

• Positive Sentiment: GM reported third-quarter revenue of $50.02 billion and adjusted EPS of $3.70, exceeding analyst estimates. Adjusted EBIT rose 21.6% year over year to $4.1 billion, while adjusted automotive free-cash-flow guidance increased to $11.5 billion–$12.5 billion. GM third-quarter earnings report
• Positive Sentiment: The board authorized a $20 billion multiyear share-repurchase program—potentially retiring up to 27.5% of shares—which could support EPS and shareholder returns given GM’s low valuation. The company also maintained its quarterly dividend. GM earnings and buyback analysis
• Positive Sentiment: GM’s “GM Forward” technology strategy targets faster vehicle development, over-the-air updates, AI-enabled engineering, new EV batteries and “eyes-off” autonomous driving for pickups and SUVs. An AI-enhanced OnStar service could also expand higher-margin subscription revenue. GM vehicle development and AI strategy
• Neutral Sentiment: Royal Bank of Canada lowered its GM price target from $102 to $98 but retained an “outperform” rating, indicating analysts see upside while acknowledging increased execution and cost risks.
• Negative Sentiment: GM narrowed its 2026 adjusted EBIT outlook to $14.5 billion–$15.5 billion, leaving the midpoint unchanged, and issued EPS guidance of $12.75–$13.75 versus consensus of $13.44. Investors viewed the lack of an upward revision as evidence that earnings momentum may be slowing. GM narrows 2026 EBIT guidance
• Negative Sentiment: Analysts warn that $1 billion–$1.5 billion of potential 2027 commodity and logistics inflation could pressure profits. About $3.6 billion of third-quarter EBIT came from North America, leaving GM exposed to weaker consumer demand, tariffs and dependence on high-margin trucks and SUVs.
• Negative Sentiment: Reports that GM and OnStar may have shared driver-data records without adequate consent create potential privacy, regulatory and reputational risks, including possible insurance-related claims. GM and OnStar driver-data allegations

General Motors Company Profile

General Motors Company (NYSE: GM) is a global automotive company headquartered in Detroit, Michigan. Founded in 1908, GM designs, manufactures and sells vehicles and related services through brands including Chevrolet, Buick, GMC and Cadillac.

GM’s product lineup includes passenger cars, pickup trucks, sport utility vehicles, commercial vehicles and electric vehicles. The company is also developing connected-vehicle technologies, driver-assistance systems and charging and energy-management solutions.