Q3 EPS Estimates for General Motors Lifted by Zacks Research

General Motors Company (NYSE:GM) (TSE:GMM.U) – Stock analysts at Zacks Research boosted their Q3 2026 earnings estimates for General Motors in a research note issued to investors on Tuesday, August 4th. Zacks Research analyst Team now expects that the auto manufacturer will earn $3.06 per share for the quarter, up from their prior estimate of $3.02. The consensus estimate for General Motors’ current full-year earnings is $13.29 per share. Zacks Research also issued estimates for General Motors’ Q3 2027 earnings at $3.51 EPS, Q4 2027 earnings at $3.30 EPS, FY2027 earnings at $13.36 EPS, Q1 2028 earnings at $3.20 EPS, Q2 2028 earnings at $3.14 EPS and FY2028 earnings at $12.70 EPS.

Other research analysts have also issued reports about the stock. Deutsche Bank Aktiengesellschaft restated a “buy” rating and set a $100.00 price target on shares of General Motors in a research report on Wednesday, July 22nd. Royal Bank Of Canada increased their price objective on General Motors from $94.00 to $100.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 22nd. Piper Sandler restated an “overweight” rating and set a $102.00 target price on shares of General Motors in a research report on Wednesday, April 29th. Tigress Financial upped their target price on General Motors from $92.00 to $130.00 and gave the stock a “strong-buy” rating in a research note on Tuesday, July 28th. Finally, TD Cowen lifted their price target on General Motors from $126.00 to $132.00 and gave the company a “buy” rating in a research report on Wednesday, July 22nd. One analyst has rated the stock with a Strong Buy rating, eighteen have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, General Motors has a consensus rating of “Moderate Buy” and a consensus target price of $101.41.

General Motors Stock Performance

General Motors stock opened at $89.08 on Thursday. General Motors has a 1-year low of $52.09 and a 1-year high of $91.85. The company has a current ratio of 1.14, a quick ratio of 0.97 and a debt-to-equity ratio of 1.42. The firm has a market capitalization of $78.16 billion, a PE ratio of 44.99, a price-to-earnings-growth ratio of 0.40 and a beta of 1.30. The firm’s 50 day simple moving average is $81.01 and its 200 day simple moving average is $79.17.

General Motors (NYSE:GM) (TSE:GMM.U) last released its quarterly earnings data on Tuesday, July 21st. The auto manufacturer reported $3.57 EPS for the quarter, beating analysts’ consensus estimates of $3.19 by $0.38. The company had revenue of $48.03 billion during the quarter, compared to analyst estimates of $47.01 billion. General Motors had a net margin of 1.05% and a return on equity of 18.18%. General Motors’s revenue was up 1.9% compared to the same quarter last year. During the same period last year, the business earned $2.53 earnings per share. General Motors has set its FY 2026 guidance at 12.000-14.000 EPS.

General Motors Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 17th. Shareholders of record on Friday, September 4th will be paid a dividend of $0.18 per share. The ex-dividend date of this dividend is Friday, September 4th. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. General Motors’s dividend payout ratio (DPR) is 36.36%.

Insider Transactions at General Motors

In other news, President Mark L. Reuss sold 71,079 shares of the company’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $89.97, for a total value of $6,394,977.63. Following the completion of the sale, the president owned 92,293 shares of the company’s stock, valued at approximately $8,303,601.21. This represents a 43.51% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Mary T. Barra sold 318,448 shares of the stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $90.38, for a total transaction of $28,781,330.24. Following the transaction, the chief executive officer directly owned 428,994 shares in the company, valued at approximately $38,772,477.72. This represents a 42.61% 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. In the last quarter, insiders sold 1,247,053 shares of company stock worth $106,763,425. Corporate insiders own 0.44% of the company’s stock.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Cibc World Market Inc. grew its position in General Motors by 57.2% in the 4th quarter. Cibc World Market Inc. now owns 200,662 shares of the auto manufacturer’s stock worth $16,318,000 after purchasing an additional 72,984 shares during the period. M&T Bank Corp lifted its holdings in shares of General Motors by 82.0% during the 4th quarter. M&T Bank Corp now owns 72,062 shares of the auto manufacturer’s stock valued at $5,860,000 after buying an additional 32,474 shares during the period. Legacy Capital Group California Inc. boosted its stake in shares of General Motors by 206.4% in the 4th quarter. Legacy Capital Group California Inc. now owns 21,004 shares of the auto manufacturer’s stock worth $1,708,000 after buying an additional 14,150 shares during the last quarter. Janney Montgomery Scott LLC boosted its stake in shares of General Motors by 16.2% in the 1st quarter. Janney Montgomery Scott LLC now owns 202,172 shares of the auto manufacturer’s stock worth $15,062,000 after buying an additional 28,163 shares during the last quarter. Finally, Leonteq Securities AG bought a new stake in shares of General Motors in the fourth quarter worth $17,753,000. Hedge funds and other institutional investors own 92.67% of the company’s stock.

Key General Motors News

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

• Positive Sentiment: China partnership extended through 2047: GM and SAIC Motor renewed their 50-50 joint venture for 20 years following a major restructuring that included plant closures and a streamlined model lineup. The agreement targets at least 30 new-energy vehicles by 2030, focuses on Buick and Cadillac sales in China, and allows Chevrolet vehicles built in China to be exported to non-U.S. markets. The longer-term arrangement preserves GM’s access to China while emphasizing vehicles and technology tailored to local consumers. GM renews China joint venture with SAIC for 20 years after restructuring
• Positive Sentiment: EV charging network reaches a major milestone: GM, Pilot and EVgo said their fast-charging network now exceeds 300 locations and 1,300 stalls across 40 states, covering roughly 75% of the contiguous United States. Greater charging availability supports EV adoption and strengthens GM’s broader electric-vehicle ecosystem. Pilot, General Motors and EVgo Power EV Road Trips with More Than 300 Fast-Charging Locations Nationwide
• Neutral Sentiment: Analyst estimates are mixed but generally improving: Zacks Research raised its FY2026 EPS forecast to $12.85 from $12.64 and increased its Q1 and Q2 2027 estimates, while cutting its Q4 2026 estimate to $2.52 from $2.85. The revisions suggest stronger expected results beyond the near term, but also some caution about fourth-quarter profitability.
• Negative Sentiment: China execution and geopolitical risks remain: The renewed venture follows costly restructuring and a period of weaker performance in China. Continued investment, intense local competition and U.S.-China tensions could limit the financial benefit of the agreement.

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.