General Motors (NYSE:GM) Sets New 52-Week High Following Strong Earnings

General Motors Company (NYSE:GM) (TSE:GMM.U)’s share price hit a new 52-week high during mid-day trading on Wednesday after the company announced better than expected quarterly earnings. The stock traded as high as $87.31 and last traded at $86.39, with a volume of 23619201 shares trading hands. The stock had previously closed at $79.43.

The auto manufacturer reported $2.51 EPS for the quarter, topping the consensus estimate of $2.26 by $0.25. General Motors had a return on equity of 12.29% and a net margin of 1.62%.The company had revenue of $45.29 billion during the quarter, compared to analyst estimates of $45.81 billion. During the same quarter last year, the business posted $1.92 earnings per share. The firm’s revenue was down 5.1% on a year-over-year basis. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

General Motors Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders 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 annualized dividend and a dividend yield of 0.8%. This is an increase from General Motors’s previous quarterly dividend of $0.15. General Motors’s dividend payout ratio (DPR) is presently 12.07%.

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

General Motors News Summary

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

• Positive Sentiment: Adjusted Q4 earnings beat expectations ($2.51 vs. ~$2.20 consensus), driven by stronger demand for SUVs and pickup trucks — supports near-term profitability narrative. Reuters: GM core profit rises
• Positive Sentiment: Board raised the quarterly dividend 20% to $0.18 and approved a $6.0 billion share repurchase program — direct positives for EPS support and shareholder return. PR Newswire: GM releases 2025 results
• Positive Sentiment: Market reaction to the beat and capital return moves pushed the stock toward record highs as traders priced in near-term cash-generation strength. Schaeffer’s: Stock surges
• Neutral Sentiment: GM Financial reported mixed results with higher full-year net income but some quarter-to-quarter variability and an impairment — adds complexity but limited direct market-moving surprise. BusinessWire: GM Financial results
• Neutral Sentiment: Operational steps to improve EV ownership experience (myBrand apps integration with Electrify America) are incremental positives for EV retention but not a major near-term revenue driver. PR Newswire: Electrify America integration
• Negative Sentiment: GM recorded a large one-time EV-related charge (~$7.2B) that produced a Q4 GAAP net loss and underscores risks around the company’s EV strategy and demand assumptions. MarketWatch: $7.2B EV charge
• Negative Sentiment: FY2026 EPS guidance (9.75–10.50) came in below Street consensus (~11.9), signaling cautious outlook and limiting upside for multiple-quarter estimates. PR Newswire: 2026 guidance
• Negative Sentiment: Revenue was down ~5.1% YoY and management flagged tariff exposure ($3–4B) and slower EV adoption — pressure on margins and growth assumptions. WSJ: EVs weighed on bottom line
• Negative Sentiment: Labor payouts: UAW hourly workers will receive profit-sharing checks (one-time ~$10,500) while salaried global bonuses are reduced — mixed implications (near-term cash outlay vs. cost discipline). MLive: Workers getting profit-sharing

Analyst Ratings Changes

A number of analysts recently commented on the stock. HSBC lifted their target price on shares of General Motors from $48.00 to $75.00 and gave the stock a “hold” rating in a research note on Tuesday, January 13th. Weiss Ratings restated a “hold (c)” rating on shares of General Motors in a research report on Thursday, January 22nd. Benchmark restated a “buy” rating on shares of General Motors in a research note on Wednesday, October 22nd. Wedbush lifted their target price on shares of General Motors from $75.00 to $95.00 and gave the company an “outperform” rating in a research report on Thursday, December 18th. Finally, Barclays boosted their price target on General Motors from $85.00 to $100.00 and gave the stock an “overweight” rating in a research report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, four have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, General Motors currently has a consensus rating of “Moderate Buy” and an average price target of $80.27.

Insiders Place Their Bets

In other General Motors news, CAO Christopher Hatto sold 7,724 shares of the business’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $72.00, for a total transaction of $556,128.00. Following the sale, the chief accounting officer directly owned 12,007 shares in the company, valued at $864,504. This represents a 39.15% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.54% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of GM. Optas LLC acquired a new stake in General Motors in the fourth quarter valued at about $250,000. Evergreen Capital Management LLC lifted its stake in shares of General Motors by 141.1% during the fourth quarter. Evergreen Capital Management LLC now owns 25,553 shares of the auto manufacturer’s stock valued at $2,078,000 after buying an additional 14,956 shares during the period. Legacy Advisors LLC grew its position in shares of General Motors by 15.6% in the fourth quarter. Legacy Advisors LLC now owns 5,695 shares of the auto manufacturer’s stock valued at $463,000 after purchasing an additional 769 shares during the period. Richards Merrill & Peterson Inc. acquired a new position in shares of General Motors during the 4th quarter valued at about $58,000. Finally, Mills Wealth Advisors LLC acquired a new position in shares of General Motors in the 4th quarter valued at $1,054,000. Institutional investors and hedge funds own 92.67% of the company’s stock.

General Motors Stock Performance

The stock has a 50-day simple moving average of $79.17 and a 200-day simple moving average of $66.37. The stock has a market cap of $80.59 billion, a PE ratio of 17.38, a P/E/G ratio of 0.75 and a beta of 1.31. The company has a debt-to-equity ratio of 1.40, a current ratio of 1.23 and a quick ratio of 1.06.

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.