General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) declared that its Board of Directors has authorized a share repurchase program on Tuesday, January 27th, RTT News reports. The company plans to repurchase $6.00 billion in outstanding shares. This repurchase authorization allows the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s leadership believes its shares are undervalued.
Analyst Ratings Changes
A number of analysts have issued reports on GM shares. Zacks Research raised General Motors from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 24th. Royal Bank Of Canada boosted their price target on shares of General Motors from $77.00 to $86.00 and gave the company an “outperform” rating in a research report on Wednesday, October 22nd. Wedbush increased their price objective on General Motors from $75.00 to $95.00 and gave the stock an “outperform” rating in a research report on Thursday, December 18th. Tigress Financial upped their target price on General Motors from $88.00 to $92.00 and gave the stock a “strong-buy” rating in a research note on Friday, October 24th. Finally, Evercore ISI upped their price objective on shares of General Motors from $68.00 to $74.00 and gave the stock an “outperform” rating in a research report on Monday, November 24th. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have assigned a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $80.27.
Check Out Our Latest Research Report on General Motors
General Motors Price Performance
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last released its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.26 by $0.25. The firm had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. General Motors had a return on equity of 12.29% and a net margin of 1.62%.The company’s revenue for the quarter was down 5.1% on a year-over-year basis. During the same period last year, the business posted $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS. As a group, analysts predict that General Motors will post 11.44 EPS for the current year.
General Motors Increases Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be given a dividend of $0.18 per share. This represents a $0.72 annualized dividend and a yield of 0.8%. This is an increase from General Motors’s previous quarterly dividend of $0.15. The ex-dividend date is Friday, March 6th. General Motors’s dividend payout ratio (DPR) is 12.07%.
Insider Activity
In related news, CAO Christopher Hatto sold 7,724 shares of General Motors stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $72.00, for a total value of $556,128.00. Following the completion of the transaction, the chief accounting officer owned 12,007 shares in the company, valued at approximately $864,504. This trade represents a 39.15% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.54% of the company’s stock.
Trending Headlines about General Motors
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
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.
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