General Motors (NYSE:GM) Hits New 12-Month High Following Strong Earnings

General Motors Company (NYSE:GM) (TSE:GMM.U) shares hit a new 52-week high during mid-day trading on Wednesday following a better than expected earnings announcement. The company 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 earnings per share for the quarter, beating the consensus estimate of $2.26 by $0.25. The business had revenue of $45.29 billion for the quarter, compared to analysts’ expectations of $45.81 billion. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The firm’s revenue for the quarter was down 5.1% compared to the same quarter last year. During the same quarter last year, the firm earned $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

General Motors Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be given a dividend of $0.18 per share. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 annualized dividend and a dividend yield of 0.8%. General Motors’s payout ratio is presently 12.07%.

General Motors announced that its Board of Directors has initiated a stock buyback program on Tuesday, January 27th that authorizes the company to buyback $6.00 billion in shares. This buyback authorization authorizes the auto manufacturer to reacquire up to 8.1% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s management believes its stock is undervalued.

Trending Headlines about General Motors

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

• Positive Sentiment: Q4 adjusted EPS beat expectations (reported $2.51 vs. ~ $2.20 consensus), showing core profitability strength. MarketBeat: Q4 results
• Positive Sentiment: Board approved a $6.0 billion share repurchase program and raised the quarterly dividend 20%, boosting capital-return prospects and signaling management confidence. PR Newswire: Buyback & dividend
• Positive Sentiment: Multiple brokerages raised price targets (UBS, RBC, Mizuho), reflecting bullish analyst reactions that may support the stock. The Fly: UBS raise The Fly: RBC raise The Fly: Mizuho raise
• Neutral Sentiment: GM’s software/subscription business is growing (nearly $2B revenue), a longer‑term upside driver but not an immediate offset to near‑term EV headwinds. Business Insider: subscriptions
• Neutral Sentiment: Positive value/long‑term coverage (Zacks, Seeking Alpha) highlights attractive valuation and buybacks as a catalyst for longer‑horizon investors. Zacks: value thesis
• Negative Sentiment: GM took a large EV-related write-down (~$7.2B) that produced a meaningful GAAP loss for the quarter, pressuring near-term headline earnings and investor sentiment. MarketWatch: EV charge
• Negative Sentiment: FY‑2026 EPS guidance (9.75–10.50) came in below consensus (~11.9), a conservative outlook that likely trimmed upside despite the EPS beat. PR Newswire: guidance
• Negative Sentiment: Revenue slightly missed Street expectations and management flagged slower EV adoption and tariff-related costs, which add near‑term operational headwinds. MSN: revenue miss CNBC: tariff costs

Analysts Set New Price Targets

Several analysts have recently issued reports on GM shares. Evercore ISI upped their target price on shares of General Motors from $68.00 to $74.00 and gave the stock an “outperform” rating in a research note on Monday, November 24th. Deutsche Bank Aktiengesellschaft boosted their price target on shares of General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a report on Wednesday. Benchmark reiterated a “buy” rating on shares of General Motors in a research note on Wednesday, October 22nd. Weiss Ratings reissued a “hold (c)” rating on shares of General Motors in a research report on Thursday, January 22nd. Finally, HSBC boosted their target price on General Motors from $48.00 to $75.00 and gave the stock a “hold” rating in a research note on Tuesday, January 13th. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating, four have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, General Motors presently has an average rating of “Moderate Buy” and a consensus price target of $85.14.

Insider Activity

In other news, CAO Christopher Hatto sold 7,724 shares of the firm’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $72.00, for a total transaction of $556,128.00. Following the completion of the sale, 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 sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.54% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of GM. Trust Co. of Toledo NA OH bought a new position in shares of General Motors in the second quarter worth $25,000. GFG Capital LLC bought a new position in General Motors in the 2nd quarter worth about $27,000. Elevation Wealth Partners LLC grew its holdings in General Motors by 500.0% during the 4th quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock valued at $27,000 after buying an additional 275 shares in the last quarter. Steigerwald Gordon & Koch Inc. purchased a new position in General Motors during the 3rd quarter valued at about $29,000. Finally, Kelleher Financial Advisors bought a new stake in shares of General Motors during the third quarter valued at about $29,000. 92.67% of the stock is currently owned by hedge funds and other institutional investors.

General Motors Stock Performance

The business’s fifty day moving average price is $79.49 and its 200-day moving average price is $66.50. The company has a debt-to-equity ratio of 1.50, a current ratio of 1.17 and a quick ratio of 1.06. The stock has a market capitalization of $79.24 billion, a PE ratio of 17.09, a P/E/G ratio of 0.80 and a beta of 1.31.

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.