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

General Motors Company (NYSE:GM) (TSE:GMM.U) shares reached a new 52-week high during mid-day trading on Wednesday following a better than expected earnings announcement. The stock traded as high as $87.31 and last traded at $86.39, with a volume of 23619201 shares. The stock had previously closed at $79.43.

The auto manufacturer reported $2.51 earnings per share for the quarter, topping the consensus estimate of $2.26 by $0.25. The company had revenue of $45.29 billion for the quarter, compared to analyst estimates of $45.81 billion. General Motors had a return on equity of 14.72% and a net margin of 1.46%.The business’s revenue was down 5.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $1.92 EPS. General Motors has set its FY 2026 guidance at 9.750-10.500 EPS.

General Motors Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, March 6th will be given a $0.18 dividend. 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%. The ex-dividend date of this dividend is Friday, March 6th. General Motors’s dividend payout ratio (DPR) is currently 12.07%.

General Motors declared that its Board of Directors has approved a share buyback plan 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 shares through open market purchases. Shares buyback plans are typically a sign that the company’s board believes its shares are undervalued.

Key General Motors News

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

• Positive Sentiment: GM beat Q4 EPS expectations and gave strong 2026 earnings guidance, which traders rewarded as evidence of earnings resilience and cash-generation. After +50% Return in 2025, GM Gets Off to a Strong Start in 2026
• Positive Sentiment: Board authorized a $6.0 billion share buyback (up to ~8.1% of shares), signaling management views the stock as undervalued and supporting EPS and share price. GM to Buyback $6.00 billion in Outstanding Shares
• Positive Sentiment: Multiple analysts raised targets/ratings (UBS, RBC, Mizuho, DZ Bank), lifting sentiment and adding upward pressure to the stock. Several price-target upgrades reported
• Positive Sentiment: Operational initiatives: GM is investing in wages and training ahead of major launches (supports execution risk reduction) and growing subscription/recurring revenue (~$2B last year), both boost longer-term margin/cash-flow outlook. GM invests in wages and training
• Neutral Sentiment: Analyst commentary pieces and valuation writeups highlight GM as both a growth and value idea—useful context but not a direct catalyst. Zacks style-score coverage
• Negative Sentiment: GM took roughly $7.2B of special charges (EV asset impairments, supply‑chain settlements, China JV restructuring), which depressed net income and introduces earnings volatility even if many items were already priced in. Q4 charges and implications
• Negative Sentiment: Operational/headcount action: GM will cut a shift in Oshawa, Canada, eliminating ~500 jobs — a near-term cost/PR headwind and sign of production adjustments in a softer market. GM shift reduction in Canada
• Negative Sentiment: Macro/trade risks: coverage points to tariff and trade-policy uncertainty that could raise costs and compress margins if policies evolve—an ongoing risk for investors to monitor. Tariff risk analysis
• Negative Sentiment: Some analysts trimmed enthusiasm (Zacks downgraded to Hold), underscoring that recent gains have left varying views on further upside from current levels. Zacks downgrade note

Analyst Upgrades and Downgrades

A number of brokerages have commented on GM. Weiss Ratings reiterated a “hold (c)” rating on shares of General Motors in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft raised their target price on General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research report on Wednesday. Royal Bank Of Canada boosted their price target on shares of General Motors from $92.00 to $107.00 and gave the company an “outperform” rating in a report on Wednesday. HSBC increased their price objective on shares of General Motors from $48.00 to $75.00 and gave the company a “hold” rating in a research note on Tuesday, January 13th. Finally, Citigroup upped their target price on shares of General Motors from $86.00 to $98.00 and gave the company a “buy” rating in a research note on Monday, January 12th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, five have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $85.70.

Insider Buying and Selling

In related news, CAO Christopher Hatto sold 7,724 shares of the firm’s stock in a transaction on Wednesday, November 12th. The stock was 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 directly owned 12,007 shares of the company’s stock, valued at $864,504. This trade represents a 39.15% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.54% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On General Motors

Several hedge funds and other institutional investors have recently made changes to their positions in GM. Elevation Wealth Partners LLC boosted its holdings in General Motors by 500.0% in the fourth quarter. Elevation Wealth Partners LLC now owns 330 shares of the auto manufacturer’s stock valued at $27,000 after acquiring an additional 275 shares during the last quarter. Founders Capital Management acquired a new stake in shares of General Motors during the 4th quarter worth approximately $31,000. Steigerwald Gordon & Koch Inc. acquired a new stake in shares of General Motors during the 3rd quarter worth approximately $29,000. Kelleher Financial Advisors acquired a new position in General Motors in the third quarter valued at approximately $29,000. Finally, Trust Co. of Toledo NA OH bought a new position in General Motors in the second quarter valued at approximately $25,000. 92.67% of the stock is owned by institutional investors and hedge funds.

General Motors Stock Up 1.5%

The business’s fifty day simple moving average is $79.86 and its 200 day simple moving average is $66.64. The stock has a market cap of $77.87 billion, a price-to-earnings ratio of 28.62, a price-to-earnings-growth ratio of 0.77 and a beta of 1.31. The company has a current ratio of 1.17, a quick ratio of 1.06 and a debt-to-equity ratio of 1.50.

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.