General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) announced that its Board of Directors has initiated a stock buyback plan on Tuesday, January 27th, RTT News reports. The company plans to repurchase $6.00 billion in outstanding shares. This repurchase authorization authorizes the auto manufacturer to repurchase up to 8.1% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its shares are undervalued.
Wall Street Analysts Forecast Growth
GM has been the subject of a number of recent research reports. Deutsche Bank Aktiengesellschaft lifted their price objective on General Motors from $82.00 to $83.00 and gave the stock a “hold” rating in a research report on Wednesday. Argus set a $78.00 price target on shares of General Motors in a research note on Thursday, October 23rd. Piper Sandler reissued an “overweight” rating and issued a $105.00 price objective (up previously from $98.00) on shares of General Motors in a research report on Wednesday. Evercore ISI upped their price objective on shares of General Motors from $68.00 to $74.00 and gave the company an “outperform” rating in a research note on Monday, November 24th. Finally, Barclays set a $110.00 target price on shares of General Motors in a research report on Wednesday. Three equities research 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $85.14.
View Our Latest Stock Report on General Motors
General Motors Price Performance
General Motors (NYSE:GM – Get Free Report) (TSE:GMM.U) last posted its quarterly earnings results on Tuesday, January 27th. The auto manufacturer reported $2.51 earnings per share for the quarter, topping analysts’ consensus estimates of $2.26 by $0.25. General Motors had a net margin of 1.46% and a return on equity of 14.72%. The company had revenue of $45.29 billion for the quarter, compared to the consensus estimate of $45.81 billion. During the same quarter last year, the firm posted $1.92 earnings per share. General Motors’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. Sell-side analysts predict that General Motors will post 11.44 earnings per share for the current year.
General Motors Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Investors of record on Friday, March 6th will be issued a $0.18 dividend. The ex-dividend date is Friday, March 6th. This is an increase from General Motors’s previous quarterly dividend of $0.15. This represents a $0.72 dividend on an annualized basis and a yield of 0.8%. General Motors’s payout ratio is 12.07%.
Insider Transactions at General Motors
In other General Motors news, CAO Christopher Hatto sold 7,724 shares of the company’s stock in a transaction dated 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 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 legal filing with the SEC, which is available through this hyperlink. Company insiders own 0.54% of the company’s stock.
Key General Motors News
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
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.
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