TLDR
- GM stock reached a 52-week high of $63.84, up 32.28% over six months and 20.58% year-over-year
- Q3 earnings beat estimates with $2.80 EPS versus expected $2.28, and revenue of $48.6 billion surpassing the $46.8 billion forecast
- The company trades at a P/E ratio of 9.29x with a market cap of $55.2 billion and EBITDA of $16.64 billion
- GM announced a quarterly dividend of $0.15 per share payable December 18, 2025 to shareholders on record by December 5
- The automaker will take a $1.6 billion charge in its North American segment due to EV capacity realignment following U.S. policy changes
GM stock touched $63.84 on Monday, marking a new 52-week high for the automaker. The stock has climbed 32.28% over the past six months.
The company now carries a market cap of $55.2 billion. Year-over-year returns stand at 20.58%.
The recent price surge comes after GM delivered stronger-than-expected third quarter results. The automaker reported earnings of $2.80 per share, beating the consensus estimate of $2.28 per share.
This represents an earnings surprise of 22.81%. A year ago, GM posted earnings of $2.96 per share for the same quarter.
Revenue for the quarter reached $48.59 billion. That figure came in nearly 10% above the expected $46.8 billion.
Last year’s third quarter revenue was $48.76 billion. The company has now beaten consensus revenue estimates for four straight quarters.
GM’s adjusted EBIT hit $3.4 billion, representing about 6.9% of sales. Analysts had projected $2.7 billion.
The stock currently trades at a P/E ratio of 9.29x. The company’s EBITDA stands at $16.64 billion.
Dividend and Buyback Activity
GM declared a quarterly cash dividend of $0.15 per share. The payment will go out on December 18, 2025.
Shareholders must be on record by December 5, 2025 to receive the dividend. Management has maintained healthy dividend growth of 25%.
The company has also been actively buying back shares. This buyback program continues as part of GM’s capital allocation strategy.
EV Strategy Adjustment
GM plans to take a $1.6 billion charge in its North American segment. The charge stems from a realignment of electric vehicle capacity.
Recent U.S. policy changes prompted this adjustment. Consumer tax incentives for EVs have ended.
Emissions regulations have also been reduced. These policy shifts have affected GM’s EV strategy and production plans.
Analyst Ratings
UBS maintains a Buy rating on GM with a price target of $81.00. TD Cowen also rates the stock as a Buy with a $92.00 target.
Goldman Sachs holds a Buy rating with a $74.00 price target. These analysts point to the strong quarterly performance as justification for their bullish stance.
The stock has gained 8.9% since the start of 2025. The S&P 500 has risen 14.5% over the same period.
GM holds a Zacks Rank of #3, which translates to a Hold rating. The current consensus EPS estimate for the next quarter is $1.89 on revenue of $42.11 billion.
For the full fiscal year, analysts expect earnings of $9.45 per share on revenue of $176.86 billion. GM announced its quarterly dividend of $0.15 per share payable to shareholders on record by December 5, 2025.
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