General Motors Company (GM)

In the past six months, General Motors' stock hit a new 52-week high at $87.62 following a $6.0 billion share buyback program and a 20% increase in its quarterly dividend. Analysts have maintained a "Moderate Buy" consensus rating. GM reported quarterly EPS of $2.51, surpassing estimates, although revenue decreased by 5.1% year-over-year. The company set its FY2026 guidance for EPS between $9.75 and $10.50. GM's shares have risen approximately 59.09% in the last six months and about 80% over the past year.

The demand for General Motors' products exhibits seasonality, with peak seasons typically in spring (March through May) and fall (September through November). During these periods, demand for vehicles tends to increase significantly, often leading to a rise in sales prices. Consumer confidence, economic stimulus, and a preference for private vehicles have also been noted to bolster auto demand.

General Motors Co. is an American multinational automotive manufacturing company headquartered in Detroit, Michigan. The company designs, manufactures, markets, and distributes vehicles and vehicle parts, with core brands including Chevrolet, Buick, GMC, and Cadillac. GM is investing in advanced technologies such as electric propulsion, autonomous driving, and connectivity, and also holds interests in Chinese brands Baojun and Wuling.

General Motors has a significant global presence with manufacturing operations and distribution centers spanning across numerous countries and regions, including North America, Europe, Asia Pacific, South America, and the Middle East & Africa. It has manufacturing operations in countries including the U.S., Canada, Mexico, Brazil, China, South Korea, Japan, Germany, India, Australia, New Zealand, Egypt, Israel, the U.K., Switzerland, Norway, and the United Arab Emirates. The U.S. accounts for a substantial portion of its net sales, at 82.5%.

General Motors has maintained a strong brand reputation, recognized by S&P Global Mobility for having the Highest Overall Manufacturer Loyalty for the tenth consecutive year in 2024. The Cadillac LYRIQ was named German Luxury Car of the Year in 2025. GM was America's Most Awarded Brand for New Vehicle Quality from 2022-2024 and ranked #1 in Total Domestic Vehicle Sales in 2024. All four of GM's brands recorded sales increases in 2025 for the second consecutive year.

General Motors Company is largely controlled by institutional shareholders, who collectively own about 84% of the company's shares. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., and State Street Corp. Insider ownership accounts for 0.4% of the shares. Key individual owners include Mary T. Barra, Paul A. Jacobson, and Mark L. Reuss.