General Motors Stock Co. shares were trading at $72.54 on April 6 giving the company a market value of about $58.0 billion and a trailing price-to-earnings ratio of 19.06, according to market data. GM’s latest earnings release, issued on January 27, said the automaker reported $2.7 billion in full-year 2025 net income attributable to stockholders and $12.7 billion in EBIT-adjusted profit, while also setting 2026 guidance and expanding shareholder returns.
Key insights
- GM said full-year 2025 net income attributable to stockholders was $2.7 billion, with EBIT-adjusted profit of $12.7 billion.
- The company said fourth-quarter 2025 net income was reduced by more than $7.2 billion in special charges tied mainly to EV capacity realignment and policy changes affecting EV incentives and emissions rules.
- GM’s board approved a $0.03-per-share increase in the quarterly dividend to $0.18 per share and authorized a new $6.0 billion share repurchase program.
- GM’s 2026 guidance calls for net income attributable to stockholders of $10.3 billion to $11.7 billion and EBIT-adjusted profit of $13.0 billion to $15.0 billion.
- Reuters reported that GM shares rose 7% in morning trading after the January earnings release, and its stock story listed a consensus recommendation of Outperform (2.20) based on 30 analysts.
Latest earnings and guidance
In its January 27 release, GM said full-year 2025 revenue totaled $185.0 billion, compared with $187.4 billion in 2024. The company also reported adjusted automotive free cash flow of $10.6 billion for 2025, down from $14.0 billion a year earlier, while EBIT-adjusted margin for the year was 6.9%.
GM’s fourth-quarter 2025 results showed a loss of $3.3 billion in net income attributable to stockholders, while EBIT-adjusted profit came in at $2.8 billion. The company said the quarter included more than $7.2 billion in special charges, driven primarily by a realignment of electric vehicle capacity and investments to reflect expected declines in consumer demand for EVs, as well as U.S. policy changes affecting incentives and emissions regulation.
The company’s 2026 outlook points to higher earnings and cash generation than its 2025 results. GM said it expects net income attributable to stockholders of $10.3 billion to $11.7 billion, EBIT-adjusted profit of $13.0 billion to $15.0 billion, automotive operating cash flow of $19.0 billion to $23.0 billion, and adjusted automotive free cash flow of $9.0 billion to $11.0 billion. GM also said capital spending in 2026 is expected to be $10.0 billion to $12.0 billion, including battery cell manufacturing joint ventures.
Shareholder returns and capital allocation
Alongside the results, GM’s board approved a $0.03-per-share increase in the quarterly dividend, raising it to $0.18 per share. The company said the dividend was payable on March 19, 2026, to shareholders of record as of March 6, 2026. GM also approved a new $6.0 billion share repurchase authorization.
The announcement came during a period when GM was also managing cost pressures, tariffs and shifting EV demand. Reuters reported that GM told investors it still faced tariff-related and commodity-cost pressures in 2026, including higher aluminum costs, even as the company pointed to stronger North American pickup and SUV demand. Reuters also reported that GM’s fourth-quarter core profit beat analysts’ estimates.
Market valuation and analyst stance
GM’s current market data shows the stock trading at $72.54 with a trailing P/E ratio of 19.06 and a market capitalization of about $58.0 billion. Those figures do not by themselves determine whether the stock is undervalued, but they provide the valuation context that investors are using as they assess GM’s earnings, cash flow and capital return plans.
Reuters’ stock page for GM listed the consensus recommendation as Outperform, with a score of 2.20 based on 30 analysts. That reflects the current published analyst view cited by Reuters, not a company forecast.
GM’s January release also said 2025 net income attributable to stockholders fell to $2.7 billion from $6.0 billion in 2024, even as EBIT-adjusted profit remained strong at $12.7 billion. Reuters noted that the stock rose after the results and guidance update, underscoring how the market reacted to the company’s profit outlook, dividend increase and buyback authorization.
GM remains a large U.S. automaker with a stock price of $72.54, a trailing P/E ratio of 19.06 and a market capitalization of about $58.0 billion. The company’s most recent official update includes 2025 results, 2026 guidance, a higher quarterly dividend and a new $6.0 billion buyback authorization.
