General Motors (GM) Q4 Adjusted EPS Beats at $2.51 as Company Hikes Dividend 20%, Adds $6B Buyback

Group 1 - General Motors Company (NYSE:GM) reported Q4 adjusted earnings per share (EPS) of $2.51, exceeding Wall Street's expectations of $2.20, despite a slight revenue miss at $45.29 billion [1][7] - The company announced a 20% increase in its quarterly dividend to 18 cents per share and authorized a new $6 billion stock repurchase program to enhance stock value [1][7] - In 2025, GM faced over $7.2 billion in special charges due to a strategic pullback from electric vehicles and operations in China, leading to a reported net loss for Q4, although core North American operations remained profitable [2] Group 2 - For 2026, GM provided optimistic guidance, forecasting adjusted EBIT between $13 billion and $15 billion and EPS in the range of $11 to $13, with a goal to return North American adjusted profit margins to between 8% and 10% [3] - The 2026 outlook includes a 15% tariff on vehicles imported from South Korea, with ongoing trade negotiations being monitored that could affect entry-level models like the Chevrolet Trax [3] - GM operates through three segments: GM North America, GM International, and GM Financial, focusing on designing, building, and selling trucks, crossovers, cars, and automobile parts worldwide [4]