GM is nailing the U.S. auto industry's profit, politics balancing act under Trump

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DETROIT — General Motors

is proving to be a star tightrope walker when it comes to balancing its profits, vehicle portfolio and political whiplashing under the Trump administration.

The Detroit automaker’s 2025 results propelled GM’s stock Tuesday to a new record high as the company beat earnings expectations and projected an even better 2026, including a 20% increase in its dividend and a new $6 billion stock buyback authorization.

Those kinds of results are nothing new for GM, but Wall Street analysts say the company is drawing more investor interest than its peers amid the U.S. auto industry’s slowing sales, political turmoil and tariffs.