Every material Form 8-K General Motors filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
General Motors said its Vice President, Global Business Solutions and Chief Accounting Officer, Christopher T. Hatto, will retire effective April 1, 2027. The company said the decision was not the result of any disagreement on operations, policies or practices, and that he will remain principal accounting officer through that date to support an orderly transition.
Christopher T. Hatto notified GM of his retirement decision on October 23, 2026
Retirement is effective April 1, 2027
Hatto remains principal accounting officer until the retirement date
GM will announce a successor principal accounting officer at a later date
General Motors said its board authorized moving the listing of its common stock from the New York Stock Exchange to the Nasdaq Global Select Market, with Nasdaq having approved the listing. The stock will keep the ticker GM, and the company says no action is required from existing stockholders. The filing also amends the bylaws' independence criteria for directors, effective when Nasdaq trading begins.
NYSE listing expected to cease at the close of trading on November 16, 2026; Nasdaq trading expected to begin November 17, 2026
Common stock will continue to trade under the symbol GM
Bylaws amended to update the definition of "Independent Director," effective upon the start of Nasdaq trading
CFO Paul Jacobson said a Nasdaq listing provides eligibility for potential inclusion in the Nasdaq-100 Index
GM reported third-quarter 2026 revenue of $50.0 billion, up 2.9% from a year earlier, and net income attributable to stockholders of $3.3 billion, up from $1.3 billion. The company narrowed its full-year 2026 EBIT-adjusted guidance to $14.5 billion to $15.5 billion and raised its adjusted automotive free cash flow outlook to $11.5 billion to $12.5 billion, while its Board approved a new $20.0 billion share repurchase authorization and a $0.18 quarterly dividend.
Q3 2026 EBIT-adjusted was $4.1 billion, up 21.6%, and EPS-diluted-adjusted was $3.70 versus $2.80 a year earlier
Full-year 2026 EPS-diluted-adjusted guidance narrowed to $12.75 to $13.75 from $12.00 to $14.00
New $20.0 billion multi-year buyback authorization follows completion of the $6.0 billion program announced in January 2026; shares outstanding were 849 million at September 30, 2026
Quarterly dividend of $0.18 per share is payable December 17, 2026, to holders of record at the close of trading on December 4, 2026
General Motors entered a Master IPU Agreement on August 7, 2026, under which it will issue irrevocable payment undertakings to Procura Auto Parts, which funds suppliers that hold critical inventory for GM until it is needed. The program has a maximum outstanding face amount of $4.5 billion and a twelve-month issuance period, and GM will record the IPUs as unsecured debt, which adds to its reported obligations.
Maximum aggregate outstanding face amount of IPUs is $4.5 billion, with a twelve-month availability period starting August 7, 2026.
Interest accrues at SOFR plus 1.55% per annum, plus a ticking fee of 0.25% per annum on the unused portion of the limit.
Payments are due after inventory is consumed and no later than August 6, 2029; outstanding IPUs may be accelerated after an event of default.
GM will record each IPU as unsecured debt and exclude payments under the program from Adjusted Automotive Free Cash Flow until the inventory is purchased.
General Motors reported second-quarter 2026 revenue of $48.0 billion, up 1.9%, while net income attributable to stockholders fell 31.1% to $1.3 billion, partly due to a $2.3 billion adjustment for EV strategic realignment. GM raised its full-year 2026 EBIT-adjusted guidance to $14.0 billion-$16.0 billion from $13.5 billion-$15.5 billion, the second raise this year, and declared a quarterly dividend of $0.18 per share.
Q2 revenue was $48.0 billion, up from $47.1 billion a year earlier; net income attributable to stockholders was $1.3 billion, down from $1.9 billion.
EPS-diluted was $1.41 versus $1.91 a year earlier; EPS-diluted-adjusted was $3.57 versus $2.53.
EBIT-adjusted was $3.9 billion, up 29.8%; EV strategic realignment adjustments totaled $2.3 billion in the quarter.
Full-year 2026 EPS-diluted-adjusted guidance rose to $12.00-$14.00 from $11.50-$13.50; quarterly dividend of $0.18 per share is payable September 17, 2026.
At its June 2, 2026 annual meeting, GM shareholders elected all 10 Board nominees to one-year terms and approved Amendment No. 2 to the 2020 Long-Term Incentive Plan, which adds 27 million shares and extends the plan to June 3, 2036. Shareholders rejected two shareholder proposals, including one to separate the Chair and CEO roles, and will hold advisory pay votes every year.
All 10 director nominees were elected, including Mary T. Barra, with the lowest support figure at 608,267,120 votes for (Patricia F. Russo)
The shareholder proposal to separate Chair and CEO roles failed, with 152,263,297 votes for and 531,635,494 against
The 2020 LTIP amendment passed with 488,215,468 votes for and 199,829,891 against, adding 27 million shares
Shareholders chose a one-year frequency for future advisory pay votes, with 672,645,795 votes, and the Board will follow that choice
General Motors said director Jonathan McNeill will not seek reelection and will retire from the board when the 2026 Annual Meeting concludes. The company said his departure is not due to any disagreement over operations, policies, or practices. The board plans to shrink from 11 directors to 10 after the meeting.
Jonathan McNeill notified the board on May 26, 2026 that he will retire.
He will leave the board when the 2026 Annual Meeting of Shareholders on June 2, 2026 concludes.
The board intends to reduce its size from 11 directors to 10 after the meeting.
The filing states the retirement is not the result of any disagreement with the company.
General Motors reported first-quarter 2026 results on April 28, 2026. Revenue and GAAP net income fell slightly from a year earlier, while EBIT-adjusted rose 21.9%. The company raised its full-year EBIT-adjusted guidance but cut its net income and GAAP diluted EPS guidance, so shareholders face mixed signals.
Revenue was $43.6 billion, down from $44.0 billion, and net income attributable to stockholders was $2.6 billion, down 5.7%.
EBIT-adjusted rose to $4.3 billion from $3.5 billion; diluted EPS was $2.82 versus $3.35, and adjusted diluted EPS was $3.70 versus $2.78.
2026 EBIT-adjusted guidance was raised to $13.5 billion to $15.5 billion from $13.0 billion to $15.0 billion, citing an approximately $0.5 billion favorable adjustment from a U.S. Supreme Court tariff decision; net income guidance was cut t
The board declared a quarterly dividend of $0.18 per share, payable June 18, 2026, to holders of record at the close of trading on June 5, 2026.
General Motors entered an unsecured $2.0 billion 364-day revolving credit agreement on March 23, 2026, which matures on March 22, 2027. The facility is allocated for exclusive use by General Motors Financial Company, and GM has guaranteed subsidiary borrowers' obligations. It adds a committed source of short-term borrowing capacity, with GM required to keep at least $4.0 billion in global liquidity and $2.0 billion in U.S. liquidity.
Unsecured $2.0 billion, 364-day revolving facility dated March 23, 2026, maturing March 22, 2027
Agented by JPMorgan Chase Bank, N.A. (administrative agent) and Citibank, N.A. (syndication agent)
Allocated for exclusive use by General Motors Financial Company, Inc.; borrowing in U.S. dollars only
Covenants require at least $4.0 billion global liquidity and $2.0 billion U.S. liquidity
General Motors reported a fourth-quarter 2025 net loss of $3.3 billion, which included more than $7.2 billion in special charges tied to electric vehicle capacity changes and U.S. policy shifts. Full-year 2025 net income fell to $2.7 billion from $6.0 billion, while the company guided to 2026 EBIT-adjusted of $13.0 billion to $15.0 billion and raised its quarterly dividend 20% to $0.18 per share alongside a new $6.0 billion share repurchase authorization.
Q4 2025 revenue was $45.3 billion, down 5.1% from $47.7 billion; EBIT-adjusted rose 13.3% to $2.8 billion.
Full-year 2025 EPS-diluted was $3.27 versus $6.37 in 2024; EPS-diluted-adjusted was $10.60, flat year over year.
2026 guidance: EBIT-adjusted $13.0 billion to $15.0 billion and EPS-diluted $11.00 to $13.00.
Quarterly dividend raised to $0.18 per share, payable March 19, 2026; new $6.0 billion buyback with no expiration date.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
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