For anyone living off monthly income, Ford's check is the more honest deal here.
For anyone living off monthly income, Ford's check is the more honest deal here. GM's $20B buyback is a promise that only pays if the stock keeps working.
- GM authorized a $20 billion multi-year repurchase program on October 20, with no stated expiration, alongside a $0.18 quarterly dividend. That is an authorization, so the money gets spent over time, and GM can slow it down whenever it wants.
- Ford kept its $0.15 quarterly dividend. Annualized that is $0.60, roughly 4.8% on the November 6 close of $12.44. Ex-date is November 10, payment December 1.
- GM reported Q3 on October 20 with $50.02B revenue and $3.70 adjusted EPS. Ford followed October 28 with $49.53B revenue and $0.49 adjusted EPS. Both are pointing up in pre-market, GM at $87.61 and F around $12.58.
- I'm still worried about rates. If yields keep pushing higher and auto demand softens next year, I'd expect buybacks to get trimmed before a dividend that income holders count on, though I could be wrong.
Income investors get paid by Ford either way. GM shareholders are betting management keeps buying, so the thing I'd watch is whether that program survives a weaker 2027.
Source:
24/7 Wall St: https://247wallst.com/investing/2026/11/09/ford-yields-nearly-5-gm-is-buying-back-20-billion-in-stock-which-is-better/
Not financial advice. For informational and educational purposes only.
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