Why it’s on the map
Oshawa builds about 17% of Silverado output; CAMI idled. Section 232 on Canadian vehicles/parts was announced Aug 24 to rise to 50% on Jan 1, 2027 — announced, not yet proclaimed. 2025 tariff bill $3.1B; 2026 guide $2.5–3.5B BEFORE any increase.
Government money & contracts
None.
Customers & commercial
US consumers.
Catalysts
A Canada deal before Jan 1 = biggest upside catalyst.
Risk
Parts cross border repeatedly — taxed multiple times.
Tariff durability
Jan 1, 2027 is the date that decides it — if the announced increase is actually proclaimed.
Dividend · #39 of 47 payers by yield
0.82% yield
$0.72 a share a year · quarterly · pays Mar · Jun · Sept · Dec
Per payment$0.18a share, 4× a year
Next payoutDec 17declared · $0.18 a share
Last ex-dateSept 4, 2026next ex-date Dec 4, 2026
Last paidSept 17, 2026$0.18 a share
Payout ratio15%of earnings · well covered
Raised3 yrsconsecutive years of increases
Shares at the Oct 30 close of $87.4011.44
Each payment$2.06
Per year · 4 payments$8.24
Recent payments
| Ex-date | Paid | Per share | |
|---|---|---|---|
| Sept 4, 2026 | Sept 17, 2026 | $0.18 | |
| Jun 5, 2026 | Jun 18, 2026 | $0.18 | |
| Mar 6, 2026 | Mar 19, 2026 | $0.18 | |
| Dec 5, 2025 | Dec 18, 2025 | $0.15 | before the raise |
Yield = $0.18 × 4 ÷ the Oct 30 close of $87.40. A dividend is a board decision, not a promise — it can be raised, cut or suspended any quarter. Dividend history source