Rep. Julie Johnson Sells Off General Dynamics Corporation (NYSE:GD) Shares

Representative Julie Johnson (D-Texas) recently sold shares of General Dynamics Corporation (NYSE:GD). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in General Dynamics stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 12/18/2025.

General Dynamics Trading Down 0.4%

General Dynamics stock opened at $367.25 on Friday. The firm has a market cap of $99.20 billion, a PE ratio of 23.80, a P/E/G ratio of 1.62 and a beta of 0.41. General Dynamics Corporation has a 12 month low of $239.20 and a 12 month high of $369.70. The stock’s 50 day simple moving average is $344.52 and its two-hundred day simple moving average is $330.62. The company has a current ratio of 1.40, a quick ratio of 0.87 and a debt-to-equity ratio of 0.29.

General Dynamics (NYSE:GD) last posted its earnings results on Friday, October 24th. The aerospace company reported $3.88 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.69 by $0.19. The firm had revenue of $12.91 billion during the quarter, compared to analysts’ expectations of $12.49 billion. General Dynamics had a net margin of 8.18% and a return on equity of 18.27%. The business’s revenue was up 10.6% compared to the same quarter last year. During the same period in the previous year, the business posted $3.35 EPS. General Dynamics has set its FY 2025 guidance at 15.300-15.35 EPS. Analysts anticipate that General Dynamics Corporation will post 14.83 earnings per share for the current year.

General Dynamics Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, February 6th. Shareholders of record on Friday, January 16th will be issued a $1.50 dividend. The ex-dividend date of this dividend is Friday, January 16th. This represents a $6.00 dividend on an annualized basis and a yield of 1.6%. General Dynamics’s payout ratio is presently 38.89%.

Wall Street Analysts Forecast Growth

GD has been the topic of several research analyst reports. Robert W. Baird set a $390.00 price objective on General Dynamics in a report on Monday, October 27th. Sanford C. Bernstein restated a “market perform” rating and issued a $398.00 price target on shares of General Dynamics in a research report on Monday, January 12th. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $400.00 target price on shares of General Dynamics in a report on Wednesday, October 8th. Melius Research raised shares of General Dynamics to a “strong-buy” rating in a research report on Tuesday, October 28th. Finally, Argus raised their price objective on shares of General Dynamics from $345.00 to $380.00 and gave the stock a “buy” rating in a research report on Wednesday, November 19th. Three analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, General Dynamics has an average rating of “Moderate Buy” and a consensus target price of $366.70.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. Dunhill Financial LLC raised its stake in shares of General Dynamics by 620.0% in the 3rd quarter. Dunhill Financial LLC now owns 72 shares of the aerospace company’s stock valued at $25,000 after acquiring an additional 62 shares during the period. KERR FINANCIAL PLANNING Corp purchased a new stake in General Dynamics in the third quarter valued at approximately $25,000. Dagco Inc. purchased a new stake in General Dynamics in the fourth quarter valued at approximately $25,000. Halbert Hargrove Global Advisors LLC acquired a new position in General Dynamics during the third quarter worth $26,000. Finally, Burkett Financial Services LLC boosted its position in shares of General Dynamics by 650.0% during the third quarter. Burkett Financial Services LLC now owns 75 shares of the aerospace company’s stock worth $26,000 after buying an additional 65 shares during the period. Institutional investors and hedge funds own 86.14% of the company’s stock.

Insider Activity

In related news, VP David Paddock sold 20,360 shares of the stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $334.92, for a total transaction of $6,818,971.20. Following the transaction, the vice president owned 36,644 shares of the company’s stock, valued at approximately $12,272,808.48. This represents a 35.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 1.50% of the company’s stock.

General Dynamics News Roundup

Here are the key news stories impacting General Dynamics this week:

• Positive Sentiment: Won a large U.S. Navy contract (~$988M) to modernize C5ISR networks across ships, aircraft and shore sites — a direct revenue and backlog booster for GD’s mission-systems and IT services businesses, and likely to support near‑term government revenue visibility. General Dynamics Secures a $988M Deal to Modernize C5ISR Networks
• Positive Sentiment: Wolfe Research raised its price target to $415 and kept an outperform rating — signals increased sell‑side conviction and introduces upside vs. current levels, which can attract buyers. Wolfe Research adjusts General Dynamics price target to $415
• Positive Sentiment: TD Cowen lifted its price target to $390 and maintained a buy rating — another analyst upgrade that narrows downside and supports consensus estimates. TD Cowen adjusts price target on General Dynamics to $390
• Positive Sentiment: Unusual options activity: buyers accumulated ~163,813 call contracts (huge spike vs. average), indicating speculative/hedged bullish positioning that can amplify upside if momentum continues. (No direct article link provided.)
• Neutral Sentiment: Macro/sector commentary: an interview highlighting financials and defense as strong sectors may support investor interest in defense names broadly but is not TD‑specific. Financials and defense stocks have done very well, says Evans May Wealth’s Elizabeth Evans
• Neutral Sentiment: Peer news — L3Harris received a large Pentagon investment that’s driving its stock higher; strong flows into competitors can be a one‑off sector tailwind but also means competition for investor capital. L3Harris Blasts Off With a $1 Billion Pentagon Payload (GD)

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About General Dynamics

General Dynamics is a major American aerospace and defense contractor that designs, manufactures and supports a broad range of products and services for government and commercial customers worldwide. Headquartered in the United States (Reston, Virginia), the company supplies platforms and systems used by armed forces, civil authorities and private operators across multiple domains including air, land, sea and cyber.

Its principal activities span several operating businesses: a business aviation unit that develops and supports Gulfstream business jets; land systems that produce armored combat vehicles and related logistics and sustainment services; marine systems that design and construct submarines and surface ships for navies; and mission systems and information technology operations that provide command-and-control, communications, cybersecurity and systems-integration services.