General Dynamics (NYSE:GD) EVP Sells $3,603,807.35 in Stock

General Dynamics Corporation (NYSE:GD) EVP Mark Lagrand Burns sold 10,153 shares of General Dynamics stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $354.95, for a total value of $3,603,807.35. Following the completion of the transaction, the executive vice president owned 38,975 shares of the company’s stock, valued at approximately $13,834,176.25. The trade was a 20.67% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link.

General Dynamics Stock Down 1.1%

Shares of General Dynamics stock opened at $351.30 on Monday. The stock has a market capitalization of $94.99 billion, a price-to-earnings ratio of 22.74, a PEG ratio of 2.10 and a beta of 0.39. General Dynamics Corporation has a twelve month low of $239.20 and a twelve month high of $369.70. The company has a current ratio of 1.44, a quick ratio of 0.89 and a debt-to-equity ratio of 0.27. The business’s 50 day simple moving average is $356.36 and its 200-day simple moving average is $343.82.

General Dynamics (NYSE:GD) last released its quarterly earnings data on Wednesday, January 28th. The aerospace company reported $4.17 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.11 by $0.06. The business had revenue of $14.38 billion during the quarter, compared to analyst estimates of $13.77 billion. General Dynamics had a return on equity of 17.57% and a net margin of 8.01%.The business’s revenue for the quarter was up 7.8% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $4.15 EPS. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. Equities research analysts forecast that General Dynamics Corporation will post 14.83 earnings per share for the current year.

General Dynamics Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, May 8th. Stockholders of record on Friday, April 10th will be issued a dividend of $1.59 per share. This represents a $6.36 annualized dividend and a dividend yield of 1.8%. This is a positive change from General Dynamics’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, April 10th. General Dynamics’s dividend payout ratio is presently 38.83%.

General Dynamics News Roundup

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

• Positive Sentiment: Board approved a quarterly dividend of $1.59 (6% increase), payable May 8 to holders of record April 10 — supports income investor demand and signals confidence in cash flow. Article Title
• Positive Sentiment: Strong 2025 fundamentals: full‑year revenue and backlog strength (record ~$118B backlog, broad-based Marine Systems and Aerospace growth) and FY‑2026 EPS guidance (16.100–16.200) provide visible forward earnings and backlog-driven revenue visibility, underpinning medium‑term upside. Article Title
• Positive Sentiment: U.S. shipbuilding policy and MAP momentum (renewed federal focus and proposed FY2026 naval funding) lift demand prospects for GD’s Bath Iron Works and Electric Boat units — an important structural tailwind for orders and long‑cycle revenue. (Market commentary)
• Neutral Sentiment: Valuation discussion: recent analysis questions whether the current ~\$350s price fully reflects defense‑spending upside vs execution/valuation risk; one‑year performance has been strong, so some profit‑taking is expected. Article Title
• Neutral Sentiment: Technical backdrop: the stock is trading slightly below its 50‑day moving average but above the 200‑day — suggests short‑term consolidation within a longer‑term uptrend.
• Negative Sentiment: Insider selling: CEO Phebe Novakovic sold 32,918 shares (~$11.66M at ~$354.09); EVP Mark Lagrand Burns sold 10,153 shares; EVP Marguerite Gilliland sold 3,819 shares — sizable disclosed reductions that can pressure sentiment despite being taxable/liquidity-driven transactions. SEC/insider filings: Novakovic Trade Burns Trade Gilliland Trade

Wall Street Analyst Weigh In

Several research firms have commented on GD. JPMorgan Chase & Co. upped their target price on shares of General Dynamics from $380.00 to $385.00 and gave the stock an “overweight” rating in a research report on Friday, December 19th. Wolfe Research boosted their price objective on General Dynamics from $400.00 to $415.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. TD Cowen increased their price objective on General Dynamics from $370.00 to $390.00 and gave the stock a “buy” rating in a report on Wednesday, January 14th. Sanford C. Bernstein restated a “market perform” rating and issued a $398.00 target price on shares of General Dynamics in a research report on Monday, January 12th. Finally, Morgan Stanley boosted their price target on General Dynamics from $408.00 to $410.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, General Dynamics presently has a consensus rating of “Moderate Buy” and a consensus target price of $376.26.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in GD. Vanguard Group Inc. lifted its position in General Dynamics by 2.2% in the fourth quarter. Vanguard Group Inc. now owns 24,767,330 shares of the aerospace company’s stock worth $8,338,169,000 after purchasing an additional 528,769 shares during the period. State Street Corp boosted its stake in General Dynamics by 2.7% during the 4th quarter. State Street Corp now owns 11,323,170 shares of the aerospace company’s stock valued at $3,812,058,000 after purchasing an additional 294,456 shares in the last quarter. Geode Capital Management LLC increased its position in shares of General Dynamics by 3.3% during the 4th quarter. Geode Capital Management LLC now owns 6,065,462 shares of the aerospace company’s stock valued at $2,039,742,000 after purchasing an additional 195,604 shares during the period. JPMorgan Chase & Co. raised its stake in shares of General Dynamics by 2.2% in the 4th quarter. JPMorgan Chase & Co. now owns 5,307,389 shares of the aerospace company’s stock worth $1,786,786,000 after buying an additional 114,647 shares in the last quarter. Finally, Ameriprise Financial Inc. lifted its holdings in shares of General Dynamics by 5.4% in the third quarter. Ameriprise Financial Inc. now owns 3,627,155 shares of the aerospace company’s stock valued at $1,236,900,000 after buying an additional 187,435 shares during the period. Institutional investors and hedge funds own 86.14% of the company’s stock.

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.