Analysts Set General Dynamics Corporation (NYSE:GD) PT at $371.53

Shares of General Dynamics Corporation (NYSE:GD) have received a consensus recommendation of “Moderate Buy” from the twenty-three ratings firms that are presently covering the company, MarketBeat reports. One analyst has rated the stock with a sell recommendation, eight have given a hold recommendation, thirteen have given a buy recommendation and one has given a strong buy recommendation to the company. The average 1 year price objective among brokers that have updated their coverage on the stock in the last year is $375.4737.

GD has been the topic of several research reports. Sanford C. Bernstein restated a “market perform” rating and issued a $398.00 target price on shares of General Dynamics in a research note on Monday, January 12th. Melius Research upgraded General Dynamics to a “strong-buy” rating in a research note on Tuesday, October 28th. Bank of America reiterated a “buy” rating and set a $400.00 target price on shares of General Dynamics in a research report on Friday. Citigroup lifted their target price on shares of General Dynamics from $371.00 to $389.00 and gave the stock a “neutral” rating in a research note on Tuesday, January 13th. Finally, Argus upped their price target on shares of General Dynamics from $345.00 to $380.00 and gave the company a “buy” rating in a research note on Wednesday, November 19th.

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 sale, 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 1.50% of the company’s stock.

Institutional Investors Weigh In On General Dynamics

Several hedge funds and other institutional investors have recently modified their holdings of the stock. Dunhill Financial LLC increased its holdings in General Dynamics by 620.0% during the 3rd quarter. Dunhill Financial LLC now owns 72 shares of the aerospace company’s stock worth $25,000 after acquiring an additional 62 shares during the period. KERR FINANCIAL PLANNING Corp purchased a new position in shares of General Dynamics during the 3rd quarter valued at $25,000. Dagco Inc. bought a new position in shares of General Dynamics in the fourth quarter worth $25,000. Halbert Hargrove Global Advisors LLC purchased a new stake in shares of General Dynamics in the third quarter worth $26,000. Finally, Burkett Financial Services LLC boosted its stake in General Dynamics by 650.0% during the third quarter. Burkett Financial Services LLC now owns 75 shares of the aerospace company’s stock valued at $26,000 after buying an additional 65 shares during the period. 86.14% of the stock is currently owned by institutional investors.

General Dynamics Stock Up 0.3%

GD opened at $351.00 on Friday. General Dynamics has a twelve month low of $239.20 and a twelve month high of $369.70. The company’s 50-day moving average price is $347.77 and its two-hundred day moving average price is $335.22. The stock has a market cap of $94.81 billion, a price-to-earnings ratio of 22.72, a PEG ratio of 1.83 and a beta of 0.41. The company has a quick ratio of 0.89, a current ratio of 1.44 and a debt-to-equity ratio of 0.27.

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

General Dynamics Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, February 6th. Stockholders of record on Friday, January 16th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date of this dividend is Friday, January 16th. General Dynamics’s dividend payout ratio (DPR) is presently 38.83%.

Trending Headlines about General Dynamics

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

• Positive Sentiment: Revenue and backlog beat: Q4 revenue came in at $14.38B (+7.8% YoY) and business segments (notably shipbuilding) reported strength and rising backlog — a concrete demand signal supporting future revenue. General Dynamics Can Still Shoot Higher From Here
• Positive Sentiment: Analyst support: Morgan Stanley raised its price target to $410 (overweight) and Bank of America reaffirmed a $400 buy target — analyst optimism and higher targets can underpin further upside. MarketScreener: Morgan Stanley adjusts price target
• Neutral Sentiment: Canada says Gulfstream certification “underway”: Ottawa says the certification process for certain Gulfstream jets is in progress — this reduces some near‑term trade friction but leaves timing uncertainty. Canada says jet certification underway
• Neutral Sentiment: Street view remains constructive: analysts’ consensus and median price targets remain above the stock; many firms still rate GD a buy/overweight, supporting investor confidence even after mixed results. GD receives average recommendation of Moderate Buy
• Negative Sentiment: Guidance miss and EPS softness: GD set FY‑2026 EPS guidance at $16.10–16.20, below street expectations (~$17.26); Q4 diluted EPS was $4.17, slightly under consensus — a near-term growth and margin concern. Annual profit forecast disappoints
• Negative Sentiment: Cash flow and spending profile: operating cash from operations fell ~28% YoY to ~$1.56B while capex jumped (~$609M), pressuring free cash flow in the near term despite higher cash balances. Quiver Quant: Q4 2025 earnings
• Negative Sentiment: Political/regulatory risk: President Trump signaled tariffs/decertification threats on Canadian-made planes until certain Gulfstream approvals occur — a potential earnings/headwind risk for GD’s Gulfstream unit if escalation continues. Trump says US to decertify, levy tariff on Canadian planes
• Negative Sentiment: Insider sales: multiple insider sell transactions over the past six months (no purchases) may concern some investors about insider sentiment/timing. Quiver Quant: insider trading breakdown

General Dynamics Company Profile

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.