PYA Waltman Capital LLC Acquires 2,437 Shares of General Dynamics Corporation $GD

Posted by Francis Steltz on Sep 2nd, 2026

PYA Waltman Capital LLC grew its holdings in shares of General Dynamics Corporation (NYSE:GD – Free Report) by 26.5% during the second quarter, HoldingsChannel.com reports. The firm owned 11,650 shares of the aerospace company’s stock after acquiring an additional 2,437 shares during the quarter. General Dynamics makes up about 1.0% of PYA Waltman Capital LLC’s holdings, making the stock its 23rd biggest holding. PYA Waltman Capital LLC’s holdings in General Dynamics were worth $4,127,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Caisse de depot et placement du Quebec increased its position in shares of General Dynamics by 454.0% in the second quarter. Caisse de depot et placement du Quebec now owns 180,917 shares of the aerospace company’s stock worth $64,088,000 after purchasing an additional 148,262 shares during the period. Empowered Funds LLC bought a new stake in General Dynamics during the second quarter worth about $21,368,000. United Capital Financial Advisors LLC bought a new stake in General Dynamics during the second quarter worth about $30,781,000. Jefferies Financial Group Inc. acquired a new stake in General Dynamics during the fourth quarter worth about $7,914,000. Finally, Professional Advisory Services Inc. increased its holdings in General Dynamics by 4.0% in the 2nd quarter. Professional Advisory Services Inc. now owns 67,028 shares of the aerospace company’s stock valued at $23,744,000 after buying an additional 2,562 shares during the period. 86.14% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, EVP Marguerite Amy Gilliland sold 43,180 shares of the firm’s stock in a transaction on Friday, July 31st. The shares were sold at an average price of $378.04, for a total transaction of $16,323,767.20. Following the completion of the transaction, the executive vice president owned 44,767 shares of the company’s stock, valued at approximately $16,923,716.68. This trade represents a 49.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Mark Malcolm sold 5,480 shares of General Dynamics stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $365.00, for a total transaction of $2,000,200.00. Following the transaction, the director owned 10,643 shares in the company, valued at approximately $3,884,695. This trade represents a 33.99% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 100,228 shares of company stock worth $38,052,853 in the last ninety days. Company insiders own 1.40% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on GD shares. TD Cowen upped their price target on shares of General Dynamics from $390.00 to $420.00 and gave the stock a “buy” rating in a report on Thursday, July 30th. Citigroup upped their target price on General Dynamics from $364.00 to $404.00 and gave the stock a “neutral” rating in a research note on Thursday, July 30th. Weiss Ratings raised General Dynamics from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday, July 1st. BNP Paribas Exane boosted their price target on General Dynamics from $390.00 to $430.00 and gave the stock an “outperform” rating in a report on Thursday, July 30th. Finally, Susquehanna raised their price objective on General Dynamics from $420.00 to $455.00 and gave the company a “positive” rating in a research note on Thursday, July 30th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $410.89.

Get Our Latest Analysis on GD

General Dynamics Stock Down 0.6%

Shares of GD opened at $368.98 on Wednesday. The stock has a market capitalization of $99.83 billion, a price-to-earnings ratio of 22.51, a PEG ratio of 2.15 and a beta of 0.32. General Dynamics Corporation has a 52 week low of $306.77 and a 52 week high of $400.00. The company has a debt-to-equity ratio of 0.23, a quick ratio of 0.96 and a current ratio of 1.44. The stock has a fifty day moving average of $377.39 and a 200-day moving average of $356.98.

General Dynamics (NYSE:GD – Get Free Report) last issued its earnings results on Wednesday, July 29th. The aerospace company reported $4.24 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.96 by $0.28. General Dynamics had a return on equity of 17.43% and a net margin of 8.18%.The business had revenue of $14.09 billion during the quarter, compared to analysts’ expectations of $13.52 billion. During the same quarter in the prior year, the firm earned $3.74 EPS. The business’s revenue for the quarter was up 8.1% compared to the same quarter last year. General Dynamics has set its FY 2026 guidance at 16.800-16.900 EPS. As a group, sell-side analysts anticipate that General Dynamics Corporation will post 16.97 earnings per share for the current fiscal year.

General Dynamics Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Friday, October 9th will be given a dividend of $1.59 per share. The ex-dividend date is Friday, October 9th. This represents a $6.36 annualized dividend and a yield of 1.7%. General Dynamics’s dividend payout ratio (DPR) is currently 38.80%.

General Dynamics Company Profile

(Free Report)

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.