General Dynamics (NYSE:GD) Stock Unloaded Rep. Julie Johnson

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%

Shares of General Dynamics stock traded down $1.44 during midday trading on Friday, reaching $367.25. The company had a trading volume of 1,902,747 shares, compared to its average volume of 1,214,695. General Dynamics Corporation has a fifty-two week low of $239.20 and a fifty-two week high of $369.70. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.40 and a quick ratio of 0.87. The stock has a fifty day moving average price of $344.52 and a 200 day moving average price of $330.62. 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 (NYSE:GD) last released 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. General Dynamics had a net margin of 8.18% and a return on equity of 18.27%. The business had revenue of $12.91 billion for the quarter, compared to analyst estimates of $12.49 billion. During the same quarter in the previous year, the business earned $3.35 earnings per share. General Dynamics’s revenue for the quarter was up 10.6% on a year-over-year basis. General Dynamics has set its FY 2025 guidance at 15.300-15.35 EPS. On average, equities analysts anticipate that General Dynamics Corporation 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. Shareholders of record on Friday, January 16th will be given a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Friday, January 16th. General Dynamics’s payout ratio is 38.89%.

Key General Dynamics News

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)

Insider Activity

In other news, VP David Paddock sold 20,360 shares of General Dynamics stock in a transaction on 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 directly owned 36,644 shares in the company, valued at $12,272,808.48. The trade was a 35.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. 1.50% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On General Dynamics

A number of hedge funds have recently bought and sold shares of GD. Brighton Jones LLC grew its position in General Dynamics by 16.9% in the 4th quarter. Brighton Jones LLC now owns 2,885 shares of the aerospace company’s stock worth $760,000 after purchasing an additional 417 shares in the last quarter. Acadian Asset Management LLC grew its holdings in shares of General Dynamics by 140.2% in the first quarter. Acadian Asset Management LLC now owns 3,445 shares of the aerospace company’s stock valued at $938,000 after acquiring an additional 2,011 shares in the last quarter. Czech National Bank grew its holdings in shares of General Dynamics by 5.7% in the second quarter. Czech National Bank now owns 61,576 shares of the aerospace company’s stock valued at $17,959,000 after acquiring an additional 3,294 shares in the last quarter. Key Client Fiduciary Advisors LLC bought a new stake in General Dynamics during the second quarter worth $214,000. Finally, Fiduciary Alliance LLC lifted its holdings in General Dynamics by 51.1% during the second quarter. Fiduciary Alliance LLC now owns 2,251 shares of the aerospace company’s stock worth $657,000 after acquiring an additional 761 shares during the period. 86.14% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

GD has been the topic of several research analyst reports. Morgan Stanley set a $385.00 target price on General Dynamics in a research report on Monday, October 27th. Argus increased their price target on General Dynamics from $345.00 to $380.00 and gave the stock a “buy” rating in a report on Wednesday, November 19th. Wolfe Research raised their price objective on shares of General Dynamics from $400.00 to $415.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. UBS Group increased their price objective on shares of General Dynamics from $381.00 to $388.00 and gave the stock a “neutral” rating in a research report on Thursday. Finally, Sanford C. Bernstein reissued a “market perform” rating and issued a $398.00 price objective on shares of General Dynamics in a research note on Monday, January 12th. Three equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $366.70.

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.

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.