Shares of General Dynamics Corporation (NYSE:GD – Get Free Report) have earned an average recommendation of “Moderate Buy” from the twenty-three research firms that are presently covering the firm, MarketBeat reports. One equities research analyst has rated the stock with a sell recommendation, nine have assigned a hold recommendation, twelve have given a buy recommendation and one has given a strong buy recommendation to the company. The average 12-month price target among brokerages that have updated their coverage on the stock in the last year is $371.5263.
Several equities research analysts recently weighed in on the company. UBS Group set a $393.00 price objective on General Dynamics in a report on Thursday. Weiss Ratings reiterated a “buy (b)” rating on shares of General Dynamics in a research report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $400.00 price target on shares of General Dynamics in a research report on Wednesday, October 8th. Susquehanna reaffirmed a “positive” rating and issued a $420.00 price objective on shares of General Dynamics in a report on Thursday, January 15th. Finally, Wall Street Zen lowered shares of General Dynamics from a “buy” rating to a “hold” rating in a research note on Friday, January 23rd.
Check Out Our Latest Analysis on GD
General Dynamics Trading Down 1.8%
General Dynamics (NYSE:GD – Get Free Report) last released its earnings results on Wednesday, January 28th. The aerospace company reported $4.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.11 by $0.06. The business had revenue of $14.38 billion during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period last year, the business posted $4.15 earnings per share. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. Sell-side analysts expect that General Dynamics will post 14.83 earnings per share for the current year.
General Dynamics Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Friday, February 6th. Investors of record on Friday, January 16th will be paid a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date is Friday, January 16th. General Dynamics’s payout ratio is presently 38.89%.
More General Dynamics News
Here are the key news stories impacting General Dynamics this week:
- Positive Sentiment: Q4 results beat consensus on both EPS and revenue; book‑to‑bill was strong and full‑year results showed growth — supports earnings quality and cash generation. General Dynamics Reports Fourth-Quarter and Full-Year 2025 Financial Results
- Positive Sentiment: Marine Systems and shipbuilding led Q4 revenue gains and backlog growth, giving multi‑year visibility into revenue and margins for that segment. Shipbuilding Leads GD To Solid Fourth Quarter In Finish To Strong Year
- Neutral Sentiment: Management framed the earnings call as a story of growth amid headwinds — investors should watch segment mix and margin trends on upcoming quarters. General Dynamics Earnings Call Signals Growth Amid Headwinds
- Neutral Sentiment: Some analysts and commentators remain constructive on longer‑term upside given backlog and defense spend tailwinds. General Dynamics Can Still Shoot Higher From Here
- Negative Sentiment: FY‑2026 EPS guidance of $16.10–$16.20 came in below consensus (~$17.26), prompting investor concern that near‑term profit growth will lag expectations. General Dynamics tops quarterly estimates; annual profit forecast disappoints
- Negative Sentiment: Company absorbed a ~$41M tariff hit this quarter — a reminder of cost/headwind risks to margins even as revenue grows. Defense Giant General Dynamics Absorbs $41 Million Tariff Blow, Backlog Hits $118 Billion
Insider Transactions at General Dynamics
In other General Dynamics news, VP David Paddock sold 20,360 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $334.92, for a total value of $6,818,971.20. Following the completion of the transaction, the vice president owned 36,644 shares in the company, valued at $12,272,808.48. This trade represents a 35.72% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 1.50% of the company’s stock.
Institutional Investors Weigh In On General Dynamics
A number of institutional investors and hedge funds have recently modified their holdings of GD. Joule Financial LLC lifted its stake in General Dynamics by 4.3% in the 4th quarter. Joule Financial LLC now owns 705 shares of the aerospace company’s stock worth $237,000 after purchasing an additional 29 shares in the last quarter. Brown Miller Wealth Management LLC grew its position in shares of General Dynamics by 0.3% during the 4th quarter. Brown Miller Wealth Management LLC now owns 8,889 shares of the aerospace company’s stock valued at $2,993,000 after purchasing an additional 29 shares in the last quarter. Crowley Wealth Management Inc. increased its holdings in shares of General Dynamics by 1.4% in the third quarter. Crowley Wealth Management Inc. now owns 2,249 shares of the aerospace company’s stock worth $767,000 after purchasing an additional 30 shares during the period. First Financial Bankshares Inc raised its position in shares of General Dynamics by 2.6% in the third quarter. First Financial Bankshares Inc now owns 1,196 shares of the aerospace company’s stock worth $408,000 after buying an additional 30 shares in the last quarter. Finally, Steph & Co. boosted its stake in General Dynamics by 65.2% during the fourth quarter. Steph & Co. now owns 76 shares of the aerospace company’s stock valued at $26,000 after buying an additional 30 shares during the period. 86.14% of the stock is owned by hedge funds and other institutional investors.
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.
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