BNP Paribas Exane Cuts General Dynamics (NYSE:GD) Price Target to $410.00

General Dynamics (NYSE:GD) had its target price reduced by BNP Paribas Exane from $420.00 to $410.00 in a research note published on Thursday morning,MarketScreener reports. BNP Paribas Exane currently has an outperform rating on the aerospace company’s stock.

A number of other equities research analysts have also recently commented on GD. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $400.00 price objective on shares of General Dynamics in a research note on Wednesday, October 8th. Vertical Research upgraded General Dynamics from a “hold” rating to a “buy” rating and set a $400.00 target price for the company in a research report on Monday, October 27th. JPMorgan Chase & Co. upped their price target on General Dynamics from $380.00 to $385.00 and gave the company an “overweight” rating in a research note on Friday, December 19th. UBS Group set a $393.00 price objective on shares of General Dynamics in a research note on Thursday. Finally, Argus boosted their price objective on shares of General Dynamics from $345.00 to $380.00 and gave the company a “buy” rating in a report on Wednesday, November 19th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $372.32.

General Dynamics Stock Performance

General Dynamics stock opened at $351.00 on Thursday. General Dynamics has a 1 year low of $239.20 and a 1 year high of $369.70. The company’s 50-day moving average is $347.77 and its two-hundred day moving average is $334.98. The company has a current ratio of 1.44, a quick ratio of 0.87 and a debt-to-equity ratio of 0.27. The company has a market cap of $94.81 billion, a PE ratio of 22.72, a PEG ratio of 1.83 and a beta of 0.41.

General Dynamics (NYSE:GD) last announced its quarterly earnings data on Wednesday, January 28th. The aerospace company reported $4.17 earnings per share for the quarter, beating the consensus estimate of $4.11 by $0.06. The business had revenue of $14.38 billion for the quarter, compared to analyst estimates of $13.77 billion. General Dynamics had a net margin of 8.01% and a return on equity of 17.57%. General Dynamics’s revenue was up 7.8% compared to the same quarter last year. During the same period in the prior year, the business posted $4.15 earnings per share. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. Equities analysts anticipate 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 given a $1.50 dividend. This represents a $6.00 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend is Friday, January 16th. General Dynamics’s payout ratio is currently 38.83%.

Insider Transactions at General Dynamics

In other General Dynamics 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 completion of the transaction, the vice president owned 36,644 shares in the company, valued at approximately $12,272,808.48. This represents a 35.72% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 1.50% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Vanguard Group Inc. lifted its stake in General Dynamics by 2.2% in the 4th quarter. Vanguard Group Inc. now owns 24,767,330 shares of the aerospace company’s stock valued at $8,338,169,000 after acquiring an additional 528,769 shares in the last quarter. State Street Corp raised its holdings in shares of General Dynamics by 1.1% in the second quarter. State Street Corp now owns 11,140,437 shares of the aerospace company’s stock valued at $3,249,220,000 after purchasing an additional 119,664 shares during the last quarter. Ameriprise Financial Inc. lifted its position 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 worth $1,236,900,000 after purchasing an additional 187,435 shares in the last quarter. Northern Trust Corp boosted its holdings in General Dynamics by 35.0% during the third quarter. Northern Trust Corp now owns 3,332,917 shares of the aerospace company’s stock worth $1,136,525,000 after purchasing an additional 863,392 shares during the last quarter. Finally, Invesco Ltd. grew its position in General Dynamics by 0.4% in the second quarter. Invesco Ltd. now owns 2,385,573 shares of the aerospace company’s stock valued at $695,776,000 after purchasing an additional 9,283 shares in the last quarter. 86.14% of the stock is owned by institutional investors and hedge funds.

More General Dynamics News

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.