General Dynamics (NYSE:GD) Price Target Raised to $410.00

General Dynamics (NYSE:GD) had its price objective raised by Morgan Stanley from $408.00 to $410.00 in a research note issued to investors on Thursday morning,MarketScreener reports. The brokerage currently has an overweight rating on the aerospace company’s stock.

GD has been the topic of a number of other research reports. Sanford C. Bernstein reiterated a “market perform” rating and set a $398.00 target price on shares of General Dynamics in a report on Monday, January 12th. Robert W. Baird set a $390.00 price objective on General Dynamics in a research report on Monday, October 27th. Wolfe Research lifted their price objective on General Dynamics from $400.00 to $415.00 and gave the stock an “outperform” rating in a research report on Monday, January 12th. Citigroup upped their target price on shares of General Dynamics from $371.00 to $389.00 and gave the company a “neutral” rating in a report on Tuesday, January 13th. Finally, UBS Group set a $393.00 price target on shares of General Dynamics in a research note on Thursday. One investment 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 issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $372.32.

General Dynamics Stock Performance

Shares of GD stock opened at $351.00 on Thursday. The stock’s 50-day moving average price is $347.77 and its 200 day moving average price is $334.98. The company has a quick ratio of 0.87, a current ratio of 1.44 and a debt-to-equity ratio of 0.27. The stock has a market capitalization of $94.81 billion, a PE ratio of 22.72, a price-to-earnings-growth ratio of 1.83 and a beta of 0.41. General Dynamics has a 52-week low of $239.20 and a 52-week high of $369.70.

General Dynamics (NYSE:GD) last announced its earnings results 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 company had revenue of $14.38 billion for 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 company’s revenue was up 7.8% on a year-over-year basis. During the same period last year, the business posted $4.15 EPS. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. As a group, equities research analysts forecast that General Dynamics will post 14.83 EPS for the current year.

General Dynamics Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, February 6th. Stockholders of record on Friday, January 16th will be given a $1.50 dividend. This represents a $6.00 annualized dividend 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 38.83%.

Insider Activity at General Dynamics

In related news, VP David Paddock sold 20,360 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were 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 of the company’s stock, valued at approximately $12,272,808.48. This trade represents a 35.72% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Company insiders own 1.50% of the company’s stock.

Institutional Trading of General Dynamics

Several hedge funds and other institutional investors have recently modified their holdings of GD. Joule Financial LLC increased its position 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 during the last quarter. Brown Miller Wealth Management LLC grew its stake in shares of General Dynamics by 0.3% in 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 buying an additional 29 shares in the last quarter. Crowley Wealth Management Inc. increased its holdings in 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 buying an additional 30 shares during the last quarter. First Financial Bankshares Inc raised its position in General Dynamics by 2.6% during the third quarter. First Financial Bankshares Inc now owns 1,196 shares of the aerospace company’s stock valued at $408,000 after acquiring an additional 30 shares in the last quarter. Finally, Steph & Co. lifted its stake in General Dynamics by 65.2% in the fourth quarter. Steph & Co. now owns 76 shares of the aerospace company’s stock valued at $26,000 after acquiring an additional 30 shares during the last quarter. 86.14% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting 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.