Mark Lagrand Burns Sells 10,153 Shares of General Dynamics (NYSE:GD) Stock

General Dynamics Corporation (NYSE:GD) EVP Mark Lagrand Burns sold 10,153 shares of the business’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $354.95, for a total value of $3,603,807.35. Following the sale, the executive vice president directly owned 38,975 shares of the company’s stock, valued at $13,834,176.25. This represents a 20.67% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link.

General Dynamics Stock Down 1.1%

Shares of NYSE GD opened at $351.30 on Friday. General Dynamics Corporation has a 1 year low of $239.20 and a 1 year high of $369.70. The firm’s 50-day moving average is $356.36 and its 200-day moving average is $343.69. The company has a current ratio of 1.44, a quick ratio of 0.89 and a debt-to-equity ratio of 0.27. The firm has a market capitalization of $94.99 billion, a PE ratio of 22.74, a price-to-earnings-growth ratio of 2.10 and a beta of 0.39.

General Dynamics (NYSE:GD) last posted its quarterly earnings results on Wednesday, January 28th. The aerospace company reported $4.17 earnings per share for the quarter, topping analysts’ consensus estimates of $4.11 by $0.06. General Dynamics had a net margin of 8.01% and a return on equity of 17.57%. The business had revenue of $14.38 billion during the quarter, compared to the consensus estimate of $13.77 billion. During the same period in the previous year, the firm posted $4.15 earnings per share. General Dynamics’s revenue for the quarter was up 7.8% compared to the same quarter last year. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. Equities analysts expect that General Dynamics Corporation will post 14.83 EPS for the current year.

General Dynamics Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 10th will be paid a dividend of $1.59 per share. This represents a $6.36 dividend on an annualized basis and a dividend yield of 1.8%. This is a boost from General Dynamics’s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Friday, April 10th. General Dynamics’s payout ratio is presently 41.17%.

Analyst Ratings Changes

A number of equities analysts have issued reports on GD shares. Argus raised their target price on General Dynamics from $380.00 to $395.00 and gave the stock a “buy” rating in a report on Thursday, February 19th. 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. Citigroup increased their price target on shares of General Dynamics from $371.00 to $389.00 and gave the company a “neutral” rating in a research report on Tuesday, January 13th. Wall Street Zen lowered shares of General Dynamics from a “buy” rating to a “hold” rating in a research note on Saturday, January 31st. Finally, TD Cowen upped their target price on shares of General Dynamics from $370.00 to $390.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, six have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $376.26.

Key Headlines Impacting General Dynamics

Here are the key news stories impacting General Dynamics this week:

• Positive Sentiment: Board approved a quarterly dividend of $1.59 (6% increase), payable May 8 to holders of record April 10 — supports income investor demand and signals confidence in cash flow. Article Title
• Positive Sentiment: Strong 2025 fundamentals: full‑year revenue and backlog strength (record ~$118B backlog, broad-based Marine Systems and Aerospace growth) and FY‑2026 EPS guidance (16.100–16.200) provide visible forward earnings and backlog-driven revenue visibility, underpinning medium‑term upside. Article Title
• Positive Sentiment: U.S. shipbuilding policy and MAP momentum (renewed federal focus and proposed FY2026 naval funding) lift demand prospects for GD’s Bath Iron Works and Electric Boat units — an important structural tailwind for orders and long‑cycle revenue. (Market commentary)
• Neutral Sentiment: Valuation discussion: recent analysis questions whether the current ~\$350s price fully reflects defense‑spending upside vs execution/valuation risk; one‑year performance has been strong, so some profit‑taking is expected. Article Title
• Neutral Sentiment: Technical backdrop: the stock is trading slightly below its 50‑day moving average but above the 200‑day — suggests short‑term consolidation within a longer‑term uptrend.
• Negative Sentiment: Insider selling: CEO Phebe Novakovic sold 32,918 shares (~$11.66M at ~$354.09); EVP Mark Lagrand Burns sold 10,153 shares; EVP Marguerite Gilliland sold 3,819 shares — sizable disclosed reductions that can pressure sentiment despite being taxable/liquidity-driven transactions. SEC/insider filings: Novakovic Trade Burns Trade Gilliland Trade

Institutional Investors Weigh In On General Dynamics

A number of hedge funds have recently modified their holdings of the business. WASHINGTON TRUST Co raised its stake in shares of General Dynamics by 453.3% in the 3rd quarter. WASHINGTON TRUST Co now owns 9,418 shares of the aerospace company’s stock valued at $3,212,000 after purchasing an additional 7,716 shares during the period. Rockland Trust Co. boosted its position in shares of General Dynamics by 703.4% during the third quarter. Rockland Trust Co. now owns 10,548 shares of the aerospace company’s stock worth $3,597,000 after buying an additional 9,235 shares during the period. Gold Investment Management Ltd. grew its holdings in shares of General Dynamics by 73.5% during the third quarter. Gold Investment Management Ltd. now owns 10,700 shares of the aerospace company’s stock worth $3,649,000 after buying an additional 4,532 shares in the last quarter. Envestnet Asset Management Inc. raised its position in General Dynamics by 3.6% in the 3rd quarter. Envestnet Asset Management Inc. now owns 917,424 shares of the aerospace company’s stock valued at $312,842,000 after buying an additional 32,262 shares during the last quarter. Finally, Davis Capital Management acquired a new stake in General Dynamics in the 3rd quarter valued at approximately $1,007,000. Institutional investors and hedge funds own 86.14% of the company’s stock.

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.