Morgan Stanley Issues Positive Forecast for General Dynamics (NYSE:GD) Stock Price

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. They currently have an overweight rating on the aerospace company’s stock.

GD has been the topic of several other reports. Wall Street Zen cut shares of General Dynamics from a “buy” rating to a “hold” rating in a research note on Friday, January 23rd. Deutsche Bank Aktiengesellschaft restated a “buy” rating and issued a $400.00 price objective on shares of General Dynamics in a research report on Wednesday, October 8th. Melius Research upgraded shares of General Dynamics to a “strong-buy” rating in a research report on Tuesday, October 28th. Sanford C. Bernstein reissued a “market perform” rating and issued a $398.00 target price on shares of General Dynamics in a research note on Monday, January 12th. Finally, UBS Group set a $393.00 price objective on General Dynamics in a report on Thursday. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, General Dynamics currently has an average rating of “Moderate Buy” and a consensus target price of $372.32.

General Dynamics Stock Performance

Shares of NYSE GD traded up $0.26 during mid-day trading on Thursday, hitting $350.21. The company had a trading volume of 139,146 shares, compared to its average volume of 1,512,034. The stock’s 50-day moving average price is $347.56 and its 200-day moving average price is $334.43. The company has a market capitalization of $94.60 billion, a price-to-earnings ratio of 22.66, a P/E/G ratio of 1.76 and a beta of 0.41. The company has a current ratio of 1.44, a quick ratio of 0.87 and a debt-to-equity ratio of 0.27. General Dynamics has a 1 year low of $239.20 and a 1 year high of $369.70.

General Dynamics (NYSE:GD) last issued its earnings results on Wednesday, January 28th. The aerospace company reported $4.17 EPS for the quarter, topping the consensus estimate of $4.11 by $0.06. General Dynamics had a return on equity of 17.57% and a net margin of 8.01%.The business had revenue of $14.38 billion during the quarter, compared to the consensus estimate of $13.77 billion. During the same quarter last year, the company earned $4.15 EPS. The firm’s revenue 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. On average, sell-side analysts forecast that General Dynamics will post 14.83 earnings per share for the current year.

General Dynamics Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, February 6th. Investors of record on Friday, January 16th will be issued a dividend of $1.50 per share. This represents a $6.00 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date is Friday, January 16th. General Dynamics’s dividend payout ratio is currently 38.89%.

Insider Transactions at General Dynamics

In other General Dynamics news, VP David Paddock sold 20,360 shares of the business’s stock in a transaction dated 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 transaction, the vice president owned 36,644 shares in the company, valued at approximately $12,272,808.48. The trade was a 35.72% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.50% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of the business. Brighton Jones LLC lifted its stake in General Dynamics by 16.9% in the fourth quarter. Brighton Jones LLC now owns 2,885 shares of the aerospace company’s stock worth $760,000 after acquiring an additional 417 shares during the period. Acadian Asset Management LLC lifted its position in shares of General Dynamics by 140.2% in the 1st quarter. Acadian Asset Management LLC now owns 3,445 shares of the aerospace company’s stock worth $938,000 after purchasing an additional 2,011 shares during the period. Sivia Capital Partners LLC bought a new stake in shares of General Dynamics during the 2nd quarter valued at about $240,000. Cooper Financial Group increased its position in shares of General Dynamics by 4.4% during the second quarter. Cooper Financial Group now owns 1,418 shares of the aerospace company’s stock valued at $414,000 after buying an additional 60 shares during the period. Finally, Consolidated Portfolio Review Corp bought a new position in General Dynamics in the second quarter worth about $385,000. Hedge funds and other institutional investors own 86.14% of the company’s stock.

More General Dynamics News

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

• Positive Sentiment: Q4 beat: GD reported Q4 EPS of $4.17 and revenue of $14.38B, topping estimates; backlog climbed to about $118B, driven by Marine and Combat Systems — supports revenue visibility. Defense Giant General Dynamics Absorbs $41 Million Tariff Blow, Backlog Hits $118 Billion
• Positive Sentiment: Analyst support: Bank of America reaffirmed a “buy” on GD with a $400 price target (~14% upside from recent levels), and coverage consensus remains in the “moderate buy” range — this helps underwrite the stock despite near-term concerns. Benzinga
• Neutral Sentiment: Earnings details/earnings call: Management highlighted strong shipbuilding and Marine Systems performance and discussed backlog and execution, but flagged headwinds; full call transcript and presentation provide context for margins and timing. General Dynamics Q4 2025 Earnings Call Transcript
• Negative Sentiment: Lower FY‑2026 EPS guidance: GD set FY‑2026 EPS at $16.10–$16.20 vs. street consensus ~$17.26 — the guidance cut/shortfall is the primary driver of the stock pullback as it compresses near‑term valuation. General Dynamics Earnings Call Signals Growth Amid Headwinds
• Negative Sentiment: Political/tariff risk for Gulfstream: Reports say the U.S. may impose tariffs and decertify some Canadian-made aircraft linked to Gulfstream supply/approvals — a potential headwind to Gulfstream (General Dynamics unit) and a source of uncertainty. Trump Says US to Decertify, Levy Tariff on Canadian Planes

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.