Mirae Asset Global Investments Co. Ltd. Purchases 10,231 Shares of General Dynamics Corporation $GD

Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of General Dynamics Corporation (NYSE:GD) by 25.4% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 50,470 shares of the aerospace company’s stock after acquiring an additional 10,231 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in General Dynamics were worth $17,210,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in GD. Gold Investment Management Ltd. increased its stake in General Dynamics by 73.5% in the 3rd quarter. Gold Investment Management Ltd. now owns 10,700 shares of the aerospace company’s stock valued at $3,649,000 after buying an additional 4,532 shares during the period. Davis Capital Management purchased a new stake in shares of General Dynamics in the third quarter valued at about $1,007,000. Pure Financial Advisors LLC increased its stake in shares of General Dynamics by 52.4% during the second quarter. Pure Financial Advisors LLC now owns 9,181 shares of the aerospace company’s stock worth $2,678,000 after acquiring an additional 3,156 shares during the period. Los Angeles Capital Management LLC raised its holdings in General Dynamics by 20.9% during the second quarter. Los Angeles Capital Management LLC now owns 299,137 shares of the aerospace company’s stock worth $87,246,000 after purchasing an additional 51,655 shares in the last quarter. Finally, Nomura Holdings Inc. lifted its position in General Dynamics by 77.3% in the second quarter. Nomura Holdings Inc. now owns 22,000 shares of the aerospace company’s stock valued at $6,417,000 after purchasing an additional 9,592 shares during the period. Institutional investors own 86.14% of the company’s stock.

General Dynamics News Roundup

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

Insider Buying and Selling

In other General Dynamics news, VP David Paddock sold 20,360 shares of the business’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 transaction of $6,818,971.20. Following the completion of the sale, the vice president directly owned 36,644 shares in the company, valued at $12,272,808.48. The trade was a 35.72% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 1.50% of the company’s stock.

General Dynamics Stock Performance

Shares of GD opened at $351.00 on Friday. The company has a market capitalization of $94.81 billion, a price-to-earnings ratio of 22.72, a PEG ratio of 1.83 and a beta of 0.41. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.87 and a current ratio of 1.44. General Dynamics Corporation has a 1 year low of $239.20 and a 1 year high of $369.70. The company’s 50 day simple moving average is $347.77 and its 200 day simple moving average is $334.74.

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

General Dynamics Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 6th. Investors of record on Friday, January 16th will be given 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 of this dividend is Friday, January 16th. General Dynamics’s dividend payout ratio is 38.83%.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Wolfe Research upped their price objective on General Dynamics from $400.00 to $415.00 and gave the stock an “outperform” rating in a report on Monday, January 12th. TD Cowen increased their price target on shares of General Dynamics from $370.00 to $390.00 and gave the company a “buy” rating in a report on Wednesday, January 14th. UBS Group set a $393.00 price objective on shares of General Dynamics in a report on Thursday. Robert W. Baird set a $390.00 target price on shares of General Dynamics in a report on Monday, October 27th. Finally, Morgan Stanley lifted their price target on shares of General Dynamics from $408.00 to $410.00 and gave the company an “overweight” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $372.32.

General Dynamics 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.