GD

GENERAL DYNAMICS CORP

NYSE · Ship & Boat Building & Repairing · Inc. DE · CIK 0000040533
$360.22 +0.38% $97.4B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional ExitsCongressional Activity (3)
Vol
Market Cap$97.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (61%)
Inst. Holders50 funds
Inst. Value$58.4B
Inst. Activity31 buys / 19 sells
Insider Activity0B / 6S
Insider Net $-$24.1M
Reddit Sentiment53° Neutral
SEC Reports5
Congressional5 trades
Exchange NYSE·Sector Ship & Boat Building & Repairing·Inc. DE·CIK 0000040533·Prev Close $358.86

Recent Activity

Jun 3, 2026 SEC
General Dynamics One Source LLC, a subsidiary of General Dynamics Corp, was awarded a $71.4 million contract by the Depa
GOVT-CONTRACT — Impact 4/10
May 27, 2026 government_contract
$71M govt contract: GENERAL DYNAMICS ONE SOURCE LLC
Agency: Department of Homeland Security. CONSOLIDATED TOWERS AND SURVEILLANCE EQUIPMENT
May 12, 2026 Insider
Burns Mark Lagrand acquired via exercise 36,480 shares
Executive Vice President @ $168.56 ($6.1M)
May 12, 2026 Insider
Burns Mark Lagrand sold 33,915 shares
Executive Vice President @ $345.24 ($11.7M)
May 11, 2026 Insider
Burns Mark Lagrand acquired via exercise 36,230 shares
Executive Vice President @ $165.47 ($6.0M)
Apr 29, 2026 SEC
GD reported Q1 2026 EPS of $4.10 (11% above consensus) and revenue of $13.5B (6% above consensus), with 10.3% YoY revenu
8-K — Impact 7/10
Mar 27, 2026 SEC
General Dynamics Corporation (GD) has filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting, schedule
DEFA14A — Impact 2/10
Inst.
Capital Research Global Investors — TRIM
3,926,070 shares ($1.3B)

Price Targets

$393.17 +9.1% upside Buy
Current $360.22 Low $313.00 Median $398.00 High $444.00 21 analysts
$313.00 $444.00

Analyst Ratings

Buy61% buy · 33 analysts
6Strong Buy
14Buy
12Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 11, 2026 Jefferies UPGRADE Hold → Buy
May 18, 2026 Citigroup MAINTAIN Neutral → Neutral
Apr 30, 2026 JP Morgan MAINTAIN Overweight → Overweight
Apr 30, 2026 UBS MAINTAIN Neutral → Neutral
Apr 30, 2026 RBC Capital REITERATE Sector Perform → Sector Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $3.94 $3.76 — $4.14 5% YoY 17
Next Q $4.07 $3.98 — $4.20 5% YoY 17
Current FY $16.66 $16.34 — $16.99 8% YoY 19
Next FY $18.23 $17.34 — $18.84 9% YoY 20

Top Institutional Holders

FundValueMove
LONGVIEW ASSET MANAGEMENT, LLC$9.3B
BlackRock, Inc.$6.4B
VANGUARD CAPITAL MANAGEMENT LLC$5.5B
Newport Trust Company, LLC$4.7B
STATE STREET CORP$3.9B

Recent Insider Trades

DateInsiderTypeValue
May 12, 2026Burns MarkM$6.1M
May 12, 2026Burns MarkSELL$11.7M
May 11, 2026Burns MarkM$6.0M
May 11, 2026Burns MarkSELL$2.6M
Mar 17, 2026DE LEONA$18.4K

Reddit Sentiment

53°
Neutral
Bearish Neutral Bullish
14 mentions 5 bullish 4 bearish

Congressional Trades

2 members: 4 buys, 1 sells
MemberPartyTypeAmount
Jared MoskowitzDBUY$1,001 - $15,000
Jared MoskowitzDBUY$1,001 - $15,000
Jared MoskowitzDBUY$1,001 - $15,000
50 institutional holders with $58.4B total value (169,995,500 shares) as of 2026-Q1. Top holders: LONGVIEW, BlackRock,, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1LONGVIEW ASSET MANAGEMENT, LLC27,060,944$9.3B15.9%
2BlackRock, Inc.18,601,964$6.4B10.9%
3VANGUARD CAPITAL MANAGEMENT LLC16,141,791$5.5B9.5%
4Newport Trust Company, LLC13,570,601$4.7B8.0%
5STATE STREET CORP11,436,417$3.9B6.7%
6BANK OF AMERICA CORP /DE/8,129,671$2.8B4.8%
7VANGUARD PORTFOLIO MANAGEMENT LLC6,320,266$2.2B3.7%
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/5,702,629$2.0B3.4%
9MORGAN STANLEY5,175,763$1.8B3.0%
10AMERIPRISE FINANCIAL INC4,754,802$1.6B2.8%
11WELLS FARGO & COMPANY/MN4,510,741$1.5B2.7%
12FMR LLC4,501,936$1.5B2.6%
13Capital Research Global Investors3,926,070$1.3B2.3%TRIM -31.1%
14Sanders Capital, LLC3,617,244$1.2B2.1%
15ROYAL BANK OF CANADA2,764,692$948.9M1.6%
16Invesco Ltd.2,743,828$941.7M1.6%
17Aristotle Capital Management, LLC2,446,709$839.8M1.4%
18MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.2,059,275$706.4M1.2%ADD +44.8%
19GOLDMAN SACHS GROUP INC1,687,567$579.2M1.0%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,662,546$570.6M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital Research Global InvestorsTRIM5,694,1273,926,070-31.1%$1.3B2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD1,421,6972,059,275+44.8%$706.4M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD499,678796,499+59.4%$273.4M2026-Q1
HSBC HOLDINGS PLCTRIM983,862684,029-30.5%$234.9M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD387,405641,889+65.7%$220.3M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM629,242437,341-30.5%$150.1M2026-Q1
WELLINGTON MANAGEMENT GROUP LLPTRIM992,634360,687-63.7%$123.8M2026-Q1
Allianz Asset Management GmbHADD249,038356,014+43.0%$122.2M2026-Q1
NATIONAL BANK OF CANADA /FI/ADD231,884313,679+35.3%$107.7M2026-Q1
FIFTH THIRD BANCORPADD228,849311,761+36.2%$107.0M2026-Q1
NATIXISADD175,137304,042+73.6%$104.4M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM531,693281,177-47.1%$96.5M2026-Q1
LAZARD ASSET MANAGEMENT LLCTRIM418,987263,168-37.2%$90.3M2026-Q1
Korea Investment CORPTRIM208,029143,145-31.2%$49.1M2026-Q1
MANUFACTURERS LIFE INSURANCE COMPANY, THETRIM336,888134,413-60.1%$46.1M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.DOUBLED61,890131,946+113.2%$45.3M2026-Q1
Jain Global LLCDOUBLED14,085117,523+734.4%$40.3M2026-Q1
Woodline Partners LPTRIM187,318111,923-40.2%$38.4M2026-Q1
MACQUARIE GROUP LTDDOUBLED29,468111,306+277.7%$38.2M2026-Q1
PZENA INVESTMENT MANAGEMENT LLCTRIM293,443107,467-63.4%$36.9M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCADD85,063106,456+25.1%$36.5M2026-Q1
Alyeska Investment Group, L.P.NEW96,077$33.0M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.NEW94,172$32.3M2026-Q1
TUDOR INVESTMENT CORP ET ALNEW91,731$31.5M2026-Q1
Allspring Global Investments Holdings, LLCADD62,68485,223+36.0%$29.9M2026-Q1
22 unique insiders with 50 transactions. Net insider value: -$24.1M ($0.00 bought, $24.1M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 12, 2026Burns Mark LagrandExecutive Vice PresidentEXERCISE36,480$168.56$6.1M
May 12, 2026Burns Mark LagrandExecutive Vice PresidentSELL33,915$345.24$11.7M
May 11, 2026Burns Mark LagrandExecutive Vice PresidentEXERCISE36,230$165.47$6.0M
May 11, 2026Burns Mark LagrandExecutive Vice PresidentSELL7,589$342.83$2.6M
Mar 17, 2026DE LEON RUDY FDirectorAWARD52$354.31$18.4K
Mar 17, 2026HANEY CECIL DDirectorAWARD10$354.31$3.5K
Mar 17, 2026Hooper Charles WDirectorAWARD21$354.31$7.4K
Mar 17, 2026Mattis James NDirectorAWARD105$354.31$37.2K
Mar 17, 2026Nye C HowardDirectorAWARD52$354.31$18.4K
Mar 17, 2026Reynolds Catherine BDirectorAWARD105$354.31$37.2K
Mar 17, 2026Schumacher Laura JDirectorAWARD105$354.31$37.2K
Mar 17, 2026Stratton John GDirectorAWARD105$354.31$37.2K
Mar 11, 2026Gilliland Marguerite AmyExecutive Vice PresidentSELL3,819$353.50$1.4M
Mar 11, 2026Burns Mark LagrandExecutive Vice PresidentSELL10,153$354.95$3.6M
Mar 11, 2026NOVAKOVIC PHEBE NChairman and CEOSELL9,907$353.75$3.5M
Mar 11, 2026Gallopoulos Gregory SSenior VP, Gen. Counsel, Sec.SELL3,729$354.35$1.3M
Mar 9, 2026DE LEON RUDY FDirectorTAX W/H105$359.79$37.8K
Mar 9, 2026Schumacher Laura JDirectorTAX W/H83$359.79$29.9K
Mar 9, 2026Stratton John GDirectorTAX W/H83$359.79$29.9K
Mar 9, 2026Wall Peter ADirectorTAX W/H113$359.79$40.7K
Mar 9, 2026HANEY CECIL DDirectorTAX W/H83$359.79$29.9K
Mar 9, 2026Nye C HowardDirectorTAX W/H83$359.79$29.9K
Mar 9, 2026Mattis James NDirectorTAX W/H83$359.79$29.9K
Mar 9, 2026Reynolds Catherine BDirectorTAX W/H83$359.79$29.9K
Mar 9, 2026Aiken Jason WExecutive Vice PresidentTAX W/H2,380$359.79$856.3K
Mar 9, 2026Berg ShaneSenior Vice PresidentTAX W/H745$359.79$268.0K
Mar 9, 2026Brady Christopher JVice PresidentTAX W/H896$359.79$322.4K
Mar 9, 2026Burns Mark LagrandExecutive Vice PresidentTAX W/H1,868$359.79$672.1K
Mar 9, 2026Gilliland Marguerite AmyExecutive Vice PresidentTAX W/H1,435$359.79$516.3K
Mar 9, 2026Deep DannyPresidentTAX W/H1,184$359.79$426.0K
Mar 9, 2026Gallopoulos Gregory SSenior VP, Gen. Counsel, Sec.TAX W/H1,401$359.79$504.1K
Mar 9, 2026Kuryea Kimberly ASenior Vice President & CFOTAX W/H1,216$359.79$437.5K
Mar 9, 2026Moss William AVice President and ControllerTAX W/H492$359.79$177.0K
Mar 9, 2026Paddock DavidVice PresidentTAX W/H731$359.79$263.0K
Mar 9, 2026Smith Robert EdwardExecutive Vice PresidentTAX W/H1,466$359.79$527.5K
Mar 9, 2026NOVAKOVIC PHEBE NChairman and CEOTAX W/H6,143$359.79$2.2M
Mar 9, 2026Rayha MarkVice PresidentTAX W/H244$359.79$87.8K
Mar 4, 2026Rayha MarkVice PresidentAWARD672
Mar 4, 2026Burns Mark LagrandExecutive Vice PresidentAWARD14,200
Mar 4, 2026Burns Mark LagrandExecutive Vice PresidentAWARD20,880
Mar 4, 2026Gilliland Marguerite AmyExecutive Vice PresidentAWARD3,786
Mar 4, 2026Berg ShaneSenior Vice PresidentAWARD15,170
Mar 4, 2026Hooper Charles WDirectorAWARD1,120
Mar 4, 2026Wall Peter ADirectorAWARD270
Mar 4, 2026Wall Peter ADirectorAWARD1,120
Mar 4, 2026Smith Robert EdwardExecutive Vice PresidentAWARD11,063
Mar 4, 2026Smith Robert EdwardExecutive Vice PresidentAWARD17,410
Mar 4, 2026HANEY CECIL DDirectorAWARD1,120
Mar 4, 2026Brady Christopher JVice PresidentAWARD2,548
Mar 4, 2026Kuryea Kimberly ASenior Vice President & CFOAWARD19,070

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (61% buy). Based on 33 analysts: 6 strong buy, 14 buy, 12 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$393.17 mean target +9.1% upside Buy (2.13)
$313.00 Low $444.00 High
MetricValue
Current Price$360.22
Target Low$313.00
Target Mean$393.17
Target Median$398.00
Target High$444.00
# Analysts21
RecommendationBuy (2.13)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$3.94 $3.76 $4.14 5.3% -0.1% 9↑ 4↓ $13.4B 3.0% 17
Next Q
2026-09-30
$4.07 $3.98 $4.20 5.0% -0.1% 10↑ 3↓ $13.6B 5.5% 17
Current FY
2026-12-31
$16.66 $16.34 $16.99 7.8% +0.1% 16↑ 1↓ $55.3B 5.1% 19
Next FY
2027-12-31
$18.23 $17.34 $18.84 9.4% +0.4% 13↑ 3↓ $57.7B 4.5% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$3.938
7d ago$3.935+0.003
30d ago$3.944-0.006
60d ago$3.861+0.078
90d ago$3.863+0.075
8 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 11, 2026 Jefferies UPGRADE Hold Buy
May 18, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 30, 2026 JP Morgan MAINTAIN Overweight Overweight
Apr 30, 2026 UBS MAINTAIN Neutral Neutral
Apr 30, 2026 RBC Capital REITERATE Sector Perform Sector Perform
Apr 7, 2026 Jefferies MAINTAIN Hold Hold
Apr 2, 2026 Citigroup MAINTAIN Neutral Neutral
Apr 1, 2026 Wells Fargo INITIATE Overweight
Feb 2, 2026 Jefferies MAINTAIN Hold Hold
Jan 30, 2026 B of A Securities REITERATE Buy Buy
Jan 15, 2026 UBS MAINTAIN Neutral Neutral
Jan 13, 2026 Citigroup MAINTAIN Neutral Neutral
Dec 19, 2025 JP Morgan MAINTAIN Overweight Overweight
Dec 16, 2025 Morgan Stanley UPGRADE Equal-Weight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026614121061%
May 1, 2026615111064%
Apr 1, 2026616101067%
Mar 1, 2026615101066%
Feb 1, 2026615101066%
Jan 1, 2026615101066%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 4 buys, 1 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 31, 2026Jared MoskowitzDHOUSEBUY$1,001 - $15,000General Dynamics CorpMay 1, 2026 (32d)
Mar 23, 2026Jared MoskowitzDHOUSEBUY$1,001 - $15,000General Dynamics CorpMay 1, 2026 (40d)
Mar 23, 2026Jared MoskowitzDHOUSEBUY$1,001 - $15,000General Dynamics CorpMay 1, 2026 (40d)
Feb 10, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000General Dynamics CorpMar 10, 2026 (29d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000General Dynamics CorpFeb 16, 2026 (39d)
53°
Neutral
Bearish Neutral Bullish
14 mentions 5 bullish 4 bearish 14 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 5, 2026150° Neutral001
Jun 4, 2026150° Neutral001
May 30, 2026150° Neutral001
May 30, 2026150° Neutral001
May 8, 2026160° Warm101
May 8, 2026160° Warm101
May 8, 2026140° Cool011
May 8, 2026140° Cool011
Mar 6, 2026140° Cool011
Mar 6, 2026140° Cool011
Mar 1, 2026160° Warm101
Mar 1, 2026160° Warm101
Feb 27, 2026144° Neutral001
Feb 22, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bearish 3mo ago
ADBE is a War & AI Play: Stock Pitch.PDF
▲ 1 💬 1 ⚡ 0.5
May 27, 2026
government_contract
$71M govt contract: GENERAL DYNAMICS ONE SOURCE LLC
Agency: Department of Homeland Security. CONSOLIDATED TOWERS AND SURVEILLANCE EQUIPMENT
May 18, 2026
dark_pool
Dark Pool: GD — 1.0M shares, 53,352 trades
Week starting 2026-05-18. Total ATS volume: 1,047,497 shares across 53,352 trades.
May 11, 2026
dark_pool
Dark Pool: GD — 1.1M shares, 50,922 trades
Week starting 2026-05-11. Total ATS volume: 1,145,562 shares across 50,922 trades.
May 4, 2026
dark_pool
Dark Pool: GD — 1.8M shares, 71,816 trades
Week starting 2026-05-04. Total ATS volume: 1,842,578 shares across 71,816 trades.
May 1, 2026
government_contract
$26M govt contract: GENERAL DYNAMICS INFORMATION TECHNOLOGY, INC.
Agency: Department of Education. PORTFOLIO OF INTEGRATED VALUE ORIENTED TECHNOLOGIES-INTEGRATOR FOLLOW-ON
May 1, 2026
government_contract
$38M govt contract: GENERAL DYNAMICS INFORMATION TECHNOLOGY, INC.
Agency: Department of the Interior. SUSTAINMENT AND OPERATIONAL SERVICES FOR THE PATIENTS AT THE HEART (PATH) EHR (TASK ORDER NO. 9) FOR DEPARTMENT OF
Apr 29, 2026
earnings_calendar
GD Q1 2026 Earnings Before Market Open — 2026-04-29
Apr 27, 2026
dark_pool
Dark Pool: GD — 3.2M shares, 103,183 trades
Week starting 2026-04-27. Total ATS volume: 3,210,696 shares across 103,183 trades.
Apr 21, 2026
earnings_calendar
GD Q1 2026 Earnings Before Market Open — 2026-04-21
Apr 20, 2026
short_interest
FTD: GD — 5,346 shares ($1.8M) failed to deliver
Settlement: 20260420, Price: $336.29, FTD Value: $1,797,806.34, GENERAL DYNAMICS CORP
Apr 20, 2026
dark_pool
Dark Pool: GD — 1.9M shares, 70,615 trades
Week starting 2026-04-20. Total ATS volume: 1,915,810 shares across 70,615 trades.
Apr 13, 2026
dark_pool
Dark Pool: GD — 1.5M shares, 60,350 trades
Week starting 2026-04-13. Total ATS volume: 1,473,553 shares across 60,350 trades.
Apr 6, 2026
dark_pool
Dark Pool: GD — 1.6M shares, 58,891 trades
Week starting 2026-04-06. Total ATS volume: 1,634,094 shares across 58,891 trades.
Mar 30, 2026
dark_pool
Dark Pool: GD — 1.3M shares, 48,219 trades
Week starting 2026-03-30. Total ATS volume: 1,269,664 shares across 48,219 trades.
Mar 23, 2026
dark_pool
Dark Pool: GD — 1.7M shares, 67,082 trades
Week starting 2026-03-23. Total ATS volume: 1,712,373 shares across 67,082 trades.