Mirae Asset Global Investments Co. Ltd. Increases Stock Position in General Dynamics Corporation $GD

Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of General Dynamics Corporation (NYSE:GD) by 25.4% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm 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 recently made changes to their positions in the stock. Brighton Jones LLC boosted its stake in General Dynamics by 16.9% in the 4th quarter. Brighton Jones LLC now owns 2,885 shares of the aerospace company’s stock worth $760,000 after purchasing an additional 417 shares during the period. Acadian Asset Management LLC lifted its holdings in shares of General Dynamics by 140.2% in the first quarter. Acadian Asset Management LLC now owns 3,445 shares of the aerospace company’s stock worth $938,000 after buying an additional 2,011 shares in the last quarter. Sivia Capital Partners LLC bought a new position in shares of General Dynamics in the second quarter valued at approximately $240,000. Cooper Financial Group grew its stake in 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 acquiring an additional 60 shares in the last quarter. Finally, Consolidated Portfolio Review Corp bought a new stake in General Dynamics during the 2nd quarter worth approximately $385,000. 86.14% of the stock is owned by institutional investors.

Insider Activity at General Dynamics

In related news, VP David Paddock sold 20,360 shares of the 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 completion of the transaction, the vice president directly owned 36,644 shares in the company, valued at $12,272,808.48. This trade represents a 35.72% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 1.50% of the company’s stock.

General Dynamics News Summary

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

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on GD shares. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $400.00 price objective on shares of General Dynamics in a research report on Wednesday, October 8th. Citigroup raised their price target on General Dynamics from $371.00 to $389.00 and gave the company a “neutral” rating in a report on Tuesday, January 13th. Vertical Research raised General Dynamics from a “hold” rating to a “buy” rating and set a $400.00 price objective for the company in a report on Monday, October 27th. Argus raised their target price on shares of General Dynamics from $345.00 to $380.00 and gave the company a “buy” rating in a research note on Wednesday, November 19th. Finally, Bank of America reiterated a “buy” rating and set a $400.00 target price on shares of General Dynamics in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $372.32.

General Dynamics Price Performance

Shares of General Dynamics stock opened at $351.00 on Friday. The company’s fifty day simple moving average is $347.77 and its two-hundred day simple moving average is $334.74. General Dynamics Corporation has a 12-month low of $239.20 and a 12-month high of $369.70. The firm has a market cap 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. The company has a quick ratio of 0.87, a current ratio of 1.44 and a debt-to-equity ratio of 0.27.

General Dynamics (NYSE:GD) last released its quarterly earnings data on Wednesday, January 28th. The aerospace company reported $4.17 earnings per share 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 analysts’ expectations of $13.77 billion. During the same quarter last year, the business posted $4.15 EPS. The business’s revenue was up 7.8% on a year-over-year basis. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. As a group, equities analysts expect that General Dynamics Corporation will post 14.83 EPS for the current year.

General Dynamics Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 6th. Shareholders of record on Friday, January 16th will be given a dividend of $1.50 per share. The ex-dividend date of this dividend is Friday, January 16th. This represents a $6.00 annualized dividend and a yield of 1.7%. General Dynamics’s dividend payout ratio (DPR) is currently 38.83%.

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.