Vise Technologies Inc. increased its position in General Dynamics Corporation (NYSE:GD – Free Report) by 6.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 22,768 shares of the aerospace company’s stock after purchasing an additional 1,400 shares during the quarter. Vise Technologies Inc.’s holdings in General Dynamics were worth $7,555,000 at the end of the most recent quarter.
Other institutional investors have also recently bought and sold shares of the company. Investment Partners LTD. boosted its position in shares of General Dynamics by 14.3% during the 3rd quarter. Investment Partners LTD. now owns 2,105 shares of the aerospace company’s stock valued at $699,000 after acquiring an additional 263 shares in the last quarter. Unison Advisors LLC raised its position in General Dynamics by 0.4% in the third quarter. Unison Advisors LLC now owns 17,497 shares of the aerospace company’s stock worth $5,806,000 after purchasing an additional 72 shares in the last quarter. Intrua Financial LLC raised its position in General Dynamics by 7.2% in the third quarter. Intrua Financial LLC now owns 1,890 shares of the aerospace company’s stock worth $627,000 after purchasing an additional 127 shares in the last quarter. Summit Global Investments lifted its stake in General Dynamics by 76.0% during the third quarter. Summit Global Investments now owns 1,505 shares of the aerospace company’s stock worth $499,000 after purchasing an additional 650 shares during the period. Finally, Americana Partners LLC lifted its stake in General Dynamics by 15.6% during the third quarter. Americana Partners LLC now owns 3,486 shares of the aerospace company’s stock worth $1,157,000 after purchasing an additional 471 shares during the period. Institutional investors and hedge funds 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: General Dynamics exceeded Wall Street expectations in the third quarter, reporting $14.57 billion in revenue, up 12.9% year over year, and adjusted EPS of $4.49. Growth spanned Aerospace, Marine Systems, Combat Systems and Technologies, helped by strong orders and productivity improvements. General Dynamics’s Q3 earnings call: our top 5 analyst questions
- Positive Sentiment: Management raised its 2026 earnings outlook, providing a stronger forward earnings catalyst and signaling confidence in sustained defense demand and Gulfstream expansion plans. GD Q3 Earnings Call Highlights Raised Outlook and Record Backlog
- Positive Sentiment: Backlog reached a record $220.3 billion—described in several reports as roughly double the prior level—after major nuclear-submarine awards. The backlog offers substantial visibility into future revenue and reflects robust government defense demand. General Dynamics Nuclear Submarine Awards Drive Q3 Backlog to Record High
- Positive Sentiment: Citigroup and RBC both raised their price targets to $400, indicating improved expectations following the earnings beat, even though neither firm assigned a bullish rating. Citigroup price target update
- Neutral Sentiment: Analysts remain cautious: Citigroup maintained a “neutral” rating, RBC kept “sector perform,” and BTIG retained “neutral.” This suggests the improved outlook may already be partly reflected in the stock’s recent gains. General Dynamics average target price
- Negative Sentiment: Despite strong operating momentum, investors are evaluating whether General Dynamics’ valuation and recent share-price appreciation adequately reflect the cash flows expected from its large backlog, which could temper further gains. General Dynamics Stock May Be A Bargain As Raised Guidance Tests Value
Insider Buying and Selling at General Dynamics
In other news, Director Robert K. Steel sold 7,440 shares of General Dynamics stock in a transaction that occurred on Wednesday, September 23rd. The shares were sold at an average price of $346.05, for a total value of $2,574,612.00. Following the completion of the transaction, the director owned 3,096 shares in the company, valued at approximately $1,071,370.80. The trade was a 70.62% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 1.40% of the company’s stock.
Analysts Set New Price Targets
A number of equities research analysts have weighed in on GD shares. Susquehanna lifted their price objective on General Dynamics from $420.00 to $455.00 and gave the company a “positive” rating in a report on Thursday, July 30th. UBS Group increased their target price on General Dynamics from $395.00 to $408.00 and gave the stock a “neutral” rating in a report on Tuesday, September 8th. Bank of America raised their target price on General Dynamics from $400.00 to $415.00 and gave the stock a “buy” rating in a research report on Monday, July 6th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of General Dynamics in a research note on Monday, September 28th. Finally, Wells Fargo & Company upped their price target on General Dynamics from $400.00 to $440.00 and gave the company an “overweight” rating in a research report on Tuesday, August 4th. Eleven analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $406.94.
View Our Latest Stock Analysis on GD
General Dynamics Trading Up 0.2%
Shares of General Dynamics stock opened at $373.16 on Tuesday. The stock has a market capitalization of $100.96 billion, a P/E ratio of 21.62, a price-to-earnings-growth ratio of 2.07 and a beta of 0.33. The company has a quick ratio of 0.96, a current ratio of 1.44 and a debt-to-equity ratio of 0.23. The company has a 50-day simple moving average of $351.22 and a 200 day simple moving average of $355.11. General Dynamics Corporation has a 12-month low of $306.77 and a 12-month high of $400.00.
General Dynamics (NYSE:GD – Get Free Report) last announced its quarterly earnings results on Friday, October 30th. The aerospace company reported $4.49 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.12 by $0.37. The firm had revenue of $14.57 billion during the quarter, compared to the consensus estimate of $13.72 billion. General Dynamics had a net margin of 8.18% and a return on equity of 17.43%. The firm’s quarterly revenue was up 12.9% on a year-over-year basis. During the same period last year, the firm posted $3.88 EPS. Research analysts expect that General Dynamics Corporation will post 16.99 earnings per share for the current fiscal year.
General Dynamics Dividend Announcement
The company also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Stockholders of record on Friday, October 9th will be issued a dividend of $1.59 per share. The ex-dividend date of this dividend is Friday, October 9th. This represents a $6.36 annualized dividend and a dividend yield of 1.7%. General Dynamics’s dividend payout ratio (DPR) is presently 37.41%.
General Dynamics Profile
General Dynamics Corporation (NYSE: GD) is a global aerospace and defense company that develops, manufactures and supports products and services for government and commercial customers. Its operations serve the U.S. government, allied nations and other customers worldwide, with a significant focus on national security, military modernization and mission support.
The company operates through four primary business areas. Aerospace provides Gulfstream business jets and related aircraft services through Gulfstream Aerospace, as well as aircraft management, charter, maintenance and completions services through Jet Aviation.
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