General Dynamics (NYSE:GD) Stock Rating Upgraded by Wells Fargo & Company

General Dynamics (NYSE:GD) was upgraded by investment analysts at Wells Fargo & Company to a “strong-buy” rating in a research report issued on Tuesday,Zacks.com reports.

A number of other equities research analysts have also issued reports on the company. BNP Paribas Exane lowered their target price on General Dynamics from $420.00 to $410.00 and set an “outperform” rating for the company in a research note on Thursday, January 29th. Sanford C. Bernstein restated a “market perform” rating and issued a $398.00 price target on shares of General Dynamics in a report on Monday, January 12th. Wolfe Research lifted their price objective on shares of General Dynamics from $400.00 to $415.00 and gave the company an “outperform” rating in a research note on Monday, January 12th. Bank of America reissued a “buy” rating and set a $400.00 target price on shares of General Dynamics in a research report on Friday, January 30th. Finally, TD Cowen upped their target price on shares of General Dynamics from $370.00 to $390.00 and gave the company a “buy” rating in a research note on Wednesday, January 14th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $384.42.

General Dynamics Price Performance

GD opened at $350.96 on Tuesday. General Dynamics 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 $353.51 and its 200 day simple moving average is $345.99. The stock has a market capitalization of $95.06 billion, a PE ratio of 22.72, a P/E/G ratio of 2.04 and a beta of 0.39. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.89 and a current ratio of 1.44.

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

Insiders Place Their Bets

In other General Dynamics news, EVP Marguerite Amy Gilliland sold 3,819 shares of General Dynamics stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $353.50, for a total transaction of $1,350,016.50. Following the completion of the sale, the executive vice president owned 44,767 shares of the company’s stock, valued at $15,825,134.50. This trade represents a 7.86% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Phebe N. Novakovic sold 32,918 shares of the business’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $354.09, for a total transaction of $11,655,934.62. Following the transaction, the chief executive officer owned 766,457 shares in the company, valued at approximately $271,394,759.13. This represents a 4.12% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 51,260 shares of company stock valued at $18,133,971. 1.50% of the stock is owned by corporate insiders.

Institutional Trading of General Dynamics

Institutional investors have recently bought and sold shares of the company. Dunhill Financial LLC increased its position in General Dynamics by 620.0% in the 3rd quarter. Dunhill Financial LLC now owns 72 shares of the aerospace company’s stock worth $25,000 after purchasing an additional 62 shares during the last quarter. KERR FINANCIAL PLANNING Corp bought a new stake in shares of General Dynamics in the 3rd quarter valued at approximately $25,000. Dagco Inc. acquired a new position in General Dynamics in the fourth quarter worth approximately $25,000. Halbert Hargrove Global Advisors LLC acquired a new position in General Dynamics in the third quarter worth approximately $26,000. Finally, Burkett Financial Services LLC raised its position in General Dynamics by 650.0% during the third quarter. Burkett Financial Services LLC now owns 75 shares of the aerospace company’s stock valued at $26,000 after acquiring an additional 65 shares in the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Trending Headlines about General Dynamics

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

• Positive Sentiment: Wells Fargo started coverage with an “overweight” rating and a $400 price target, giving investors a bullish catalyst and fresh buying interest. Wells Fargo Starts Coverage
• Positive Sentiment: U.S. military’s increased A-10 deployments to the Middle East and related new contracts have lifted demand for defense systems/services that play to General Dynamics’ strengths, supporting revenue visibility. A-10 Deployments and Contracts
• Positive Sentiment: Recent market commentary notes GD outperformed the broader market in the latest session, reflecting short?term momentum that can attract tactical buyers. Outperformance Note
• Neutral Sentiment: Valuation analysis suggests the stock has consolidated recently and investors should weigh whether current price already reflects expected growth — useful context but not an immediate catalyst. Valuation Analysis
• Neutral Sentiment: Competitor moves (Kratos expanding its C5ISR business) indicate rising competition in certain defense tech segments; this influences competitive dynamics over the medium term rather than near?term price action. Kratos Expansion
• Negative Sentiment: Citigroup trimmed its price target from $389 to $380 and kept a “neutral” rating — a downward tweak that can limit upside expectations and weigh on sentiment. Citigroup Lowers Target
• Negative Sentiment: Political risk: comments about a possible NATO pullback and broader geopolitical shifts could inject volatility into defense names if investors fear destabilized alliance spending patterns. Political Risk

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.