JPMorgan Chase & Co. Boosts General Dynamics (NYSE:GD) Price Target to $400.00

General Dynamics (NYSE:GD) had its target price increased by analysts at JPMorgan Chase & Co. from $385.00 to $400.00 in a report released on Thursday,Benzinga reports. The firm currently has an “overweight” rating on the aerospace company’s stock. JPMorgan Chase & Co.‘s price objective points to a potential upside of 15.89% from the company’s current price.

A number of other equities analysts have also commented on the company. Bank of America reissued a “buy” rating and issued a $400.00 price objective on shares of General Dynamics in a research note on Friday, January 30th. Citigroup reduced their price objective on General Dynamics from $389.00 to $380.00 and set a “neutral” rating on the stock in a research note on Wednesday, April 1st. UBS Group reduced their price objective on General Dynamics from $385.00 to $371.00 and set a “neutral” rating on the stock in a research note on Thursday. Jefferies Financial Group dropped their target price on General Dynamics from $385.00 to $380.00 and set a “hold” rating for the company in a research report on Tuesday, April 7th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of General Dynamics in a research report on Tuesday, April 21st. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, General Dynamics has a consensus rating of “Moderate Buy” and an average price target of $390.47.

General Dynamics Price Performance

General Dynamics stock traded up $6.43 on Thursday, reaching $345.16. The company’s stock had a trading volume of 2,029,808 shares, compared to its average volume of 1,446,579. The company has a debt-to-equity ratio of 0.27, a quick ratio of 0.89 and a current ratio of 1.44. The company has a market cap of $93.49 billion, a price-to-earnings ratio of 22.34, a PEG ratio of 2.09 and a beta of 0.38. The business’s fifty day moving average price is $345.77 and its 200 day moving average price is $346.19. General Dynamics has a twelve month low of $266.98 and a twelve month high of $369.70.

General Dynamics (NYSE:GD) last posted its quarterly earnings data on Wednesday, April 29th. The aerospace company reported $4.10 EPS for the quarter, topping analysts’ consensus estimates of $3.67 by $0.43. The company had revenue of $13.48 billion for the quarter, compared to analyst estimates of $12.64 billion. General Dynamics had a return on equity of 17.57% and a net margin of 8.01%.The business’s revenue was up 10.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.66 earnings per share. Equities analysts expect that General Dynamics will post 16.3 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CEO Phebe N. Novakovic sold 32,918 shares of the company’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $354.09, for a total value of $11,655,934.62. Following the completion of the sale, 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 transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Marguerite Amy Gilliland sold 3,819 shares of the company’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $353.50, for a total value 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 represents a 7.86% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 51,260 shares of company stock worth $18,133,971. Company insiders own 1.40% of the company’s stock.

Institutional Investors Weigh In On General Dynamics

A number of institutional investors and hedge funds have recently added to or reduced their stakes in GD. Dunhill Financial LLC increased its holdings in General Dynamics by 620.0% in the third quarter. Dunhill Financial LLC now owns 72 shares of the aerospace company’s stock valued at $25,000 after purchasing an additional 62 shares during the last quarter. KERR FINANCIAL PLANNING Corp acquired a new position in General Dynamics in the third quarter valued at about $25,000. Dagco Inc. acquired a new position in General Dynamics in the fourth quarter valued at about $25,000. Burkett Financial Services LLC grew its stake in General Dynamics by 650.0% in 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 during the period. Finally, Steph & Co. grew its stake in General Dynamics by 65.2% in the fourth quarter. Steph & Co. now owns 76 shares of the aerospace company’s stock valued at $26,000 after acquiring an additional 30 shares during the period. Institutional investors own 86.14% of the company’s stock.

Key Stories Impacting General Dynamics

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

• Positive Sentiment: Q1 beat and guidance raise — GD reported Q1 revenue of ~$13.5B and diluted EPS of $4.10, topped estimates, and raised FY 2026 EPS guidance to $16.45–$16.55; management cited Marine/shipbuilding and aerospace strength and higher shipyard productivity. Why General Dynamics (GD) Is Up 5.6% After Raising 2026 EPS Guidance On Marine Strength
• Positive Sentiment: Strong orders, backlog and cash flow — companywide bookings were about $26.6B, backlog climbed toward ~$131B and GD reported robust operating cash flow and a ~2:1 book?to?bill, supporting future revenue visibility. General Dynamics Reports First-Quarter 2026 Financial Results
• Positive Sentiment: Analyst upgrades/price-target increases — Morgan Stanley raised its price target to $435 with an Overweight stance, signaling sizable upside from current levels and reinforcing investor confidence. Morgan Stanley raises price target on General Dynamics to $435
• Neutral Sentiment: RBC reaffirms sector?perform with $385 target — a constructive but more measured analyst view that still implies upside versus current levels. Benzinga (RBC note)
• Neutral Sentiment: More detail available — earnings?call transcript, slide deck and analyst notes are live for deeper diligence if you want segment?level trends and margin drivers. Earnings call transcript
• Negative Sentiment: Operational/contract risk — an earlier Army stop?work order on a Texas artillery shell plant highlights program?execution and contract?specific risks that could affect segments or timelines. TheStreet (stop?work on artillery plant)

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.