General Dynamics (NYSE:GD) Stock Unloaded Rep. Julie Johnson

Representative Julie Johnson (D-Texas) recently sold shares of General Dynamics Corporation (NYSE:GD). In a filing disclosed on January 15th, the Representative disclosed that they had sold between $1,001 and $15,000 in General Dynamics stock on December 18th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Dover (NYSE:DOV) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Philip Morris International (NYSE:PM) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Johnson & Johnson (NYSE:JNJ) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Bank of America (NYSE:BAC) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Republic Services (NYSE:RSG) on 12/18/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 12/18/2025.

General Dynamics Trading Down 0.4%

Shares of GD stock traded down $1.44 on Friday, reaching $367.25. 1,902,747 shares of the stock were exchanged, compared to its average volume of 1,214,695. The company has a quick ratio of 0.87, a current ratio of 1.40 and a debt-to-equity ratio of 0.29. The stock has a market cap of $99.20 billion, a P/E ratio of 23.80, a price-to-earnings-growth ratio of 1.62 and a beta of 0.41. The firm has a 50 day moving average of $344.52 and a two-hundred day moving average of $330.62. General Dynamics Corporation has a 1-year low of $239.20 and a 1-year high of $369.70.

General Dynamics (NYSE:GD) last released its quarterly earnings data on Friday, October 24th. The aerospace company reported $3.88 EPS for the quarter, topping analysts’ consensus estimates of $3.69 by $0.19. The company had revenue of $12.91 billion for the quarter, compared to the consensus estimate of $12.49 billion. General Dynamics had a return on equity of 18.27% and a net margin of 8.18%.The company’s quarterly revenue was up 10.6% compared to the same quarter last year. During the same period last year, the business posted $3.35 EPS. General Dynamics has set its FY 2025 guidance at 15.300-15.35 EPS. On average, research analysts anticipate that General Dynamics Corporation will post 14.83 EPS for the current year.

General Dynamics Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Friday, February 6th. Investors of record on Friday, January 16th will be issued a $1.50 dividend. This represents a $6.00 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Friday, January 16th. General Dynamics’s payout ratio is presently 38.89%.

Key Headlines Impacting General Dynamics

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

• Positive Sentiment: Won a large U.S. Navy contract (~$988M) to modernize C5ISR networks across ships, aircraft and shore sites — a direct revenue and backlog booster for GD’s mission-systems and IT services businesses, and likely to support near‑term government revenue visibility. General Dynamics Secures a $988M Deal to Modernize C5ISR Networks
• Positive Sentiment: Wolfe Research raised its price target to $415 and kept an outperform rating — signals increased sell‑side conviction and introduces upside vs. current levels, which can attract buyers. Wolfe Research adjusts General Dynamics price target to $415
• Positive Sentiment: TD Cowen lifted its price target to $390 and maintained a buy rating — another analyst upgrade that narrows downside and supports consensus estimates. TD Cowen adjusts price target on General Dynamics to $390
• Positive Sentiment: Unusual options activity: buyers accumulated ~163,813 call contracts (huge spike vs. average), indicating speculative/hedged bullish positioning that can amplify upside if momentum continues. (No direct article link provided.)
• Neutral Sentiment: Macro/sector commentary: an interview highlighting financials and defense as strong sectors may support investor interest in defense names broadly but is not TD‑specific. Financials and defense stocks have done very well, says Evans May Wealth’s Elizabeth Evans
• Neutral Sentiment: Peer news — L3Harris received a large Pentagon investment that’s driving its stock higher; strong flows into competitors can be a one‑off sector tailwind but also means competition for investor capital. L3Harris Blasts Off With a $1 Billion Pentagon Payload (GD)

Insider Buying and Selling at General Dynamics

In related news, VP David Paddock sold 20,360 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $334.92, for a total transaction of $6,818,971.20. Following the sale, the vice president directly owned 36,644 shares of the company’s stock, valued at approximately $12,272,808.48. This represents a 35.72% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Company insiders own 1.50% of the company’s stock.

Institutional Trading of General Dynamics

A number of hedge funds have recently made changes to their positions in the stock. Brighton Jones LLC increased its position in shares of 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 last quarter. Acadian Asset Management LLC grew its stake in 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 purchasing an additional 2,011 shares in the last quarter. Czech National Bank increased its holdings in General Dynamics by 5.7% in the second quarter. Czech National Bank now owns 61,576 shares of the aerospace company’s stock valued at $17,959,000 after buying an additional 3,294 shares during the last quarter. Key Client Fiduciary Advisors LLC acquired a new stake in General Dynamics during the second quarter valued at approximately $214,000. Finally, Fiduciary Alliance LLC lifted its holdings in General Dynamics by 51.1% during the 2nd quarter. Fiduciary Alliance LLC now owns 2,251 shares of the aerospace company’s stock worth $657,000 after buying an additional 761 shares during the last quarter. Institutional investors and hedge funds own 86.14% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on GD shares. Citigroup boosted their price objective on shares of General Dynamics from $371.00 to $389.00 and gave the stock a “neutral” rating in a research note on Tuesday, January 13th. BNP Paribas Exane upped their price target on shares of General Dynamics from $410.00 to $420.00 and gave the stock an “outperform” rating in a research report on Thursday, January 8th. Bank of America increased their price target on General Dynamics from $370.00 to $400.00 and gave the company a “buy” rating in a report on Tuesday, October 28th. BNP Paribas upgraded General Dynamics to a “strong-buy” rating in a research note on Tuesday, November 18th. Finally, JPMorgan Chase & Co. increased their target price on General Dynamics from $380.00 to $385.00 and gave the company an “overweight” rating in a research note on Friday, December 19th. Three analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $366.70.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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.