Stenger Family Office LLC Boosts Position in General Dynamics Corporation $GD

Stenger Family Office LLC boosted its stake in shares of General Dynamics Corporation (NYSE:GD) by 465.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,209 shares of the aerospace company’s stock after buying an additional 5,110 shares during the quarter. Stenger Family Office LLC’s holdings in General Dynamics were worth $2,197,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of GD. Brighton Jones LLC increased its holdings in General Dynamics by 16.9% during 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 increased its stake in shares of General Dynamics by 140.2% during the first quarter. Acadian Asset Management LLC now owns 3,445 shares of the aerospace company’s stock valued at $938,000 after buying an additional 2,011 shares during the period. Pallas Capital Advisors LLC raised its holdings in shares of General Dynamics by 185.2% in the second quarter. Pallas Capital Advisors LLC now owns 2,792 shares of the aerospace company’s stock valued at $814,000 after acquiring an additional 1,813 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in shares of General Dynamics in the second quarter valued at about $240,000. Finally, Signal Advisors Wealth LLC lifted its stake in General Dynamics by 44.2% in the second quarter. Signal Advisors Wealth LLC now owns 2,106 shares of the aerospace company’s stock worth $614,000 after acquiring an additional 646 shares during the period. 86.14% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have commented on GD. BNP Paribas raised shares of General Dynamics to a “strong-buy” rating in a research report on Tuesday, November 18th. TD Cowen increased their price objective on shares of General Dynamics from $370.00 to $390.00 and gave the company a “buy” rating in a research note on Wednesday. BNP Paribas Exane boosted their price objective on shares of General Dynamics from $410.00 to $420.00 and gave the stock an “outperform” rating in a research note on Thursday, January 8th. Wall Street Zen upgraded General Dynamics from a “hold” rating to a “buy” rating in a report on Saturday, October 4th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of General Dynamics in a research report on Wednesday, October 8th. Three analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, General Dynamics has a consensus rating of “Moderate Buy” and an average target price of $366.70.

Insider Activity

In related news, VP David Paddock sold 20,360 shares of the stock in a transaction on Wednesday, December 17th. The shares were 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. 1.50% of the stock is currently owned by corporate insiders.

General Dynamics News Summary

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)

General Dynamics Price Performance

Shares of GD opened at $367.25 on Friday. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.40 and a quick ratio of 0.87. The company’s fifty day moving average price is $344.52 and its 200-day moving average price is $330.62. The firm has a market capitalization of $99.20 billion, a PE ratio of 23.80, a price-to-earnings-growth ratio of 1.62 and a beta of 0.41. General Dynamics Corporation has a 1-year low of $239.20 and a 1-year high of $369.70.

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

General Dynamics Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, February 6th. Investors of record on Friday, January 16th will be given a dividend of $1.50 per share. This represents a $6.00 annualized dividend and a yield of 1.6%. The ex-dividend date is Friday, January 16th. General Dynamics’s dividend payout ratio (DPR) is currently 38.89%.

General Dynamics Company Profile

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.