General Dynamics (NYSE:GD) Given New $430.00 Price Target at BNP Paribas Exane

General Dynamics (NYSE:GD) had its target price increased by BNP Paribas Exane from $410.00 to $430.00 in a research note issued to investors on Tuesday morning,MarketScreener reports. They currently have an outperform rating on the aerospace company’s stock.

GD has been the topic of a number of other research reports. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $398.00 price target on shares of General Dynamics in a report on Monday, January 12th. Wall Street Zen cut shares of General Dynamics from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Bank of America reissued a “buy” rating and issued a $400.00 target price on shares of General Dynamics in a research note on Friday, January 30th. Weiss Ratings reissued a “buy (b)” rating on shares of General Dynamics in a research note on Thursday, January 22nd. Finally, Argus increased their target price on General Dynamics from $380.00 to $395.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $384.53.

General Dynamics Stock Performance

Shares of NYSE:GD traded down $0.16 during mid-day trading on Tuesday, reaching $348.28. The company had a trading volume of 298,172 shares, compared to its average volume of 1,378,260. The company has a current ratio of 1.44, a quick ratio of 0.89 and a debt-to-equity ratio of 0.27. The firm has a market cap of $94.33 billion, a price-to-earnings ratio of 22.56, a PEG ratio of 2.08 and a beta of 0.38. The company’s 50-day moving average price is $352.27 and its 200-day moving average price is $346.80. General Dynamics has a one year low of $249.92 and a one year high of $369.70.

General Dynamics (NYSE:GD) last posted its quarterly earnings results on Wednesday, January 28th. The aerospace company reported $4.17 EPS for the quarter, topping analysts’ consensus estimates of $4.11 by $0.06. The company had revenue of $14.38 billion for the quarter, compared to analysts’ expectations 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 was up 7.8% on a year-over-year basis. During the same quarter in the previous year, the firm posted $4.15 EPS. General Dynamics has set its FY 2026 guidance at 16.100-16.200 EPS. As a group, equities research analysts anticipate that General Dynamics will post 14.83 EPS for the current fiscal year.

General Dynamics Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, May 8th. Investors of record on Friday, April 10th will be paid a $1.59 dividend. The ex-dividend date of this dividend is Friday, April 10th. This is a boost from General Dynamics’s previous quarterly dividend of $1.50. This represents a $6.36 annualized dividend and a dividend yield of 1.8%. General Dynamics’s payout ratio is 41.17%.

Insiders Place Their Bets

In related news, EVP Mark Lagrand Burns sold 10,153 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $354.95, for a total value of $3,603,807.35. Following the sale, the executive vice president directly owned 38,975 shares of the company’s stock, valued at $13,834,176.25. This trade represents a 20.67% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Phebe N. Novakovic sold 32,918 shares of the firm’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 directly owned 766,457 shares in the company, valued at $271,394,759.13. The trade was a 4.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 51,260 shares of company stock valued at $18,133,971 over the last three months. Company insiders own 1.40% of the company’s stock.

Institutional Trading of General Dynamics

Large investors have recently modified their holdings of the business. Cornerstone Planning LLC purchased a new stake in General Dynamics in the fourth quarter worth about $3,416,000. Rockefeller Capital Management L.P. lifted its holdings in General Dynamics by 12.5% in the fourth quarter. Rockefeller Capital Management L.P. now owns 106,218 shares of the aerospace company’s stock worth $35,760,000 after buying an additional 11,806 shares during the period. World Investment Advisors lifted its holdings in General Dynamics by 12.1% in the fourth quarter. World Investment Advisors now owns 23,413 shares of the aerospace company’s stock worth $7,882,000 after buying an additional 2,526 shares during the period. Nalls Sherbakoff Group LLC purchased a new stake in General Dynamics in the fourth quarter worth about $124,000. Finally, Eos Management L.P. lifted its holdings in General Dynamics by 12.9% in the fourth quarter. Eos Management L.P. now owns 5,061 shares of the aerospace company’s stock worth $1,704,000 after buying an additional 580 shares during the period. 86.14% of the stock is owned by institutional investors.

General Dynamics News Roundup

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

• Positive Sentiment: BNP Paribas Exane raised its price target to $430 (from $410) and kept an “outperform” rating — implying ~23.6% upside from the current price; this is a clear buy-side endorsement that supports upside. BNP Paribas adjusts General Dynamics price target to $430
• Positive Sentiment: Wells Fargo initiated coverage with an Overweight rating and a $400 target, another institutional vote of confidence that could attract buying interest. Wells Fargo Initiates Coverage on General Dynamics
• Positive Sentiment: GD won a $1.27B U.S. Navy contract to support Virginia‑class submarines — a material backlog/earnings driver and direct revenue catalyst. General Dynamics wins $1.27B deal
• Neutral Sentiment: Media lists (InsiderMonkey/Yahoo) continue to highlight GD as a reliable dividend stock; supportive for income investors but not an immediate price catalyst. General Dynamics among the 15 best consistent dividend stocks
• Negative Sentiment: Deutsche Bank downgraded GD from Buy to Hold with a $387 target (≈11.2% upside), signaling caution that can pressure sentiment and reduce momentum. Deutsche Bank downgrades General Dynamics to Hold
• Negative Sentiment: Jefferies trimmed its target to $380 (from $385) and kept a Hold — another modest headwind on consensus sentiment. Jefferies lowers price target on GD
• Negative Sentiment: Sector weakness: a Barron’s note and ETF moves show defense names down as investors await further policy/action on Iran, creating near-term volatility risk for GD. Defense stocks fall; why they haven’t had an Iran war surge

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.