Mcdonald Partners LLC Has $582,000 Stake in General Dynamics Corporation $GD

Mcdonald Partners LLC lowered its holdings in General Dynamics Corporation (NYSE:GD) by 69.8% during the third quarter, Holdings Channel.com reports. The firm owned 1,706 shares of the aerospace company’s stock after selling 3,934 shares during the period. Mcdonald Partners LLC’s holdings in General Dynamics were worth $582,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. Dunhill Financial LLC raised its holdings in shares of 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 buying an additional 62 shares during the last quarter. Halbert Hargrove Global Advisors LLC acquired a new stake in General Dynamics in the 3rd quarter valued at about $26,000. Louisbourg Investments Inc. bought a new position in shares of General Dynamics in the third quarter worth about $27,000. Redmont Wealth Advisors LLC acquired a new position in shares of General Dynamics during the third quarter worth approximately $30,000. Finally, Vermillion & White Wealth Management Group LLC grew its stake in shares of General Dynamics by 80.3% during the second quarter. Vermillion & White Wealth Management Group LLC now owns 110 shares of the aerospace company’s stock valued at $32,000 after purchasing an additional 49 shares during the last quarter. Institutional investors own 86.14% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on GD. Morgan Stanley boosted their price objective on shares of General Dynamics from $408.00 to $410.00 and gave the stock an “overweight” rating in a research report on Thursday, January 29th. 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. Argus upped their price target on General Dynamics from $380.00 to $395.00 and gave the company a “buy” rating in a research note on Thursday, February 19th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $398.00 price target on shares of General Dynamics in a report on Monday, January 12th. Finally, Susquehanna reiterated a “positive” rating and issued a $420.00 price objective on shares of General Dynamics in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, General Dynamics currently has a consensus rating of “Moderate Buy” and a consensus price target of $376.26.

General Dynamics Stock Down 0.0%

NYSE:GD opened at $364.63 on Wednesday. The company has a quick ratio of 0.89, a current ratio of 1.44 and a debt-to-equity ratio of 0.27. General Dynamics Corporation has a 12-month low of $239.20 and a 12-month high of $369.70. The stock’s fifty day simple moving average is $353.57 and its 200-day simple moving average is $341.58. The firm has a market capitalization of $98.59 billion, a P/E ratio of 23.60, a P/E/G ratio of 2.18 and a beta of 0.39.

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

Key Stories Impacting General Dynamics

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

• Positive Sentiment: Broader defense tailwind as Middle East conflict escalates — investors are rotating into defense stocks on expectations of higher military spending and faster contract awards, supporting demand for contractors like GD. Top 10 Defense Stocks As Mideast Conflict Escalates
• Positive Sentiment: Company-specific wins: reports note GD has landed major global defense orders and is advancing the M1E3 tank program — these contract flows and program progress support revenue visibility and backlog growth. General Dynamics Gains From Strong Orders and Defense Demand
• Positive Sentiment: Analyst bullish case: a recent Forbes piece highlights GD as a stronger upside play for 2026, citing valuation, program pipeline and secular defense spending trends — this can attract investor interest and positive re-rating. Why General Dynamics Is The Stronger Upside Play In 2026.
• Neutral Sentiment: Sector moves are broad but uneven — coverage from major outlets shows US and European defense names jumping on geopolitical news; that supports GD but means relative performance will depend on contract mix and near-term news flow. Global defense stocks jump as U.S., Iran exchange attacks
• Neutral Sentiment: Long-term supply dynamics shifting: reporting on breaking China’s rare-earth chokepoint suggests potential long-term benefits for U.S. defense supply chains, but gains are structural and will take time to reach contractors’ P&Ls. China’s Rare Earth Grip on the U.S. Military Is About to Break
• Negative Sentiment: Near-term operational headwinds: analysts and news pieces warn supply-chain constraints and tariff pressures could compress margins or delay deliveries, a tangible risk that could weigh on GD’s quarterly performance. General Dynamics Gains From Strong Orders and Defense Demand
• Negative Sentiment: Not all defense stocks are automatic winners — coverage notes divergence within the group, so GD’s outperformance isn’t guaranteed; investors should watch upcoming order announcements, margins, and guidance for conviction. The Iran Conflict Widens But Not All Defense Stocks Are Rising. Here’s Why.

Insider Activity at General Dynamics

In related news, VP David Paddock sold 20,360 shares of General Dynamics stock in a transaction that occurred 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 transaction, the vice president owned 36,644 shares of the company’s stock, valued at $12,272,808.48. This trade represents a 35.72% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Mark Rayha sold 4,370 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $348.79, for a total transaction of $1,524,212.30. Following the completion of the sale, the vice president directly owned 7,936 shares of the company’s stock, valued at $2,767,997.44. The trade was a 35.51% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 1.50% of the stock is owned by company insiders.

General Dynamics 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.