Why General Dynamics (GD) Stock Is Up Today

General Dynamics (GD) is up 3.0% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a read-through rally from strong defense-sector sentiment rather than a fresh company-specific announcement. This could be because a major defense peer posted a strong quarter and raised guidance on July 23, 2026, reinforcing investor confidence in military demand ahead of General Dynamics' own earnings next week.

Details:

General Dynamics has scheduled its second-quarter 2026 results call for July 29, 2026, which can pull in buyers when sentiment toward the sector improves.

In its most recent quarterly update, the company reported first-quarter 2026 revenue of $13.5 billion and operating EPS of $4.10, while also lifting its full-year profit outlook.

That earlier strength was supported by Marine Systems, a business investors have been watching closely because of submarine and shipbuilding demand.

A large defense peer reported strong second-quarter results on July 23, 2026 and lifted its 2026 outlook, which likely helped lift expectations across other defense names, including GD.

Sources:

General Dynamics, Lockheed Martin, SEC

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$GD Insider Trading Activity

$GD insiders have traded $GD stock on the open market 12 times in the past 6 months. Of those trades, 0 have been purchases and 12 have been sales.

Here’s a breakdown of recent trading of $GD stock by insiders over the last 6 months:

MARK LAGRAND BURNS (Executive Vice President) has made 0 purchases and 5 sales selling 82,863 shares for an estimated $28,644,522.
PHEBE N NOVAKOVIC (Chairman and CEO) has made 0 purchases and 2 sales selling 32,918 shares for an estimated $11,656,060.
MARK MALCOLM has made 0 purchases and 2 sales selling 5,480 shares for an estimated $2,000,200.
MARK RAYHA (Vice President) sold 4,370 shares for an estimated $1,524,194
MARGUERITE AMY GILLILAND (Executive Vice President) sold 3,819 shares for an estimated $1,350,020
GREGORY S GALLOPOULOS (Senior VP, Gen. Counsel, Sec.) sold 3,729 shares for an estimated $1,321,359

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

EARLY ACCESS

Receive GD Data Alerts

Real-time alerts on filings, insider trades, and market signals — before everyone else.

Get Alerts →

$GD Hedge Fund Activity

We have seen 974 institutional investors add shares of $GD stock to their portfolio, and 857 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

CAPITAL RESEARCH GLOBAL INVESTORS removed 1,768,057 shares (-31.1%) from their portfolio in Q1 2026, for an estimated $606,832,523
BLACKROCK, INC. added 876,094 shares (+4.9%) to their portfolio in Q1 2026, for an estimated $300,692,982
HOLOCENE ADVISORS, LP removed 863,254 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $296,286,037
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 637,578 shares (+44.8%) to their portfolio in Q1 2026, for an estimated $218,829,521
WELLINGTON MANAGEMENT GROUP LLP removed 631,947 shares (-63.7%) from their portfolio in Q1 2026, for an estimated $216,896,849
ROYAL BANK OF CANADA removed 581,368 shares (-17.4%) from their portfolio in Q1 2026, for an estimated $199,537,124
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ removed 562,666 shares (-9.0%) from their portfolio in Q1 2026, for an estimated $193,118,224

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$GD Government Contracts

We have seen $4,756,640,358 of award payments to $GD over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

UNDEFINITIZED CONTRACT ACTION FOR NEXT GENERATION GATEWAY PHASE II: $345,477,800
GLOBAL SECURITY ENGINEERING&SUPPLY CHAIN SERVICES.: $285,391,951
THE CLOUD PRODUCTS AND TOOLS (CPT) CONTRACT IS USED TO PROVIDE CLOUD-BASED INFRASTRUCTURE FROM COMMERCIAL C...: $275,763,650
STRATEGIC COMMAND INFORMATION TECHNOLOGY LIFECYCLE SUPPORT (SCITLS) TASK ORDER AWARD: $154,396,868
FILE CONVERSION SERVICES: $150,204,859

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$GD Congressional Stock Trading

Members of Congress have traded $GD stock 6 times in the past 6 months. Of those trades, 4 have been purchases and 2 have been sales.

Here’s a breakdown of recent trading of $GD stock by members of Congress over the last 6 months:

REPRESENTATIVE DWIGHT EVANS sold up to $15,000 on 06/10.
REPRESENTATIVE JARED MOSKOWITZ has traded it 3 times. They made 3 purchases worth up to $45,000 on 03/31, 03/23 and 0 sales.
SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 02/10.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$GD Analyst Ratings

Wall Street analysts have issued reports on $GD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

B of A Securities issued a "Buy" rating on 01/30/2026

To track analyst ratings and price targets for $GD, check out Quiver Quantitative's $GD forecast page.

$GD Price Targets

Multiple analysts have issued price targets for $GD recently. We have seen 7 analysts offer price targets for $GD in the last 6 months, with a median target of $400.0.

Here are some recent targets:

Sheila Kahyaoglu from Jefferies set a target price of $440.0 on 07/09/2026
Ronald Epstein from B of A Securities set a target price of $415.0 on 07/06/2026
John Godyn from Citigroup set a target price of $364.0 on 05/18/2026
Ken Herbert from RBC Capital set a target price of $385.0 on 04/30/2026
Seth Seifman from JP Morgan set a target price of $400.0 on 04/30/2026
Gavin Parsons from UBS set a target price of $371.0 on 04/30/2026
David Strauss from Wells Fargo set a target price of $400.0 on 04/01/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.