Senator John Boozman (R-Arkansas) has recently divested a portion of his investment in General Dynamics Corporation (NYSE:GD), according to a filing made public on August 6. The Senator sold shares valued between $1,001 and $15,000 on July 31, 2025, as part of a series of transactions that included other notable trades in various companies.
In addition to the sale of General Dynamics stock, Boozman purchased shares of GE Aerospace (NYSE:GE), valued between $1,001 and $15,000Mondelez International (NASDAQ:MDLZ) and JPMorgan Chase & Co. (NYSE:JPM), both within the same price range. Notably, on July 8, he sold shares of the iShares iBoxx $ High Yield Corporate Bond ETF (NYSEARCA:HYG) and acquired shares of the Goldman Sachs Access Investment Grade Corporate Bond ETF (NYSEARCA:GIGB).
General Dynamics Stock Performance
On the trading day following Boozman’s transaction, General Dynamics shares opened at $315.12. Over the past year, the stock has fluctuated, with a low of $239.20 and a high of $322.50. The company’s market capitalization stands at $84.76 billion, with a price-to-earnings (P/E) ratio of 21.15 and a price-to-earnings-growth (PEG) ratio of 1.92.
In its most recent earnings report, issued on July 23, General Dynamics revealed earnings per share of $3.74, surpassing analysts’ expectations of $3.47. The firm’s revenue for the quarter reached $13.04 billion, exceeding forecasts of $12.13 billion. This performance marks an 8.9% increase in revenue year-over-year, up from $3.26 earnings per share during the same period last year.
General Dynamics also announced a quarterly dividend of $1.50 per share, payable on November 14, 2025, to shareholders on record as of October 10, 2025. This translates to an annualized dividend of $6.00 and a yield of 1.9%. The company’s payout ratio currently stands at 40.27%.
Analysts’ Insights and Institutional Activity
Several analysts have recently revised their outlook on General Dynamics. Deutsche Bank upgraded the stock from a “hold” to a “buy” rating, increasing its price target from $298.00 to $342.00. Similarly, Citigroup raised its price objective from $348.00 to $368.00 while maintaining a “buy” rating. Other firms, including Jefferies Financial Group and UBS Group, have also adjusted their target prices, reflecting a positive sentiment towards the stock.
Institutional trading has seen significant activity, with hedge funds making notable adjustments to their positions in General Dynamics. For example, Rialto Wealth Management LLC increased its holdings by 213.8% in the first quarter, now owning 91 shares valued at approximately $25,000. Other firms, including Inlight Wealth Management LLC and Smallwood Wealth Investment Management LLC, have also entered new positions in the company.
Insider trading activity shows that Mark Lagrand Burns, Executive Vice President, sold 43,860 shares on July 28 at an average price of $312.28, amounting to a total of $13,696,600.80. Following this transaction, Burns retained 39,875 shares valued at approximately $12.45 million, indicating a significant decrease of 52.38% in his holdings. Leon Rudy F. De, a director at the company, also sold 5,490 shares for around $1.72 million the same day.
Corporate insiders have collectively sold 268,370 shares valued at approximately $78.41 million over the past ninety days, with insiders holding 1.50% of the company’s stock.
Background on Senator Boozman
Senator John Boozman has served in the U.S. Senate since January 3, 2011, and his current term is set to conclude on January 3, 2029. He was re-elected on November 8, 2022, after winning against various contenders, including Democrat Conner Eldridge. Before his political career, he worked as an optometrist and served as a U.S. Representative from 2001 to 2011.
General Dynamics operates as a prominent aerospace and defense company, divided into four segments: Aerospace, Marine Systems, Combat Systems, and Technologies. The Aerospace segment focuses on the production and sale of business jets, along with offering various aircraft services. The company’s diverse operations position it as a key player in the global defense and aerospace markets.
As trading activity continues to unfold, both institutional and retail investors are closely monitoring General Dynamics and Senator Boozman’s financial maneuvers within the context of broader market trends.
