GD

AI Research

Dividend Raised 6% to $1.59/Quarter + Q4 EPS Beats → CEO Sells $11.6M Amid Backlog Growth

General Dynamics reported Q4 2025 EPS of $4.17 and revenue of $14.38 billion, both exceeding analyst expectations, yet the stock fell 4.55% post-earnings as investors focused on near-term margin concerns. The board approved a quarterly dividend of $1.59 per share, a 6% increase payable May 8, signaling confidence in cash generation from its Marine Systems and aerospace segments. CEO Phebe Novakovic sold 32,918 shares for approximately $11.7 million on March 11, raising insider selling concerns even as analysts maintain a Buy consensus with an average price target of $394.53.

Related News