Market Cap
$89.8B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 23, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Sep 8, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 4, 2026 | Wells Fargo | MAINTAIN | Overweight | 54% |
| Aug 3, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | BNP Paribas | MAINTAIN | Outperform | — |
| Jul 30, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Jul 30, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 30, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 30, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jul 30, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 15 | 10 | 1 | 0 | 67% | |
| Aug 1, 2026 | 7 | 14 | 11 | 1 | 0 | 64% | |
| Jul 1, 2026 | 7 | 14 | 11 | 1 | 0 | 64% | |
| Jun 1, 2026 | 6 | 14 | 12 | 1 | 0 | 61% | |
| May 1, 2026 | 6 | 15 | 11 | 1 | 0 | 64% | |
| Apr 1, 2026 | 6 | 16 | 10 | 1 | 0 | 67% | |
| Mar 1, 2026 | 6 | 15 | 10 | 1 | 0 | 66% | |
| Feb 1, 2026 | 6 | 15 | 10 | 1 | 0 | 66% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $4.14 | $3.99–$4.26 | 6.8% | +0.2% | 13↑ 3↓ | $13.7B | 17 |
| Next Q | $4.51 | $4.27–$4.94 | 8.1% | -0.0% | 6↑ 10↓ | $14.7B | 17 |
| Current FY | $16.99 | $16.81–$17.35 | 10.0% | -0.0% | 17↑ 0↓ | $55.9B | 19 |
| Next FY | $18.62 | $17.59–$19.35 | 9.6% | +0.1% | 16↑ 1↓ | $58.6B | 20 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $4.143 | — |
| 7d ago | $4.137 | +0.006 |
| 30d ago | $4.137 | +0.006 |
| 60d ago | $4.129 | +0.014 |
| 90d ago | $4.076 | +0.067 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 19,310,609 | $6.8B | 12.1% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,670,477 | $5.9B | 10.4% | — |
| Newport Trust Company, LLC | 13,398,261 | $4.7B | 8.4% | — |
| STATE STREET CORP | 11,811,099 | $4.2B | 7.4% | — |
| BANK OF AMERICA CORP /DE/ | 7,349,613 | $2.6B | 4.6% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 6,808,241 | $2.4B | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,220,205 | $2.2B | 3.9% | — |
| JPMORGAN CHASE & CO | 5,283,746 | $1.8B | 3.2% | — |
| MORGAN STANLEY | 4,440,256 | $1.6B | 2.8% | — |
| WELLS FARGO & COMPANY/MN | 4,326,856 | $1.5B | 2.7% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 5,702,629 | 4,140,985 | -27.4% | $1.5B |
| D. E. Shaw & Co., Inc. | ADD | 913,092 | 1,242,347 | +36.1% | $440.1M |
| ProShare Advisors LLC | DOUBLED | 495,187 | 1,076,752 | +117.4% | $381.4M |
| HSBC HOLDINGS PLC | ADD | 684,029 | 1,062,295 | +55.3% | $376.0M |
| UBS Group AG | TRIM | 1,525,902 | 1,039,208 | -31.9% | $368.1M |
| BNP PARIBAS FINANCIAL MARKETS | ADD | 707,228 | 908,555 | +28.5% | $321.8M |
| BARCLAYS PLC | TRIM | 774,730 | 546,014 | -29.5% | $193.4M |
| Point72 Asset Management, L.P. | DOUBLED | 184,840 | 499,224 | +170.1% | $176.8M |
| NATIONAL BANK OF CANADA /FI/ | ADD | 313,679 | 499,159 | +59.1% | $176.8M |
| Allianz Asset Management GmbH | ADD | 356,014 | 474,451 | +33.3% | $168.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 23, 2026 | STEEL ROBERT K | Director | SELL | 2,190 | $346.12 | $758.0K |
| Sep 23, 2026 | STEEL ROBERT K | Director | SELL | 1,780 | $346.01 | $615.9K |
| Sep 23, 2026 | STEEL ROBERT K | Director | EXERCISE | 2,770 | $168.56 | $466.9K |
| Sep 23, 2026 | STEEL ROBERT K | Director | SELL | 2,770 | $346.08 | $958.6K |
| Sep 23, 2026 | STEEL ROBERT K | Director | EXERCISE | 1,780 | $227.58 | $405.1K |
| Sep 23, 2026 | STEEL ROBERT K | Director | EXERCISE | 700 | $274.51 | $192.2K |
| Sep 23, 2026 | STEEL ROBERT K | Director | EXERCISE | 2,190 | $232.90 | $510.1K |
| Sep 23, 2026 | STEEL ROBERT K | Director | SELL | 700 | $345.82 | $242.1K |
| Sep 16, 2026 | DE LEON RUDY F | Director | AWARD | 52 | $356.69 | $18.5K |
| Sep 16, 2026 | HANEY CECIL D | Director | AWARD | 10 | $356.69 | $3.6K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jun 10, 2026 | Dwight Evans | D | HOUSE | SELL | $1,001 - $15,000 | General Dynamics Corp | Jun 25, 2026(16d) |
| Mar 31, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | General Dynamics Corp | May 1, 2026(32d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | General Dynamics Corp | May 1, 2026(40d) |
| Mar 23, 2026 | Jared Moskowitz | D | HOUSE | BUY | $1,001 - $15,000 | General Dynamics Corp | May 1, 2026(40d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | General Dynamics Corp | Mar 10, 2026(29d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | General Dynamics Corp | Feb 16, 2026(39d) |