NTV Asset Management 13F: New $1.1M Stake in GD

NTV Asset Management opened a new position in General Dynamics Corporation (NYSE:GD), acquiring 3,465 shares worth about $1.15 million. The investment was revealed in a Form 13F filing with the U.S. Securities and Exchange Commission on October 23, 2026. General Dynamics closed at $349.36 on the day of the filing.

GD General Dynamics Corporation

$349.36 ▲ +3.58% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in NTV Asset Management's General Dynamics Position

NTV Asset Management initiated a brand-new stake in the aerospace and defense company during the period, purchasing 3,465 shares. The reported value of the new holding stood at $1,149,791. Because this is a newly established position, there is no prior share count or percentage change to report.

Other Institutional Activity in General Dynamics

Other major institutional investors adjusted their holdings in General Dynamics around the same reporting period. Longview Asset Management, LLC kept its holdings steady at 27,060,944 shares worth about $9,454,010,999, showing no change in its stake. Newport Trust Company, LLC reduced its holdings by 172,347 shares, ending with 13,398,261 shares worth about $4,680,816,266, which is a 1.3% decrease.

General Dynamics Corporation Stock Up 1.3%

General Dynamics shares recently traded around $349.36 as of October 24, 2026, which is about equal to its closing price of $349.36 on the filing date. The stock traded below its 50-day moving average of $355.25 and below its 200-day moving average of $354.77. The shares sit 12.7% below their 52-week high of $400.00 and 13.9% above their 52-week low of $306.77. The company has a market capitalization of roughly $94.9 billion and a price-to-earnings ratio of 21.40.

Recent Earnings

General Dynamics reported trailing twelve-month revenue of $54.86 billion and trailing earnings of $16.39 per share. The company posted a net profit margin of 8.2% and a return on equity of 17.8%. Its next earnings report is scheduled for October 30, 2026.

Dividend

General Dynamics pays an annual dividend rate of $6.36 per share, which translates to a dividend yield of 1.81%. The company pays out 37.7% of its earnings as dividends.

Insider Buying and Selling at General Dynamics Corporation

Company insiders completed several transactions prior to the filing. On July 31, 2026, Marguerite Amy Gilliland sold 43,180 shares for a total value of $16,323,658. On August 3, 2026, Chief Executive Officer Phebe N. Novakovic sold 51,568 shares worth $19,728,845. On August 5, 2026, Christopher J. Brady sold 6,320 shares at an average price of $383.32, totaling $2,422,582. On August 10, 2026, Peter A. Wall sold 1,990 shares at $396.43 each, for a total value of $788,898.

Analysts Set New Price Targets

Wall Street firms updated their views on the aerospace company ahead of the filing. On September 23, 2026, Bernstein maintained a Market Perform rating with a price target of $407.00. On October 7, 2026, Citigroup maintained a Neutral rating while moving its target from $404.00 to $374.00. TD Cowen maintained a buy rating on October 9, 2026, moving its target from $420.00 to $380.00. On October 14, 2026, Bernstein maintained a Market Perform rating, lowering its target from $407.00 to $365.00. RBC Capital maintained a Sector Perform rating on October 15, 2026, moving its target from $410.00 to $360.00. Overall, the stock holds a consensus buy rating among 21 analyst opinions, with a mean price target of $406.78.

About General Dynamics Corporation

General Dynamics operates as an aerospace and defense company around the world. It builds business jets, combat vehicles, marine systems, and various technology solutions. The company also provides repair, maintenance, and support services for aviation customers.

Bottom Line

Investors will watch for the upcoming earnings release on October 30, 2026, for fresh updates on company performance. Institutional filing trends and ongoing analyst target adjustments will also guide market sentiment in the near term.