NTV Asset Management 13F: New $4.5M Stake in SPCX

What Changed in NTV Asset Management's Space Exploration Technologies Corp. Position

NTV Asset Management opened a new stake in Space Exploration Technologies Corp. (SPCX), picking up 29,772 shares. According to a Form 13F filing with the SEC on October 23, 2026, the new investment carried an estimated value of $4,491,404 at the close of the period.

SPCX Space Exploration Technologies Corp.

$144.75 ▲ +25.59% past 3 months

1M 3M

Daily close · Oct 22, 2026

Other Institutional Activity in Space Exploration Technologies Corp.

Other institutional investors have also adjusted their positions in the aerospace and satellite services company. Wilmington Savings Fund Society, FSB picked up a new position of 10,577 shares worth about $1,595,646. BIP Wealth grew its holdings by 10,091 shares, ending with 12,197 shares worth about $1,840,000 after a 479.2% increase. Alphabet Inc. grew its holdings by 275,594,750 shares, ending with 551,189,500 shares worth about $81,294,942,382. Valor Management LLC grew its holdings by 251,707,265 shares, ending with 503,414,530 shares worth about $74,248,611,795. Vy Capital Management Co. Ltd. grew its holdings by 135,905,750 shares, ending with 271,811,500 shares worth about $40,089,479,628.

Space Exploration Technologies Corp. Stock Down 7.4%

Space Exploration Technologies Corp. closed at $147.49 on October 23, 2026, and recently traded around $147.50. The stock sits about 1.1% below its 50-day moving average and 34.6% below its 52-week high of $225.64.

Recent Earnings

The company reported trailing-twelve-month revenue of $32.04 billion and an earnings per share of -$1.00, alongside a net profit margin of -8.6%. Its next earnings report is scheduled for February 9, 2027.

Dividend

Space Exploration Technologies Corp. does not pay a dividend, maintaining a dividend payout ratio of 0.0% and a yield of 0.0%.

Insider Buying and Selling at Space Exploration Technologies Corp.

Company insiders have traded shares in recent months, including Chief Executive Officer Elon Reeve Musk selling 11,390 shares on April 2, 2026, at an average price of $105.32 for a total value of $1,199,572. President Gwynne E. Shotwell sold 342,170 shares on September 22, 2026, valued at $52,546,493.

Analysts Set New Price Targets

Wall Street analysts have updated their views on the stock ahead of upcoming reports. Macquarie maintains an Outperform rating with a $250.00 price target on October 21, 2026. UBS maintains a Buy rating, raising its target from $210.00 to $230.00 on October 21, 2026. Citigroup maintains a Buy rating, raising its target from $200.00 to $240.00 on October 21, 2026. B of A Securities maintains a Buy rating, raising its target from $235.00 to $275.00 on October 22, 2026. Pivotal Research maintains a Buy rating, raising its target from $230.00 to $260.00 on October 22, 2026. Overall, the stock holds a consensus Buy recommendation from 34 analysts, with a mean price target of $257.71.

About Space Exploration Technologies Corp.

Space Exploration Technologies Corp. builds reusable rockets, provides satellite-based broadband services, and works across connectivity and space infrastructure segments. The firm connects customers around the world while developing advanced aerospace technologies.

Bottom Line

NTV Asset Management's new holding highlights ongoing interest from institutional managers. Investors will look toward the company's next earnings report in February 2027 for further updates on financial growth and operational margins.