Artisan Partners Limited Partnership cut its stake in shares of RTX Corporation (NYSE:RTX – Free Report) by 4.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 104,777 shares of the company’s stock after selling 5,319 shares during the period. Artisan Partners Limited Partnership’s holdings in RTX were worth $17,532,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of the company. Brighton Jones LLC boosted its holdings in RTX by 24.3% in the 4th quarter. Brighton Jones LLC now owns 17,018 shares of the company’s stock valued at $1,969,000 after purchasing an additional 3,332 shares during the period. Revolve Wealth Partners LLC raised its position in shares of RTX by 3.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 4,873 shares of the company’s stock worth $564,000 after buying an additional 159 shares in the last quarter. United Bank boosted its stake in RTX by 68.0% during the second quarter. United Bank now owns 10,202 shares of the company’s stock valued at $1,490,000 after buying an additional 4,131 shares during the period. Schnieders Capital Management LLC. grew its position in RTX by 3.1% during the second quarter. Schnieders Capital Management LLC. now owns 20,900 shares of the company’s stock worth $3,052,000 after buying an additional 623 shares in the last quarter. Finally, GAM Holding AG bought a new position in RTX in the 2nd quarter worth about $1,403,000. 86.50% of the stock is currently owned by institutional investors.
Wall Street Analysts Forecast Growth
Several analysts have weighed in on RTX shares. Citigroup raised their price target on RTX from $227.00 to $238.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Robert W. Baird set a $225.00 target price on shares of RTX in a research note on Wednesday, January 28th. JPMorgan Chase & Co. lifted their target price on shares of RTX from $200.00 to $215.00 and gave the company an “overweight” rating in a research report on Wednesday, January 28th. BNP Paribas Exane started coverage on shares of RTX in a report on Tuesday, November 18th. They issued an “outperform” rating and a $210.00 price target on the stock. Finally, Vertical Research reissued a “buy” rating and issued a $227.00 price target on shares of RTX in a report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, RTX currently has a consensus rating of “Moderate Buy” and a consensus target price of $199.50.
Key Headlines Impacting RTX
Here are the key news stories impacting RTX this week:
- Positive Sentiment: RTX won a DARPA XENA contract (BBN Technologies) for long‑range X‑ray situational awareness and a separate optics supply contract (Raytheon ELCAN) with the German Armed Forces — both expand program wins, reinforce backlog and NATO/Europe positioning, and support near‑term revenue visibility. RTX Defense Wins Link Future Tech Pipeline With Current Valuation Picture
- Neutral Sentiment: Analyst pieces are actively re‑rating and comparing defense names; a Zacks look at Boeing vs. RTX highlights sector tailwinds (higher defense spending) but draws distinctions based on backlog, earnings revisions and balance‑sheet metrics — helpful context for relative valuation decisions. Boeing vs. RTX: Which Defense Stock Offers Better Value in 2026?
- Neutral Sentiment: Several technology headlines in the feed reference “RTX” graphics (NVIDIA) — e.g., reports on NVIDIA GeForce RTX shortages, Micron GDDR7 showing up on RTX 50‑series GPUs, driver rollbacks and high gaming revenue — these are material for NVIDIA and GPU‑ecosystem suppliers but not for RTX Corporation’s defense/aero fundamentals; they can, however, create short‑term retail noise around the “RTX” ticker. (Representative: NVIDIA confirms GeForce RTX GPU shortage.) NVIDIA confirms GeForce RTX GPU shortage for 2026
- Negative Sentiment: Some analyst coverage notes RTX has pulled back since its last earnings report; pieces exploring why the stock is down (earnings follow‑through, guidance vs. expectations, and short‑term sentiment) could pressure sentiment until upcoming catalysts (orders, funded backlog, guidance updates) provide clarity. Why Is RTX (RTX) Down 1.7% Since Last Earnings Report?
RTX Stock Up 2.4%
Shares of NYSE RTX opened at $202.40 on Friday. The stock has a market capitalization of $271.68 billion, a P/E ratio of 40.81, a PEG ratio of 2.93 and a beta of 0.43. RTX Corporation has a one year low of $112.27 and a one year high of $206.73. The firm’s 50 day simple moving average is $195.27 and its two-hundred day simple moving average is $176.86. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.03 and a quick ratio of 0.80.
RTX (NYSE:RTX – Get Free Report) last announced its quarterly earnings data on Tuesday, January 27th. The company reported $1.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.47 by $0.08. The company had revenue of $24.24 billion during the quarter, compared to analysts’ expectations of $22.65 billion. RTX had a net margin of 7.60% and a return on equity of 13.08%. The firm’s revenue was up 12.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.54 EPS. RTX has set its FY 2026 guidance at 6.600-6.800 EPS. As a group, analysts expect that RTX Corporation will post 6.11 EPS for the current fiscal year.
RTX Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Thursday, March 19th. Stockholders of record on Friday, February 20th will be issued a $0.68 dividend. The ex-dividend date is Friday, February 20th. This represents a $2.72 annualized dividend and a dividend yield of 1.3%. RTX’s payout ratio is currently 54.84%.
Insider Buying and Selling
In other RTX news, EVP Dantaya M. Williams sold 12,713 shares of RTX stock in a transaction that occurred on Monday, February 23rd. The stock was sold at an average price of $202.83, for a total value of $2,578,577.79. Following the transaction, the executive vice president directly owned 16,749 shares of the company’s stock, valued at $3,397,199.67. The trade was a 43.15% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Ramsaran Maharajh sold 15,124 shares of the business’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $204.65, for a total value of $3,095,126.60. Following the completion of the sale, the executive vice president owned 13,184 shares of the company’s stock, valued at $2,698,105.60. The trade was a 53.43% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 89,255 shares of company stock worth $18,151,956 in the last 90 days. 0.15% of the stock is currently owned by company insiders.
About RTX
RTX (NYSE: RTX) is a U.S.-based aerospace and defense company that designs, manufactures and services advanced systems for commercial, military and governmental customers worldwide. The company was created through the 2020 combination of Raytheon Company and United Technologies Corporation and later adopted the RTX name, positioning itself as a diversified provider across the aerospace and defense value chain.
RTX’s operations span a broad set of capabilities. Its commercial aerospace businesses include Pratt & Whitney aircraft engines and Collins Aerospace systems, which supply propulsion, avionics, aerostructures, interiors and integrated aircraft systems.
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