Aristotle Atlantic Partners LLC Acquires New Stake in RTX Corporation $RTX

Aristotle Atlantic Partners LLC bought a new position in shares of RTX Corporation (NYSE:RTX) in the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund bought 3,000 shares of the company’s stock, valued at approximately $579,000.

A number of other institutional investors have also added to or reduced their stakes in the business. Brighton Jones LLC lifted its position in RTX by 24.3% during the fourth 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 last quarter. Revolve Wealth Partners LLC grew its stake in RTX by 3.4% in the 4th 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 increased its holdings in shares of RTX by 68.0% in the 2nd quarter. United Bank now owns 10,202 shares of the company’s stock worth $1,490,000 after buying an additional 4,131 shares during the last quarter. Schnieders Capital Management LLC. increased its holdings in shares of RTX by 3.1% in the 2nd 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 during the last quarter. Finally, Arrowstreet Capital Limited Partnership purchased a new stake in shares of RTX during the 2nd quarter valued at $5,157,000. 86.50% of the stock is currently owned by institutional investors.

Key RTX News

Here are the key news stories impacting RTX this week:

• Positive Sentiment: RTX reported better-than-expected Q2 adjusted EPS of $1.89 on revenue of $24.71 billion, topping Wall Street estimates and showing 14.5% year-over-year revenue growth. RTX Beats on Q2 Earnings, Lifts Full-Year 2026 Guidance
• Positive Sentiment: The company raised full-year 2026 guidance for sales, EPS, and free cash flow, signaling management sees momentum continuing into the rest of the year. RTX Reports Q2 2026 Results
• Positive Sentiment: RTX highlighted a record $289 billion backlog and more than $5 billion in Patriot-related bookings, including its first U.S. Patriot order in over 30 years, reinforcing strong demand for missile and defense systems. QUICK SPARK: RTX Just Received Its First US Patriot Order in 30 Years
• Positive Sentiment: Several analysts turned more constructive, with RBC and Morgan Stanley pointing to stronger aerospace and defense demand, margin upside, and additional growth potential through 2027. RTX Q2 Results Beat Expectations on Strong Aerospace, Defense Demand, RBC Says
• Neutral Sentiment: Wells Fargo raised its price target on RTX, but kept an “equal weight” rating, suggesting a more balanced view despite the improved outlook.
• Negative Sentiment: Some commentary noted potential headwinds tied to geopolitical risks and execution challenges, which could limit upside if defense demand or operations soften. RTX Stock Rises After Strong Earnings but Faces Two Iran War Headwinds

RTX Price Performance

RTX stock opened at $213.09 on Friday. The firm has a market cap of $286.97 billion, a P/E ratio of 37.52, a P/E/G ratio of 2.81 and a beta of 0.30. The firm’s fifty day moving average is $187.08 and its 200 day moving average is $192.19. RTX Corporation has a 52 week low of $150.61 and a 52 week high of $214.89. The company has a debt-to-equity ratio of 0.47, a quick ratio of 0.78 and a current ratio of 1.01.

RTX (NYSE:RTX) last released its quarterly earnings data on Thursday, July 23rd. The company reported $1.89 EPS for the quarter, topping the consensus estimate of $1.66 by $0.23. RTX had a return on equity of 13.99% and a net margin of 8.28%.The firm had revenue of $24.71 billion for the quarter, compared to the consensus estimate of $22.89 billion. During the same quarter in the previous year, the business earned $1.56 earnings per share. The company’s quarterly revenue was up 14.5% on a year-over-year basis. RTX has set its FY 2026 guidance at 7.100-7.250 EPS. Research analysts predict that RTX Corporation will post 7.1 earnings per share for the current year.

RTX Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Friday, August 14th will be issued a $0.73 dividend. The ex-dividend date is Friday, August 14th. This represents a $2.92 annualized dividend and a dividend yield of 1.4%. RTX’s dividend payout ratio (DPR) is currently 51.41%.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on RTX shares. Wall Street Zen lowered shares of RTX from a “strong-buy” rating to a “buy” rating in a research report on Sunday, April 26th. Melius Research upgraded RTX from a “hold” rating to a “buy” rating in a research report on Thursday, April 2nd. Citigroup reaffirmed a “buy” rating on shares of RTX in a research note on Wednesday, June 17th. Dbs Bank upgraded RTX from a “hold” rating to a “moderate buy” rating in a report on Wednesday, June 10th. Finally, Morgan Stanley reiterated an “overweight” rating and set a $240.00 price objective on shares of RTX in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, RTX has a consensus rating of “Moderate Buy” and a consensus price target of $218.62.

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.