South Street Advisors LLC Buys 2,473 Shares of RTX Corporation $RTX

South Street Advisors LLC raised its stake in RTX Corporation (NYSE:RTX) by 3.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 81,289 shares of the company’s stock after acquiring an additional 2,473 shares during the period. RTX makes up 1.8% of South Street Advisors LLC’s portfolio, making the stock its 24th biggest position. South Street Advisors LLC’s holdings in RTX were worth $13,602,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. State Street Corp lifted its stake in shares of RTX by 0.5% in the second quarter. State Street Corp now owns 112,706,833 shares of the company’s stock worth $16,457,452,000 after buying an additional 552,009 shares in the last quarter. State Board of Administration of Florida Retirement System grew its holdings in shares of RTX by 1.2% during the second quarter. State Board of Administration of Florida Retirement System now owns 1,317,166 shares of the company’s stock valued at $192,333,000 after buying an additional 16,034 shares during the last quarter. Oppenheimer & Co. Inc. increased its position in shares of RTX by 10.6% during the third quarter. Oppenheimer & Co. Inc. now owns 171,209 shares of the company’s stock valued at $28,648,000 after acquiring an additional 16,467 shares in the last quarter. Rockland Trust Co. raised its holdings in RTX by 121.1% in the 3rd quarter. Rockland Trust Co. now owns 20,245 shares of the company’s stock worth $3,388,000 after acquiring an additional 11,089 shares during the last quarter. Finally, Rafferty Asset Management LLC raised its holdings in RTX by 4.0% in the 3rd quarter. Rafferty Asset Management LLC now owns 332,214 shares of the company’s stock worth $55,589,000 after acquiring an additional 12,927 shares during the last quarter. 86.50% of the stock is currently owned by institutional investors.

RTX News Roundup

Here are the key news stories impacting RTX this week:

• Positive Sentiment: Q4 results and FY26 guide support valuation — RTX reported a quarterly EPS beat and set FY2026 EPS guidance of $6.60–$6.80, signaling healthy margin/revenue momentum that underpins the stock’s premium multiple.
• Positive Sentiment: Capacity expansion in missiles: Raytheon (an RTX business) completed a $115M, 26,000 sq ft expansion at its Redstone missile integration facility to lift integration/delivery capacity >50% and grow local headcount — this directly boosts execution capacity on high‑margin defense programs. RTX’s Raytheon completes $115 million expansion of Alabama missile integration facility
• Neutral Sentiment: Analyst stance steady — Jefferies reaffirmed a Hold and $225 price target after the DoD cleared a NASAMS sale to Egypt; that keeps a near‑term valuation ceiling but doesn’t signal downgrades. Jefferies Reaffirms Hold Rating on RTX
• Neutral Sentiment: Defense incident noted, but direct impact unclear — A KC-135 crash in Iraq is being reported; while it highlights ongoing military operations (and potential sustainment demand), it’s a developing story with no direct program implications for RTX yet. U.S. Military Confirms Loss of KC-135 Refueling Aircraft
• Neutral Sentiment: Media noise from “RTX” consumer GPU stories — Several headlines reference NVIDIA’s “RTX” GPUs (unrelated to RTX Corporation). These can create search/noise but have no material effect on RTX’s fundamentals. Transforming Data Science With NVIDIA RTX PRO 6000
• Negative Sentiment: Backlog conversion risk: analysis highlights a $268B defense backlog but warns RTX faces an engine/supply “crisis” that could slow converting orders into cash — this execution risk is a meaningful negative catalyst for near‑term cash flow and investor confidence. Munitions Burned in 100 Hours Could Fuel RTX’s Next Growth Wave
• Negative Sentiment: Recent price weakness flagged by market press — Coverage calling out a >2% daily decline notes investor profit‑taking and sensitivity to macro/defense headlines, which can amplify short‑term volatility. Here’s Why RTX Fell More Than Broader Market

Wall Street Analysts Forecast Growth

Several brokerages have commented on RTX. Weiss Ratings reiterated a “buy (b-)” rating on shares of RTX in a research note on Monday, December 29th. Citigroup boosted their price target on RTX from $227.00 to $238.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. JPMorgan Chase & Co. upped their price target on RTX from $200.00 to $215.00 and gave the company an “overweight” rating in a report on Wednesday, January 28th. UBS Group reaffirmed a “neutral” rating on shares of RTX in a research report on Wednesday, January 28th. Finally, BNP Paribas Exane started coverage on RTX in a report on Tuesday, November 18th. They issued an “outperform” rating and a $210.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $202.00.

Insider Buying and Selling at RTX

In related news, EVP Neil G. Mitchill, Jr. sold 35,755 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $205.56, for a total value of $7,349,797.80. Following the transaction, the executive vice president owned 59,556 shares of the company’s stock, valued at approximately $12,242,331.36. This trade represents a 37.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider Shane G. Eddy sold 17,527 shares of the business’s stock in a transaction that occurred on Thursday, February 12th. The shares were sold at an average price of $199.16, for a total transaction of $3,490,677.32. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 89,255 shares of company stock worth $18,151,956. 0.15% of the stock is owned by corporate insiders.

RTX Trading Up 0.7%

NYSE:RTX opened at $204.54 on Friday. The company has a market cap of $275.30 billion, a PE ratio of 41.24, a price-to-earnings-growth ratio of 2.94 and a beta of 0.42. The company has a current ratio of 1.03, a quick ratio of 0.80 and a debt-to-equity ratio of 0.51. The company has a 50 day simple moving average of $199.67 and a two-hundred day simple moving average of $180.30. RTX Corporation has a 12 month low of $112.27 and a 12 month high of $214.50.

RTX (NYSE:RTX) last released its quarterly earnings results on Tuesday, January 27th. The company reported $1.55 earnings per share for the quarter, beating the consensus estimate of $1.47 by $0.08. The firm had revenue of $24.24 billion for the quarter, compared to analysts’ expectations of $22.65 billion. RTX had a return on equity of 13.08% and a net margin of 7.60%.The company’s revenue was up 12.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $1.54 EPS. RTX has set its FY 2026 guidance at 6.600-6.800 EPS. Research analysts forecast that RTX Corporation will post 6.11 earnings per share for the current year.

RTX Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, February 20th will be paid a dividend of $0.68 per share. This represents a $2.72 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Friday, February 20th. RTX’s payout ratio is currently 54.84%.

RTX Company Profile

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.