Glenmede Investment Management LP Trims Position in RTX Corporation $RTX

Glenmede Investment Management LP trimmed its position in RTX Corporation (NYSE:RTX) by 1.1% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,097,515 shares of the company’s stock after selling 11,693 shares during the quarter. RTX makes up approximately 0.9% of Glenmede Investment Management LP’s portfolio, making the stock its 21st biggest holding. Glenmede Investment Management LP owned approximately 0.08% of RTX worth $183,647,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of RTX. Valley Wealth Managers Inc. bought a new stake in RTX during the 3rd quarter worth approximately $30,000. SOA Wealth Advisors LLC. boosted its holdings in RTX by 57.4% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 192 shares of the company’s stock valued at $32,000 after purchasing an additional 70 shares during the period. Dogwood Wealth Management LLC grew its position in shares of RTX by 57.3% during the 3rd quarter. Dogwood Wealth Management LLC now owns 206 shares of the company’s stock valued at $34,000 after purchasing an additional 75 shares in the last quarter. Clayton Financial Group LLC purchased a new position in shares of RTX during the 3rd quarter valued at $36,000. Finally, Halbert Hargrove Global Advisors LLC increased its holdings in shares of RTX by 194.5% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 215 shares of the company’s stock worth $36,000 after purchasing an additional 142 shares during the period. 86.50% of the stock is currently owned by institutional investors.

RTX Stock Up 0.7%

Shares of NYSE RTX opened at $204.54 on Friday. The stock has a market capitalization of $275.30 billion, a P/E ratio of 41.24, a PEG ratio of 2.94 and a beta of 0.42. RTX Corporation has a one year low of $112.27 and a one year high of $214.50. The firm’s 50 day simple moving average is $199.67 and its two-hundred day simple moving average is $180.30. 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) last announced its quarterly earnings data on Tuesday, January 27th. The company reported $1.55 earnings per share for the quarter, topping analysts’ consensus estimates of $1.47 by $0.08. RTX had a net margin of 7.60% and a return on equity of 13.08%. The firm had revenue of $24.24 billion during the quarter, compared to analyst estimates of $22.65 billion. During the same period in the previous year, the business posted $1.54 EPS. The business’s quarterly revenue was up 12.1% on a year-over-year basis. 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 Dividend Announcement

The firm 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 $0.68 dividend. The ex-dividend date of this dividend is Friday, February 20th. This represents a $2.72 annualized dividend and a yield of 1.3%. RTX’s payout ratio is currently 54.84%.

Insider Buying and Selling at RTX

In other news, EVP Neil G. Mitchill, Jr. sold 35,755 shares of RTX stock in a transaction dated Thursday, February 19th. The stock was 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 in the company, valued at approximately $12,242,331.36. The trade was a 37.51% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Shane G. Eddy sold 17,527 shares of the business’s stock in a transaction dated Thursday, February 12th. The shares were sold at an average price of $199.16, for a total value of $3,490,677.32. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 89,255 shares of company stock valued at $18,151,956. 0.15% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

RTX has been the subject of several research analyst reports. JPMorgan Chase & Co. lifted their price objective on RTX from $200.00 to $215.00 and gave the company an “overweight” rating in a research note on Wednesday, January 28th. Sanford C. Bernstein restated a “market perform” rating and issued a $204.00 target price on shares of RTX in a research note on Thursday, January 29th. Susquehanna reaffirmed a “positive” rating and issued a $230.00 price target on shares of RTX in a report on Thursday, January 15th. DZ Bank lowered RTX from a “hold” rating to a “strong sell” rating in a report on Friday, February 6th. Finally, Robert W. Baird set a $225.00 price objective on shares of RTX in a research report on Wednesday, January 28th. One 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $202.00.

More RTX News

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

RTX 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.