Forum Financial Management LP Has $730,000 Stock Position in RTX Corporation $RTX

Forum Financial Management LP lowered its stake in RTX Corporation (NYSE:RTX) by 77.9% during the first quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 3,784 shares of the company’s stock after selling 13,306 shares during the quarter. Forum Financial Management LP’s holdings in RTX were worth $730,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. BNP Paribas acquired a new stake in shares of RTX during the third quarter worth $25,000. Navalign LLC acquired a new position in RTX in the 4th quarter worth $25,000. Commonwealth Retirement Investments LLC bought a new position in RTX during the 4th quarter worth about $26,000. Core Wealth Advisors LLC acquired a new stake in shares of RTX in the 4th quarter valued at about $31,000. Finally, 1 North Wealth Services LLC raised its stake in shares of RTX by 456.7% in the 4th quarter. 1 North Wealth Services LLC now owns 167 shares of the company’s stock valued at $31,000 after purchasing an additional 137 shares during the period. Institutional investors and hedge funds own 86.50% of the company’s stock.

RTX Stock Up 1.2%

NYSE:RTX opened at $189.65 on Wednesday. RTX Corporation has a twelve month low of $142.65 and a twelve month high of $214.50. The firm has a market capitalization of $255.40 billion, a price-to-earnings ratio of 35.58, a price-to-earnings-growth ratio of 2.65 and a beta of 0.31. The company has a quick ratio of 0.78, a current ratio of 1.02 and a debt-to-equity ratio of 0.48. The stock’s 50 day moving average price is $179.96 and its two-hundred day moving average price is $190.37.

RTX (NYSE:RTX) last released its earnings results on Tuesday, April 21st. The company reported $1.78 earnings per share for the quarter, beating the consensus estimate of $1.52 by $0.26. The business had revenue of $22.08 billion during the quarter, compared to analysts’ expectations of $21.38 billion. RTX had a net margin of 8.03% and a return on equity of 13.50%. The firm’s revenue was up 8.7% on a year-over-year basis. During the same period last year, the business earned $1.47 earnings per share. RTX has set its FY 2026 guidance at 6.600-6.800 EPS. Equities research analysts expect that RTX Corporation will post 6.91 earnings per share for the current fiscal year.

RTX Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 3rd. Stockholders of record on Friday, August 14th will be given a $0.73 dividend. This represents a $2.92 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, August 14th. RTX’s dividend payout ratio (DPR) is 54.78%.

Trending Headlines about RTX

Here are the key news stories impacting RTX this week:

• Positive Sentiment: Raytheon, an RTX business, won a US$1.10 billion U.S. Navy contract for AIM-9X Block II missiles, reinforcing demand for RTX’s defense portfolio and supporting its strong backlog. How Investors Are Reacting To RTX (RTX) Missile Win, Dividend Decision and Index Removal
• Positive Sentiment: RTX’s board affirmed its quarterly dividend of $0.73 per share, a sign of confidence in cash flow and capital returns. How Investors Are Reacting To RTX (RTX) Missile Win, Dividend Decision and Index Removal
• Positive Sentiment: RTX’s F119 engine surpassed one million flight hours, highlighting reliability and long-term relevance of a key Pratt & Whitney platform used in the F-22 program. RTX’s Pratt & Whitney F119 engine surpasses one million flight hours
• Positive Sentiment: RTX was upgraded to Zacks Rank #2 (Buy), reflecting improving earnings expectations. RTX (RTX) Upgraded to Buy: Here’s What You Should Know
• Neutral Sentiment: RTX announced it will report second-quarter 2026 earnings on July 23; the upcoming release could be a near-term catalyst, but results are not yet known. RTX to release second quarter earnings results on July 23, 2026
• Neutral Sentiment: RTX was removed from the Russell 1000 Dynamic Index, which is largely a technical/index-related development and may have limited fundamental impact. How Investors Are Reacting To RTX (RTX) Missile Win, Dividend Decision and Index Removal

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on RTX. Weiss Ratings cut RTX from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, June 11th. Erste Group Bank lowered RTX from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Morgan Stanley cut their target price on RTX from $235.00 to $220.00 and set an “overweight” rating on the stock in a research note on Wednesday, April 22nd. Wells Fargo & Company started coverage on RTX in a research report on Wednesday, April 1st. They set an “equal weight” rating and a $200.00 price target for the company. Finally, Citigroup reaffirmed a “buy” rating on shares of RTX in a research note on Wednesday, June 17th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $211.38.

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.