LaFleur & Godfrey LLC Has $25.90 Million Stock Holdings in RTX Corporation $RTX

Key Points

• LaFleur & Godfrey LLC cut its stake in RTX by 5.2% to 141,232 shares worth $25.90 million, making the stock ~3.1% of its portfolio and its 7th-largest holding, while institutional investors collectively own about 86.5% of RTX.
• RTX beat Q1 estimates with $1.78 EPS (vs. $1.52) and $22.08 billion in revenue, reaffirmed FY2026 guidance of 6.60–6.80 EPS, and raised the quarterly dividend to $0.73 (annualized $2.92, ~1.7% yield).
• Insiders sold roughly 89,255 shares (~$18.15 million) last quarter and now own 0.10%, while analysts' consensus is a "Moderate Buy" with an average target of $206.59; geopolitical-driven defense demand supports RTX but supply-chain and cost headwinds pose risks.

LaFleur & Godfrey LLC cut its stake in RTX Corporation (NYSE:RTX - Free Report) by 5.2% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 141,232 shares of the company's stock after selling 7,824 shares during the period. RTX comprises approximately 3.1% of LaFleur & Godfrey LLC's portfolio, making the stock its 7th largest position. LaFleur & Godfrey LLC's holdings in RTX were worth $25,902,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC lifted its position in RTX by 24.3% in the 4th quarter. Brighton Jones LLC now owns 17,018 shares of the company's stock worth $1,969,000 after buying an additional 3,332 shares during the last quarter. Revolve Wealth Partners LLC grew its position in RTX by 3.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 4,873 shares of the company's stock valued at $564,000 after acquiring an additional 159 shares during the last quarter. United Bank raised its stake in shares of RTX by 68.0% during the second quarter. United Bank now owns 10,202 shares of the company's stock worth $1,490,000 after acquiring an additional 4,131 shares in the last quarter. Schnieders Capital Management LLC. lifted 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 acquiring an additional 623 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership purchased a new stake in shares of RTX in the 2nd quarter valued at $5,157,000. Hedge funds and other institutional investors own 86.50% of the company's stock.

Trending Headlines about RTX

Here are the key news stories impacting RTX this week:

• Positive Sentiment: Geopolitical and policy actions (Project Freedom + $8.6B arms sale) are routing new, explicit demand to major defense contractors; MarketBeat highlights RTX as a primary beneficiary with a reported $4.01B Patriot order and a large backlog that underpins revenue visibility. The Hormuz Defense Hedge: Cashing In On Chaos
• Positive Sentiment: Recent news of U.S. Navy intercepts of Iranian cruise missiles has lifted attention on missile-defense names; commentators and screens are flagging RTX as a stock to watch given its missile-defense exposure and program wins. U.S. Navy intercepts Iranian cruise missiles — 4 defense stocks to watch today
• Positive Sentiment: High-profile bullish commentary: Jim Cramer publicly called RTX a “monster” buy and said he’d buy aggressively, which can spur retail/income investors to add shares (Cramer also pointed to the recent dividend raise). Jim Cramer Calls RTX A 'Monster' Right Here, Aurora A 'Worthy' Spec
• Neutral Sentiment: Multiple consumer-tech headlines referencing “RTX” GPUs (NVIDIA brand) — e.g., mid-range GPU comparisons — are creating ticker confusion in newsfeeds but have little direct impact on RTX Corporation’s aerospace and defense fundamentals. RTX 5070 vs RX 9070 XT mid-range GPU battle
• Neutral Sentiment: Consumer PC/GPU promotions and retailer stories (Razer adding RTX 5090 options; Amazon discounts on RTX 5070 Ti systems) are relevant to Nvidia and retail demand, not RTX Corp, and may add short‑term noise to searches and sentiment. Razer upgrades Blade 16 with 64GB RAM and RTX 5090 options
• Negative Sentiment: MarketBeat also flags structural headwinds — supply-chain fragility, titanium costs and skilled‑labor shortages — that can slow how quickly RTX converts backlog into revenue, tempering upside despite strong order flow. The Hormuz Defense Hedge: Cashing In On Chaos

Insider Activity at RTX

In other RTX news, EVP Ramsaran Maharajh sold 15,124 shares of the company's stock in a transaction that occurred on Thursday, February 19th. The stock was sold at an average price of $204.65, for a total transaction of $3,095,126.60. Following the completion of the transaction, the executive vice president owned 13,184 shares of the company's stock, valued at $2,698,105.60. This represents a 53.43% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Shane G. Eddy sold 17,527 shares of the stock in a transaction that occurred on Thursday, February 12th. The stock was sold at an average price of $199.16, for a total value of $3,490,677.32. The SEC filing for this sale provides additional information. Insiders sold a total of 89,255 shares of company stock valued at $18,151,956 in the last quarter. 0.10% of the stock is currently owned by company insiders.

Analyst Ratings Changes

RTX has been the topic of several recent research reports. Vertical Research reaffirmed a "buy" rating and set a $227.00 target price on shares of RTX in a report on Tuesday, January 27th. Erste Group Bank downgraded shares of RTX from a "buy" rating to a "hold" rating in a research note on Monday, April 27th. UBS Group cut their price target on shares of RTX from $209.00 to $199.00 and set a "neutral" rating for the company in a research report on Wednesday, April 22nd. DZ Bank cut RTX from a "hold" rating to a "strong sell" rating in a research note on Friday, February 6th. Finally, Morgan Stanley lowered their target price on RTX from $235.00 to $220.00 and set an "overweight" rating for the company in a research note on Wednesday, April 22nd. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, seven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $206.59.

RTX Stock Down 0.0%

Shares of RTX stock opened at $172.85 on Wednesday. The company has a debt-to-equity ratio of 0.48, a quick ratio of 0.78 and a current ratio of 1.02. RTX Corporation has a 52-week low of $126.03 and a 52-week high of $214.50. The company's 50 day moving average price is $196.01 and its 200-day moving average price is $188.46. The stock has a market capitalization of $232.77 billion, a price-to-earnings ratio of 32.43, a P/E/G ratio of 2.45 and a beta of 0.31.

RTX (NYSE:RTX - Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The company reported $1.78 EPS for the quarter, beating analysts' consensus estimates of $1.52 by $0.26. The company had revenue of $22.08 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period in the prior year, the business posted $1.47 EPS. RTX has set its FY 2026 guidance at 6.600-6.800 EPS. Equities research analysts forecast that RTX Corporation will post 6.91 EPS for the current year.

RTX Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Stockholders of record on Friday, May 22nd will be issued a dividend of $0.73 per share. This is an increase from RTX's previous quarterly dividend of $0.68. This represents a $2.92 dividend on an annualized basis and a dividend yield of 1.7%. The ex-dividend date is Friday, May 22nd. RTX's dividend payout ratio (DPR) is currently 51.03%.

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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