MSH Capital Advisors LLC Takes Position in RTX Corporation $RTX

Key Points

• MSH Capital Advisors acquired 14,383 RTX shares during the second quarter, valued at approximately $2.73 million. Institutional investors collectively own 86.5% of the company.
• RTX reported stronger-than-expected quarterly results, with adjusted EPS of $1.89 and revenue of $24.71 billion, up 14.5% year over year. The company also received a roughly $22.9 billion U.S. Navy Tomahawk missile contract and reaffirmed fiscal 2026 EPS guidance of $7.10–$7.25.
• Analysts maintain a “Moderate Buy” consensus with an average price target of $228.59, while RTX shares trade near their 52-week high at a relatively demanding valuation of about 39 times earnings. Several insiders have recently sold shares, and RTX declared a quarterly dividend of $0.73 per share.

MSH Capital Advisors LLC acquired a new position in RTX Corporation (NYSE:RTX - Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 14,383 shares of the company's stock, valued at approximately $2,729,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of RTX. Vanguard Group Inc. grew its stake in RTX by 1.8% during the 4th quarter. Vanguard Group Inc. now owns 124,986,171 shares of the company's stock worth $22,922,464,000 after buying an additional 2,210,950 shares during the last quarter. BlackRock Inc. acquired a new position in RTX during the second quarter valued at $20,970,571,000. State Street Corp boosted its stake in shares of RTX by 0.7% in the fourth quarter. State Street Corp now owns 91,884,588 shares of the company's stock worth $16,851,633,000 after buying an additional 630,558 shares during the last quarter. Morgan Stanley boosted its position in RTX by 0.4% in the 4th quarter. Morgan Stanley now owns 29,783,584 shares of the company's stock worth $5,462,310,000 after purchasing an additional 105,069 shares in the last quarter. Finally, Fisher Asset Management LLC boosted its holdings in RTX by 3.0% during the fourth quarter. Fisher Asset Management LLC now owns 21,800,188 shares of the company's stock worth $3,998,155,000 after buying an additional 625,994 shares in the last quarter. Hedge funds and other institutional investors own 86.50% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have commented on RTX shares. Erste Group Bank lowered RTX from a "buy" rating to a "hold" rating in a report on Monday, April 27th. Sanford C. Bernstein boosted their target price on RTX from $213.00 to $232.00 and gave the stock a "market perform" rating in a report on Monday, August 3rd. Wall Street Zen lowered shares of RTX from a "strong-buy" rating to a "buy" rating in a report on Sunday, April 26th. Argus set a $245.00 price target on RTX in a report on Thursday, July 30th. Finally, UBS Group lifted their target price on shares of RTX from $198.00 to $215.00 and gave the company a "neutral" rating in a report on Friday, July 24th. One analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average target price of $228.59.

Insider Transactions at RTX

In other news, insider Troy D. Brunk sold 8,557 shares of RTX stock in a transaction dated Friday, July 24th. The stock was sold at an average price of $210.29, for a total transaction of $1,799,451.53. Following the sale, the insider owned 8,809 shares in the company, valued at approximately $1,852,444.61. The trade was a 49.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Kevin G. Dasilva sold 2,250 shares of the business's stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $216.93, for a total value of $488,092.50. Following the completion of the sale, the vice president owned 20,099 shares of the company's stock, valued at approximately $4,360,076.07. This represents a 10.07% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 29,222 shares of company stock worth $6,362,003. Corporate insiders own 0.10% of the company's stock.

RTX News Roundup

Here are the key news stories impacting RTX this week:

• Positive Sentiment: Raytheon, RTX’s defense unit, won a roughly $22.9 billion U.S. Navy Tomahawk missile contract spanning seven years. The agreement is expected to increase production to more than 1,000 missiles annually, providing substantial long-term revenue visibility and supporting RTX’s defense backlog. RTX Stock Gets a Radar Lock on a $23B Navy Win
• Positive Sentiment: The contract follows RTX’s better-than-expected second-quarter results: adjusted EPS was $1.89 versus the $1.66 consensus estimate, while revenue rose 14.5% year over year to $24.71 billion. Management’s fiscal 2026 EPS outlook of $7.10–$7.25 and continued dividend growth reinforce the company’s favorable operating momentum. RTX Stock Gets a Radar Lock on a $23B Navy Win
• Neutral Sentiment: Industry research projects growth in the commercial aircraft inflight entertainment and connectivity market, including opportunities in Asia-Pacific fleet expansion and aircraft retrofits. RTX is listed among the key participants, but the report does not announce a specific contract or material financial impact for the company. Commercial Aircraft Inflight Entertainment and Connectivity Systems Market Report
• Negative Sentiment: RTX Executive Vice President Ramsaran Maharajh sold 13,655 shares for approximately $3.06 million, reducing his holdings by 50.88%. Although executive sales do not necessarily signal deteriorating fundamentals, the transaction can weigh on sentiment when the stock is near its recent high. Ramsaran Maharajh Insider Trading
• Negative Sentiment: Recent commentary notes that RTX shares have outperformed significantly and trade at a demanding valuation—approximately 39 times earnings—leaving less room for disappointment. Some investors may therefore be locking in gains or favoring other industrial and defense opportunities.
• Neutral Sentiment: Articles about modified GeForce RTX 3080 and RTX 50-series graphics cards concern NVIDIA hardware, not RTX Corporation, and should not affect RTX stock.

RTX Stock Down 2.2%

RTX stock opened at $220.48 on Thursday. The firm has a market capitalization of $297.16 billion, a price-to-earnings ratio of 38.82, a PEG ratio of 2.68 and a beta of 0.29. The company's 50 day moving average price is $202.63 and its 200 day moving average price is $195.34. RTX Corporation has a fifty-two week low of $150.61 and a fifty-two week high of $226.88. 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 - Get Free Report) last issued its earnings results on Thursday, July 23rd. The company reported $1.89 EPS for the quarter, topping analysts' consensus estimates of $1.66 by $0.23. The firm had revenue of $24.71 billion during the quarter, compared to the consensus estimate of $22.89 billion. RTX had a net margin of 8.28% and a return on equity of 13.99%. The company's revenue was up 14.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.56 earnings per share. RTX has set its FY 2026 guidance at 7.100-7.250 EPS. On average, equities research analysts anticipate that RTX Corporation will post 7.22 EPS for the current fiscal year.

RTX Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 3rd. Investors 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 1.3%. The ex-dividend date of this dividend is Friday, August 14th. RTX's dividend payout ratio (DPR) is 51.41%.

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.

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