Surience Private Wealth LLC Makes New Investment in RTX Corporation $RTX

Key Points

• Surience Private Wealth LLC bought a new stake of 23,921 shares of RTX in Q4 valued at approximately $4,387,000, making RTX about 4.7% of the firm's portfolio and its seventh-largest holding.
• RTX recently secured a $2.01 billion U.S. Air Force contract modification, reported Q results that beat estimates (EPS $1.55 vs. $1.47) with $24.24B revenue, and set FY2026 guidance of $6.60–$6.80 EPS.
• Institutional ownership is high at 86.5%, but significant insider selling has occurred—89,255 shares sold (~$18.15M) over the last 90 days—which could temper sentiment despite a "Moderate Buy" analyst consensus.

Surience Private Wealth LLC bought a new stake in RTX Corporation (NYSE:RTX - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 23,921 shares of the company's stock, valued at approximately $4,387,000. RTX accounts for approximately 4.7% of Surience Private Wealth LLC's investment portfolio, making the stock its 7th largest holding.

Other hedge funds have also recently modified their holdings of the company. State Street Corp lifted its holdings in RTX by 0.5% in the second quarter. State Street Corp now owns 112,706,833 shares of the company's stock valued at $16,457,452,000 after acquiring an additional 552,009 shares during the period. Oppenheimer & Co. Inc. lifted its stake in shares of RTX by 10.6% in the third quarter. Oppenheimer & Co. Inc. now owns 171,209 shares of the company's stock valued at $28,648,000 after purchasing an additional 16,467 shares during the period. Groupama Asset Managment purchased a new stake in RTX during the third quarter worth about $150,078,000. Rockland Trust Co. grew its position in RTX by 121.1% during the third quarter. Rockland Trust Co. now owns 20,245 shares of the company's stock worth $3,388,000 after buying an additional 11,089 shares during the period. Finally, Coldstream Capital Management Inc. increased its holdings in RTX by 9.5% in the third quarter. Coldstream Capital Management Inc. now owns 75,321 shares of the company's stock valued at $12,604,000 after buying an additional 6,566 shares in the last quarter. 86.50% of the stock is owned by institutional investors and hedge funds.

Key RTX News

Here are the key news stories impacting RTX this week:

• Positive Sentiment: Large U.S. Air Force contract — RTX secured a $2.01 billion modification for AEHF terminal work, reinforcing predictable government revenue and backlog that typically supports defense contractor valuations. RTX Secures $2.01 Billion US Air Force Modification Contract
• Positive Sentiment: Brokerage sentiment is constructive — recent broker notes and a "Moderate Buy" consensus from coverage help underpin investor confidence and provide support for higher price targets. RTX Given Average Rating of "Moderate Buy" by Brokerages
• Positive Sentiment: Geopolitical flows and investor endorsements — market commentators and some fund managers are naming RTX a "core" defense holding amid Iran‑U.S. tensions, boosting demand from tactical and active managers. The Big 3: RTX, BP, TSM
• Positive Sentiment: Defense ETF positioning — actively managed defense ETFs and thematic funds list RTX among top holdings, which can amplify inflows when geopolitical risk rises and increase steady institutional demand. (MarketBeat coverage)
• Neutral Sentiment: Analyst and peer comparisons — pieces comparing RTX to L3Harris highlight competitive growth drivers (aviation, missiles, space) but don't change the near‑term thesis; they provide context for investors evaluating relative upside. RTX vs L3Harris: Which Defense Stock Has Better Growth Prospects?
• Neutral Sentiment: Consumer GPU headlines are largely irrelevant — multiple stories about GeForce/RTX (NVIDIA) product leaks and retail deals are about GPU branding and gaming PCs, not RTX Corporation's aerospace & defense business, so they have minimal direct impact on RTX (the ticker). GeForce RTX 6090 leak points to 192 SMs and 32GB GDDR7 memory
• Negative Sentiment: Significant insider selling — disclosures show multiple senior executives selling shares in recent months (no purchases), which can spook some investors and be interpreted as a near‑term negative signal for sentiment even if sales are routine or for diversification. RTX Corporation Stock Opinions on Iran-US Tensions (includes insider activity)

Wall Street Analyst Weigh In

RTX has been the subject of several research reports. TD Cowen reaffirmed a "buy" rating on shares of RTX in a report on Tuesday, January 27th. Citigroup lifted 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. DZ Bank cut shares of RTX from a "hold" rating to a "strong sell" rating in a research note on Friday, February 6th. Vertical Research restated a "buy" rating and set a $227.00 target price on shares of RTX in a report on Tuesday, January 27th. Finally, Jefferies Financial Group reiterated a "hold" rating on shares of RTX in a research report on Friday, March 6th. 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 stock currently has an average rating of "Moderate Buy" and a consensus target price of $202.00.

RTX Trading Down 1.5%

Shares of RTX stock opened at $186.86 on Tuesday. RTX Corporation has a fifty-two week low of $112.27 and a fifty-two week high of $214.50. The business's fifty day moving average is $200.37 and its two-hundred day moving average is $183.66. The company has a quick ratio of 0.80, a current ratio of 1.03 and a debt-to-equity ratio of 0.51. The firm has a market cap of $251.50 billion, a PE ratio of 37.67, a P/E/G ratio of 2.75 and a beta of 0.42.

RTX (NYSE:RTX - Get Free Report) last announced its quarterly earnings data on Tuesday, January 27th. The company reported $1.55 EPS for the quarter, beating analysts' consensus estimates of $1.47 by $0.08. The business had revenue of $24.24 billion during the quarter, compared to the consensus estimate of $22.65 billion. RTX had a return on equity of 13.08% and a net margin of 7.60%.The business's revenue for the quarter was up 12.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.54 earnings per share. RTX has set its FY 2026 guidance at 6.600-6.800 EPS. Analysts anticipate that RTX Corporation will post 6.11 earnings per share for the current year.

RTX Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, March 19th. Shareholders of record on Friday, February 20th were issued a $0.68 dividend. The ex-dividend date was Friday, February 20th. This represents a $2.72 annualized dividend and a yield of 1.5%. RTX's payout ratio is 54.84%.

Insider Activity at RTX

In other RTX news, EVP Dantaya M. Williams sold 12,713 shares of the stock in a transaction that occurred on Monday, February 23rd. The shares were sold at an average price of $202.83, for a total transaction of $2,578,577.79. Following the transaction, the executive vice president owned 16,749 shares of the company's stock, valued at $3,397,199.67. This trade represents a 43.15% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Neil G. Mitchill, Jr. sold 35,755 shares of the business's stock in a transaction on Thursday, February 19th. The shares were sold at an average price of $205.56, for a total transaction of $7,349,797.80. Following the sale, the executive vice president directly owned 59,556 shares of the company's stock, valued at $12,242,331.36. This represents a 37.51% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 89,255 shares of company stock worth $18,151,956. Corporate insiders own 0.10% of the company's stock.

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.

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