LaFleur & Godfrey LLC Has $25.90 Million Stake in RTX Corporation $RTX

LaFleur & Godfrey LLC decreased its stake in shares of RTX Corporation (NYSE:RTX) by 5.2% during the fourth quarter, HoldingsChannel reports. The firm owned 141,232 shares of the company’s stock after selling 7,824 shares during the quarter. RTX accounts for approximately 3.1% of LaFleur & Godfrey LLC’s holdings, making the stock its 7th biggest position. LaFleur & Godfrey LLC’s holdings in RTX were worth $25,902,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Milestone Asset Management Group LLC lifted its position in RTX by 34.7% during the fourth quarter. Milestone Asset Management Group LLC now owns 30,011 shares of the company’s stock valued at $5,504,000 after buying an additional 7,738 shares during the period. Truist Financial Corp increased its stake in shares of RTX by 2.3% in the 4th quarter. Truist Financial Corp now owns 2,315,021 shares of the company’s stock worth $424,575,000 after acquiring an additional 53,045 shares in the last quarter. Wealth Science Advisors LLC purchased a new position in RTX during the 4th quarter valued at about $1,439,000. Groupama Asset Managment bought a new stake in RTX during the third quarter worth about $150,078,000. Finally, Oppenheimer & Co. Inc. grew its holdings in RTX by 10.6% in the third quarter. Oppenheimer & Co. Inc. now owns 171,209 shares of the company’s stock worth $28,648,000 after purchasing an additional 16,467 shares during the period. Hedge funds and other institutional investors own 86.50% of the company’s stock.

RTX News Roundup

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

RTX Price Performance

Shares of NYSE:RTX 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. The firm has a market cap of $232.77 billion, a price-to-earnings ratio of 32.43, a price-to-earnings-growth ratio of 2.45 and a beta of 0.31. The business has a 50-day simple moving average of $196.01 and a two-hundred day simple moving average of $188.46. RTX Corporation has a fifty-two week low of $126.03 and a fifty-two week high of $214.50.

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

RTX Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, June 11th. Shareholders of record on Friday, May 22nd will be given a $0.73 dividend. This is a boost from RTX’s previous quarterly dividend of $0.68. The ex-dividend date of this dividend is Friday, May 22nd. This represents a $2.92 dividend on an annualized basis and a yield of 1.7%. RTX’s payout ratio is presently 51.03%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on RTX. Wolfe Research reissued an “outperform” rating on shares of RTX in a research report on Wednesday, February 4th. DZ Bank downgraded RTX from a “hold” rating to a “strong sell” rating in a report on Friday, February 6th. Erste Group Bank downgraded RTX from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Wells Fargo & Company initiated coverage on shares of RTX in a research note on Wednesday, April 1st. They issued an “equal weight” rating and a $200.00 price target on the stock. Finally, Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $240.00 price objective on shares of RTX in a research report on Thursday, March 5th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $206.59.

Insider Buying and Selling at RTX

In other RTX news, EVP Ramsaran Maharajh sold 15,124 shares of the firm’s stock in a transaction dated Thursday, February 19th. The stock was sold at an average price of $204.65, for a total value of $3,095,126.60. Following the transaction, the executive vice president directly owned 13,184 shares of the company’s stock, valued at approximately $2,698,105.60. This trade represents a 53.43% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, 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 SEC filing for this sale provides additional information. In the last 90 days, insiders sold 89,255 shares of company stock worth $18,151,956. 0.10% of the stock is owned by corporate insiders.

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.