Ag2R la Mondiale Gestion D'Actifs 13F: Cuts RTX Stake by $6M

Ag2R la Mondiale Gestion D'Actifs cut its stake in RTX Corporation (RTX) by 32,445 shares, as reported in a filing on October 26, 2026. The fund now holds 73,626 shares valued at approximately $13.7 million.

RTX RTX Corporation

$191.01 ▲ +3.11% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Where RTX Fits in Ag2R la Mondiale's Portfolio

RTX represents about 0.9% of Ag2R la Mondiale's total reported value of $1.52 billion. The reduction of 32,445 shares corresponds to a 30.6% decrease in their position, which ranked 19th among the fund's holdings.

Other Institutional Activity in RTX

UniSuper Management cut its stake in RTX by 186,566 shares, leaving it with 497,614 shares valued at about $92.4 million. Dodge & Cox Inc. also decreased its position, selling 361,846 shares, which brought its total down to 35,113,249 shares worth approximately $6.93 billion.

RTX Corporation Stock Up 3.4%

RTX shares closed at $197.48 on October 26, 2026, and are recently trading around $197.49. This price is about equal to the stock's 50-day moving average of $197.11 but remains 13% below its 52-week high of $226.88.

Recent Earnings

For the trailing twelve months, RTX reported revenue of approximately $95.99 billion and an EPS of $6.15. The next earnings report is scheduled for January 26, 2027.

Dividend

RTX pays an annual dividend of $2.92 per share, which gives it a yield of about 1.53%. The payout ratio stands at 45.9%.

Insider Buying and Selling at RTX Corporation

Several insiders sold shares earlier this year, including Troy D. Brunk and Tracy A. Atkinson, who sold 8,557 and 2,295 shares, respectively. These transactions occurred before the recent filing on October 26.

Analysts Set New Price Targets

On October 9, 2026, TD Cowen maintained a "Buy" rating on RTX with a target price of $225. RBC Capital also maintained an "Outperform" rating with a target of $235 on October 15, 2026.

About RTX Corporation

RTX Corporation is an aerospace and defense company based in Arlington, VA. It provides systems and services to commercial, military, and government clients globally, operating through segments like Collins Aerospace and Pratt & Whitney.

Bottom Line

Ag2R la Mondiale's recent decision to cut its stake in RTX may reflect a strategy shift. Investors should keep an eye on the upcoming earnings report on January 26, 2027, and any further institutional changes in the company's stock.