Artisan Partners Limited Partnership 13F: Adds $104M to RTX Stake

Artisan Partners Limited Partnership has significantly increased its investment in RTX Corporation (NYSE: RTX). According to a recent SEC filing, the firm added 550,499 shares in the first quarter of 2026, boosting its stake by nearly 32% to a total of 2,274,209 shares. This position is valued at approximately $434.9 million.

What Changed in Artisan Partners' RTX Corporation Position

Artisan Partners' decision to increase its holdings in RTX Corporation by 550,499 shares reflects a substantial commitment to the aerospace and defense company. The firm's total share count in RTX now stands at 2,274,209 shares, up from 1,723,710 shares previously, marking a 31.94% increase in its position.

Other Institutional Activity in RTX Corporation

Other major institutional investors have also been active in RTX Corporation. BlackRock, Inc. grew its holdings by 4,130,605 shares, reaching 109,050,751 shares valued at about $21.04 billion. State Street Corp added 704,674 shares, bringing its total to 92,589,262 shares worth approximately $17.86 billion. Meanwhile, Capital Research Global Investors reduced its position by 23,802,966 shares, now holding 52,337,386 shares valued at $10.1 billion. JPMorgan Chase & Co increased its stake by 9,241,010 shares to a total of 41,351,406 shares, valued at $7.74 billion.

RTX Corporation Stock Up 1.1%

Shares of RTX Corporation are currently trading around $191.23. The company boasts a market cap of $259.3 billion and a P/E ratio of 36.2. With a beta of 0.306, RTX's stock price has ranged from a 52-week low of $140.47 to a high of $214.50. The stock's 50-day moving average is $181.85, and the 200-day moving average is $182.30.

Recent Earnings

In its recent earnings report, RTX Corporation posted revenue of $90.37 billion, reflecting a growth rate of 8.7%. The company's net margin stands at 8%, and its return on equity is 11.57%. The next earnings release is scheduled for July 21, 2026.

Dividend

RTX Corporation offers an annual dividend rate of $2.77, yielding 1.48%. The dividend payout ratio is 51.03%, providing investors with a steady income stream.

Insider Buying and Selling at RTX Corporation

Several insiders made notable purchases on April 30, 2026. Denise Ramos acquired 1,960 shares, Tracy Atkinson bought 1,295 shares, Ellen Pawlikowski purchased 1,261 shares, Bernard Harris Jr. bought 1,176 shares, Brian Rogers acquired 2,101 shares, and Fredric Reynolds bought 1,346 shares, all at an average price of $176.07.

Analysts Set New Price Targets

On June 4, 2026, Jefferies upgraded RTX to a 'buy' with a price target of $220. Morgan Stanley maintained its 'buy' rating with a $220 target on April 22, 2026. Citigroup reiterated a 'buy' rating, setting a target of $226 on April 2, 2026. The consensus among 22 analysts is a 'buy' recommendation with a mean target price of $215.73.

About RTX Corporation

RTX Corporation is a leading aerospace and defense company based in Arlington, Virginia. It operates through three main segments: Collins Aerospace, Pratt & Whitney, and Raytheon. The company provides a wide range of products and services to commercial, military, and government customers worldwide. With a workforce of 180,000, RTX is led by CEO Christopher T. Calio.

Bottom Line

Artisan Partners' increased stake in RTX Corporation signals strong confidence in the company's prospects. Investors often track such filings to gauge institutional sentiment, though these 13F filings reflect past positions and may not indicate current holdings. RTX's steady earnings and dividend, along with positive analyst ratings, contribute to its appeal.