Harel Boosts RTX Corporation Stake 4.2%, Fiduciary Family Office Cuts 30.8% in Q3

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Harel Insurance Investments & Financial Services increased its stake in RTX Corporation by 4.2% to 358,872 shares worth $60.05 million in Q3 according to its latest 13F filing. Fiduciary Family Office LLC trimmed its position by 30.8% to 6,418 shares valued at $1.07 million during the same period.

1. Institutional Investor Harel Insurance Boosts Stake

In the third quarter, Harel Insurance Investments & Financial Services Ltd. increased its position in RTX by 4.2%, acquiring an additional 14,567 shares to bring its total holding to 358,872 shares. At the end of the period, the value of Harel’s investment stood at $60.05 million. This move underscores growing confidence among non‐U.S. asset managers in RTX’s defense and aerospace portfolio. Institutional ownership of RTX remains exceptionally high at 86.5%, with other modest adjustments by smaller funds also visible in the latest 13F filings.

2. Strong Q3 Results and FY-2025 Guidance Cement Growth Outlook

RTX reported third-quarter revenue of $22.48 billion, up 11.9% year-over-year, and delivered earnings per share of $1.70, beating consensus by $0.29. Management reiterated full-year 2025 EPS guidance range of 6.10 to 6.20, reflecting continued margin expansion across Pratt & Whitney and Collins Aerospace segments. Return on equity improved to 13.28%, while net margin reached 7.67%, reinforcing investor confidence in near-term cash generation and dividend sustainability.

3. Insider Selling and Dividend Policy Highlight Capital Allocation

Executive Vice President Neil G. Mitchill Jr. reduced his holding by 7.5%, selling 4,849 shares for a total consideration of $873,547.35. Following this transaction, Mitchill’s remaining stake is valued at approximately $10.73 million. Simultaneously, RTX declared a quarterly dividend of $0.68 per share, equating to an annualized payout of $2.72 and yielding roughly 1.3%. The dividend payout ratio stands at 55.85%, signaling a balanced approach to returning capital while preserving investment capacity for R&D and M&A.

Sources

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