RTX (NYSE: RTX) stock price has headwinds and hurdles in 2026, but analysts and institutional support, nor demand for its product, are not among them. The primary headwind, more of a missing tailwind, was the pause in buyback activity following a January 2026 executive order from President Trump that restricts share repurchases and dividends at defense contractors identified as underperforming on military contracts. RTX was specifically named in connection with the order.
That has led to an increasing share count, but the increases are minimal given the business growth, balance sheet health, and capacity to make dividend payments.
