National Pension Service Buys 12,876 Shares of L3Harris Technologies Inc $LHX

National Pension Service grew its stake in shares of L3Harris Technologies Inc (NYSE:LHX) by 4.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 326,198 shares of the company’s stock after acquiring an additional 12,876 shares during the period. National Pension Service owned 0.17% of L3Harris Technologies worth $99,624,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Winnow Wealth LLC bought a new position in shares of L3Harris Technologies during the third quarter worth approximately $102,000. AlphaQuest LLC grew its holdings in L3Harris Technologies by 62.1% in the 3rd quarter. AlphaQuest LLC now owns 1,666 shares of the company’s stock valued at $509,000 after buying an additional 638 shares in the last quarter. Trifecta Capital Advisors LLC increased its position in L3Harris Technologies by 2.0% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 15,624 shares of the company’s stock worth $4,772,000 after buying an additional 307 shares during the period. Golden State Wealth Management LLC lifted its holdings in shares of L3Harris Technologies by 34.1% during the third quarter. Golden State Wealth Management LLC now owns 664 shares of the company’s stock worth $203,000 after buying an additional 169 shares in the last quarter. Finally, Eos Management L.P. bought a new stake in shares of L3Harris Technologies in the third quarter valued at about $2,270,000. Institutional investors and hedge funds own 84.76% of the company’s stock.

Key Headlines Impacting L3Harris Technologies

Here are the key news stories impacting L3Harris Technologies this week:

• Positive Sentiment: U.S. Navy awarded L3Harris the Red Wolf contract to develop, test and produce long?range Precision Attack Strike Munition vehicles — a clear program win that supports future revenue and backlog growth. US Navy Selects L3Harris Red Wolf
• Positive Sentiment: Management raised FY?2026 guidance to EPS $11.30–$11.50 and revenue $23.0–$23.5B (above consensus), signaling confidence in organic growth despite near?term headwinds. 2025 Results & 2026 Guidance
• Positive Sentiment: Company is pursuing a Missile Solutions spinoff (with reported government investment interest) and raised its dividend — strategic moves that could unlock value and support shareholder returns. Missile Solutions IPO & growth outlook
• Positive Sentiment: Q4 EPS beat consensus ($2.86 vs. $2.76), showing underlying profitability despite weaker revenue. Q4 EPS beat
• Neutral Sentiment: Analyst reaction mixed — Royal Bank of Canada nudged its price target up to $365 with a “sector perform” rating, offering modest validation but not a strong buy signal. RBC raises target
• Neutral Sentiment: Industry coverage highlights L3Harris among peers as defense spending lifts demand for unmanned and missile systems — a sector tailwind that benefits multiple names. AVAV vs LHX analysis
• Negative Sentiment: Q4 revenue missed estimates ($5.65B vs. $5.76B) and management flagged near?term pressure from a prolonged U.S. government shutdown that delayed contract awards — the primary driver of today’s selloff. Revenue miss due to shutdown
• Negative Sentiment: Analyst and media headlines emphasized a disappointing near?term revenue outlook and the YoY drop in quarterly earnings, prompting short?term selling despite longer?term positives. Shares slide coverage
• Negative Sentiment: Quarterly earnings were lower year?over?year, which may concern investors focused on near?term profitability trends. Earnings fall coverage

Analyst Ratings Changes

A number of equities analysts recently commented on LHX shares. Wolfe Research reaffirmed an “outperform” rating on shares of L3Harris Technologies in a research report on Friday. Wall Street Zen cut shares of L3Harris Technologies from a “strong-buy” rating to a “buy” rating in a report on Sunday, January 11th. UBS Group lifted their price target on shares of L3Harris Technologies to $323.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. BNP Paribas Exane raised L3Harris Technologies to a “hold” rating in a research report on Tuesday, November 18th. Finally, Truist Financial set a $364.00 price objective on L3Harris Technologies in a research note on Wednesday, January 14th. Fifteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, L3Harris Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $316.07.

Insider Buying and Selling at L3Harris Technologies

In other news, CEO Christopher E. Kubasik sold 14,171 shares of the firm’s stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $301.05, for a total value of $4,266,179.55. Following the sale, the chief executive officer directly owned 144,426 shares in the company, valued at approximately $43,479,447.30. This trade represents a 8.94% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders own 0.72% of the company’s stock.

L3Harris Technologies Stock Down 3.8%

Shares of LHX opened at $342.50 on Friday. The firm has a 50 day simple moving average of $308.13 and a two-hundred day simple moving average of $291.57. The company has a debt-to-equity ratio of 0.53, a current ratio of 1.19 and a quick ratio of 0.95. L3Harris Technologies Inc has a one year low of $193.09 and a one year high of $369.59. The company has a market cap of $64.06 billion, a P/E ratio of 40.15, a P/E/G ratio of 2.42 and a beta of 0.66.

L3Harris Technologies (NYSE:LHX) last issued its quarterly earnings results on Thursday, January 29th. The company reported $2.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.76 by $0.10. L3Harris Technologies had a return on equity of 10.43% and a net margin of 7.35%.The company had revenue of $5.65 billion for the quarter, compared to analyst estimates of $5.76 billion. During the same quarter last year, the company posted $3.47 EPS. The company’s revenue for the quarter was up 2.3% compared to the same quarter last year. Research analysts forecast that L3Harris Technologies Inc will post 11.12 EPS for the current fiscal year.

L3Harris Technologies Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 20th. Shareholders of record on Friday, March 6th will be paid a dividend of $1.25 per share. The ex-dividend date of this dividend is Friday, March 6th. This is a positive change from L3Harris Technologies’s previous quarterly dividend of $1.20. This represents a $5.00 annualized dividend and a yield of 1.5%. L3Harris Technologies’s payout ratio is presently 56.27%.

About L3Harris Technologies

L3Harris Technologies (NYSE: LHX) is an American aerospace and defense company formed in 2019 through the combination of L3 Technologies and Harris Corporation. Headquartered in Melbourne, Florida, the company designs, manufactures and supports a broad range of technology solutions for government and commercial customers, with a particular emphasis on defense, intelligence and public safety applications.

The company’s offerings span communications systems, avionics, electronic warfare, intelligence, surveillance and reconnaissance (ISR) sensors, space systems and mission integration.