L3Harris Technologies (LHX) is down 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is continued post-earnings pressure after investors reassessed the value of L3Harris’s missile business and the timing of its planned separation. There does not appear to be a major new company-specific negative announced today, so this could also be a mix of lingering disappointment over the delayed missile IPO, analyst target resets, and broader weakness in defense names.

Details:

Sources:

L3Harris Technologies, SEC, Yahoo Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$LHX Insider Trading Activity

$LHX insiders have traded $LHX stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.

Here’s a breakdown of recent trading of $LHX stock by insiders over the last 6 months:

• JON RAMBEAU (Pres., Coms. & Spec. Dom.) sold 5,528 shares for an estimated $2,047,128
• SAMIR MEHTA (Pres., Space & Mission Sys.) sold 5,528 shares for an estimated $2,047,128
• MELANIE RAKITA (Vice President & CHRO) has made 0 purchases and 3 sales selling 5,309 shares for an estimated $1,766,859.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$LHX Hedge Fund Activity

We have seen 837 institutional investors add shares of $LHX stock to their portfolio, and 807 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

• CAPITAL WORLD INVESTORS removed 4,403,475 shares (-40.0%) from their portfolio in Q2 2026, for an estimated $1,279,605,800
• JPMORGAN CHASE & CO added 1,576,318 shares (+inf%) to their portfolio in Q2 2026, for an estimated $458,062,247
• SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,289,697 shares (+inf%) to their portfolio in Q2 2026, for an estimated $374,773,051
• BLACKROCK, INC. added 1,139,207 shares (+6.4%) to their portfolio in Q2 2026, for an estimated $331,042,162
• D. E. SHAW & CO., INC. added 1,040,252 shares (+7249.1%) to their portfolio in Q2 2026, for an estimated $302,286,828
• CLEARBRIDGE INVESTMENTS, LLC removed 908,735 shares (-32.9%) from their portfolio in Q2 2026, for an estimated $264,069,303
• ARTISAN PARTNERS LIMITED PARTNERSHIP removed 719,596 shares (-40.8%) from their portfolio in Q2 2026, for an estimated $209,107,401

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$LHX Government Contracts

We have seen $6,042,475,334 of award payments to $LHX over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

• THE PURPOSE OF THIS DELIVERY ORDER AWARD IS TO ADD FUNDING FOR FTI TELECOMMUNICATIONS SERVICES.: $864,124,039
• IGF::OT::IGF RS-25 PRODUCTION RESTART TO BE UNDERTAKEN BY THE CONTRACTOR IN SUPPORT OF PROVIDING SIX RS-25...: $328,030,445
• FOREIGN MILITARY SALES FUNDING TO PURCHASE SUPPLIES FOR AN ALLIED NATION.: $169,265,471
• HIGH PURITY DEPLETED URANIUM (HPDU) PRODUCTION SERVICES: $159,800,000
• DAFIS UDO RECONSTRUCT W/O ADVANCE: $93,624,802

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.

$LHX Congressional Stock Trading

Members of Congress have traded $LHX stock 6 times in the past 6 months. Of those trades, 3 have been purchases and 3 have been sales.

Here’s a breakdown of recent trading of $LHX stock by members of Congress over the last 6 months:

• REPRESENTATIVE RICHARD MCCORMICK has traded it 5 times. They made 2 purchases worth up to $30,000 on 06/12 and 3 sales worth up to $45,000 on 07/30, 03/19.
• SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$LHX Price Targets

Multiple analysts have issued price targets for $LHX recently. We have seen 2 analysts offer price targets for $LHX in the last 6 months, with a median target of $367.5.

Here are some recent targets:

• Douglas Harned from Bernstein set a target price of $405.0 on 05/04/2026
• Myles Walton from UBS set a target price of $330.0 on 05/01/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.

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