Wilmington Savings Fund Society, FSB 13F: Adds $3.3M to LHX Stake

Wilmington Savings Fund Society lifted its stake in L3Harris Technologies, Inc. (NYSE: LHX) by 14,075 shares during the period. Disclosed in a Form 13F filing with the SEC on October 23, 2026, the updated position now stands at 17,584 shares. The value of the holding reached about $4.2 million based on the filing-date close.

LHX L3Harris Technologies, Inc.

$253.97 ▼ -15.56% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Wilmington Savings Fund Society's L3Harris Position

The fund expanded its commitment to the aerospace and defense contractor by a sharp 401.1%, jumping from 3,509 shares previously. That addition of 14,075 shares marks a notable change in scale for the holding, bringing total reported value to $4,163,539. L3Harris closed at $253.97 on the filing date.

Other Institutional Activity in L3Harris

Wells Fargo & Company trimmed its holdings in the defense company by 124,691 shares, ending the period with 4,510,672 shares valued at approximately $1.15 billion.

L3Harris Technologies, Inc. Stock Up 2.6%

The stock recently traded around $253.97 as of October 24, 2026, putting it about equal to its close of $253.97 on October 23. Shares sit about 0.9% above their 50-day moving average of $251.72 but remain well below the 200-day moving average of $306.81. The 52-week range spans from a low of $232.34 to a high of $379.23. The company carries a P/E ratio of 25.6 and a forward P/E of 18.8.

Recent Earnings

L3Harris reported $22.9 billion in trailing-twelve-month revenue alongside earnings of $9.92 per share. The business posted an 8.4% year-over-year revenue growth rate, with a net profit margin of 8.2%. The next quarterly earnings report is scheduled for October 29, 2026.

Dividend

The company distributes an annual dividend rate of $5.00 per share, yielding 1.97% based on recent market pricing. That payout is supported by a dividend payout ratio of 49.4% of earnings.

Insider Buying and Selling at L3Harris Technologies, Inc.

Company insiders completed several transactions prior to the filing date. On March 2, 2026, officer Jon Rambeau sold 5,528 shares at an average price of $370.32 for a total of $2,047,129. On the same day, officer Samir Mehta sold 5,528 shares at $370.32, generating $2,047,129. Officer Melanie Rakita also sold 3,129 shares on March 2, 2026, and later sold 2,180 shares on May 5, 2026, at $310.45 for a total value of $676,781.

Analysts Set New Price Targets

Wall Street firms updated their views on the stock ahead of the filing. On September 23, 2026, Bernstein maintained an outperform rating while lowering its target from $365.00 to $346.00. TD Cowen maintained a buy rating on October 9, 2026, adjusting its target from $370.00 to $280.00. Goldman Sachs maintained a buy rating on October 12, 2026, with a target moved from $405.00 to $361.00. Bernstein issued another update on October 14, 2026, keeping an outperform rating and lowering the target to $318.00 from $346.00. RBC Capital maintained a sector perform rating on October 15, 2026, reducing its target from $310.00 to $265.00. Overall, the stock holds a consensus buy rating from 17 analysts with a mean price target of $316.65.

About L3Harris Technologies

Headquartered in Melbourne, Florida, L3Harris Technologies builds defense and commercial mission systems across space, communications, and missile domains. The enterprise serves government and civil agencies globally through its specialized segments, providing critical payload and communication infrastructure.

Bottom Line

Investors will look to the upcoming earnings release on October 29, 2026, for further insight into segment margins and program execution. Monitoring subsequent 13F filings will reveal whether other institutional managers follow Wilmington Savings Fund Society's lead in adjusting stakes.