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ClearBridge Investments Dividend Strategy's investment thesis on L3Harris Technologies Inc. ($LHX) — Q2 2025 | Buyside Digest

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$LHXNYSEL3Harris Technologies Inc.

BULL

ClearBridge Investments Dividend Strategy—LHX

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$236.78USD

-7.7% vs last month

$255.73Pitched

-7.4% since pitch

Market Cap$53.8B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The ClearBridge Dividend Strategy underperformed the S&P 500 in Q2 2025 due to its disciplined valuation focus in a highly momentum-driven, concentrated tape led by mega-cap growth stocks. The managers highlight...

— John Baldi, Michael Clarfeld

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