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ETFs To Profit If UTX-Rockwell Deal Sees The Light Of Day

Published 08/30/2017, 06:46 AM
Updated 07/09/2023, 06:31 AM
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Word is that airline equipment behemoth United Technologies Corp. (NYSE:UTX) is about to reach an agreement to acquire the maker of aviation electronics Rockwell Collins Inc. (NYSE:COL) for over $20 billion, as reported by Wall Street Journal, quoted on Business Insider.

The deal price is pegged at around $140 per share, marking a 9.4% premium over Rockwell Collins' closing price as of August 28. The duo might announce a deal as soon as this weekend, the Wall Street Journal reported on August 29.

On the same day, shares of Rockwell Collins gained about 2.2% while United Technologies advanced about 2.9%.

Earlier this month, an article published on Bloomberg also talked about the possibility of this deal. The article highlighted an aerospace consultant’s comment that that the deal “would bring together the largest and fourth-largest aircraft parts suppliers.”

Investors should note that Rockwell Collins has a Zacks Rank #3 (Hold). The VGM (Value, Growth, Momentum) Score of the stock is D. The Zacks Industry Rank is in the top 42% while the Zacks Sector Rank is in the top 13%.

United Technologies has a Zacks Rank #3 with VGM Score of B. However, the company operates in a sector which is in the bottom 13%. Zacks Industry Rank is in the bottom 42%.

Needless to say, if the deal materializes, it will boost the aerospace space. This is especially because both the companies have considerable exposure to aerospace and defense ETFs.

iShares U.S. Aerospace & Defense ETF (HM:ITA)

United Technologies (7.81%) and Rockwell Collins (4.33%) get places in the top-10 holdings of the fund, making up for about 12% of the fund. The fund has a Zacks ETF Rank #1 (Strong Buy) (read: Trump's Afghanistan Rhetoric Helps/Hurts These ETFs).

PowerShares Aerospace & Defense PPA

The 53-stock fund puts about 6.13% weight in United Technologies – which is the fund’s fifth holding. Rockwell Collins takes up about 4.4% of the fund, occupying the eighth position. The fund has a Zacks ETF Rank #1.

Davis Select U.S. Equity ETF (NASDAQ:DUSA)

The fund looks to track the long-term capital growth and capital preservation by investing at least 80% of the net assets plus any borrowings for investment purposes in equity securities issued by U.S. companies. United Technologies takes the fourth spot in the fund with about 6.95% weight.

Industrial Select Sector SPDR Fund XLI

United Technologies (4.03%) gets a position in the top 10 holdings (see all Industrials ETFs here).

SPDR Dow Jones Industrial Average ETF (V:DIA)

UTX accounts for about 3.62% of the fund (read: How Boeing (NYSE:BA) & a Few Others Sent the Dow ETF Higher).

SPDR S&P Aerospace & Defense ETF (LON:XAR)

Rockwell Collins takes the third spot in the Zacks Rank #1 fund with about 4.52% weight, while UTX covers 3.46% of the fund.

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Rockwell Collins, Inc. (COL): Free Stock Analysis Report

United Technologies Corporation (UTX): Free Stock Analysis Report

SPDR-DJ IND AVG (DIA): ETF Research Reports

SPDR-INDU SELS (XLI): ETF Research Reports

ISHARS-US AEROS (ITA): ETF Research Reports

SPDR-SP AER&DEF (XAR): ETF Research Reports

PWRSH-AERO&DEF (PPA): ETF Research Reports

DAVIS-SEL US EQ (DUSA): ETF Research Reports

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Zacks Investment Research

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