SCHEDULE: Meitav Investment House Boosts Stake in TAT Technologies

Meitav Investment House Ltd. and its subsidiaries reported a combined beneficial ownership of 10.16% in TAT Technologies Ltd. as of September 4, 2025.

Summary

• Meitav Investment House Ltd. and its subsidiaries collectively beneficially own 1,310,650 ordinary shares of TAT Technologies Ltd., representing 10.16% of the outstanding class.
• This ownership is based on 12,898,582 ordinary shares outstanding as of September 4, 2025.
• Meitav Provident Funds & Pension Ltd., a subsidiary, directly beneficially owns 1,002,049 ordinary shares, accounting for 7.77% of the total outstanding shares.
• Other subsidiaries contributing to Meitav Investment House Ltd.'s aggregate ownership include Meitav Tachlit Mutual Funds Ltd. with 90,217 shares (0.70%) and Meitav Portfolio Management Ltd. with 218,384 shares (1.69%).
• The reporting persons disclaim the existence of a group for Section 13(d) purposes and any beneficial ownership beyond their actual pecuniary interest.

Sentiment

Score: 6

Explanation: The filing is a factual disclosure of significant institutional ownership, which is generally a positive signal of investor confidence, but it contains no operational or financial performance data to warrant a higher score. The disclaimers regarding control influence are standard for a 13G.

Positives

• Significant institutional investment by Meitav Investment House Ltd. and its subsidiaries, indicating confidence in TAT Technologies Ltd.
• The aggregate beneficial ownership of 10.16% by a major investment firm could signal stability and long-term interest.

Risks

• The filing explicitly states that the securities were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer.

Future Outlook

The filing does not provide any forward-looking statements or guidance regarding the issuer's future performance or strategic direction.

Management Comments

• The securities reported herein are beneficially owned by various direct or indirect, majority or wholly-owned subsidiaries of the MEITAV INVESTMENT HOUSE LTD.
• Each of the Subsidiaries operates under independent management and makes its own independent voting and investment decisions.
• Neither the filing of this Schedule 13G nor any of its contents shall be deemed to constitute an admission by either the Filing Person or Subsidiaries that a group exists for purposes of Section 13(d) of the Securities Exchange Act of 1934 or for any other purpose, and each reporting person disclaims the existence of any such group.
• The securities referred to above were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.

Industry Context

This filing indicates a significant institutional investment in TAT Technologies Ltd., a company operating in the aerospace and defense sector, by an Israeli investment house. Such substantial stakes by institutional investors are common across various industries and can reflect a long-term investment strategy or a belief in the company's fundamentals within its specific market.

Stakeholder Impact

• Shareholders: The disclosure of a significant institutional stake by Meitav Investment House Ltd. could be viewed positively, potentially signaling confidence in TAT Technologies Ltd.'s value and future prospects, which may influence market perception and share price.
• Management: Awareness of a substantial institutional shareholder may influence management's strategic decisions and communication, though the filing explicitly states no intent to influence control.

Key Dates

Recommendation

This Schedule 13G filing primarily discloses a significant institutional ownership stake by Meitav Investment House Ltd. and its subsidiaries in TAT Technologies Ltd. While a 10.16% stake by a reputable investment firm can be seen as a positive indicator of confidence, the filing itself does not provide sufficient operational, financial, or strategic information to warrant a 'buy' or 'sell' recommendation. It is a factual ownership disclosure, not an earnings report or strategic update. Investors should 'hold' and await further fundamental analysis or company-specific news before making a definitive investment decision.

Keywords

TAT Technologies, Meitav Investment House, Schedule 13G, Beneficial Ownership, Institutional Investor, Ordinary Shares, SEC Filing, Investment, Equity Stake