Shares of Lockheed Martin Corporation (NYSE:LMT – Get Free Report) have been given a consensus recommendation of “Hold” by the twenty brokerages that are presently covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell recommendation, eleven have given a hold recommendation, seven have assigned a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month price objective among analysts that have covered the stock in the last year is $626.3333.
A number of equities research analysts have weighed in on LMT shares. Royal Bank Of Canada upped their price target on shares of Lockheed Martin from $575.00 to $600.00 and gave the company a “sector perform” rating in a report on Friday, July 24th. Jefferies Financial Group reissued a “hold” rating on shares of Lockheed Martin in a research note on Sunday, July 26th. BNP Paribas Exane reduced their price objective on shares of Lockheed Martin from $770.00 to $680.00 and set an “outperform” rating for the company in a research note on Friday, April 24th. Weiss Ratings raised Lockheed Martin from a “hold (c)” rating to a “hold (c+)” rating in a research report on Friday, July 31st. Finally, DZ Bank raised Lockheed Martin from a “hold” rating to a “strong-buy” rating in a research report on Thursday, April 30th.
View Our Latest Analysis on LMT
Lockheed Martin Stock Up 0.7%
Lockheed Martin (NYSE:LMT – Get Free Report) last announced its quarterly earnings results on Thursday, July 23rd. The aerospace company reported $7.94 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $7.22 by $0.72. The company had revenue of $20.06 billion during the quarter, compared to analyst estimates of $19.34 billion. Lockheed Martin had a return on equity of 91.42% and a net margin of 8.16%.The firm’s quarterly revenue was up 10.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.46 EPS. Lockheed Martin has set its FY 2026 guidance at 29.950-30.650 EPS. As a group, equities analysts expect that Lockheed Martin will post 30.36 earnings per share for the current year.
Lockheed Martin Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Tuesday, September 1st will be issued a $3.45 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $13.80 annualized dividend and a dividend yield of 2.4%. Lockheed Martin’s dividend payout ratio is presently 50.87%.
Institutional Investors Weigh In On Lockheed Martin
Several hedge funds and other institutional investors have recently added to or reduced their stakes in LMT. Charles Schwab Investment Management Inc. raised its position in shares of Lockheed Martin by 1.3% during the fourth quarter. Charles Schwab Investment Management Inc. now owns 8,638,936 shares of the aerospace company’s stock worth $4,178,399,000 after acquiring an additional 114,900 shares during the last quarter. Morgan Stanley lifted its position in Lockheed Martin by 10.1% during the 4th quarter. Morgan Stanley now owns 5,728,551 shares of the aerospace company’s stock valued at $2,770,729,000 after purchasing an additional 527,523 shares during the period. Franklin Resources Inc. boosted its stake in shares of Lockheed Martin by 0.6% in the 4th quarter. Franklin Resources Inc. now owns 1,670,284 shares of the aerospace company’s stock valued at $807,866,000 after purchasing an additional 10,349 shares during the last quarter. Deutsche Bank AG boosted its stake in Lockheed Martin by 7.4% in the fourth quarter. Deutsche Bank AG now owns 1,440,840 shares of the aerospace company’s stock valued at $696,891,000 after acquiring an additional 99,403 shares during the last quarter. Finally, AQR Capital Management LLC increased its holdings in Lockheed Martin by 107.3% in the fourth quarter. AQR Capital Management LLC now owns 1,293,823 shares of the aerospace company’s stock valued at $625,784,000 after purchasing an additional 669,604 shares during the last quarter. Institutional investors and hedge funds own 74.19% of the company’s stock.
Key Headlines Impacting Lockheed Martin
Here are the key news stories impacting Lockheed Martin this week:
- Positive Sentiment: Analysts have raised Lockheed Martin price targets into the $590–$700 range after the company’s latest quarterly update, citing improved execution and an increased 2026 outlook. Lockheed Martin Stock Sees Modest Fair Value Lift After Analyst Target Increases
- Positive Sentiment: Lockheed Martin’s AI initiatives are gaining attention after Skunk Works and Air Force partners used an AI agent to conduct 27 live, sensor-driven air-intercept exercises aboard the X-62 VISTA. The technology could strengthen the company’s position in future autonomous combat-aircraft programs. Should Lockheed’s AI-Driven Fighter Autonomy Tests Reshape the Next-Gen Defense Narrative for LMT Investors?
- Positive Sentiment: New agreements with Gravitics on orbital defense systems and NioCorp on a potential U.S. scandium supply chain broaden Lockheed Martin’s exposure to space infrastructure and strategic materials. The agreements are early-stage, but support the company’s national-security growth narrative. Lockheed Martin Expands Into Orbital Defense and Scandium Supply With Two Deals
- Positive Sentiment: Investors continue to point to Lockheed Martin’s record backlog, missile-defense contracts and expanding production as evidence of durable demand. The company recently exceeded quarterly EPS and revenue expectations and raised its 2026 outlook, reinforcing the bullish case. Should Investors Chase LMT Stock After Its Three-Month Gain?
- Neutral Sentiment: Lockheed Martin also demonstrated AI-powered sonar for submarine detection, highlighting additional applications for artificial intelligence across its naval-defense portfolio. Commercial impact and contract timing remain unclear. Lockheed Martin Demonstrates AI-Powered Sonar for Submarine Detection
- Negative Sentiment: Despite favorable defense-spending trends, investors remain mindful of execution, contract-timing and supply-chain risks. Lockheed Martin’s recent gains also leave the stock trading at a valuation that depends on continued earnings growth and successful program delivery. Can Lockheed Martin Capitalize on Surging Defense Demand Despite Rising Risks?
Lockheed Martin Company Profile
Lockheed Martin Corporation (NYSE: LMT) is a global aerospace and defense company that designs, develops and manufactures advanced technology systems for government and commercial customers. Formed through the 1995 merger of Lockheed Corporation and Martin Marietta, the company is headquartered in Bethesda, Maryland, and focuses on providing integrated solutions across air, space, land and sea domains. Its primary customers include the U.S. Department of Defense, NASA and allied governments around the world.
Lockheed Martin’s product and service portfolio spans military aircraft, missile and fire-control systems, missile defense, space systems and satellite technologies, sensors and precision weapons.
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