Retirement Planning Group LLC Has $4.26 Million Stock Position in Lockheed Martin Corporation $LMT

Retirement Planning Group LLC raised its position in shares of Lockheed Martin Corporation (NYSE:LMT) by 382.4% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 8,539 shares of the aerospace company’s stock after buying an additional 6,769 shares during the period. Retirement Planning Group LLC’s holdings in Lockheed Martin were worth $4,263,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of LMT. Exencial Wealth Advisors LLC grew its position in Lockheed Martin by 10.8% during the 3rd quarter. Exencial Wealth Advisors LLC now owns 748 shares of the aerospace company’s stock worth $373,000 after acquiring an additional 73 shares during the last quarter. Capital City Trust Co. FL boosted its stake in Lockheed Martin by 3.7% in the third quarter. Capital City Trust Co. FL now owns 6,462 shares of the aerospace company’s stock worth $3,226,000 after purchasing an additional 231 shares in the last quarter. Moseley Investment Management Inc. grew its holdings in shares of Lockheed Martin by 10.9% during the third quarter. Moseley Investment Management Inc. now owns 6,225 shares of the aerospace company’s stock worth $3,108,000 after purchasing an additional 612 shares during the last quarter. Family Capital Management Inc. acquired a new stake in shares of Lockheed Martin in the third quarter valued at $222,000. Finally, TD Private Client Wealth LLC increased its stake in shares of Lockheed Martin by 48.6% in the third quarter. TD Private Client Wealth LLC now owns 6,767 shares of the aerospace company’s stock valued at $3,378,000 after buying an additional 2,214 shares in the last quarter. 74.19% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Lockheed Martin

Here are the key news stories impacting Lockheed Martin this week:

• Positive Sentiment: Big proposed U.S. defense budget (talk of a $1.5 trillion plan) is powering renewed bullishness for prime contractors and has coincided with analyst upgrades and higher price targets — a direct tailwind for Lockheed as a major DoD supplier. Lockheed Martin Stock (LMT) Opinions on Proposed $1.5 Trillion Defense Budget
• Positive Sentiment: Contract and production updates — expanded PAC‑3 MSE production framework and a record F‑35 delivery run (and significant long‑lead F‑35 funding) boost revenue visibility and order backlog, supporting near‑term organic growth. Lockheed Martin Stock Rises 13.7% in a Month: Here’s How to Play
• Positive Sentiment: Wall Street appetite: Truist (and other recent analyst attention) has pushed ratings/targets higher, including some raised price targets as analysts re-rate the stock on stronger fiscal outlook and contract flow. Analyst activity lends momentum to the rally. Lockheed Martin (NYSE:LMT) Upgraded at Truist Financial
• Positive Sentiment: Technical/market signal — LMT hit a 52‑week high, signaling strong buyer interest and attracting momentum traders. Lockheed Martin stock hits 52-week high at $561.81
• Neutral Sentiment: Sector ripple from L3Harris DoD investment — the Pentagon’s direct funding to expand missile production capacity eases supply‑chain bottlenecks that benefit primes like Lockheed, but it also restructures supplier dynamics and creates a stronger, potentially more competitive supplier base. Net effect is mixed/sector‑level. L3Harris Blasts Off With a $1 Billion Pentagon Payload
• Neutral Sentiment: Analyst nuance: some firms maintain cautious/hold views (Jefferies maintain) even as others upgrade — suggests upside is accepted but valuation and execution risks keep some investors restrained. Balanced Risk/Reward and Unlocked Optionality Keep Lockheed Martin at Hold
• Negative Sentiment: Insider selling and mixed institutional flows: recent disclosures show insider sales and sizable portfolio rebalancing among hedge funds and institutions — a potential caution flag if sustained. Lockheed Martin Stock (LMT) Opinions on Proposed $1.5 Trillion Defense Budget

Lockheed Martin Stock Up 1.2%

Shares of Lockheed Martin stock opened at $557.83 on Wednesday. Lockheed Martin Corporation has a 12 month low of $410.11 and a 12 month high of $563.30. The business has a fifty day simple moving average of $476.55 and a 200 day simple moving average of $469.49. The company has a quick ratio of 0.97, a current ratio of 1.13 and a debt-to-equity ratio of 3.32. The stock has a market cap of $129.08 billion, a PE ratio of 31.15, a price-to-earnings-growth ratio of 1.57 and a beta of 0.24.

Lockheed Martin (NYSE:LMT) last posted its earnings results on Tuesday, October 21st. The aerospace company reported $6.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.33 by $0.62. The company had revenue of $18.61 billion during the quarter, compared to analyst estimates of $18.45 billion. Lockheed Martin had a return on equity of 111.84% and a net margin of 5.73%.The company’s revenue for the quarter was up 8.8% compared to the same quarter last year. During the same period in the previous year, the company earned $6.84 EPS. Lockheed Martin has set its FY 2025 guidance at 22.150-22.350 EPS. Research analysts predict that Lockheed Martin Corporation will post 27.15 EPS for the current year.

Analyst Ratings Changes

Several research analysts recently issued reports on LMT shares. BNP Paribas upgraded shares of Lockheed Martin to a “strong-buy” rating in a research report on Tuesday, November 18th. Susquehanna boosted their price objective on shares of Lockheed Martin from $490.00 to $590.00 and gave the stock a “positive” rating in a research report on Thursday, October 9th. Citigroup increased their price objective on Lockheed Martin from $505.00 to $592.00 and gave the company a “neutral” rating in a research report on Tuesday. Weiss Ratings reissued a “hold (c)” rating on shares of Lockheed Martin in a research note on Wednesday, October 8th. Finally, Morgan Stanley reaffirmed an “equal weight” rating and set a $543.00 price target (down previously from $630.00) on shares of Lockheed Martin in a research note on Tuesday, December 16th. Two equities research analysts have rated the stock with a Strong Buy rating, five have issued a Buy rating, sixteen have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Lockheed Martin presently has an average rating of “Hold” and a consensus target price of $522.24.

Insider Transactions at Lockheed Martin

In other Lockheed Martin news, COO John Frank A. St sold 7,792 shares of the stock in a transaction on Thursday, October 23rd. The shares were sold at an average price of $491.04, for a total value of $3,826,183.68. Following the sale, the chief operating officer directly owned 1 shares in the company, valued at approximately $491.04. This trade represents a 99.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.14% of the company’s stock.

Lockheed Martin 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.