Carnegie Investment Counsel Reduces Position in Lockheed Martin Corporation $LMT

Carnegie Investment Counsel trimmed its holdings in Lockheed Martin Corporation (NYSE:LMT) by 22.5% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 24,009 shares of the aerospace company’s stock after selling 6,952 shares during the quarter. Carnegie Investment Counsel’s holdings in Lockheed Martin were worth $14,511,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of LMT. Welch Group LLC grew its position in shares of Lockheed Martin by 1.5% during the 4th quarter. Welch Group LLC now owns 132,684 shares of the aerospace company’s stock worth $64,175,000 after buying an additional 1,999 shares in the last quarter. Jain Global LLC bought a new stake in shares of Lockheed Martin in the 3rd quarter valued at about $38,064,000. World Investment Advisors lifted its position in shares of Lockheed Martin by 54.7% in the 4th quarter. World Investment Advisors now owns 14,739 shares of the aerospace company’s stock worth $7,129,000 after purchasing an additional 5,214 shares during the period. SG Americas Securities LLC boosted its stake in shares of Lockheed Martin by 5.4% during the first quarter. SG Americas Securities LLC now owns 276,383 shares of the aerospace company’s stock valued at $167,043,000 after purchasing an additional 14,150 shares in the last quarter. Finally, Clough Capital Partners L P bought a new position in Lockheed Martin in the third quarter worth approximately $31,018,000. Hedge funds and other institutional investors own 74.19% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently commented on LMT shares. Bank of America reduced their price target on Lockheed Martin from $660.00 to $600.00 and set a “neutral” rating for the company in a research report on Friday, April 24th. Wall Street Zen downgraded shares of Lockheed Martin from a “buy” rating to a “hold” rating in a report on Saturday, April 25th. UBS Group decreased their price target on shares of Lockheed Martin from $683.00 to $538.00 in a research report on Tuesday, June 30th. Susquehanna reduced their price objective on shares of Lockheed Martin from $740.00 to $700.00 and set a “positive” rating for the company in a research note on Friday, April 24th. Finally, DZ Bank upgraded shares of Lockheed Martin from a “hold” rating to a “strong-buy” rating in a research note on Thursday, April 30th. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $609.68.

More Lockheed Martin News

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

• Positive Sentiment: Several reports argue that Lockheed Martin looks attractive on a value basis versus peer Howmet Aerospace, highlighting LMT as a potentially stronger choice for value investors. LMT or HWM: Which Is the Better Value Stock Right Now?
• Positive Sentiment: Commentary around the proposed 2027 defense budget suggests the bull case for Lockheed Martin remains compelling, reinforcing expectations for steady government demand. Lockheed Martin: The Proposed 2027 Defense Budget Makes The Bull Case Hard To Ignore
• Positive Sentiment: MarketBeat noted Lockheed Martin’s large backlog and new Defense Department contracts as evidence of a strong defense “moat,” which supports revenue visibility. Lockheed Martin Secures the Ultimate Defense Moat
• Positive Sentiment: Goldman Sachs won a $70 billion retirement-asset mandate from Lockheed Martin, a sign of ongoing corporate financial activity that may be viewed positively by investors. Goldman Sachs wins $70 billion in asset management deals with Verizon, Lockheed Martin
• Neutral Sentiment: One article simply frames LMT as a “strong value stock” based on Zacks’ style scores, but it does not add a major new catalyst. Here’s Why Lockheed Martin (LMT) is a Strong Value Stock
• Neutral Sentiment: Coverage about a defense investor’s view on the future of warfare is broadly supportive of the sector, but it does not specifically point to a direct move in Lockheed Martin. Defense Investor: 300 Companies Could Define the Future of Warfare
• Negative Sentiment: Recent coverage also points to Q1 2026 margin compression and a need to watch the upcoming earnings report, which may be limiting enthusiasm. Lockheed Martin Secures the Ultimate Defense Moat
• Negative Sentiment: Separately, LMT was recently noted as having a more significant dip than the broader market, reflecting some short-term weakness before today’s rebound. Lockheed Martin (LMT) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Lockheed Martin Stock Performance

Shares of NYSE LMT traded up $4.80 during midday trading on Friday, reaching $523.06. The company had a trading volume of 662,167 shares, compared to its average volume of 1,280,062. Lockheed Martin Corporation has a 1 year low of $410.11 and a 1 year high of $692.00. The business’s 50-day simple moving average is $521.71 and its 200 day simple moving average is $570.46. The company has a current ratio of 1.14, a quick ratio of 0.94 and a debt-to-equity ratio of 2.74. The stock has a market cap of $120.60 billion, a P/E ratio of 25.33, a P/E/G ratio of 0.94 and a beta of 0.11.

Lockheed Martin (NYSE:LMT) last released its earnings results on Thursday, April 23rd. The aerospace company reported $6.44 earnings per share (EPS) for the quarter, missing the consensus estimate of $6.79 by ($0.35). Lockheed Martin had a net margin of 6.38% and a return on equity of 101.64%. The firm had revenue of $18.02 billion during the quarter, compared to analyst estimates of $18.38 billion. During the same period in the previous year, the company earned $7.28 earnings per share. Lockheed Martin’s revenue was up .3% on a year-over-year basis. Lockheed Martin has set its FY 2026 guidance at 29.350-30.250 EPS. On average, analysts forecast that Lockheed Martin Corporation will post 29.94 earnings per share for the current fiscal year.

Lockheed Martin Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, June 26th. Investors of record on Monday, June 1st were given a $3.45 dividend. The ex-dividend date was Monday, June 1st. This represents a $13.80 dividend on an annualized basis and a yield of 2.6%. Lockheed Martin’s dividend payout ratio is currently 66.83%.

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.