Simplicity Wealth LLC Trims Stake in Lockheed Martin Corporation $LMT

Simplicity Wealth LLC cut its holdings in Lockheed Martin Corporation (NYSE:LMT) by 53.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,178 shares of the aerospace company’s stock after selling 4,787 shares during the period. Simplicity Wealth LLC’s holdings in Lockheed Martin were worth $2,085,000 as of its most recent SEC filing.

A number of other hedge funds have also recently modified their holdings of the business. Carnegie Investment Counsel increased its stake in shares of Lockheed Martin by 11.4% in the third quarter. Carnegie Investment Counsel now owns 29,639 shares of the aerospace company’s stock worth $14,796,000 after purchasing an additional 3,031 shares in the last quarter. VCI Wealth Management LLC bought a new position in Lockheed Martin in the 3rd quarter worth $3,075,000. DAVENPORT & Co LLC increased its stake in Lockheed Martin by 22.4% in the 3rd quarter. DAVENPORT & Co LLC now owns 25,423 shares of the aerospace company’s stock worth $12,688,000 after buying an additional 4,652 shares in the last quarter. Farther Finance Advisors LLC raised its holdings in Lockheed Martin by 29.2% during the third quarter. Farther Finance Advisors LLC now owns 10,036 shares of the aerospace company’s stock valued at $5,010,000 after acquiring an additional 2,270 shares during the period. Finally, Laffer Tengler Investments Inc. raised its holdings in Lockheed Martin by 482.6% during the second quarter. Laffer Tengler Investments Inc. now owns 6,979 shares of the aerospace company’s stock valued at $3,232,000 after acquiring an additional 5,781 shares during the period. Institutional investors own 74.19% of the company’s stock.

Lockheed Martin Stock Up 1.2%

NYSE LMT opened at $592.99 on Friday. The stock has a 50 day moving average price of $493.46 and a 200-day moving average price of $475.11. Lockheed Martin Corporation has a one year low of $410.11 and a one year high of $595.95. The company has a debt-to-equity ratio of 3.32, a quick ratio of 0.97 and a current ratio of 1.13. The company has a market capitalization of $137.22 billion, a P/E ratio of 33.11, a P/E/G ratio of 1.67 and a beta of 0.24.

Lockheed Martin (NYSE:LMT) last announced its quarterly earnings results on Tuesday, October 21st. The aerospace company reported $6.95 earnings per share for the quarter, topping the consensus estimate of $6.33 by $0.62. Lockheed Martin had a net margin of 5.73% and a return on equity of 111.84%. The company had revenue of $18.61 billion for the quarter, compared to analysts’ expectations of $18.45 billion. During the same quarter in the previous year, the business posted $6.84 earnings per share. Lockheed Martin’s quarterly revenue was up 8.8% on a year-over-year basis. As a group, equities analysts predict that Lockheed Martin Corporation will post 27.15 EPS for the current fiscal year.

Lockheed Martin News Summary

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

• Positive Sentiment: Mexico will acquire its first C-130J-30 Super Hercules, making it the first Latin American operator — a clear win for international sales and backlog visibility. Lockheed Martin Welcomes Mexico to the C-130J Super Hercules Fleet
• Positive Sentiment: U.S.–NATO Arctic/Greenland framework and tariff suspension raised the prospect of new Arctic defense initiatives — a thematic tailwind for contractors with missile, radar and infrastructure capabilities like LMT. Markets rallied on the announcement. Trump Says Greenland–Arctic Framework Reached, Cancels Feb. 1 Tariffs as Stocks Rally
• Positive Sentiment: Shares recently hit a 52-week high as geopolitical attention on Greenland/Arctic issues and defense spending momentum lifted sentiment. Momentum can attract flows and boost valuation multiples in the near term. Lockheed Martin Stock Hits New 52-Week High as the Greenland Crisis Heats Up
• Neutral Sentiment: Lockheed is scheduled to report quarterly results this week — the timing alone is driving trading volume and positioning ahead of the print. Lockheed Martin (LMT) Projected to Post Quarterly Earnings on Thursday
• Neutral Sentiment: Analyst pieces compare Boeing and Lockheed on contracts, margins and exposure to Pentagon spending — useful for relative valuation decisions but not an immediate catalyst. Boeing vs. Lockheed Martin: Which Aerospace-Defense Giant Has the Edge?
• Negative Sentiment: Zacks warns analysts expect a decline in LMT’s upcoming EPS and says the company lacks the usual mix that produces an earnings beat — this raises downside risk into the print. Analysts Estimate Lockheed Martin (LMT) to Report a Decline in Earnings: What to Look Out for
• Negative Sentiment: Cost overruns to prepare Swiss airfields for F-35 operations drew criticism and spotlighted program-level budget pressure — reputational and procurement risks for F-35-related revenue. Swiss Airfield Works for F-35 Fighter Jets Face Soaring Costs
• Negative Sentiment: Public criticism from officials about missed deadlines, buybacks and executive pay at major defense firms increases political and PR risk for contractors, potentially influencing future contract scrutiny. Scott Bessent Blasts Defense Companies Over Missed Deadlines And Big Bonuses: Lockheed Martin, Boeing, RTX In Focus

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on LMT. Deutsche Bank Aktiengesellschaft cut their target price on Lockheed Martin from $517.00 to $492.00 and set a “hold” rating for the company in a research report on Wednesday, December 10th. Royal Bank Of Canada upped their price target on Lockheed Martin from $440.00 to $525.00 and gave the stock a “sector perform” rating in a research note on Tuesday, October 7th. The Goldman Sachs Group lifted their price objective on shares of Lockheed Martin from $398.00 to $425.00 and gave the company a “sell” rating in a research report on Friday, October 10th. JPMorgan Chase & Co. reissued a “neutral” rating and issued a $515.00 target price (up previously from $465.00) on shares of Lockheed Martin in a report on Friday, December 19th. Finally, Morgan Stanley restated an “equal weight” rating and set a $543.00 target price (down previously from $630.00) on shares of Lockheed Martin in a research report on Tuesday, December 16th. Five investment analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $543.82.

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.