Rockbridge Capital Management LLC Lowers Position in Lockheed Martin Corporation $LMT

Rockbridge Capital Management LLC decreased its stake in Lockheed Martin Corporation (NYSE:LMT) by 5.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 17,253 shares of the aerospace company’s stock after selling 960 shares during the period. Lockheed Martin accounts for about 5.1% of Rockbridge Capital Management LLC’s holdings, making the stock its 10th biggest position. Rockbridge Capital Management LLC’s holdings in Lockheed Martin were worth $8,613,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of LMT. Old North State Wealth Management LLC lifted its position in shares of Lockheed Martin by 2.0% during the 3rd quarter. Old North State Wealth Management LLC now owns 1,073 shares of the aerospace company’s stock valued at $539,000 after buying an additional 21 shares during the last quarter. GS Investments Inc. increased its holdings in Lockheed Martin by 1.0% in the 3rd quarter. GS Investments Inc. now owns 2,231 shares of the aerospace company’s stock worth $1,114,000 after acquiring an additional 22 shares during the last quarter. Barnes Wealth Management Group Inc lifted its holdings in Lockheed Martin by 4.2% during the second quarter. Barnes Wealth Management Group Inc now owns 567 shares of the aerospace company’s stock valued at $263,000 after purchasing an additional 23 shares during the last quarter. Collective Family Office LLC increased its stake in shares of Lockheed Martin by 4.6% in the third quarter. Collective Family Office LLC now owns 527 shares of the aerospace company’s stock worth $263,000 after purchasing an additional 23 shares in the last quarter. Finally, Financial Partners Group Inc raised its position in shares of Lockheed Martin by 4.3% in the third quarter. Financial Partners Group Inc now owns 555 shares of the aerospace company’s stock valued at $277,000 after purchasing an additional 23 shares during the period. Hedge funds and other institutional investors own 74.19% of the company’s stock.

Key Stories Impacting Lockheed Martin

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

• Positive Sentiment: Unusual call buying — Traders bought 155,267 LMT call options today (roughly a 1,691% jump versus typical daily call volume), a strongly bullish signal that likely pushed intraday prices higher.
• Positive Sentiment: AI-driven manufacturing interest — Industry research highlights growing investment in AI-driven, software-defined defense factories and notes primes like Lockheed as potential beneficiaries, supporting longer-term revenue/efficiency upside. AI-Driven Defense Manufacturing Infrastructure Report 2025-2030
• Positive Sentiment: Relative strength vs. broader market — Coverage noting LMT is outperforming the Nasdaq and that the Street remains constructive likely reinforced investor confidence and buying momentum. Is Lockheed Martin Stock Outperforming the Nasdaq?
• Positive Sentiment: Analyst/industry commentary on durable growth — Recent write-ups emphasize Lockheed’s predictable revenue profile and geopolitical hedge, supporting a bullish/defensive case for the stock. Lockheed Martin: Robust, Predictable Growth With Geopolitical Hedge Built In
• Neutral Sentiment: Valuation/positioning view — Some analyst pieces call Lockheed operationally strong but “fully priced,” recommending a hold rather than buy, which tempers upside despite positive fundamentals. Operationally Strong, Valuation Fully Priced – Hold
• Negative Sentiment: Pentagon/Anthropic scrutiny — The Pentagon’s dispute with Anthropic and requests for defense primes (including Lockheed) to report any reliance on Anthropic’s Claude model raise supply‑chain/third‑party AI risk concerns; this creates short‑term uncertainty about contract requirements, certification, or replacement costs. Pentagon Anthropic feud has sales and AI warfare at stake Pentagon asks Boeing, Lockheed Martin about their exposure to Anthropic

Lockheed Martin Price Performance

Shares of Lockheed Martin stock opened at $659.24 on Friday. The company has a debt-to-equity ratio of 3.05, a quick ratio of 0.94 and a current ratio of 1.09. Lockheed Martin Corporation has a 52-week low of $410.11 and a 52-week high of $669.75. The company has a fifty day moving average of $581.76 and a 200-day moving average of $509.66. The stock has a market capitalization of $151.68 billion, a price-to-earnings ratio of 30.68, a price-to-earnings-growth ratio of 1.16 and a beta of 0.23.

Lockheed Martin (NYSE:LMT) last posted its quarterly earnings results on Thursday, January 29th. The aerospace company reported $5.80 earnings per share (EPS) for the quarter, missing the consensus estimate of $6.33 by ($0.53). The business had revenue of $20.32 billion for the quarter, compared to analysts’ expectations of $19.84 billion. Lockheed Martin had a net margin of 6.69% and a return on equity of 108.53%. The business’s quarterly revenue was up 9.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $7.67 earnings per share. Equities research analysts expect that Lockheed Martin Corporation will post 27.15 EPS for the current year.

Lockheed Martin Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Monday, March 2nd will be paid a $3.45 dividend. This represents a $13.80 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Monday, March 2nd. Lockheed Martin’s payout ratio is 64.22%.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. Jefferies Financial Group raised their price objective on shares of Lockheed Martin from $540.00 to $630.00 and gave the stock a “hold” rating in a report on Sunday, February 1st. Weiss Ratings raised Lockheed Martin from a “hold (c+)” rating to a “buy (b-)” rating in a report on Friday, February 6th. Truist Financial increased their price objective on Lockheed Martin from $605.00 to $695.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Morgan Stanley set a $675.00 target price on Lockheed Martin in a report on Wednesday, February 4th. Finally, Royal Bank Of Canada upped their price target on Lockheed Martin from $615.00 to $650.00 and gave the company a “sector perform” rating in a research report on Friday, January 30th. Six equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Lockheed Martin currently has a consensus rating of “Hold” and an average price target of $612.50.

About Lockheed Martin

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.