Kozak & Associates Inc. Raises Position in Lockheed Martin Corporation $LMT

Kozak & Associates Inc. boosted its stake in Lockheed Martin Corporation (NYSE:LMT) by 99.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,524 shares of the aerospace company’s stock after acquiring an additional 1,259 shares during the quarter. Lockheed Martin comprises about 0.2% of Kozak & Associates Inc.’s holdings, making the stock its 24th largest holding. Kozak & Associates Inc.’s holdings in Lockheed Martin were worth $1,188,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Carnegie Investment Counsel increased its holdings in Lockheed Martin by 11.4% during the 3rd 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 during the last quarter. VCI Wealth Management LLC purchased a new position in shares of Lockheed Martin during the 3rd quarter valued at approximately $3,075,000. DAVENPORT & Co LLC boosted its stake in shares of Lockheed Martin by 22.4% during the 3rd quarter. DAVENPORT & Co LLC now owns 25,423 shares of the aerospace company’s stock valued at $12,688,000 after buying an additional 4,652 shares during the last quarter. Farther Finance Advisors LLC boosted its stake in shares of Lockheed Martin by 29.2% during the 3rd quarter. Farther Finance Advisors LLC now owns 10,036 shares of the aerospace company’s stock valued at $5,010,000 after buying an additional 2,270 shares during the last quarter. Finally, Oppenheimer & Co. Inc. grew its position in shares of Lockheed Martin by 9.3% during the third quarter. Oppenheimer & Co. Inc. now owns 39,410 shares of the aerospace company’s stock worth $19,674,000 after buying an additional 3,352 shares in the last quarter. Institutional investors and hedge funds own 74.19% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently issued reports on LMT. DZ Bank lowered shares of Lockheed Martin from a “buy” rating to a “hold” rating and set a $665.00 price target for the company. in a research note on Tuesday, February 3rd. Citigroup raised their price objective on shares of Lockheed Martin from $592.00 to $673.00 and gave the stock a “neutral” rating in a report on Thursday, February 5th. Wall Street Zen raised shares of Lockheed Martin from a “buy” rating to a “strong-buy” rating in a research report on Saturday. JPMorgan Chase & Co. upped their target price on shares of Lockheed Martin from $515.00 to $680.00 and gave the company a “neutral” rating in a research note on Friday, January 30th. Finally, UBS Group increased their price target on shares of Lockheed Martin from $580.00 to $663.00 and gave the stock a “neutral” rating in a research report on Monday, February 2nd. Six research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $618.95.

Key Stories Impacting Lockheed Martin

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

• Positive Sentiment: Lockheed completed the first flight test of its new PrSM Inc.‑2 missile with a seeker designed to engage maritime targets — a technology milestone that can support future contract wins and program momentum. Lockheed Conducts First Flight Test Of New PrSM Inc. 2 With Seeker To Hit Maritime Targets
• Neutral Sentiment: Several analyst and sector articles compare Lockheed to peers and discuss valuation — useful context for investors deciding whether to buy or hold but not immediate catalysts. Better Defense Stock: Lockheed Martin vs. RTX
• Neutral Sentiment: Macro defense-sector coverage and ETF flows are highlighting defense names this year; broader tailwinds could help Lockheed over time but don’t explain today’s move. The Schwab U.S. Dividend Equity ETF Has Surged Over 12% in 2026. Its 3 Top Holdings Have Been Major Contributors to Its Rally.
• Negative Sentiment: The Pentagon has flagged further delays and capability shortfalls in the latest F‑35 software upgrades — a direct operational and contract‑execution risk that can pressure future margins and deliveries. Pentagon Flags New Delays In F-35 Software
• Negative Sentiment: Lockheed drew scrutiny after committing a $10M donation to the White House ballroom project; media and regulatory attention on donor influence can create reputational and political risk for a major government contractor. Lockheed Martin Faces Donation Scrutiny And F-35 Software Setback Risks
• Negative Sentiment: A shareholder‑litigation firm is investigating the Terran Orbital merger (a deal involving Lockheed), alleging potential conflicts and low consideration paid to Terran shareholders — this raises legal and PR risk exposure. INVESTOR ACTION NOTICE: Moore Law PLLC Encourages Investors in Terran Orbital Corporation to Contact Law Firm

Lockheed Martin Stock Performance

Lockheed Martin stock opened at $636.11 on Wednesday. The company has a debt-to-equity ratio of 3.05, a current ratio of 1.09 and a quick ratio of 0.94. Lockheed Martin Corporation has a 12 month low of $410.11 and a 12 month high of $692.00. The company has a fifty day moving average price of $621.48 and a two-hundred day moving average price of $528.40. The company has a market cap of $146.36 billion, a PE ratio of 29.60, a P/E/G ratio of 1.16 and a beta of 0.22.

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

Lockheed Martin Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Monday, March 2nd will be issued a $3.45 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $13.80 dividend on an annualized basis and a yield of 2.2%. Lockheed Martin’s dividend payout ratio (DPR) is currently 64.22%.

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.