11,274 Shares in Lockheed Martin Corporation $LMT Bought by Trifecta Capital Advisors LLC

Key Points

• Trifecta Capital Advisors acquired 11,274 Lockheed Martin shares in the second quarter, valued at approximately $5.74 million. Institutional investors and hedge funds collectively own 74.19% of the company.
• Lockheed Martin exceeded quarterly expectations, reporting $7.94 in EPS versus the $7.22 consensus and $20.06 billion in revenue, up 10.5% year over year. The company issued fiscal 2026 EPS guidance of $29.95–$30.65.
• Analysts maintain a broadly neutral outlook, with a consensus rating of Hold and an average price target of $632.39. Lockheed Martin also declared a quarterly dividend of $3.45, equivalent to a 2.3% annualized yield.

Trifecta Capital Advisors LLC acquired a new position in Lockheed Martin Corporation (NYSE:LMT - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 11,274 shares of the aerospace company's stock, valued at approximately $5,744,000.

Other institutional investors and hedge funds also recently modified their holdings of the company. Charles Schwab Investment Management Inc. lifted its position in shares of Lockheed Martin by 1.3% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 8,638,936 shares of the aerospace company's stock worth $4,178,399,000 after buying an additional 114,900 shares during the last quarter. Morgan Stanley grew its position in shares of Lockheed Martin by 10.1% during the 4th quarter. Morgan Stanley now owns 5,728,551 shares of the aerospace company's stock valued at $2,770,729,000 after buying an additional 527,523 shares during the last quarter. Franklin Resources Inc. raised its stake in Lockheed Martin by 0.6% during the fourth quarter. Franklin Resources Inc. now owns 1,670,284 shares of the aerospace company's stock worth $807,866,000 after acquiring an additional 10,349 shares during the period. Deutsche Bank AG raised its stake in Lockheed Martin by 7.4% during the fourth quarter. Deutsche Bank AG now owns 1,440,840 shares of the aerospace company's stock worth $696,891,000 after acquiring an additional 99,403 shares during the period. Finally, AQR Capital Management LLC lifted its holdings in Lockheed Martin by 107.3% in the fourth quarter. AQR Capital Management LLC now owns 1,293,823 shares of the aerospace company's stock worth $625,784,000 after acquiring an additional 669,604 shares during the last quarter. 74.19% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

LMT has been the subject of several recent research reports. TD Cowen lowered their target price on Lockheed Martin from $600.00 to $560.00 and set a "hold" rating for the company in a report on Monday, July 13th. Royal Bank Of Canada raised their price target on Lockheed Martin from $575.00 to $600.00 and gave the stock a "sector perform" rating in a report on Friday, July 24th. DZ Bank upgraded Lockheed Martin from a "hold" rating to a "strong-buy" rating in a research note on Thursday, April 30th. Wells Fargo & Company set a $600.00 target price on Lockheed Martin in a research report on Monday, July 27th. Finally, Morgan Stanley raised their target price on Lockheed Martin from $653.00 to $690.00 and gave the company an "equal weight" rating in a research note on Friday, July 24th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, Lockheed Martin has an average rating of "Hold" and a consensus target price of $632.39.

Lockheed Martin Stock Performance

Shares of NYSE LMT opened at $608.21 on Friday. The company has a current ratio of 1.19, a quick ratio of 1.01 and a debt-to-equity ratio of 2.34. The stock has a 50 day simple moving average of $542.51 and a 200-day simple moving average of $576.46. The company has a market cap of $140.37 billion, a PE ratio of 22.42, a P/E/G ratio of 1.03 and a beta of 0.10. Lockheed Martin Corporation has a 12-month low of $436.46 and a 12-month high of $692.00.

Lockheed Martin (NYSE:LMT - Get Free Report) last issued its quarterly earnings data on Thursday, July 23rd. The aerospace company reported $7.94 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $7.22 by $0.72. Lockheed Martin had a return on equity of 91.42% and a net margin of 8.16%.The business had revenue of $20.06 billion during the quarter, compared to analyst estimates of $19.34 billion. During the same period in the prior year, the company posted $1.46 EPS. The business's revenue for the quarter was up 10.5% compared to the same quarter last year. Lockheed Martin has set its FY 2026 guidance at 29.950-30.650 EPS. On average, equities research analysts forecast that Lockheed Martin Corporation will post 30.39 EPS for the current year.

Lockheed Martin Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Stockholders of record on Tuesday, September 1st will be paid a $3.45 dividend. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $13.80 annualized dividend and a dividend yield of 2.3%. Lockheed Martin's dividend payout ratio is presently 50.87%.

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.

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