Invesco Ltd. Increases Stock Holdings in Lockheed Martin Corporation $LMT

Key Points

• Invesco Ltd. increased its stake in Lockheed Martin by 4.2% to 2,196,058 shares—about 0.95% of the company—worth roughly $1.096 billion after buying 87,663 shares in Q3.
• Operational catalysts—expanded F‑35 capabilities, a role on Japan’s anti‑jamming satellite, and a Lockheed payload delivered to orbit—support future revenue and backlog while regional geopolitical tensions boost defense demand.
• Financially, Lockheed missed EPS for the quarter ($5.80 vs. $6.33) despite a revenue beat, declared a quarterly dividend of $3.45 (annualized $13.80, ~2.1% yield), and has a consensus analyst rating of "Hold" with a $618.95 price target.

Invesco Ltd. increased its holdings in shares of Lockheed Martin Corporation (NYSE:LMT - Free Report) by 4.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,196,058 shares of the aerospace company's stock after buying an additional 87,663 shares during the quarter. Invesco Ltd. owned about 0.95% of Lockheed Martin worth $1,096,294,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in LMT. Vanguard Group Inc. grew its holdings in Lockheed Martin by 1.0% in the second quarter. Vanguard Group Inc. now owns 21,697,527 shares of the aerospace company's stock valued at $10,048,993,000 after purchasing an additional 214,565 shares during the period. Legal & General Group Plc raised its stake in Lockheed Martin by 6.6% during the third quarter. Legal & General Group Plc now owns 1,022,940 shares of the aerospace company's stock worth $510,662,000 after purchasing an additional 63,430 shares during the period. AQR Capital Management LLC boosted its holdings in shares of Lockheed Martin by 6.9% in the 2nd quarter. AQR Capital Management LLC now owns 863,839 shares of the aerospace company's stock valued at $400,079,000 after purchasing an additional 55,607 shares during the last quarter. Ameriprise Financial Inc. grew its stake in shares of Lockheed Martin by 16.6% during the 2nd quarter. Ameriprise Financial Inc. now owns 761,382 shares of the aerospace company's stock valued at $347,381,000 after buying an additional 108,553 shares during the period. Finally, Bank of Montreal Can grew its stake in shares of Lockheed Martin by 1.1% during the 3rd quarter. Bank of Montreal Can now owns 739,122 shares of the aerospace company's stock valued at $368,977,000 after buying an additional 7,981 shares during the period. 74.19% of the stock is owned by institutional investors and hedge funds.

Key Lockheed Martin News

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

• Positive Sentiment: Expanded F‑35 capabilities — Reports say Lockheed is rolling out advanced weapons, improved data‑sharing systems and new production contracts for the F‑35 as global demand rises, which supports future revenue, backlog and long‑cycle program cash flow. Is LMT Expanding F-35 Capabilities to Strengthen Air Dominance?
• Positive Sentiment: Japan satellite contract role — Lockheed will provide an anti‑jamming payload for Japan’s next‑generation defense satellite communications system as a mission partner to Mitsubishi Electric, strengthening its international space/communications revenue stream and foothold in allied programs. Lockheed Martin Corporation (LMT) To Provide Anti-Jamming Payload For Japan’s Next-Generation Defense Satellite Communication System
• Positive Sentiment: Payload delivered to orbit — Firefly Aerospace’s successful Alpha Flight 7 carried a Lockheed payload to orbit, validating Lockheed’s use of emerging launch partners and advancing its space demonstrators/capability deployments; this reduces program risk and supports future space revenue. Firefly Rockets Lockheed Payload To Orbit: Is FLY a High‑Beta Defense Trade?
• Positive Sentiment: Geopolitical tailwinds — Coverage noting risks in the Strait of Hormuz and related regional tensions highlights increased demand for detection, maritime defense, missiles and ISR systems — areas where Lockheed is a primary supplier. Clear the Strait of Hormuz? Watch These Defense Stocks.
• Neutral Sentiment: Long‑term performance note — A retrospective piece shows strong multi‑decade returns for LMT shareholders, useful context for buy‑and‑hold investors but not an immediate catalyst. $1000 Invested In Lockheed Martin 20 Years Ago Would Be Worth This Much Today
• Neutral Sentiment: Peer comparison — Industry write‑ups comparing Lockheed to L3Harris help investors assess relative valuation and exposure (airframes vs. electronics), but are background analysis rather than direct catalysts. Lockheed Martin vs. L3Harris: Which Defense Giant Belongs in Your Portfolio?
• Negative Sentiment: Quarterly EPS miss — Lockheed’s Jan. 29 quarter reported revenue above estimates but EPS below consensus (reduced quarterly EPS vs. prior year), which could weigh on near‑term sentiment despite the offsetting contract/news flow.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on LMT shares. Weiss Ratings lowered Lockheed Martin from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Friday, March 6th. Argus upped their price target on Lockheed Martin from $530.00 to $735.00 and gave the stock a "buy" rating in a research note on Friday, March 6th. BNP Paribas Exane raised their price objective on Lockheed Martin from $550.00 to $570.00 and gave the stock an "outperform" rating in a report on Thursday, January 8th. Jefferies Financial Group lifted their price objective on Lockheed Martin from $540.00 to $630.00 and gave the company a "hold" rating in a research note on Sunday, February 1st. Finally, The Goldman Sachs Group boosted their target price on Lockheed Martin from $464.00 to $517.00 and gave the stock a "sell" rating in a report on Monday, February 2nd. Six equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Hold" and a consensus price target of $618.95.

Lockheed Martin Price Performance

Shares of LMT stock opened at $653.01 on Friday. The firm has a fifty day simple moving average of $613.54 and a 200-day simple moving average of $523.44. The company has a market capitalization of $150.25 billion, a PE ratio of 30.39, a price-to-earnings-growth ratio of 1.17 and a beta of 0.22. Lockheed Martin Corporation has a twelve month low of $410.11 and a twelve month high of $692.00. The company has a current ratio of 1.09, a quick ratio of 0.94 and a debt-to-equity ratio of 3.05.

Lockheed Martin (NYSE:LMT - Get Free Report) last posted its quarterly earnings data 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 net margin of 6.69% and a return on equity of 108.53%. The firm had revenue of $20.32 billion during the quarter, compared to analysts' expectations of $19.84 billion. During the same period in the previous year, the company earned $7.67 earnings per share. The business's quarterly revenue was up 9.1% on a year-over-year basis. Equities research analysts anticipate that Lockheed Martin Corporation will post 27.15 earnings per share for the current fiscal year.

Lockheed Martin Announces Dividend

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

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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