Mitsubishi UFJ Asset Management Co. Ltd. Buys 24,823 Shares of Lockheed Martin Corporation $LMT

Mitsubishi UFJ Asset Management Co. Ltd. grew its position in shares of Lockheed Martin Corporation (NYSE:LMT - Free Report) by 5.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 450,658 shares of the aerospace company's stock after buying an additional 24,823 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.20% of Lockheed Martin worth $224,009,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. Cerro Pacific Wealth Advisors LLC grew its stake in shares of Lockheed Martin by 1.2% during the 4th quarter. Cerro Pacific Wealth Advisors LLC now owns 1,376 shares of the aerospace company's stock valued at $665,000 after purchasing an additional 16 shares during the period. Garner Asset Management Corp grew its position in Lockheed Martin by 0.9% during the fourth quarter. Garner Asset Management Corp now owns 1,735 shares of the aerospace company's stock valued at $839,000 after buying an additional 16 shares during the period. Broadway Wealth Solutions Inc. raised its position in Lockheed Martin by 3.6% in the fourth quarter. Broadway Wealth Solutions Inc. now owns 484 shares of the aerospace company's stock worth $234,000 after acquiring an additional 17 shares during the period. Newbridge Financial Services Group Inc. boosted its stake in shares of Lockheed Martin by 3.2% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 583 shares of the aerospace company's stock worth $282,000 after acquiring an additional 18 shares during the last quarter. Finally, McGlone Suttner Wealth Management Inc. grew its position in shares of Lockheed Martin by 2.0% during the 4th quarter. McGlone Suttner Wealth Management Inc. now owns 985 shares of the aerospace company's stock valued at $476,000 after acquiring an additional 19 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: Skunk Works chief OJ Sanchez will replace long-time Aeronautics president Greg Ulmer effective June 1, giving the $30B Aeronautics unit a clear succession plan that reduces operational uncertainty and supports program continuity. Read More.
• Positive Sentiment: Lockheed announced the Aeronautics leadership change via PR Newswire, emphasizing a smooth transition after Ulmer’s retirement—a governance positive for investors watching program execution risk. Read More.
• Positive Sentiment: Lockheed was selected by the U.S. Space Force to support the Space‑Based Interceptor (SBI) program, underscoring growing space-defense revenue opportunities and program-level wins that could lift backlog and long-term growth. Read More.
• Positive Sentiment: Cubic Defense received a follow-on award from Lockheed to deliver P5 Internal Subsystems for F‑35 training, signaling continued program spending and supplier activity tied to the F‑35 ecosystem. Read More.
• Positive Sentiment: Lockheed and Nokia Federal Solutions unveiled a mission-critical 5G solution for defense customers, strengthening partnerships in secure communications that can expand addressable markets beyond traditional platforms. Read More.
• Positive Sentiment: Reports that Lithuania unveiled HIMARS launchers and deepening defense ties with Lockheed highlight international sales momentum and allied procurement that support export backlog. Read More.
• Neutral Sentiment: MarketWatch notes LMT shares rose but still underperformed the broader market, calling attention to mixed market dynamics where defense names can lag on macro/rotation factors. Read More.
• Neutral Sentiment: Analyst coverage and sector writeups (Seeking Alpha, ETF roundups) discuss defense-sector themes and LMT’s place in portfolios; useful context but less likely to move the stock immediately. Read More.
• Negative Sentiment: Lockheed’s Q1 results earlier this season showed an EPS miss and revenue slightly below estimates, and while FY‑2026 guidance is positive, the quarter’s shortfall remains a near-term negative for sentiment. Read More.
• Negative Sentiment: JPMorgan lowered its price target on LMT from $680 to $605 and kept a neutral rating—this reduces near-term analyst-driven upside and can cap multiple expansion. Read More.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on LMT shares. JPMorgan Chase & Co. reduced their target price on shares of Lockheed Martin from $680.00 to $605.00 and set a "neutral" rating for the company in a report on Tuesday. Sanford C. Bernstein boosted their price target on Lockheed Martin from $654.00 to $661.00 and gave the stock a "market perform" rating in a report on Tuesday, April 21st. Bank of America reduced their price objective on shares of Lockheed Martin from $660.00 to $600.00 and set a "neutral" rating on the stock in a research report on Friday, April 24th. UBS Group raised their target price on shares of Lockheed Martin from $580.00 to $663.00 and gave the company a "neutral" rating in a research note on Monday, February 2nd. Finally, TD Cowen decreased their price target on shares of Lockheed Martin from $670.00 to $600.00 and set a "hold" rating on the stock in a research note on Friday, April 24th. One analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $628.63.

Lockheed Martin Trading Up 1.0%

Lockheed Martin stock opened at $513.83 on Thursday. Lockheed Martin Corporation has a 52 week low of $410.11 and a 52 week high of $692.00. The stock has a 50-day moving average price of $611.15 and a 200 day moving average price of $553.94. The company has a quick ratio of 0.94, a current ratio of 1.14 and a debt-to-equity ratio of 2.74. The company has a market capitalization of $118.47 billion, a price-to-earnings ratio of 24.88, a price-to-earnings-growth ratio of 0.92 and a beta of 0.10.

Lockheed Martin (NYSE:LMT - Get Free Report) last announced its quarterly earnings data on Thursday, April 23rd. The aerospace company reported $6.44 EPS for the quarter, missing the consensus estimate of $6.79 by ($0.35). The business had revenue of $18.02 billion for the quarter, compared to analyst estimates of $18.38 billion. Lockheed Martin had a net margin of 6.38% and a return on equity of 101.64%. The business's revenue was up .3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $7.28 earnings per share. Lockheed Martin has set its FY 2026 guidance at 29.350-30.250 EPS. Sell-side analysts anticipate that Lockheed Martin Corporation will post 29.91 EPS for the current year.

Lockheed Martin Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 2nd were given a dividend of $3.45 per share. The ex-dividend date was Monday, March 2nd. This represents a $13.80 dividend on an annualized basis and a yield of 2.7%. Lockheed Martin's payout ratio is currently 66.83%.

Lockheed Martin Company 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.

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