William Blair Has Positive Estimate for Leidos Q3 Earnings

Key Points

• William Blair has upgraded its Q3 2025 earnings estimate for Leidos to $2.67 per share, reflecting an increase from the previous forecast of $2.61.
• Leidos reported earnings of $3.21 per share for the last quarter, surpassing analysts' expectations of $2.63, with a year-over-year revenue increase of 2.9%.
• The company recently declared a quarterly dividend of $0.40 per share, with an annualized yield of 0.9%, to be paid on September 30th.

Leidos Holdings, Inc. (NYSE:LDOS - Free Report) - Analysts at William Blair lifted their Q3 2025 EPS estimates for Leidos in a note issued to investors on Tuesday, August 5th. William Blair analyst L. Dipalma now anticipates that the aerospace company will earn $2.67 per share for the quarter, up from their prior estimate of $2.61. The consensus estimate for Leidos' current full-year earnings is $10.62 per share. William Blair also issued estimates for Leidos' Q4 2025 earnings at $2.55 EPS.

Other equities research analysts have also issued research reports about the stock. Royal Bank Of Canada upped their price objective on shares of Leidos from $150.00 to $160.00 and gave the company a "sector perform" rating in a report on Wednesday, May 7th. UBS Group increased their target price on shares of Leidos from $168.00 to $184.00 and gave the stock a "neutral" rating in a research note on Thursday. Wells Fargo & Company increased their target price on shares of Leidos from $173.00 to $200.00 and gave the stock an "overweight" rating in a research note on Thursday, May 8th. Robert W. Baird lowered shares of Leidos from an "outperform" rating to a "neutral" rating and set a $163.00 target price for the company. in a research note on Tuesday, May 27th. Finally, Truist Financial lowered their target price on shares of Leidos from $165.00 to $155.00 and set a "buy" rating for the company in a research note on Monday, April 14th. Seven equities research analysts have rated the stock with a hold rating, eight have given a buy rating and one has issued a strong buy rating to the stock. According to MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average price target of $179.46.

Leidos Trading Up 0.7%

Shares of LDOS traded up $1.25 during mid-day trading on Friday, reaching $176.52. The stock had a trading volume of 826,525 shares, compared to its average volume of 862,301. The company has a debt-to-equity ratio of 1.06, a current ratio of 1.62 and a quick ratio of 1.42. Leidos has a 52-week low of $123.62 and a 52-week high of $202.90. The business's fifty day moving average is $157.62 and its 200 day moving average is $147.00. The firm has a market cap of $22.65 billion, a price-to-earnings ratio of 16.68, a P/E/G ratio of 2.02 and a beta of 0.65.

Leidos (NYSE:LDOS - Get Free Report) last announced its quarterly earnings data on Tuesday, August 5th. The aerospace company reported $3.21 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.63 by $0.58. Leidos had a net margin of 8.22% and a return on equity of 33.57%. The firm had revenue of $4.25 billion during the quarter, compared to analyst estimates of $4.24 billion. During the same quarter in the prior year, the firm posted $2.63 earnings per share. Leidos's quarterly revenue was up 2.9% on a year-over-year basis.

Leidos Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 30th. Stockholders of record on Monday, September 15th will be given a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a dividend yield of 0.9%. The ex-dividend date of this dividend is Monday, September 15th. Leidos's dividend payout ratio is currently 15.12%.

Institutional Trading of Leidos

Several hedge funds have recently made changes to their positions in the business. Quotient Wealth Partners LLC lifted its position in shares of Leidos by 4.3% during the second quarter. Quotient Wealth Partners LLC now owns 1,627 shares of the aerospace company's stock worth $257,000 after purchasing an additional 67 shares in the last quarter. REAP Financial Group LLC lifted its position in shares of Leidos by 50.0% during the second quarter. REAP Financial Group LLC now owns 228 shares of the aerospace company's stock worth $36,000 after purchasing an additional 76 shares in the last quarter. Private Trust Co. NA lifted its stake in Leidos by 35.9% in the second quarter. Private Trust Co. NA now owns 303 shares of the aerospace company's stock worth $48,000 after acquiring an additional 80 shares during the last quarter. Advisory Alpha LLC lifted its stake in Leidos by 5.1% in the second quarter. Advisory Alpha LLC now owns 1,657 shares of the aerospace company's stock worth $261,000 after acquiring an additional 80 shares during the last quarter. Finally, Parallel Advisors LLC lifted its stake in Leidos by 9.1% in the first quarter. Parallel Advisors LLC now owns 968 shares of the aerospace company's stock worth $131,000 after acquiring an additional 81 shares during the last quarter. Institutional investors and hedge funds own 76.12% of the company's stock.

About Leidos

Leidos Holdings, Inc, together with its subsidiaries, provides services and solutions in the defense, intelligence, civil, and health markets in the United States and internationally. The company operates through Defense Solutions, Civil, and Health segments. The Defense Solutions segment offers national security solutions and systems for air, land, sea, space, and cyberspace for the U.S.