Bahl & Gaynor Inc. Lowers Stake in Lockheed Martin Corporation $LMT

Bahl & Gaynor Inc. trimmed its position in Lockheed Martin Corporation (NYSE:LMT) by 2.9% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 518,798 shares of the aerospace company’s stock after selling 15,332 shares during the quarter. Lockheed Martin accounts for approximately 1.3% of Bahl & Gaynor Inc.’s portfolio, making the stock its 22nd largest holding. Bahl & Gaynor Inc.’s holdings in Lockheed Martin were worth $258,989,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Barnes Dennig Private Wealth Management LLC raised its holdings in Lockheed Martin by 285.7% in the third quarter. Barnes Dennig Private Wealth Management LLC now owns 54 shares of the aerospace company’s stock valued at $27,000 after buying an additional 40 shares during the period. Grey Fox Wealth Advisors LLC purchased a new stake in Lockheed Martin during the third quarter worth approximately $27,000. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Lockheed Martin in the second quarter worth $29,000. Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Lockheed Martin in the 3rd quarter valued at $35,000. Finally, MTM Investment Management LLC acquired a new position in shares of Lockheed Martin during the 2nd quarter valued at $36,000. Hedge funds and other institutional investors own 74.19% of the company’s stock.

Lockheed Martin News Summary

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

• Positive Sentiment: Unusual call buying — Traders bought 155,267 LMT call options today (roughly a 1,691% jump versus typical daily call volume), a strongly bullish signal that likely pushed intraday prices higher.
• Positive Sentiment: AI-driven manufacturing interest — Industry research highlights growing investment in AI-driven, software-defined defense factories and notes primes like Lockheed as potential beneficiaries, supporting longer-term revenue/efficiency upside. AI-Driven Defense Manufacturing Infrastructure Report 2025-2030
• Positive Sentiment: Relative strength vs. broader market — Coverage noting LMT is outperforming the Nasdaq and that the Street remains constructive likely reinforced investor confidence and buying momentum. Is Lockheed Martin Stock Outperforming the Nasdaq?
• Positive Sentiment: Analyst/industry commentary on durable growth — Recent write-ups emphasize Lockheed’s predictable revenue profile and geopolitical hedge, supporting a bullish/defensive case for the stock. Lockheed Martin: Robust, Predictable Growth With Geopolitical Hedge Built In
• Neutral Sentiment: Valuation/positioning view — Some analyst pieces call Lockheed operationally strong but “fully priced,” recommending a hold rather than buy, which tempers upside despite positive fundamentals. Operationally Strong, Valuation Fully Priced – Hold
• Negative Sentiment: Pentagon/Anthropic scrutiny — The Pentagon’s dispute with Anthropic and requests for defense primes (including Lockheed) to report any reliance on Anthropic’s Claude model raise supply‑chain/third‑party AI risk concerns; this creates short‑term uncertainty about contract requirements, certification, or replacement costs. Pentagon Anthropic feud has sales and AI warfare at stake Pentagon asks Boeing, Lockheed Martin about their exposure to Anthropic

Analyst Upgrades and Downgrades

Several analysts recently issued reports on the company. Morgan Stanley set a $675.00 price target on Lockheed Martin in a report on Wednesday, February 4th. TD Cowen increased their target price on Lockheed Martin from $600.00 to $670.00 and gave the company a “hold” rating in a research note on Friday, January 30th. Jefferies Financial Group raised their target price on Lockheed Martin from $540.00 to $630.00 and gave the company a “hold” rating in a report on Sunday, February 1st. Truist Financial upped their price target on Lockheed Martin from $605.00 to $695.00 and gave the stock a “buy” rating in a report on Friday, January 30th. Finally, Royal Bank Of Canada increased their price objective on shares of Lockheed Martin from $615.00 to $650.00 and gave the company a “sector perform” rating in a research report on Friday, January 30th. Six investment analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $612.50.

Lockheed Martin Stock Performance

Shares of LMT opened at $659.24 on Monday. The firm has a market cap of $151.68 billion, a price-to-earnings ratio of 30.68, a PEG ratio of 1.19 and a beta of 0.22. The company has a quick ratio of 0.94, a current ratio of 1.09 and a debt-to-equity ratio of 3.05. The business’s 50 day moving average is $581.76 and its two-hundred day moving average is $510.69. Lockheed Martin Corporation has a 52-week low of $410.11 and a 52-week high of $669.75.

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