What is William Blair’s Estimate for Leidos Q2 Earnings?

Leidos Holdings, Inc. (NYSE:LDOS) – Equities researchers at William Blair reduced their Q2 2025 earnings per share (EPS) estimates for Leidos in a research note issued on Tuesday, May 6th. William Blair analyst L. Dipalma now anticipates that the aerospace company will post earnings of $2.56 per share for the quarter, down from their prior estimate of $2.60. William Blair has a “Market Perform” rating on the stock. The consensus estimate for Leidos’ current full-year earnings is $10.62 per share. William Blair also issued estimates for Leidos’ Q3 2025 earnings at $2.61 EPS, Q4 2025 earnings at $2.54 EPS, FY2025 earnings at $10.69 EPS and FY2026 earnings at $11.63 EPS.

Several other research firms also recently issued reports on LDOS. UBS Group upped their price objective on Leidos from $149.00 to $168.00 and gave the stock a “neutral” rating in a report on Wednesday. StockNews.com lowered Leidos from a “strong-buy” rating to a “buy” rating in a research note on Wednesday, April 30th. Royal Bank of Canada lifted their price objective on Leidos from $150.00 to $160.00 and gave the stock a “sector perform” rating in a research report on Wednesday. Wells Fargo & Company upped their target price on shares of Leidos from $173.00 to $200.00 and gave the company an “overweight” rating in a research report on Thursday. Finally, Cantor Fitzgerald raised shares of Leidos to a “strong-buy” rating in a research note on Tuesday, February 25th. Five research analysts have rated the stock with a hold rating, nine have given a buy rating and one has issued a strong buy rating to the stock. According to data from MarketBeat, Leidos presently has an average rating of “Moderate Buy” and an average target price of $180.69.

Leidos Price Performance

Shares of LDOS stock opened at $154.81 on Thursday. The company has a current ratio of 1.21, a quick ratio of 1.13 and a debt-to-equity ratio of 0.91. The firm has a market capitalization of $19.85 billion, a price-to-earnings ratio of 16.75, a PEG ratio of 1.65 and a beta of 0.65. The firm’s 50 day moving average is $139.69 and its 200-day moving average is $149.53. Leidos has a 1 year low of $123.62 and a 1 year high of $202.90.

Leidos (NYSE:LDOS) last issued its quarterly earnings results on Tuesday, May 6th. The aerospace company reported $2.97 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.47 by $0.50. The business had revenue of $4.25 billion for the quarter, compared to the consensus estimate of $4.11 billion. Leidos had a net margin of 7.53% and a return on equity of 30.93%. The firm’s quarterly revenue was up 6.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.29 EPS.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the company. Private Advisor Group LLC boosted its position in Leidos by 83.0% during the 4th quarter. Private Advisor Group LLC now owns 8,167 shares of the aerospace company’s stock worth $1,177,000 after acquiring an additional 3,703 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its position in shares of Leidos by 39.6% in the fourth quarter. Mirae Asset Global Investments Co. Ltd. now owns 12,464 shares of the aerospace company’s stock worth $1,800,000 after purchasing an additional 3,534 shares in the last quarter. LGT Fund Management Co Ltd. acquired a new position in Leidos during the fourth quarter worth $1,979,000. HM Payson & Co. grew its position in Leidos by 959.8% in the fourth quarter. HM Payson & Co. now owns 2,374 shares of the aerospace company’s stock valued at $342,000 after purchasing an additional 2,150 shares in the last quarter. Finally, Teamwork Financial Advisors LLC increased its stake in Leidos by 497.9% in the 4th quarter. Teamwork Financial Advisors LLC now owns 70,566 shares of the aerospace company’s stock valued at $10,166,000 after buying an additional 58,763 shares during the last quarter. 76.12% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Leidos

In other news, Director Robert C. Kovarik, Jr. sold 1,511 shares of the company’s stock in a transaction that occurred on Thursday, February 13th. The shares were sold at an average price of $134.56, for a total value of $203,320.16. Following the completion of the transaction, the director now owns 6,408 shares in the company, valued at $862,260.48. This represents a 19.08 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Gary Stephen May sold 2,128 shares of the stock in a transaction on Tuesday, February 18th. The stock was sold at an average price of $131.24, for a total transaction of $279,278.72. Following the sale, the director now directly owns 11,264 shares of the company’s stock, valued at $1,478,287.36. This represents a 15.89 % decrease in their position. The disclosure for this sale can be found here. Insiders own 0.69% of the company’s stock.

Leidos Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 30th. Shareholders of record on Monday, June 16th will be issued a dividend of $0.40 per share. The ex-dividend date is Monday, June 16th. This represents a $1.60 annualized dividend and a yield of 1.03%. Leidos’s dividend payout ratio is presently 17.32%.

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.