Lockheed Martin (NYSE:LMT) Rating Increased to Hold at Wells Fargo & Company

Lockheed Martin (NYSE:LMT) was upgraded by investment analysts at Wells Fargo & Company to a “hold” rating in a research note issued on Tuesday,Zacks.com reports.

LMT has been the topic of several other reports. Morgan Stanley set a $675.00 price objective on Lockheed Martin in a research report on Wednesday, February 4th. Susquehanna increased their target price on Lockheed Martin from $725.00 to $740.00 and gave the company a “positive” rating in a research note on Wednesday, March 18th. TD Cowen raised their target price on Lockheed Martin from $600.00 to $670.00 and gave the company a “hold” rating in a report on Friday, January 30th. BNP Paribas Exane boosted their price target on Lockheed Martin from $550.00 to $570.00 and gave the stock an “outperform” rating in a research report on Thursday, January 8th. Finally, Citigroup increased their price objective on shares of Lockheed Martin from $673.00 to $675.00 and gave the company a “neutral” rating in a research report on Wednesday. Seven investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Lockheed Martin has a consensus rating of “Hold” and a consensus target price of $634.74.

Lockheed Martin Price Performance

LMT opened at $618.63 on Tuesday. Lockheed Martin has a 52-week low of $410.11 and a 52-week high of $692.00. The company has a 50 day moving average of $634.97 and a two-hundred day moving average of $540.22. The company has a market cap of $142.57 billion, a P/E ratio of 28.79, a P/E/G ratio of 1.09 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.

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

Institutional Investors Weigh In On Lockheed Martin

Several hedge funds and other institutional investors have recently bought and sold shares of the business. J. Derek Lewis & Associates Inc. purchased a new position in shares of Lockheed Martin during the 4th quarter valued at approximately $203,000. Purpose Unlimited Inc. bought a new stake in shares of Lockheed Martin in the fourth quarter worth $312,000. Rockefeller Capital Management L.P. raised its holdings in Lockheed Martin by 10.5% in the fourth quarter. Rockefeller Capital Management L.P. now owns 121,521 shares of the aerospace company’s stock valued at $58,776,000 after acquiring an additional 11,573 shares in the last quarter. World Investment Advisors boosted its stake in Lockheed Martin by 54.7% during the 4th quarter. World Investment Advisors now owns 14,739 shares of the aerospace company’s stock valued at $7,129,000 after acquiring an additional 5,214 shares during the last quarter. Finally, Nalls Sherbakoff Group LLC bought a new position in Lockheed Martin during the 4th quarter valued at $318,000. 74.19% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Lockheed Martin

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

• Positive Sentiment: Orion spacecraft built by Lockheed successfully launched on NASA’s Artemis II — a high‑visibility technical win that validates Lockheed’s role on crewed space programs and supports future NASA work and related revenue. Lockheed Martin-built Orion Spacecraft Sends Astronauts Moonward for the First Time in 53 Years
• Positive Sentiment: Pentagon announced a multi‑year framework that lifted defense names, with press reports calling out Boeing and Lockheed as beneficiaries — this signals continued defense spending tailwinds and contract visibility for prime contractors. Boeing Gains 5%, Lockheed Martin Up 2%: Defense Stocks Are Having a Moment as Pentagon Spending Accelerates
• Positive Sentiment: Lockheed opened a Rapid Fielding Center to speed prototyping and delivery — a strategic move to win accelerated government programs and shorten time‑to‑revenue for new systems. Lockheed Martin Opens Rapid Fielding Center, Accelerating Defense Innovation and Production
• Neutral Sentiment: Wells Fargo initiated coverage with an “equal weight” rating and $650 price target — adds institutional attention but is not a decisive bullish endorsement. Lockheed Martin (NYSE:LMT) Coverage Initiated by Analysts at Wells Fargo & Company
• Neutral Sentiment: Citigroup nudged its price target slightly higher to $675 while keeping a “neutral” rating — a marginal positive to PTs but no change in conviction. Citigroup adjusts price target on Lockheed Martin to 675 from 673, maintains neutral rating
• Neutral Sentiment: Lockheed scheduled a Q1 2026 earnings webcast for April 23 — a near‑term event that will provide updated guidance and execution detail investors should watch. Lockheed Martin Announces First-Quarter 2026 Earnings Results Webcast
• Negative Sentiment: Coverage flagged a potential “Artemis reset” and governance questions that could reshape NASA program roles — if NASA reduces Lockheed’s scope on Artemis or shifts architectures, future revenue from space programs could be at risk. Lockheed Martin Faces Artemis Reset And Governance Questions For Future Growth
• Negative Sentiment: Reports that the Air Force cut F‑35 orders roughly in half create near‑term pressure on program volumes and revenue timing for Lockheed’s largest fighter program. This remains a material downside risk to guidance if reductions persist. Lockheed Martin Hit As Pentagon Slashes Air Force’s F-35 Order In Half Amid Budget Cuts

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.