Phoenix Financial Ltd. Makes New $522,000 Investment in Lockheed Martin Corporation $LMT

Phoenix Financial Ltd. acquired a new position in shares of Lockheed Martin Corporation (NYSE:LMT) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm acquired 1,045 shares of the aerospace company’s stock, valued at approximately $522,000.

Several other hedge funds also recently modified their holdings of the stock. Carnegie Investment Counsel boosted its stake in Lockheed Martin by 11.4% in the 3rd quarter. Carnegie Investment Counsel now owns 29,639 shares of the aerospace company’s stock worth $14,796,000 after purchasing an additional 3,031 shares during the period. VCI Wealth Management LLC purchased a new stake in shares of Lockheed Martin in the third quarter worth about $3,075,000. DAVENPORT & Co LLC boosted its position in shares of Lockheed Martin by 22.4% in the third quarter. DAVENPORT & Co LLC now owns 25,423 shares of the aerospace company’s stock valued at $12,688,000 after acquiring an additional 4,652 shares during the period. Farther Finance Advisors LLC boosted its position in shares of Lockheed Martin by 29.2% in the third quarter. Farther Finance Advisors LLC now owns 10,036 shares of the aerospace company’s stock valued at $5,010,000 after acquiring an additional 2,270 shares during the period. Finally, Laffer Tengler Investments Inc. grew its stake in Lockheed Martin by 482.6% during the second quarter. Laffer Tengler Investments Inc. now owns 6,979 shares of the aerospace company’s stock valued at $3,232,000 after acquiring an additional 5,781 shares in the last quarter. Institutional investors own 74.19% of the company’s stock.

Lockheed Martin News Roundup

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

• Positive Sentiment: Successful GPS III satellite launch reinforces product execution and GovCon leadership — improves mission capability and supports future contract momentum. Lockheed’s New GPS Satellite Enters Orbit PR: GPS III SV09 Reaches Orbit
• Positive Sentiment: Short interest fell ~14.8% in January, reducing one potential downward pressure on the stock and lowering the days-to-cover — a bullish technical/psychological signal.
• Positive Sentiment: Record backlog (reported at ~$179B) and management guidance tone that hints at an earnings beat give upside potential into the Q4 print if execution holds. Q4 Preview: $179B Backlog
• Neutral Sentiment: Analysts highlight specific KPIs to watch in the Q4 release (segment revenue mix, margins, program charges, free cash flow) — these metrics will determine whether guidance and backlog translate into EPS upside. KPIs to Watch Ahead of Q4
• Neutral Sentiment: Emberpoint wildfire venture shows traction in valuation/momentum checks — a diversification/growth signal but likely immaterial to near-term EPS unless scaled or monetized. Emberpoint Valuation & Momentum Check
• Negative Sentiment: Analyst note warns that higher costs and potential program charges could pressure Q4 profits — a key near-term risk that could trigger downside if management reports unexpected charges or margin erosion. Zacks: Costs & Program Charge Risk Ahead of Q4
• Negative Sentiment: Trade/tariff headlines are prompting Europe to favor domestic defense suppliers in some cases, a structural risk that could limit Lockheed’s international growth in affected markets. MarketBeat: Tariffs Could Shift European Defense Spending

Wall Street Analyst Weigh In

Several analysts have issued reports on the stock. UBS Group increased their target price on shares of Lockheed Martin from $513.00 to $580.00 and gave the stock a “neutral” rating in a research note on Thursday, January 15th. The Goldman Sachs Group increased their price objective on Lockheed Martin from $398.00 to $425.00 and gave the stock a “sell” rating in a research report on Friday, October 10th. BNP Paribas Exane lifted their price objective on Lockheed Martin from $550.00 to $570.00 and gave the company an “outperform” rating in a research note on Thursday, January 8th. Robert W. Baird upped their target price on Lockheed Martin from $550.00 to $640.00 and gave the stock an “outperform” rating in a research note on Friday, January 16th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $586.00 price target on shares of Lockheed Martin in a report on Monday, January 12th. Five equities research analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Lockheed Martin has a consensus rating of “Hold” and a consensus target price of $543.82.

Lockheed Martin Stock Up 0.4%

LMT opened at $597.63 on Thursday. The business’s fifty day simple moving average is $503.11 and its 200 day simple moving average is $478.69. Lockheed Martin Corporation has a 52 week low of $410.11 and a 52 week high of $599.32. The company has a quick ratio of 0.97, a current ratio of 1.13 and a debt-to-equity ratio of 3.32. The stock has a market cap of $138.29 billion, a PE ratio of 33.37, a P/E/G ratio of 1.70 and a beta of 0.24.

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.