Citi lifts price target: Social media observers noted that Citi raised its price target for Lockheed Martin to $691 from $641 while keeping a Buy rating. Analysts cited stronger confidence in the defense contractor's outlook amid steady government contracts. This move sparked quick commentary on potential upside from recent levels.
Weekly chart rebounds: Recent posts highlighted a sharp mid-week dip followed by a steady recovery along an upward trend line. The stock closed near weekly highs after attracting buying interest tied to geopolitical factors. Observers described the pattern as a healthy pullback that reinforced bullish structure in the aerospace sector.
Broader defense context: Discussions also touched on incentives around military spending and contractor performance. Some users pointed to the stock's positioning relative to earnings multiples in the industry. Overall chatter reflected measured interest in how policy developments could influence results.
Note: This discussion summary was generated from an AI condensation of post data.
Lockheed Martin Insider Trading Activity
Lockheed Martin insiders have traded $LMT stock on the open market 15 times in the past 6 months. Of those trades, 0 have been purchases and 15 have been sales.
Here’s a breakdown of recent trading of $LMT stock by insiders over the last 6 months:
- ROBERT M JR LIGHTFOOT (President Space) has made 0 purchases and 3 sales selling 2,606 shares for an estimated $117,622.
- STEPHANIE C. HILL (Pres. Rotary & Mission Systems) has made 0 purchases and 2 sales selling 2,410 shares for an estimated $6,660.
- GREGORY M ULMER (President Aeronautics) has made 0 purchases and 2 sales selling 2,840 shares for an estimated $0.
- TIMOTHY S CAHILL (Pres. Missiles & Fire Control) has made 0 purchases and 8 sales selling 4,620 shares for an estimated $0.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Lockheed Martin Revenue
Lockheed Martin had revenues of $20.1B in Q2 2026. This is an increase of 10.51% from the same period in the prior year.
You can track LMT financials on Quiver Quantitative's LMT stock page.
You can access data on LMT stock through the Quiver Quantitative API.
Lockheed Martin Congressional Stock Trading
Members of Congress have traded $LMT stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $LMT stock by members of Congress over the last 6 months:
- SENATOR TOMMY TUBERVILLE sold up to $50,000 on 06/08.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Lockheed Martin Hedge Fund Activity
We have seen 1,328 institutional investors add shares of Lockheed Martin stock to their portfolio, and 1,323 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 7,806,000 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,976,844,760
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC removed 1,486,487 shares (-17.2%) from their portfolio in Q1 2026, for an estimated $899,517,878
- WELLINGTON MANAGEMENT GROUP LLP removed 1,286,162 shares (-61.3%) from their portfolio in Q1 2026, for an estimated $778,295,211
- BLACKROCK, INC. added 1,045,265 shares (+5.9%) to their portfolio in Q2 2026, for an estimated $532,520,706
- SANDERS CAPITAL, LLC added 952,510 shares (+83.5%) to their portfolio in Q2 2026, for an estimated $485,265,744
- JPMORGAN CHASE & CO added 900,840 shares (+inf%) to their portfolio in Q2 2026, for an estimated $458,941,946
- DIAMANT ASSET MANAGEMENT, INC. removed 877,788 shares (-99.8%) from their portfolio in Q2 2026, for an estimated $447,197,874
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Lockheed Martin Government Contracts
We have seen $57,860,698,770 of award payments to $LMT over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- THE PURPOSE OF THIS CONTRACT IS TO AWARD LONG LEAD FUNDING FOR F-35A, F-35B, AND F-35C AIRCRAFT FOR U.S. SE...: $14,192,393,785
- EXECUTE PHASED ARRAY TRACKING RADAR TO INTERCEPT ON TARGET (PATRIOT) ADVANCED CAPABILITY-3 (PAC-3) MISSILE ...: $4,496,040,000
- EXECUTE PHASED ARRAY TRACKING RADAR TO INTERCEPT ON TARGET (PATRIOT) ADVANCED CAPABILITY-3 (PAC-3) MISSILE ...: $3,952,541,489
- CH-53K FRP LOT 9 AND OPTION FRP LOT 10 LONG LEAD ITEMS: $3,533,861,264
- THE PURPOSE OF THIS CONTRACT IS TO AWARD LONG LEAD FUNDING FOR F-35A, F-35B, AND F-35C AIRCRAFT FOR U.S. SE...: $3,169,835,173
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Lockheed Martin Price Targets
Multiple analysts have issued price targets for $LMT recently. We have seen 6 analysts offer price targets for $LMT in the last 6 months, with a median target of $645.0.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $582.0 on 07/01/2026
- Ken Herbert from RBC Capital set a target price of $575.0 on 04/24/2026
- Charles Minervino from Susquehanna set a target price of $700.0 on 04/24/2026
- Kristine Liwag from Morgan Stanley set a target price of $653.0 on 04/24/2026
- Sheila Kahyaoglu from Jefferies set a target price of $640.0 on 04/07/2026
- David Strauss from Wells Fargo set a target price of $650.0 on 04/01/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.