Recent chatter on X about Lockheed Martin (LMT) has been ignited by whispers of potential government involvement, with discussions focusing on comments from a high-ranking official suggesting the U.S. might consider taking equity stakes in defense contractors. This speculation has sparked curiosity among users, with many debating whether such a move could signal stronger backing for the defense sector or introduce new complexities. The conversation has driven notable engagement, reflecting a keen interest in the implications for the company's future.
Additionally, posts on X have highlighted Lockheed Martin's recent stock movements, with some pointing to bullish sentiment fueled by the possibility of increased military spending and strategic partnerships. Others have raised concerns about ongoing program headwinds, though the dominant tone leans toward optimism about the defense giant's position in a shifting geopolitical landscape. This blend of intrigue and analysis keeps the discussion dynamic and forward-looking.
Note: This discussion summary was generated from an AI condensation of post data.
Lockheed Martin Congressional Stock Trading
Members of Congress have traded $LMT stock 8 times in the past 6 months. Of those trades, 4 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $LMT stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 04/29 and 1 sale worth up to $15,000 on 05/30.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 04/11 and 1 sale worth up to $50,000 on 05/12.
- REPRESENTATIVE JARED MOSKOWITZ purchased up to $15,000 on 04/07.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 04/01.
- REPRESENTATIVE GEORGE WHITESIDES sold up to $100,000 on 03/24.
- REPRESENTATIVE CAROL D. MILLER purchased up to $15,000 on 03/10.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Lockheed Martin Hedge Fund Activity
We have seen 1,223 institutional investors add shares of Lockheed Martin stock to their portfolio, and 1,257 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GAMMA INVESTING LLC removed 1,985,876 shares (-99.7%) from their portfolio in Q2 2025, for an estimated $919,738,610
- TABLEAUX LLC added 621,300 shares (+34231.4%) to their portfolio in Q2 2025, for an estimated $287,748,882
- DEMARS FINANCIAL GROUP, LLC removed 392,478 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $181,772,260
- FIRST TRUST ADVISORS LP removed 382,969 shares (-74.6%) from their portfolio in Q2 2025, for an estimated $177,368,262
- MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. added 359,748 shares (+169.3%) to their portfolio in Q2 2025, for an estimated $166,613,688
- BLACKROCK, INC. added 352,765 shares (+2.1%) to their portfolio in Q2 2025, for an estimated $163,379,582
- MORGAN STANLEY added 330,891 shares (+6.6%) to their portfolio in Q2 2025, for an estimated $153,248,857
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lockheed Martin Government Contracts
We have seen $38,441,235,596 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...: $7,490,428,338
- LONG RANGE ANTI-SHIP MISSILE/JOINT AIR-TO-SURFACE STANDOFF MISSILE LARGE LOT PROCUREMENT: $4,349,242,648
- CY24 AVSC SUPPLY SUPPORT: $2,455,089,010
- GUIDED MULTIPLE LAUNCH ROCKET SYSTEM (GMLRS) AND LOW COST REDUCED RANGE PRACTICE ROCKET (LCRRPR) FY25 FULL ...: $1,920,354,246
- MULTI-YEAR TEN (MY X) BLACK HAWK PRODUCTION AWARD FOR PROCUREMENT OF 120 H-60M BLACK HAWK HELICOPTERS FOR F...: $1,648,894,690
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Lockheed Martin Analyst Ratings
Wall Street analysts have issued reports on $LMT in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Baird issued a "Outperform" rating on 07/23/2025
- Susquehanna issued a "Positive" rating on 07/23/2025
- Truist Securities issued a "Buy" rating on 07/11/2025
To track analyst ratings and price targets for Lockheed Martin, check out Quiver Quantitative's $LMT forecast page.
Lockheed Martin Price Targets
Multiple analysts have issued price targets for $LMT recently. We have seen 9 analysts offer price targets for $LMT in the last 6 months, with a median target of $465.0.
Here are some recent targets:
- Ronald Epstein from B of A Securities set a target price of $480.0 on 08/21/2025
- Peter Arment from Baird set a target price of $500.0 on 07/23/2025
- Seth Seifman from JP Morgan set a target price of $465.0 on 07/23/2025
- Gavin Parsons from UBS set a target price of $453.0 on 07/23/2025
- Michael Ciarmoli from Truist Securities set a target price of $440.0 on 07/23/2025
- Ken Herbert from RBC Capital set a target price of $440.0 on 07/23/2025
- Charles Minervino from Susquehanna set a target price of $490.0 on 07/23/2025
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.
