Q3 Earnings Boost: Lockheed Martin (LMT) has sparked significant buzz on X following its recent third-quarter 2025 earnings report, which surpassed analyst expectations with an EPS of $6.95 against an estimated $6.39. Posts on the platform reflect excitement over the company’s raised full-year profit guidance and strong demand for defense systems. The reported $3.3 billion in free cash flow has also caught attention as a sign of robust financial health.
Defense Sector Dynamics: Discussions on X also focus on broader tailwinds for Lockheed Martin, including geopolitical tensions and potential increases in defense spending. Some users speculate that political rhetoric around rebuilding military strength could further benefit the stock. However, there are whispers of concern about policy shifts or stalled spending impacting future growth.
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 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $LMT stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 08/05, 04/29 and 1 sale worth up to $15,000 on 05/30.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Lockheed Martin Hedge Fund Activity
We have seen 1,166 institutional investors add shares of Lockheed Martin stock to their portfolio, and 1,139 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- 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
- ROYAL BANK OF CANADA removed 273,276 shares (-11.9%) from their portfolio in Q2 2025, for an estimated $126,565,046
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lockheed Martin Government Contracts
We have seen $30,886,656,036 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...: $7,393,428,338
- CY24 AVSC SUPPLY SUPPORT: $2,406,837,284
- LONG RANGE ANTI-SHIP MISSILE/JOINT AIR-TO-SURFACE STANDOFF MISSILE LARGE LOT PROCUREMENT: $1,925,877,406
- MULTI-YEAR TEN (MY X) BLACK HAWK PRODUCTION AWARD FOR PROCUREMENT OF 120 H-60M BLACK HAWK HELICOPTERS FOR F...: $1,648,894,690
- GUIDED MULTIPLE LAUNCH ROCKET SYSTEM (GMLRS) AND LOW COST REDUCED RANGE PRACTICE ROCKET (LCRRPR) FY25 FULL ...: $1,128,988,439
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:
- Morgan Stanley issued a "Overweight" rating on 10/15/2025
- Susquehanna issued a "Positive" rating on 10/09/2025
- Baird issued a "Outperform" rating on 10/06/2025
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 10 analysts offer price targets for $LMT in the last 6 months, with a median target of $490.0.
Here are some recent targets:
- Douglas Harned from Bernstein set a target price of $545.0 on 10/20/2025
- Kristine Liwag from Morgan Stanley set a target price of $630.0 on 10/15/2025
- Michael Ciarmoli from Truist Securities set a target price of $500.0 on 10/15/2025
- Charles Minervino from Susquehanna set a target price of $590.0 on 10/09/2025
- Peter Arment from Baird set a target price of $550.0 on 10/06/2025
- Ronald Epstein from B of A Securities set a target price of $480.0 on 08/21/2025
- Seth Seifman from JP Morgan set a target price of $465.0 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.