Defense Contracts Boost: Lockheed Martin has recently been in the spotlight on social media due to a series of major defense contract wins, including deals worth hundreds of millions with the U.S. government and foreign allies. Many are pointing to a record-high backlog of orders as a sign of strong future revenue. This buzz has intensified with a reported stock price jump of nearly 3% to start 2026.
Geopolitical Tensions: Discussions also highlight how rising global threats are driving demand for defense solutions, with some tying the stock’s recent gains to strategic U.S. alliances in regions like the Gulf. There’s a sense of optimism around potential future sales of advanced systems like THAAD. However, a few voices express caution over long-term cash flow concerns raised by analysts.
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 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $LMT stock by insiders over the last 6 months:
- JOHN FRANK A ST (Chief Operating Officer) has made 0 purchases and 3 sales selling 7,792 shares for an estimated $3,826,166.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lockheed Martin Revenue
Lockheed Martin had revenues of $18.6B in Q3 2025. This is an increase of 8.8% from the same period in the prior year.
You can track LMT financials on Quiver Quantitative's LMT stock page.
Lockheed Martin Congressional Stock Trading
Members of Congress have traded $LMT stock 3 times in the past 6 months. Of those trades, 2 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:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 11/18, 08/05 and 0 sales.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Lockheed Martin Hedge Fund Activity
We have seen 1,090 institutional investors add shares of Lockheed Martin stock to their portfolio, and 1,278 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MARSHALL WACE, LLP removed 814,191 shares (-89.1%) from their portfolio in Q3 2025, for an estimated $406,452,289
- CITADEL ADVISORS LLC added 812,785 shares (+598.0%) to their portfolio in Q3 2025, for an estimated $405,750,399
- DEUTSCHE BANK AG\ added 751,622 shares (+127.4%) to their portfolio in Q3 2025, for an estimated $375,217,218
- FMR LLC removed 689,786 shares (-23.5%) from their portfolio in Q3 2025, for an estimated $344,348,069
- QUBE RESEARCH & TECHNOLOGIES LTD removed 689,549 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $344,229,756
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 676,346 shares (+8.6%) to their portfolio in Q3 2025, for an estimated $337,638,686
- BALYASNY ASSET MANAGEMENT L.P. added 659,730 shares (+5633.9%) to their portfolio in Q3 2025, for an estimated $329,343,813
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Lockheed Martin Government Contracts
We have seen $22,513,510,144 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:
- SUPPORT EQUIPMENT, AUTONOMIC LOGISTICS INFORMATION SYSTEM HARDWARE, TRAINING SYSTEMS, SITE ACTIVATIONS, INT...: $2,028,124,527
- LONG RANGE ANTI-SHIP MISSILE/JOINT AIR-TO-SURFACE STANDOFF MISSILE LARGE LOT PROCUREMENT: $1,959,575,027
- CH-53K FRP LOT 9 AND OPTION FRP LOT 10 LONG LEAD ITEMS: $1,938,131,721
- GUIDED MULTIPLE LAUNCH ROCKET SYSTEM (GMLRS) AND LOW COST REDUCED RANGE PRACTICE ROCKET (LCRRPR) FY25 FULL ...: $1,610,489,863
- CY24 AVSC SUPPLY SUPPORT: $1,545,571,220
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 11 analysts offer price targets for $LMT in the last 6 months, with a median target of $513.0.
Here are some recent targets:
- Seth Seifman from JP Morgan set a target price of $515.0 on 12/19/2025
- Kristine Liwag from Morgan Stanley set a target price of $543.0 on 12/16/2025
- John Godyn from Citigroup set a target price of $505.0 on 12/12/2025
- Gavin Parsons from UBS set a target price of $513.0 on 10/22/2025
- Douglas Harned from Bernstein set a target price of $545.0 on 10/20/2025
- 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
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.
