Recent discussions on X about Lockheed Martin (LMT) have been fueled by a combination of financial updates and operational challenges, particularly following reports of significant charges in the company's second-quarter results. Many users are focusing on a downgrade by a major financial institution, which lowered its price target for the stock, citing concerns over ongoing issues with a classified program and supply chain constraints. The tone of these conversations reflects a mix of frustration and cautious optimism as some highlight the potential for growth in the missiles unit.
Additionally, there’s notable chatter around broader geopolitical tensions and defense spending, with some on X suggesting that rising global security concerns could provide a long-term boost to defense stocks like LMT. Posts also mention a recent joint venture with a European defense firm as a potential positive step to address past underinvestment in capacity. These discussions underscore the complex landscape Lockheed Martin navigates, balancing immediate setbacks with strategic opportunities.
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 9 times in the past 6 months. Of those trades, 4 have been purchases and 5 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.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 02/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
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:
- STEPHANIE C. HILL (Pres. Rotary & Mission Systems) sold 4,791 shares for an estimated $2,120,041
- ROBERT M JR LIGHTFOOT (President Space) sold 3,213 shares for an estimated $1,421,506
- HARRY EDWARD III PAUL (Vice President & Controller) sold 707 shares for an estimated $312,923
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Lockheed Martin Hedge Fund Activity
We have seen 1,221 institutional investors add shares of Lockheed Martin stock to their portfolio, and 1,254 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 $39,063,756,447 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
- 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
- Michael Ciarmoli from Truist Securities set a target price of $440.0 on 07/23/2025
- 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
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.
