Lumbard & Kellner LLC Has $5.41 Million Holdings in Lockheed Martin Corporation $LMT

Lumbard & Kellner LLC grew its holdings in Lockheed Martin Corporation (NYSE:LMT) by 9.8% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,837 shares of the aerospace company’s stock after acquiring an additional 965 shares during the quarter. Lockheed Martin accounts for 2.0% of Lumbard & Kellner LLC’s portfolio, making the stock its 19th largest holding. Lumbard & Kellner LLC’s holdings in Lockheed Martin were worth $5,410,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Barnes Dennig Private Wealth Management LLC boosted its holdings in Lockheed Martin by 285.7% in the 3rd quarter. Barnes Dennig Private Wealth Management LLC now owns 54 shares of the aerospace company’s stock valued at $27,000 after purchasing an additional 40 shares during the period. Grey Fox Wealth Advisors LLC bought a new position in shares of Lockheed Martin during the 3rd quarter worth about $27,000. Twin Peaks Wealth Advisors LLC acquired a new position in shares of Lockheed Martin during the second quarter valued at about $29,000. Pilgrim Partners Asia Pte Ltd bought a new stake in shares of Lockheed Martin in the third quarter valued at about $35,000. Finally, MTM Investment Management LLC acquired a new stake in Lockheed Martin during the second quarter worth about $36,000. Institutional investors and hedge funds own 74.19% of the company’s stock.

Lockheed Martin Trading Up 2.7%

Shares of Lockheed Martin stock opened at $659.24 on Monday. Lockheed Martin Corporation has a 12-month low of $410.11 and a 12-month high of $669.75. The stock has a market capitalization of $151.68 billion, a P/E ratio of 30.68, a price-to-earnings-growth ratio of 1.19 and a beta of 0.22. The company has a 50-day simple moving average of $581.76 and a 200 day simple moving average of $510.69. The company has a quick ratio of 0.94, a current ratio of 1.09 and a debt-to-equity ratio of 3.05.

Lockheed Martin (NYSE:LMT) last posted its earnings results on Thursday, January 29th. The aerospace company reported $5.80 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $6.33 by ($0.53). Lockheed Martin had a net margin of 6.69% and a return on equity of 108.53%. The firm had revenue of $20.32 billion during the quarter, compared to the consensus estimate of $19.84 billion. During the same quarter last year, the firm posted $7.67 EPS. The business’s revenue was up 9.1% on a year-over-year basis. Research analysts expect that Lockheed Martin Corporation will post 27.15 earnings per share for the current fiscal year.

Lockheed Martin Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Investors of record on Monday, March 2nd will be issued a $3.45 dividend. This represents a $13.80 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Monday, March 2nd. Lockheed Martin’s payout ratio is currently 64.22%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on LMT shares. Wall Street Zen cut Lockheed Martin from a “strong-buy” rating to a “buy” rating in a research report on Sunday, February 8th. Sanford C. Bernstein reiterated a “market perform” rating and set a $654.00 price target on shares of Lockheed Martin in a research note on Friday, February 6th. Jefferies Financial Group increased their price objective on shares of Lockheed Martin from $540.00 to $630.00 and gave the company a “hold” rating in a research note on Sunday, February 1st. Susquehanna reiterated a “positive” rating and set a $660.00 target price on shares of Lockheed Martin in a research report on Thursday, January 15th. Finally, Morgan Stanley set a $675.00 price target on shares of Lockheed Martin in a research report on Wednesday, February 4th. Six analysts have rated the stock with a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $612.50.

Trending Headlines about Lockheed Martin

Here are the key news stories impacting Lockheed Martin this week:

• Positive Sentiment: Unusual call buying — Traders bought 155,267 LMT call options today (roughly a 1,691% jump versus typical daily call volume), a strongly bullish signal that likely pushed intraday prices higher.
• Positive Sentiment: AI-driven manufacturing interest — Industry research highlights growing investment in AI-driven, software-defined defense factories and notes primes like Lockheed as potential beneficiaries, supporting longer-term revenue/efficiency upside. AI-Driven Defense Manufacturing Infrastructure Report 2025-2030
• Positive Sentiment: Relative strength vs. broader market — Coverage noting LMT is outperforming the Nasdaq and that the Street remains constructive likely reinforced investor confidence and buying momentum. Is Lockheed Martin Stock Outperforming the Nasdaq?
• Positive Sentiment: Analyst/industry commentary on durable growth — Recent write-ups emphasize Lockheed’s predictable revenue profile and geopolitical hedge, supporting a bullish/defensive case for the stock. Lockheed Martin: Robust, Predictable Growth With Geopolitical Hedge Built In
• Neutral Sentiment: Valuation/positioning view — Some analyst pieces call Lockheed operationally strong but “fully priced,” recommending a hold rather than buy, which tempers upside despite positive fundamentals. Operationally Strong, Valuation Fully Priced – Hold
• Negative Sentiment: Pentagon/Anthropic scrutiny — The Pentagon’s dispute with Anthropic and requests for defense primes (including Lockheed) to report any reliance on Anthropic’s Claude model raise supply‑chain/third‑party AI risk concerns; this creates short‑term uncertainty about contract requirements, certification, or replacement costs. Pentagon Anthropic feud has sales and AI warfare at stake Pentagon asks Boeing, Lockheed Martin about their exposure to Anthropic

Lockheed Martin Company Profile

Lockheed Martin Corporation (NYSE: LMT) is a global aerospace and defense company that designs, develops and manufactures advanced technology systems for government and commercial customers. Formed through the 1995 merger of Lockheed Corporation and Martin Marietta, the company is headquartered in Bethesda, Maryland, and focuses on providing integrated solutions across air, space, land and sea domains. Its primary customers include the U.S. Department of Defense, NASA and allied governments around the world.

Lockheed Martin’s product and service portfolio spans military aircraft, missile and fire-control systems, missile defense, space systems and satellite technologies, sensors and precision weapons.