Simplicity Wealth LLC Buys New Position in Lockheed Martin Corporation $LMT

Posted by Geri Gentry on Aug 17th, 2026

Simplicity Wealth LLC purchased a new position in Lockheed Martin Corporation (NYSE:LMT – Free Report) in the second quarter, Holdings Channel.com reports. The fund purchased 6,666 shares of the aerospace company’s stock, valued at approximately $3,396,000.

Several other large investors have also added to or reduced their stakes in LMT. Charles Schwab Investment Management Inc. boosted its stake in shares of Lockheed Martin by 1.3% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 8,638,936 shares of the aerospace company’s stock valued at $4,178,399,000 after purchasing an additional 114,900 shares in the last quarter. Morgan Stanley lifted its holdings in Lockheed Martin by 10.1% in the fourth quarter. Morgan Stanley now owns 5,728,551 shares of the aerospace company’s stock worth $2,770,729,000 after buying an additional 527,523 shares during the period. Franklin Resources Inc. boosted its position in Lockheed Martin by 0.6% during the 4th quarter. Franklin Resources Inc. now owns 1,670,284 shares of the aerospace company’s stock valued at $807,866,000 after acquiring an additional 10,349 shares in the last quarter. Deutsche Bank AG grew its holdings in shares of Lockheed Martin by 7.4% during the 4th quarter. Deutsche Bank AG now owns 1,440,840 shares of the aerospace company’s stock worth $696,891,000 after acquiring an additional 99,403 shares during the period. Finally, AQR Capital Management LLC lifted its stake in shares of Lockheed Martin by 107.3% in the 4th quarter. AQR Capital Management LLC now owns 1,293,823 shares of the aerospace company’s stock valued at $625,784,000 after purchasing an additional 669,604 shares during the period. Institutional investors own 74.19% of the company’s stock.

Lockheed Martin Trading Down 0.1%

Shares of NYSE LMT opened at $608.21 on Monday. The firm’s 50 day moving average price is $542.51 and its 200-day moving average price is $576.42. The company has a market cap of $140.37 billion, a PE ratio of 22.42, a P/E/G ratio of 1.04 and a beta of 0.10. Lockheed Martin Corporation has a 52-week low of $436.46 and a 52-week high of $692.00. The company has a debt-to-equity ratio of 2.34, a quick ratio of 1.01 and a current ratio of 1.19.

Lockheed Martin (NYSE:LMT – Get Free Report) last released its quarterly earnings data on Thursday, July 23rd. The aerospace company reported $7.94 EPS for the quarter, beating the consensus estimate of $7.22 by $0.72. Lockheed Martin had a net margin of 8.16% and a return on equity of 91.42%. The business had revenue of $20.06 billion for the quarter, compared to the consensus estimate of $19.34 billion. During the same period in the prior year, the firm earned $1.46 EPS. The business’s revenue for the quarter was up 10.5% on a year-over-year basis. Lockheed Martin has set its FY 2026 guidance at 29.950-30.650 EPS. On average, equities research analysts expect that Lockheed Martin Corporation will post 30.39 EPS for the current fiscal year.

Lockheed Martin Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, September 25th. Shareholders of record on Tuesday, September 1st will be paid a dividend of $3.45 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $13.80 dividend on an annualized basis and a yield of 2.3%. Lockheed Martin’s payout ratio is 50.87%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Royal Bank Of Canada lifted their price target on Lockheed Martin from $575.00 to $600.00 and gave the company a “sector perform” rating in a research report on Friday, July 24th. UBS Group reiterated a “neutral” rating and issued a $581.00 price objective on shares of Lockheed Martin in a report on Friday, July 24th. Morgan Stanley raised their price objective on Lockheed Martin from $653.00 to $690.00 and gave the company an “equal weight” rating in a research report on Friday, July 24th. Weiss Ratings upgraded shares of Lockheed Martin from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday. Finally, BNP Paribas Exane reduced their target price on shares of Lockheed Martin from $770.00 to $680.00 and set an “outperform” rating on the stock in a research report on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $632.39.

Get Our Latest Research Report on LMT

Lockheed Martin Profile

(Free Report)

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.