SageGuard Financial Group LLC Invests $13.86 Million in Lockheed Martin Corporation $LMT

SageGuard Financial Group LLC bought a new position in shares of Lockheed Martin Corporation (NYSE:LMT) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 28,652 shares of the aerospace company’s stock, valued at approximately $13,858,000. Lockheed Martin makes up about 2.2% of SageGuard Financial Group LLC’s portfolio, making the stock its 13th largest position.

Several other hedge funds and other institutional investors also recently made changes to their positions in LMT. United Financial Planning Group LLC bought a new stake in shares of Lockheed Martin during the third quarter worth about $25,000. Barnes Dennig Private Wealth Management LLC boosted its position in shares of Lockheed Martin by 285.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 54 shares of the aerospace company’s stock valued at $27,000 after buying an additional 40 shares during the last quarter. Grey Fox Wealth Advisors LLC purchased a new position in shares of Lockheed Martin during the third quarter valued at approximately $27,000. Beacon Financial Strategies CORP purchased a new position in shares of Lockheed Martin during the fourth quarter valued at approximately $34,000. Finally, Pilgrim Partners Asia Pte Ltd purchased a new position in shares of Lockheed Martin during the third quarter valued at approximately $35,000. 74.19% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on LMT shares. Susquehanna lifted their target price on Lockheed Martin from $725.00 to $740.00 and gave the company a “positive” rating in a research report on Wednesday, March 18th. Weiss Ratings raised Lockheed Martin from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Sanford C. Bernstein reissued a “market perform” rating and set a $654.00 price target on shares of Lockheed Martin in a research report on Friday, February 6th. UBS Group raised their price target on shares of Lockheed Martin from $580.00 to $663.00 and gave the company a “neutral” rating in a research report on Monday, February 2nd. Finally, Citigroup upped their price objective on shares of Lockheed Martin from $673.00 to $675.00 and gave the stock a “neutral” rating in a research report on Wednesday, April 1st. Seven analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Lockheed Martin has an average rating of “Hold” and an average target price of $645.79.

Key Stories Impacting Lockheed Martin

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

• Positive Sentiment: The Motley Fool notes heightened investor focus ahead of Lockheed’s upcoming investor update and argues defense contractors like LMT are increasingly important amid rising geopolitical tensions, a supportive backdrop for longer-term demand. Should You Buy Lockheed Martin Stock Before the Investor Update?
• Positive Sentiment: Zacks highlights LMT as a top-ranked value stock, pointing to attractive valuation metrics for value-oriented investors—this can support demand from income/value funds. Lockheed Martin (LMT) is a Top-Ranked Value Stock: Should You Buy?
• Positive Sentiment: Zacks includes LMT in a list of non-tech wide-moat stocks, underscoring durable competitive advantages that attract defensive/quality investors. Buy 5 Non-Tech Wide Moat Stocks to Strengthen Your Portfolio
• Positive Sentiment: Jim Cramer publicly recommended LMT as a buy, saying management has handled increased government orders well and forecasting a potentially strong quarter—such endorsements can trigger retail buying. Jim Cramer on Lockheed Martin: “It’s a Buy Here, Even If There Is No More War”
• Positive Sentiment: Short interest in LMT reportedly fell about 14.6%, which reduces short-pressure and can be a near-term bullish technical factor. Short Interest in Lockheed Martin Corporation (NYSE:LMT) Declines By 14.6%
• Neutral Sentiment: Earlier Zacks coverage frames LMT as a mixed story before Q1: positive ESP, strong backlog and defense demand but an expected EPS decline—this nuance helps explain investor caution ahead of the print. Is LMT Stock a Smart Investment Option Before Q1 Earnings Release?
• Neutral Sentiment: Zacks also published a preview aggregating Wall Street’s expectations and key metrics to watch in the Q1 release—useful for traders positioning around guidance and margin/segment signals. Stay Ahead of the Game With Lockheed (LMT) Q1 Earnings: Wall Street’s Insights on Key Metrics
• Neutral Sentiment: The Motley Fool/InsiderMonkey pieces comparing LMT to peers (e.g., Howmet) note strong 2025 revenue and sector tailwinds; they’re informational but not immediate catalysts. Defense Stock Face-Off: Lockheed Martin vs. Howmet Aerospace — Which Is the Better Buy Right Now?
• Neutral Sentiment: Broader-market/sector stories (e.g., airline coverage and ETF pieces) may influence risk-on/risk-off flows but are not LMT-specific. Why LATAM Stock Could Beat Delta From Here

Lockheed Martin Stock Performance

Shares of LMT opened at $580.39 on Tuesday. The company has a current ratio of 1.09, a quick ratio of 0.94 and a debt-to-equity ratio of 3.05. The company has a market capitalization of $133.76 billion, a price-to-earnings ratio of 27.01, a PEG ratio of 1.06 and a beta of 0.23. The stock has a 50 day moving average of $635.88 and a 200 day moving average of $552.59. Lockheed Martin Corporation has a 12 month low of $410.11 and a 12 month high of $692.00.

Lockheed Martin (NYSE:LMT) last issued its quarterly earnings results on Thursday, January 29th. The aerospace company reported $5.80 EPS for the quarter, missing analysts’ consensus estimates of $6.33 by ($0.53). The business had revenue of $20.32 billion for the quarter, compared to analysts’ expectations of $19.84 billion. Lockheed Martin had a net margin of 6.69% and a return on equity of 108.53%. The business’s revenue was up 9.1% compared to the same quarter last year. During the same period in the previous year, the business posted $7.67 earnings per share. As a group, sell-side analysts forecast that Lockheed Martin Corporation will post 29.95 earnings per share for the current year.

Lockheed Martin Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, March 27th. Investors of record on Monday, March 2nd were given a dividend of $3.45 per share. The ex-dividend date was Monday, March 2nd. This represents a $13.80 annualized dividend and a yield of 2.4%. Lockheed Martin’s dividend payout ratio is presently 64.22%.

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.