Mitsubishi UFJ Asset Management Co. Ltd. Acquires New Position in Leidos Holdings, Inc. $LDOS

Posted by Francis Steltz on Aug 20th, 2026

Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 369,419 shares of the aerospace company’s stock, valued at approximately $38,039,000. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.29% of Leidos at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Hantz Financial Services Inc. raised its stake in shares of Leidos by 94.7% during the fourth quarter. Hantz Financial Services Inc. now owns 148 shares of the aerospace company’s stock worth $27,000 after acquiring an additional 72 shares in the last quarter. Hilton Head Capital Partners LLC purchased a new stake in shares of Leidos in the 4th quarter valued at $28,000. Rakuten Securities Inc. grew its holdings in shares of Leidos by 110.5% during the 4th quarter. Rakuten Securities Inc. now owns 160 shares of the aerospace company’s stock valued at $29,000 after purchasing an additional 84 shares during the last quarter. Longview Financial Advisors Inc. bought a new position in shares of Leidos during the 1st quarter valued at $26,000. Finally, Wexford Capital LP purchased a new position in Leidos in the 3rd quarter worth $32,000. Hedge funds and other institutional investors own 76.12% of the company’s stock.

Analyst Ratings Changes

LDOS has been the subject of several analyst reports. Truist Financial cut their price target on shares of Leidos from $195.00 to $160.00 and set a “buy” rating for the company in a research report on Friday, July 10th. Royal Bank Of Canada decreased their price objective on Leidos from $180.00 to $170.00 and set an “outperform” rating on the stock in a report on Wednesday, August 5th. Stifel Nicolaus lowered their target price on Leidos from $205.00 to $193.00 and set a “hold” rating for the company in a research note on Wednesday, May 6th. Robert W. Baird set a $150.00 target price on Leidos in a report on Wednesday, August 5th. Finally, Wells Fargo & Company set a $165.00 price target on Leidos in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Leidos has a consensus rating of “Hold” and an average price target of $162.93.

View Our Latest Stock Report on Leidos

Insider Buying and Selling

In other Leidos news, Director Noel B. Geer sold 10,000 shares of the stock in a transaction that occurred on Tuesday, August 11th. The stock was sold at an average price of $140.66, for a total value of $1,406,600.00. Following the completion of the sale, the director owned 34,274 shares in the company, valued at approximately $4,820,980.84. This trade represents a 22.59% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.77% of the stock is owned by insiders.

Leidos Trading Up 2.0%

Shares of LDOS opened at $146.34 on Thursday. The stock has a market capitalization of $18.36 billion, a P/E ratio of 13.65, a PEG ratio of 2.09 and a beta of 0.52. Leidos Holdings, Inc. has a twelve month low of $98.86 and a twelve month high of $205.77. The company has a quick ratio of 1.60, a current ratio of 1.63 and a debt-to-equity ratio of 1.13. The firm has a fifty day simple moving average of $116.32 and a two-hundred day simple moving average of $141.52.

Leidos (NYSE:LDOS – Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $3.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.91 by $0.35. The firm had revenue of $4.56 billion for the quarter, compared to analysts’ expectations of $4.44 billion. Leidos had a net margin of 7.80% and a return on equity of 30.81%. The company’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.21 earnings per share. Leidos has set its FY 2026 guidance at 12.200-12.500 EPS. On average, research analysts anticipate that Leidos Holdings, Inc. will post 12.38 EPS for the current year.

Leidos Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Investors of record on Tuesday, September 15th will be issued a dividend of $0.43 per share. This represents a $1.72 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Tuesday, September 15th. Leidos’s payout ratio is currently 16.04%.

Leidos announced that its Board of Directors has approved a share repurchase program on Friday, July 31st that allows the company to repurchase 20,000,000 shares. This repurchase authorization allows the aerospace company to buy shares of its stock through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.

Leidos Company Profile

(Free Report)

Leidos is an American technology and engineering company that provides services and solutions to government and commercial customers, with a strong focus on national security, defense, intelligence, and civil government markets. The company delivers systems integration, engineering, cybersecurity, software development, data analytics, cloud migration and managed IT services, as well as mission support for complex programs. Leidos’ work spans areas such as C4ISR (command, control, communications, computers, intelligence, surveillance and reconnaissance), secure communications, sensors and systems engineering, and health IT solutions for public-sector healthcare programs.

Leidos traces its corporate roots to Science Applications International Corporation (SAIC) and emerged as an independent, publicly traded company following a corporate separation in 2013.