Manhattan West Asset Management LLC Raises Holdings in Leidos Holdings, Inc. $LDOS

Posted by Brian Himes on Aug 22nd, 2026

Manhattan West Asset Management LLC boosted its stake in Leidos Holdings, Inc. (NYSE:LDOS – Free Report) by 24.5% during the second quarter, Holdings Channel.com reports. The firm owned 38,686 shares of the aerospace company’s stock after buying an additional 7,617 shares during the period. Manhattan West Asset Management LLC’s holdings in Leidos were worth $3,984,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Bryn Mawr Trust Advisors LLC grew its holdings in shares of Leidos by 4.8% in the fourth quarter. Bryn Mawr Trust Advisors LLC now owns 1,337 shares of the aerospace company’s stock worth $241,000 after purchasing an additional 61 shares during the last quarter. Cullen Frost Bankers Inc. increased its stake in shares of Leidos by 19.4% in the fourth quarter. Cullen Frost Bankers Inc. now owns 381 shares of the aerospace company’s stock worth $69,000 after buying an additional 62 shares during the period. Keybank National Association OH raised its holdings in Leidos by 3.6% during the 4th quarter. Keybank National Association OH now owns 1,855 shares of the aerospace company’s stock valued at $335,000 after buying an additional 65 shares during the last quarter. N.E.W. Advisory Services LLC raised its holdings in Leidos by 17.2% during the 4th quarter. N.E.W. Advisory Services LLC now owns 469 shares of the aerospace company’s stock valued at $85,000 after buying an additional 69 shares during the last quarter. Finally, Glenmede Investment Management LP boosted its position in Leidos by 3.2% during the 3rd quarter. Glenmede Investment Management LP now owns 2,240 shares of the aerospace company’s stock valued at $423,000 after buying an additional 69 shares during the period. Hedge funds and other institutional investors own 76.12% of the company’s stock.

Leidos Trading Up 0.3%

LDOS opened at $141.84 on Friday. The company has a quick ratio of 1.60, a current ratio of 1.63 and a debt-to-equity ratio of 1.13. Leidos Holdings, Inc. has a 52 week low of $98.86 and a 52 week high of $205.77. The stock has a market cap of $17.80 billion, a PE ratio of 13.23, a PEG ratio of 2.06 and a beta of 0.52. The business has a 50 day moving average of $117.10 and a 200-day moving average of $141.19.

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

Leidos declared that its board has initiated a stock buyback plan on Friday, July 31st that allows the company to buyback 20,000,000 shares. This buyback authorization allows the aerospace company to purchase shares of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s board believes its shares are undervalued.

Leidos Dividend Announcement

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 paid a $0.43 dividend. This represents a $1.72 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Tuesday, September 15th. Leidos’s dividend payout ratio (DPR) is presently 16.04%.

Insider Transactions at Leidos

In related news, Director Noel B. Geer sold 10,000 shares of Leidos stock in a transaction dated Tuesday, August 11th. The shares were sold at an average price of $140.66, for a total transaction of $1,406,600.00. Following the completion of the transaction, the director directly owned 34,274 shares of the company’s stock, valued at $4,820,980.84. This trade represents a 22.59% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.77% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities analysts have issued reports on LDOS shares. TD Cowen boosted their price objective on shares of Leidos from $115.00 to $135.00 and gave the company a “hold” rating in a research report on Friday, August 7th. Wall Street Zen raised shares of Leidos from a “hold” rating to a “buy” rating in a research note on Thursday, July 16th. Royal Bank Of Canada dropped their target price on shares of Leidos from $180.00 to $170.00 and set an “outperform” rating for the company in a report on Wednesday, August 5th. Jefferies Financial Group restated a “hold” rating and set a $145.00 price target on shares of Leidos in a report on Sunday, August 9th. Finally, Stifel Nicolaus lowered their price target on Leidos from $205.00 to $193.00 and set a “hold” rating for the company in a research report on Wednesday, May 6th. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have issued a Hold rating to the company. Based on data from MarketBeat.com, Leidos currently has an average rating of “Hold” and an average price target of $162.93.

Get Our Latest Report on LDOS

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.