Oxford Financial Group LTD. LLC Invests $576,000 in Lockheed Martin Corporation $LMT

Oxford Financial Group LTD. LLC purchased a new stake in shares of Lockheed Martin Corporation (NYSE:LMT) during the second quarter, Holdings Channel.com reports. The institutional investor purchased 1,131 shares of the aerospace company’s stock, valued at approximately $576,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Basso Capital Management L.P. bought a new position in Lockheed Martin in the 4th quarter valued at about $25,000. United Financial Planning Group LLC bought a new stake in shares of Lockheed Martin during the 3rd quarter worth about $25,000. Clarity Asset Management Inc. acquired a new stake in shares of Lockheed Martin in the 4th quarter worth approximately $26,000. Triumph Capital Management lifted its stake in shares of Lockheed Martin by 66.7% in the 4th quarter. Triumph Capital Management now owns 55 shares of the aerospace company’s stock worth $26,000 after acquiring an additional 22 shares during the period. Finally, Bard Associates Inc. bought a new position in shares of Lockheed Martin in the fourth quarter valued at approximately $27,000. 74.19% of the stock is currently owned by institutional investors.

Key Stories Impacting Lockheed Martin

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

• Positive Sentiment: Lockheed Martin completed the first fully integrated Aegis System Equipped Vessel for Japan, a milestone that expands its role in Japan’s maritime air- and missile-defense infrastructure and supports broader Indo-Pacific defense cooperation. The achievement could strengthen the company’s position for future naval and missile-defense contracts. Lockheed Martin Completes First Japan ASEV In Indo Pacific Defense Milestone
• Positive Sentiment: Recent activity involving AI-enabled airspace sensing, next-generation missile-defense testing, modular defense systems and responsive space-launch partnerships adds to Lockheed Martin’s growth narrative. The company and its partners also participated in more than $152 million of recent Department of Defense contracts and a $920 million Air Force award pool. Should Lockheed’s AI Sensing and Space Partnerships Shift the Core Investment Case for LMT?
• Positive Sentiment: A valuation analysis argued that LMT may be approximately 24% undervalued based on discounted-cash-flow and comparable-multiple measures, despite an 87.9% five-year return. This may support the view that long-term defense demand is not fully reflected in the shares. Lockheed Martin Stock May Be 24% Undervalued On Japan Defense System News
• Neutral Sentiment: Commentary highlighted a potential new entry point in the military naval market, but the reports did not indicate a material near-term revenue or earnings contribution. Why Did Lockheed Martin Stock Drop Today?
• Neutral Sentiment: Speculation that Lockheed Martin could split its stock if it returns to its recent high is not a fundamental catalyst; a split would change the share count and price denomination, but not the company’s value. Stock-Split Watch: Is Lockheed Martin Next?

Lockheed Martin Trading Down 3.0%

NYSE:LMT opened at $571.60 on Friday. The stock has a fifty day simple moving average of $547.31 and a 200 day simple moving average of $575.81. The firm has a market capitalization of $131.92 billion, a price-to-earnings ratio of 21.07, a price-to-earnings-growth ratio of 1.01 and a beta of 0.10. Lockheed Martin Corporation has a 1-year low of $437.25 and a 1-year high of $692.00. The company has a quick ratio of 1.01, a current ratio of 1.19 and a debt-to-equity ratio of 2.34.

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

Lockheed Martin Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, September 25th. Investors of record on Tuesday, September 1st will be given a $3.45 dividend. This represents a $13.80 annualized dividend and a dividend yield of 2.4%. The ex-dividend date is Tuesday, September 1st. Lockheed Martin’s dividend payout ratio is 50.87%.

Analysts Set New Price Targets

A number of research analysts recently commented on the stock. Sanford C. Bernstein reiterated a “market perform” rating on shares of Lockheed Martin in a research note on Friday, May 29th. Wall Street Zen lowered Lockheed Martin from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 15th. JPMorgan Chase & Co. lowered their price target on Lockheed Martin from $680.00 to $605.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 5th. Royal Bank Of Canada boosted their price objective on Lockheed Martin from $575.00 to $600.00 and gave the stock a “sector perform” rating in a research note on Friday, July 24th. Finally, BNP Paribas Exane cut their price objective on Lockheed Martin from $770.00 to $680.00 and set an “outperform” rating for the company in a report on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $632.39.

About Lockheed Martin

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.