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gurufocus.comSEP 172 min read$LMT

LMT Looks 4.5% Undervalued on GF Value™ with Strong Dividend App

Lockheed Martin (LMT) secured a $234.46M contract modification for 16 UH-60M Black Hawk helicopters, raising the total contract value to $356.25M. The company offers a 2.55% dividend yield, a 50% payout ratio, and a 3-year dividend growth rate of 5.4%. LMT's GF Score™ is 80/100, with strengths in profitability and valuation. Institutional activity shows mixed sentiment, with 21 premium gurus holding shares. The stock is trading 4.5% below its GF Value™ of $563.60, at $538.09.

Original reporting
gurufocus.com
Published Sep 17, 2026, 10:59 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 17, 2026, 11:53 PM UTC. Informational, not investment advice.
How this was made
AlphAI summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
About AlphAI AI DeskScoring methodologyReport an issue
AlphAI market briefFinancial news
Primary signal
$LMT
Bullish
medium confidence
Mentioned
$LMT
Relevance
7/10
AlphAI data visualization · based on gurufocus.com
Decision brief

The 30-second read

$LMTBullishMed
01

Why it matters

The award adds near‑term cash flow and supports dividend sustainability, likely prompting a modest price uptick.

02

Market read

New defense contract provides fresh revenue visibility for LMT and may buoy the broader defense sector.

03

What to watch

Potential budgetary constraints or future program delays could affect long‑term revenue.

Relevance 7/10Novelty 7/10Timing: today

Background

Lockheed Martin (LMT) announced a contract modification increasing its Black Hawk helicopter order to $356.25 million, funded by FY‑2026 Army funds.

Company-level read

Ticker impact

$LMTBullishMedium confidence
Context

Lockheed Martin received a $234.46 million contract modification for 16 UH‑60M Black Hawk helicopters, raising the total contract to $356.25 million.

Expected impact

modest upside pressure as investors price in higher near‑term cash flow.

Evidence & confidence

Contract size is material for a large defense contractor and was not previously disclosed; market typically reacts positively to new government awards.

Market effects

Sector

Strengthens the aerospace & defense sector outlook with continued U.S. defense spending.

Regional

U.S. defense contractors may see modest gains; limited impact outside North America.

Global

Reinforces confidence in defense procurement trends globally.

Counterpoint

What could challenge this read

Insider selling and modest dividend yield could signal caution despite the contract.

Key entities

  • company
    Lockheed Martin Corp

    U.S. defense contractor receiving the contract.

  • government
    U.S. Army

    Funding source for the helicopter procurement.

Read at source← All news

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Lockheed Martin (LMT) secured a $234.46M contract modification for 16 UH-60M Black Hawk helicopters, increasing the total contract value to $356.25M. The company offers a 2.55% dividend yield, a 50% payout ratio, and a 3-year dividend growth rate of 5.4%. LMT's stock is 4.5% undervalued relative to its GF Value™ of $563.60, with a GF Score™ of 80/100. Institutional investors show confidence, while insiders have sold $4.0M worth of shares in the past year.

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