#2 - Lockheed Martin (NYSE:LMT)
Lockheed Martin Corp. (NYSE: LMT) is a natural fit in Trump’s portfolio, aligning closely with his “peace through strength” philosophy—a doctrine shared by several past presidents.
As one of the world’s largest defense contractors, Lockheed Martin plays a central role in U.S. national security. The company receives approximately 10% of the Pentagon’s entire budget, and roughly 75% of its total revenue comes from defense contracts.
Contrary to analysts’ expectations, the March 2025 continuing resolution (CR) passed by Congress included an increase in defense spending. And even though modern warfare is evolving rapidly, Lockheed will still have a place at the table with its expertise in AI and cybersecurity.
This should give investors confidence that Lockheed can continue delivering strong total returns—averaging about 19% annually over the past decade—while also generating the cash flow needed to maintain and grow its dividend, which has been increased for 22 consecutive years.
About Lockheed Martin
Lockheed Martin Corporation, a security and aerospace company, engages in the research, design, development, manufacture, integration, and sustainment of technology systems, products, and services worldwide. The company operates through Aeronautics, Missiles and Fire Control, Rotary and Mission Systems, and Space segments.
More about Lockheed Martin- Current Price
- $453.10
- Consensus Rating
- Hold
- Ratings Breakdown
- 5 Buy Ratings, 9 Hold Ratings, 1 Sell Ratings.
- Consensus Price Target
- $539.53 (19.1% Upside)
