Leidos Holdings Inc. (LDOS) insider resale notice: 2,000 shares proposed
Leidos Holdings Inc. filed a Form 144 indicating a proposed sale of 2,000 shares of common stock from a vested shares account with an effective date of April 6, 2026. This regulatory notice also revealed a prior sale of 3,000 shares on January 20, 2026, for $576,635.10, attributed to Elizabeth A. Porter. The filing is a routine Section 144 notice for insider resale activity, with Citigroup Global Markets, Inc. listed as the broker for the proposed sale.
Aberdeen Group plc Decreases Stake in Leidos Holdings, Inc. $LDOS
Aberdeen Group plc has reduced its stake in Leidos Holdings, Inc. by 8.2% in the fourth quarter, selling 10,162 shares and now owning 113,452 shares valued at $20,467,000. Despite this, other institutional investors like Wedmont Private Capital and Harbor Capital Advisors Inc. increased their holdings. Leidos reported strong Q4 earnings, beating analyst expectations, and maintains a "Moderate Buy" consensus rating from analysts with an average price target of $211.00.
Leidos Schedules First Quarter 2026 Earnings Conference Call for May 5, 2026, at 8 a.m. (ET)
Leidos Holdings, Inc. (NYSE: LDOS) announced it will host a conference call on Tuesday, May 5, 2026, at 8 a.m. ET to discuss its first quarter 2026 financial results. The company plans to release its quarterly earnings press release before the call. A live and replayed audio broadcast, along with related materials, will be available on the Leidos Investor Relations website.
Leidos will release quarterly results before an 8 a.m. May 5 call
Leidos (NYSE: LDOS) has scheduled its First Quarter 2026 earnings conference call for May 5, 2026, at 8 a.m. ET to report results for the period ending April 3, 2026. The company will issue its quarterly earnings release before the call and provide a live webcast and replay, with an archived version available through May 5, 2027. This announcement follows Leidos's consistent pattern of pre-announcing earnings calls, which have historically led to modest stock price movements.
RTX Corp: Why This Defense Giant is the 2026 Growth Play
RTX Corporation is positioned as a strong growth play for 2026 due to escalating geopolitical tensions driving demand for advanced missile systems, particularly in the Middle East. The company benefits from a dual-engine business model integrating defense with commercial aviation innovations through its Pratt & Whitney division and Collins Aerospace. Strategic management, significant contract wins, and continuous innovation in areas like hybrid flight and cybersecurity further solidify its investment profile.
RTX Corp: Why This Defense Giant is the 2026 Growth Play
RTX Corporation is positioned as a strong growth play for 2026, driven by escalating geopolitical tensions in the Middle East and increased demand for advanced missile systems. The company benefits from its dual-engine business model, combining defense capabilities with commercial aviation innovation through its Pratt & Whitney division and advancements in hybrid flight and cybersecurity via Collins Aerospace and BBN Technologies. Strategic execution, significant contracts, and aggressive patent filings further solidify RTX's resilient investment profile.
PSN Stock News Today | Earnings, Events & Price Alerts
This article provides news and event updates for PSN (Parsons Corporation), detailing recent contract wins and project management selections. Key announcements include Parsons securing a V2X management contract with the Utah DOT and being chosen as the project management consultant for the Al Ittihad Sports Village in Saudi Arabia. The article also lists recent stock-related news and past earnings analysis.
Braun Stacey Associates Inc. Boosts Stake in Leidos Holdings, Inc. $LDOS
Braun Stacey Associates Inc. significantly increased its stake in Leidos Holdings, Inc. by 9.4% in the fourth quarter, bringing its total holdings to 122,970 shares valued at approximately $22.18 million. This move comes as Leidos exceeded quarterly earnings and revenue expectations and provided strong FY2026 guidance, attracting a "Moderate Buy" consensus from analysts. Insider Elizabeth A. Porter, however, sold 3,000 shares of the firm's stock in January.
CACI International Inc Stock: Strong Analyst Support and Defense Sector Resilience Amid Government C
CACI International Inc (NYSE: CACI) is attracting investor interest due to its strong analyst support, with a "Moderate Buy" consensus and price targets suggesting significant upside. The company specializes in IT and engineering services for U.S. defense and intelligence agencies, benefiting from sustained federal spending. Its core business model, focusing on cybersecurity, cloud solutions, and data analytics, positions it well for growth amidst increasing national security needs and modernization efforts.
CACI International Inc Stock: Strong Analyst Support and Defense Sector Resilience Amid Government C
CACI International Inc (NYSE:CACI) is gaining investor interest due to strong analyst support, with a "Moderate Buy" consensus and price targets indicating upside potential. The company specializes in IT and engineering services for U.S. defense and intelligence agencies, benefiting from sustained federal spending on cybersecurity and modernization. Its robust financial health, predictable revenue from long-term government contracts, and positioning within a resilient defense sector make it a compelling consideration for North American portfolios amidst global uncertainties.
Leidos (LDOS) director Kraemer adds shares through dividend equivalent rights grant
Leidos Holdings director Harry M. Jansen Kraemer Jr. received 363.5515 shares of common stock through dividend equivalent rights, credited to a Key Executive Stock Deferral Plan. This increases his indirect holdings to 129,174.6938 shares and direct holdings to 93,281 shares. This transaction is a routine, compensation-related acquisition and not an open-market trade, indicating weak signaling value regarding his short-term market view.
Leidos (NYSE: LDOS) executive credited dividend-equivalent shares in plan
Leidos Sector President Roy E. Stevens was awarded 5.0689 shares of Common Stock as dividend equivalent rights, credited to a Key Executive Stock Deferral Plan. This transaction increased his indirect holdings in the plan to 1,797.6108 shares, while his direct ownership remains at 62,221 shares. The award is considered compensation-related and not an open-market trade.
Leidos (LDOS) CFO gains dividend-equivalent stock under executive deferral plan
Leidos Holdings (LDOS) Chief Financial Officer Christopher R. Cage received 73.55 shares of common stock as dividend equivalent rights under the Key Executive Stock Deferral Plan. This grant increases his indirect holdings through the plan to 31,727.2538 shares, in addition to his direct ownership of 64,829 shares. The transaction is a compensation-related grant and does not represent an open-market trade.
Leidos (NYSE: LDOS) director Shapard gains dividend-equivalent shares, updates holdings
Leidos director Robert S. Shapard received 4.5191 dividend-equivalent shares of common stock on March 31, 2026, as part of a routine compensation accrual under the Key Executive Stock Deferral Plan. This non-cash grant updated his indirect holdings to 1,624.9954 shares in the plan and 2,500 shares through a Family Limited Partnership, alongside 58,960.0800 directly held shares. No open-market trades were involved in this transaction, indicating it as a standard administrative update rather than a significant insider trading signal.
Leidos Holdings Inc. stock outperforms competitors on strong trading day
Leidos Holdings Inc. (LDOS) saw its stock rise by 1.80% to $158.82, outperforming the broader market on a mixed trading day. This marks the third consecutive day of gains for the company's stock. The S&P 500 Index closed up 0.11%, while the Dow Jones Industrial Average fell 0.13%.
Melius upgrades RTX stock rating on defense spending outlook
Melius has upgraded RTX Corp. (NYSE:RTX) from Hold to Buy, citing increased demand for defense equipment following Operation Epic Fury. The firm projects high-single-digit core sales growth for the defense sector through 2028, surpassing consensus estimates, and expects margin tailwinds as contractors move to more profitable production programs. RTX has also recently secured significant contracts and released a new cyber defense toolkit, further solidifying its market position.
Soluna Closes $53M Briscoe Wind Farm Acquisition
Soluna Holdings, Inc. has acquired the 150 MW Briscoe Wind Farm in West Texas for $53 million, achieving full vertical integration for its Project Dorothy. This acquisition is expected to generate $6 million to $11 million in Year-One Adjusted EBITDA and $20 million to $24.4 million in annualized revenue. It also positions Soluna to develop Project Dorothy 3, a planned 300 MW+ renewable-powered AI campus.
Leidos (NYSE:LDOS) Raised to "Strong-Buy" at Argus
Argus upgraded Leidos (NYSE:LDOS) to a "Strong-Buy" rating, joining varying recent analyst actions for the defense and engineering company. Leidos surpassed Q4 2025 earnings and revenue expectations and provided strong FY 2026 guidance. The stock currently holds a "Moderate Buy" consensus rating with an average price target of $211.
Leidos (NYSE:LDOS) Upgraded by Wells Fargo & Company to Hold Rating
Leidos (NYSE:LDOS) was upgraded by Wells Fargo & Company to a "hold" rating, though the consensus among analysts remains a "Moderate Buy" with an average price target of $211. The company recently surpassed quarterly earnings and revenue expectations and provided strong FY2026 guidance above analyst forecasts. Despite the recent upgrade, Leidos shares are trading below the average analyst target within its 12-month range.
A Look At FTI Consulting’s Valuation As It Adds AI Governance Leadership In Asia Pacific
FTI Consulting (FCN) has appointed Kelly Henney as Senior Managing Director and Australia Leader for its Information Governance, Privacy & Security practice, specializing in AI and data privacy. The stock is currently trading at US$178.72, showing recent growth but with a softer three-year total shareholder return. While some analyses suggest it is slightly overvalued at $174, strategic investments in digital tools and talent could drive future growth and improved net margins.
Wells Fargo initiates coverage of Leidos Holdings (LDOS) with equal-weight recommendation
Wells Fargo has initiated coverage of Leidos Holdings (LDOS) with an "equal-weight" recommendation. This suggests that the firm views Leidos's stock as likely to perform in line with the broader market.
KBR (KBR) Valuation Check After First AI Investment And New Middle East Contracts
KBR (KBR) recently invested in AI firm Applied Computing and secured new contracts in Libya and a long-term maintenance deal with Saudi Aramco, despite a recent 25.08% decline in its 1-year total shareholder return. The company is currently trading at $36.86, with a narrative fair value of $53.67, suggesting it is significantly undervalued. Future growth is anticipated due to increasing demand for its proprietary technologies in energy transition and infrastructure, though this hinges on effective contract execution.
Leidos (NYSE:LDOS) Now Covered by Analysts at Wells Fargo & Company
Wells Fargo & Company has initiated coverage on Leidos (NYSE:LDOS) with an "equal weight" rating and a $165 price target, suggesting a potential 6.11% upside. This comes as Leidos recently surpassed quarterly earnings and revenue expectations, and provided strong FY2026 guidance. The company holds a "Moderate Buy" consensus rating from analysts, with a target price of $211.
IBM (International Business Machines) Cash Flow from Others : $-997 Mil (TTM As of Dec. 2025)
This article reports that International Business Machines (IBM) had a Cash Flow from Others of $-997 Million as of December 2025 for the trailing twelve months. GuruFocus rates IBM with a GF Score of 83/100 and considers it "Modestly Overvalued" with a GF Value of $210.45 against a current price of $242.39. The report includes historical data and a detailed description of what Cash Flow from Others means and how it's calculated, advising investors to consider other metrics alongside it.
11 Best Stocks You’ll Wish You Bought Sooner
This article identifies PulteGroup, Inc. (NYSE:PHM) as one of the top stocks investors will wish they bought sooner. It highlights a new strategic partnership between PulteGroup and The St. Joe Company to develop over 1,300 homesites in Florida, marking PulteGroup's entry into Northwest Florida. Additionally, Truist initiated coverage on PulteGroup with a Buy rating and a $170 price target, expecting strong earnings growth in 2027 and believing the market undervalues the company's long-term profitability.
Leidos Holdings (LDOS) partners with cloud giants to modernize US Air Force Cloud One platform
This article discusses Leidos Holdings' partnership with major cloud providers to modernize the US Air Force's Cloud One platform. This collaboration aims to provide a secure, multi-cloud environment for the Air Force, emphasizing a hybrid cloud strategy for enhanced agility and operational efficiency. The initiative highlights the critical role of cloud technology in defense modernization.
RTX’s Pratt & Whitney wins follow-on contract for TJ150 engines from Leidos
Pratt & Whitney, a subsidiary of RTX, has secured a follow-on contract from Leidos for its TJ150 turbine engines. This contract highlights the continued demand for Pratt & Whitney's propulsion systems in specialized applications.
CACI Wins US$85m Navy Deal Sharpening Cyber And Engineering Focus
CACI International has secured an $85 million, five-year task order from the U.S. Navy for advanced engineering and technical support, including cybersecurity and control systems for naval vessels. This contract reinforces CACI's focus on high-value, tech-driven government work, especially within the defense sector. Investors are advised to monitor the contract's execution and CACI's performance in retaining skilled personnel and securing follow-on work.
Leidos (LDOS) Finalizes $2.4B Acquisition of Entrust Solutions
Leidos (LDOS) has completed its $2.4 billion acquisition of Entrust Solutions Group, a strategic move to enhance its capabilities within the technology sector. The company demonstrates strong financial health with robust revenue growth, profitability, and a solid balance sheet, despite recent insider selling activity. Leidos' valuation metrics suggest potential undervaluation, and analyst sentiment remains positive, making it a compelling investment case, though investors should consider sector-specific risks.
Short Interest in Leidos Holdings, Inc. (NYSE:LDOS) Rises By 25.3%
Leidos Holdings, Inc. (NYSE:LDOS) experienced a significant 25.3% increase in short interest during March, reaching 3,764,705 shares, representing 3.0% of shares outstanding with a days-to-cover ratio of 3.2. Despite this increased bearish sentiment, the company recently beat quarterly earnings estimates, reported strong revenue, and provided positive FY2026 guidance. Wall Street analysts maintain a "Moderate Buy" consensus rating with an average target price of $214.18, though some have adjusted price targets.
Leidos Closes $2.4 Billion Entrust Solutions Acquisition; Shares Up Pre-Bell
Leidos has completed its acquisition of Entrust Solutions, a provider of engineering, design, and program management services for utility infrastructure. The $2.4 billion cash transaction is expected to be immediately accretive to Leidos' revenue growth, EBITDA margin, and non-GAAP EPS. This strategic move aims to expand Leidos' presence in the commercial energy, utility, and broadband markets.
Leidos (NYSE: LDOS) doubles energy reach with $2.4B Entrust deal
Leidos (NYSE: LDOS) has successfully completed its $2.4 billion acquisition of ENTRUST Solutions Group, significantly expanding its presence in the energy infrastructure market. The deal adds over 3,100 professionals in electric grid and natural gas infrastructure, bolstering Leidos' capabilities in power delivery engineering and broadening its utility customer base. This acquisition aligns with Leidos' NorthStar 2030 strategy, supporting its energy growth pillar and enhancing its position as a provider of grid modernization solutions.
Leidos expands into utility grid and gas work with $2.4B buy
Leidos (NYSE:LDOS) has completed its $2.4 billion acquisition of ENTRUST Solutions Group, significantly expanding its presence in the energy infrastructure market. This acquisition doubles Leidos' energy footprint, adding over 3,100 professionals and broadening its engineering capabilities and utility customer base, aligning with its NorthStar 2030 strategy for grid modernization. The deal positions Leidos as a stronger provider of power engineering and design services, addressing growing electricity demand and resilience requirements.
Leidos completes $2.4 billion acquisition of ENTRUST
Leidos has finalized its $2.4 billion acquisition of ENTRUST Solutions Group from Kohlberg, significantly bolstering its presence in the energy infrastructure market. This acquisition doubles Leidos' energy sector footprint, adding over 3,100 professionals and expanding its engineering capabilities for grid modernization and utility support. The move is central to Leidos' NorthStar 2030 strategy, strengthening its position as a key provider of power engineering and design services amid growing load demands and resilience needs for utilities nationwide.
Leidos completes $2.4 billion acquisition of ENTRUST
Leidos has finalized its $2.4 billion acquisition of ENTRUST Solutions Group, significantly expanding its presence in the energy infrastructure market. The acquisition adds over 3,100 professionals and enhances Leidos' engineering capabilities and customer base in grid modernization. This move reinforces Leidos' long-term investment in energy infrastructure, aligning with its NorthStar 2030 strategy.
Leidos Holdings (LDOS) Partners With Cloud Giants to Modernize US Air Force Cloud One Platform
Leidos Holdings (LDOS) has secured a $454.9 million contract to modernize the US Air Force Cloud One Platform, collaborating with major cloud providers like Amazon Web Services, Azure, Google Cloud Platform, and Oracle Cloud Infrastructure. This initiative aims to enhance security, increase automation, and streamline operations for quicker deployment of mission-critical functions. Additionally, Leidos recently partnered with Dropzone AI to leverage agentic artificial intelligence for faster cyber threat response in federal agencies.
Leidos Holdings (LDOS) Partners With Cloud Giants to Modernize US Air Force Cloud One Platform
Leidos Holdings, Inc. (NYSE: LDOS) has secured a $454.9 million contract to modernize the US Air Force Cloud One Platform, collaborating with major cloud providers like Amazon Web Services, Azure, Google Cloud Platform, and Oracle. This initiative aims to enhance security, automation, and operational efficiency within the Air Force's multi-cloud environment. Additionally, Leidos recently partnered with Dropzone AI to integrate artificial intelligence into cybersecurity responses for federal agencies.
Wedge Capital Management L L P NC Increases Stock Holdings in Leidos Holdings, Inc. $LDOS
Wedge Capital Management L L P NC significantly increased its stake in Leidos Holdings, Inc. by 663.3% in the fourth quarter, making it their seventh-largest holding. This comes as Leidos reported strong Q4 EPS, beating expectations, but missed on revenue, with analysts projecting varying earnings for the current fiscal year. The company also announced a quarterly dividend and currently holds an average analyst rating of "Moderate Buy."
Government System Integrators Market Seeking Excellent Growth | Leidos Holdings, Cisco Systems, SAIC
The Government System Integrators Market is experiencing significant growth driven by digital transformation initiatives, increasing demand for efficient public services, and rising cybersecurity threats. Key players like Leidos Holdings, Cisco Systems, and SAIC are at the forefront of this market. The report highlights trends such as AI integration, cloud computing expansion, and smart city developments, while identifying opportunities in emerging economies and AI-driven decision-making systems.
Leidos Holdings Inc. stock outperforms competitors despite losses on the day
Leidos Holdings Inc. (LDOS) stock experienced a 1.30% decline to $155.53 on Friday, representing its eighth consecutive day of losses, amidst a broader market downturn with the S&P 500 Index and Dow Jones Industrial Average also falling significantly. Despite these losses, the article title suggests the stock outperformed some competitors. The report states the stock's performance relative to the overall market decline.
Vanguard realignment leads to separate disclosures for Leidos (LDOS) — 0 shares reported
The Vanguard Group has filed a Schedule 13G/A for Leidos Holdings Inc. (LDOS), indicating zero shares beneficially owned, representing 0% of the class. This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report beneficial ownership separately. Ashley Grim, Head of Global Fund Administration, signed the filing dated March 27, 2026.
Space Medical Service Market Detailed In New Research Report 2026 | KBR, Inc., Leidos, Hercules Medical Group
A new report by Coherent Market Insights projects strong growth for the Space Medical Service Market from 2026 to 2033, driven by increasing demand, diverse applications, and technological advancements. The research provides a comprehensive analysis of market size, revenue trends, key growth factors, and competitive strategies, including a regional assessment. It highlights major drivers, restraints, challenges, and opportunities, offering actionable insights for businesses to make informed, data-driven decisions.
What Leidos Holdings (LDOS)'s AI Health Push and UFO ETF Inclusion Means For Shareholders
Leidos Holdings (LDOS) is leveraging AI-enabled tools and telehealth to expand healthcare access in rural U.S. communities and has been included in the Tuttle Capital UFO Disclosure ETF. The company's investment narrative is further strengthened by a growing contract backlog, efficiency gains, and share repurchases, although its dependence on U.S. government budgets remains a key risk. Investors are anticipating an upcoming earnings report while also considering the company's long-term government-backed demand in defense, cyber, and health technology.
Kratos Defense appoints David King to board of directors
Kratos Defense & Security Solutions, Inc. has appointed David King to its board of directors, effective March 23. King brings over forty years of experience in the aerospace and defense sectors, including serving as CEO of Dynetics, Inc. and Group President of Leidos Dynetics. His extensive background in scaling defense companies and his insights in unmanned and hypersonic systems are expected to be valuable to Kratos, a company that recently reported 19% revenue growth and is involved in significant contracts within the defense industry.
Leidos Expands Rural Health Reach While Shares Trade Below Valuation Estimates
Leidos Holdings, through its QTC Health Services, is expanding healthcare solutions to rural areas using mobile clinics and AI-powered telehealth. This initiative diversifies Leidos's business beyond defense and government contracts into digital healthcare. Despite recent stock decline, analysts and Simply Wall St value Leidos shares significantly above current trading prices, indicating a potential valuation gap.
Is RTX Corporation (RTX) the Best Aerospace and Defense Stock to Buy According to Billionaires?
RTX Corporation (NYSE:RTX) is highlighted as a top aerospace and defense stock, recently securing a contract for its Pratt & Whitney TJ150 engines for Leidos’ AGM-190A missiles. Analysts maintain a Strong Buy rating with a 15% upside potential, following strong Q4 2025 performance. The article acknowledges RTX's strong position but suggests that some AI stocks may offer higher and quicker returns.
Erste Group initiates RTX stock with buy on defense demand
Erste Group initiated coverage on RTX Corp. (NYSE:RTX) with a "buy" rating, driven by strong demand for engines and increasing global defense spending. The aerospace and defense company, with a $260 billion market cap and 47% return over the past year, is expanding production and projects $92 billion to $93 billion in revenue for fiscal year 2026. Recent contract wins and facility expansions for Raytheon, Collins Aerospace, and Pratt & Whitney further underscore its growth trajectory.
Erste Group initiates RTX stock with buy on defense demand
Erste Group initiated coverage on RTX Corp. (NYSE:RTX) with a buy rating, citing strong demand for engines and increasing global defense spending. Despite InvestingPro's indication that RTX is currently overvalued, the firm expects the share price to continue rising due to the company's growth trajectory and valuation metrics. RTX has shown strong performance, expanding production, and projecting significant revenue and EPS growth for fiscal year 2026.
Leidos Holdings Inc. stock underperforms Tuesday when compared to competitors
Leidos Holdings Inc. (LDOS) stock experienced a 2.18% decline on Tuesday, closing at $158.99. This underperformance occurred despite a generally challenging trading session across the market, with the S&P 500 and Dow Jones Industrial Average also recording losses. This marks the fifth consecutive day of losses for the company's stock.
Leidos Holdings stock faces short-term pressure amid institutional buying and defense sector shifts
Leidos Holdings stock is currently experiencing short-term pressure, trading near $166 USD despite robust institutional investments and strong Q4 earnings. The defense contractor's financial stability, contract backlog, and positive FY2026 guidance suggest resilience, making the current dip a potential entry point for long-term investors, particularly those focused on the defense sector. Analysts maintain a 'Moderate Buy' rating with significant upside potential, though technical indicators suggest short-term caution.
