Leidos Holdings Inc (LDOS)

Sep 26, 2026

Corient Private Wealth LP significantly reduced its stake in Leidos Holdings, Inc. by 78.6% in the second quarter, selling 47,478 shares. Despite this, institutional investors still collectively own a substantial 76.12% of the company. Leidos reported strong quarterly earnings and revenue, issued positive fiscal 2026 EPS guidance, authorized a 20 million share buyback, and declared a quarterly dividend of $0.43 per share.

Sep 25, 2026

Leidos Holdings reported robust Q2 2026 results with a 7% revenue growth to $4.6 billion and a 13.8% adjusted EBITDA margin, leading to raised full-year guidance for revenue, EPS, and operating cash flow. The company highlighted strong performance in its Defense and Health segments, securing significant contracts and positioning for future growth, despite some administrative changes affecting incentive payments in the VBA Medical Disability Exam business. Leidos is also focusing on its North Star 2030 strategy, emphasizing growth in Defense Tech, Energy, and Cyber, and continuing capital deployment through share repurchases.

Sep 25, 2026

Michael LaRouche has started as president and CEO-designate of Trinzic, KBR's upcoming Mission Technology Solutions (MTS) spinoff, with Gabe Butler named VP-designate of investor relations. Trinzic, set to operate independently from January 4, will comprise 18,000 employees and focus on areas like air and missile defense and space exploration, with an expected revenue exceeding $5 billion. LaRouche brings extensive experience from the defense and government services sectors, including a previous role as CEO of Serco North America.

Sep 24, 2026

State Street Corp increased its stake in Leidos Holdings, Inc. by 2.6% in the second quarter, now holding 6.28 million shares valued at $646.43 million. Leidos recently beat quarterly earnings estimates and maintained its fiscal 2026 EPS guidance, while analyst sentiment remains a "Hold" with a $160.29 price target. The company also declared a dividend and authorized a stock buyback, though two directors recently sold shares.

Sep 23, 2026

Nykredit A/S recently acquired 41,004 shares of Leidos Holdings, Inc. (NYSE:LDOS) valued at approximately $4.22 million during the second quarter. This move is part of broader institutional investment, with various hedge funds also adjusting their stakes in the aerospace company. Despite mixed analyst sentiment and some insider selling, Leidos exceeded quarterly expectations in adjusted EPS and revenue, and authorized a significant share repurchase program.

Sep 22, 2026

Leidos (LDOS) has secured a U.S. Army contract valued at up to $127 million. This contract involves the continued operation of surveillance aircraft, which are crucial for intelligence gathering for military commanders in Europe and other regions. The award is for the Airborne Reconnaissance and Targeting Exploitation Multi-Mission Intelligence System.

Sep 22, 2026

Engineers Gate Manager LP significantly reduced its stake in Leidos Holdings, Inc. (NYSE:LDOS) by selling 54,469 shares, an 89.6% decrease, leaving them with 6,301 shares valued at $649,000. This divestment occurred in the second quarter. Despite this, Leidos reported strong quarterly earnings and revenue, exceeding analyst expectations, and reaffirmed its fiscal 2026 EPS guidance. The company also declared a dividend and authorized a stock repurchase plan, while analysts maintain a "Hold" rating with an average price target of $163.60.

Sep 20, 2026

Bank of America Corp DE has acquired 753,841 shares of Leidos Holdings, Inc. (NYSE:LDOS) valued at approximately $77.6 million during the second quarter. This purchase makes Bank of America Corp DE an approximate 0.60% owner of Leidos, a company that recently reported strong quarterly earnings, revenue growth, and authorized a 20 million-share buyback program. Analyst sentiment for Leidos is currently mixed, with a consensus "Hold" rating and an average price target of $163.60, significantly above its recent trading price.

Sep 18, 2026

Mercury Systems (NASDAQ:MRCY) reported strong Q2 2026 results with revenues up 6.1% year-on-year, exceeding analysts' expectations, and record bookings, backlog, revenue, and free cash flow. Despite the strong performance, the stock declined by 18.5% post-earnings. The article also reviews Q2 performance for other defense contractors like Huntington Ingalls (NYSE:HII), Parsons (NYSE:PSN), Northrop Grumman (NYSE:NOC), and Leidos (NYSE:LDOS), highlighting their revenue beats, misses, and stock movements.

Sep 17, 2026

Leidos Holdings Inc. (LDOS) saw its stock rise by 1.24% to $130.96 on Thursday, outperforming the broader market. This gain occurred during an overall positive trading session, with the S&P 500 Index (SPX) increasing by 1.14% and the Dow Jones Industrial Average (DJIA) rising by 0.61%. This marks the second consecutive day of gains for Leidos Holdings Inc.

Sep 17, 2026

Leidos Holdings, Inc. (LDOS), a large-cap technology and defense company, has significantly underperformed the Dow Jones Industrial Average year-to-date and over the past 52 weeks, despite recent short-term gains. The company's stock has slipped 37.1% from its 52-week high, with modest long-term revenue growth contributing to its lag. Wall Street analysts, however, maintain a "Moderate Buy" rating, projecting a potential upside of 23.3%.

Sep 14, 2026

Leidos Holdings Inc (LDOS) saw its stock rise 3.1% to $132.83, and is estimated to be 22.8% undervalued compared to its GF Value™ of $171.99. The company holds a GF Score™ of 78/100, indicating above-average performance, particularly in profitability and valuation, despite weak momentum and insider selling of $3.2M. Investors may find an attractive opportunity due to its current valuation and low P/E ratio relative to historical averages.

Sep 13, 2026

Leidos Holdings, Inc. (NYSE:LDOS) announced a quarterly dividend of $0.43 per share, payable on September 30th to shareholders of record on September 15th. This dividend represents an annualized yield of approximately 1.3% and is well-covered by the company's earnings, with a low payout ratio of 14.8%. Leidos also reported strong quarterly earnings, exceeding analyst estimates, and maintained its fiscal 2026 EPS guidance.

Sep 13, 2026

National Pension Service recently reduced its stake in Leidos Holdings, Inc. (NYSE:LDOS) by 51.7% in the second quarter, now holding 165,917 shares valued at $17.08 million. Despite this, other institutional investors increased their positions in Leidos, which also reported strong Q2 earnings, a dividend announcement, and a share buyback plan. Analysts currently rate Leidos as a "Hold" with a consensus target price of $162.93.

Sep 12, 2026

The California State Teachers Retirement System significantly increased its stake in Leidos Holdings, Inc. by 10,281.2% in the second quarter, now owning 15.96% of the company. This comes as Leidos exceeded earnings and revenue expectations, authorized a share repurchase, and declared a dividend. Institutional investors collectively hold 76.12% of Leidos shares, despite mixed analyst sentiment and recent insider share sales.

Sep 12, 2026

Amundi increased its stake in Leidos Holdings, Inc. (NYSE:LDOS) by 9.3% in the second quarter, acquiring an additional 14,049 shares, bringing its total ownership to 165,512 shares valued at $17.04 million. Other institutional investors like California State Teachers Retirement System and BlackRock Inc. also made significant investments in Leidos. Despite some analyst downgrades, the company reported strong Q2 earnings, beating consensus estimates, and declared a quarterly dividend of $0.43 per share.