Leidos FY2026 EPS Estimate Increased by Cantor Fitzgerald

Leidos Holdings, Inc. (NYSE:LDOS) – Stock analysts at Cantor Fitzgerald raised their FY2026 EPS estimates for shares of Leidos in a note issued to investors on Friday, October 31st. Cantor Fitzgerald analyst C. Canfield now expects that the aerospace company will post earnings of $11.85 per share for the year, up from their previous estimate of $11.16. Cantor Fitzgerald currently has a “Overweight” rating and a $225.00 price target on the stock. The consensus estimate for Leidos’ current full-year earnings is $10.62 per share.

Leidos (NYSE:LDOS) last posted its earnings results on Tuesday, August 5th. The aerospace company reported $3.21 earnings per share for the quarter, beating the consensus estimate of $2.63 by $0.58. The business had revenue of $4.25 billion for the quarter, compared to analyst estimates of $4.24 billion. Leidos had a net margin of 8.22% and a return on equity of 33.57%. The business’s quarterly revenue was up 2.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.63 EPS.

Several other equities analysts have also weighed in on LDOS. Wall Street Zen lowered shares of Leidos from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 9th. Citigroup restated a “buy” rating and set a $190.00 target price (up previously from $186.00) on shares of Leidos in a report on Monday, July 14th. Jefferies Financial Group upgraded shares of Leidos from a “hold” rating to a “buy” rating and lifted their target price for the company from $185.00 to $205.00 in a report on Wednesday, August 6th. Zacks Research lowered shares of Leidos from a “strong-buy” rating to a “hold” rating in a report on Thursday, October 23rd. Finally, Argus boosted their price objective on shares of Leidos from $185.00 to $210.00 and gave the stock a “buy” rating in a report on Wednesday, September 24th. Nine investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $189.83.

Leidos Stock Performance

NYSE:LDOS opened at $193.52 on Monday. The company has a current ratio of 1.62, a quick ratio of 1.50 and a debt-to-equity ratio of 1.06. The firm has a market capitalization of $24.83 billion, a price-to-earnings ratio of 18.29, a PEG ratio of 1.79 and a beta of 0.69. The firm’s fifty day simple moving average is $186.75 and its 200 day simple moving average is $168.10. Leidos has a twelve month low of $123.62 and a twelve month high of $202.90.

Institutional Investors Weigh In On Leidos

A number of institutional investors have recently modified their holdings of LDOS. MCF Advisors LLC acquired a new stake in shares of Leidos in the 1st quarter valued at about $27,000. First Pacific Financial acquired a new stake in shares of Leidos in the 2nd quarter valued at about $27,000. Mather Group LLC. acquired a new stake in shares of Leidos in the 3rd quarter valued at about $28,000. Raleigh Capital Management Inc. bought a new stake in shares of Leidos during the 2nd quarter valued at about $29,000. Finally, Optimum Investment Advisors grew its position in shares of Leidos by 260.0% during the 1st quarter. Optimum Investment Advisors now owns 234 shares of the aerospace company’s stock valued at $32,000 after buying an additional 169 shares during the last quarter. Institutional investors and hedge funds own 76.12% of the company’s stock.

Insider Activity

In other news, Director Gary Stephen May sold 2,000 shares of the company’s stock in a transaction dated Monday, August 11th. The shares were sold at an average price of $178.05, for a total value of $356,100.00. Following the sale, the director owned 10,137 shares in the company, valued at approximately $1,804,892.85. This represents a 16.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Gregory R. Dahlberg sold 952 shares of the company’s stock in a transaction dated Monday, August 11th. The shares were sold at an average price of $177.43, for a total transaction of $168,913.36. Following the completion of the sale, the director owned 21,068 shares in the company, valued at approximately $3,738,095.24. This trade represents a 4.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 22,975 shares of company stock worth $4,078,740. 0.69% of the stock is currently owned by corporate insiders.

Leidos Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Monday, December 15th will be paid a $0.43 dividend. This is a boost from Leidos’s previous quarterly dividend of $0.40. The ex-dividend date is Monday, December 15th. This represents a $1.72 dividend on an annualized basis and a dividend yield of 0.9%. Leidos’s dividend payout ratio (DPR) is currently 15.12%.

Leidos Company Profile

Leidos Holdings, Inc, together with its subsidiaries, provides services and solutions in the defense, intelligence, civil, and health markets in the United States and internationally. The company operates through Defense Solutions, Civil, and Health segments. The Defense Solutions segment offers national security solutions and systems for air, land, sea, space, and cyberspace for the U.S.