Defense stocks including Lockheed Martin and RTX fell about 3% following a Reuters report that Iran offered to reopen the Strait of Hormuz if the U.S. eases military pressure. This diplomatic move reduces geopolitical risk, causing crude oil prices to drop for the fourth day and compressing the risk premium that had supported defense sector valuations. The selloff in defense shares started weeks before the report, indicating the market is reassessing how long elevated munitions demand will last. Investors should watch if the Hormuz reopening proceeds and monitor sector ETFs for further market reactions.
Lockheed Martin trades at USD 521.78, down 2.54%, as of Sep 22, 2026 23:01 WIB on Pluang. Boeing is priced at USD 198.86, down 1.14% at the same time. Both stocks show notable selling interest, with Lockheed Martin seeing 71% sell orders on Pluang, reflecting cautious investor sentiment amid shifting defense sector dynamics.
Lockheed Martin's stock has underperformed major indices in 2026, rising only about 7.7% year-to-date despite two strong rallies. However, the company continues to offer a stable annual dividend yield of 2.58%, with the next $3.45 per share payment d...
The U.S. Army has awarded Lockheed Martin a $1.2 billion contract to produce Increment 2 of the Precision Strike Missile (PrSM), which demonstrated the ability to engage moving maritime targets in recent flight tests. This contract moves the missile ...
Lockheed Martin and RTX both raised dividends in 2026 and have strong defense backlogs and cash flow. Lockheed Martin provides a higher current dividend yield and a longer, uninterrupted history of dividend increases, making it more attractive for re...
Lockheed Martin delivered Germany's first F-35A Lightning II fighter jet in a ceremony held in Fort Worth, Texas, marking a major step for the German Air Force and NATO. The F-35A, known for its stealth, advanced sensors, and data integration, will e...
