Exponential investor interest in Leidos Holdings (LDOS) has prompted a closer examination of its valuation. This uptick in attention comes as numerous financial institutions, including Franklin Resources Inc. and Prudential Financial Inc., make significant adjustments to their LDOS shareholdings. JPMorgan Chase & Co., Swiss National Bank, and the Vanguard Group also fine-tuned their LDOS stakes in response to company’s strong recent performance.
Significant movements saw LDOS shares being sold by SG Americas Securities LLC and Entropy Technologies LP in contrast to purchases by Boston Partners, Neo Ivy Capital Management, and Aviva PLC. LDOS also attracted interest from newcomers, signaling solid investor trust in its market potential. Its latest partnership in airport security technology indicates a promising change for its aviation segment.
LDOS’s recent Q3 earnings beat estimates and the firm has increased its 2025 view. This plus a strong institutional backing (78% ownership) and a robust margin growth have solidified LDOS's bull case. However, even with a 30% rally and federal contract wins, questions are raised whether it's too late to invest in LDOS.
Leidos Holdings LDOS News Analytics from Tue, 06 May 2025 07:00:00 GMT to Sat, 29 Nov 2025 10:40:30 GMT -
