William Blair Issues Optimistic Forecast for Leidos Earnings

Leidos Holdings, Inc. (NYSE:LDOS) – Equities research analysts at William Blair upped their Q3 2025 earnings per share estimates for Leidos in a research note issued on Tuesday, August 5th. William Blair analyst L. Dipalma now forecasts that the aerospace company will post earnings per share of $2.67 for the quarter, up from their previous forecast of $2.61. The consensus estimate for Leidos’ current full-year earnings is $10.62 per share. William Blair also issued estimates for Leidos’ Q4 2025 earnings at $2.55 EPS.

Leidos (NYSE:LDOS) last released 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 the consensus estimate of $4.24 billion. Leidos had a return on equity of 33.57% and a net margin of 8.22%. The business’s quarterly revenue was up 2.9% compared to the same quarter last year. During the same quarter last year, the business posted $2.63 earnings per share.

Several other equities analysts also recently weighed in on LDOS. Citigroup restated a “buy” rating and issued a $190.00 target price (up previously from $186.00) on shares of Leidos in a research report on Monday, July 14th. Wall Street Zen downgraded Leidos from a “strong-buy” rating to a “buy” rating in a research report on Saturday. Royal Bank Of Canada lifted their price objective on Leidos from $150.00 to $160.00 and gave the stock a “sector perform” rating in a research report on Wednesday, May 7th. Baird R W downgraded Leidos from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 27th. Finally, Wells Fargo & Company lifted their price objective on Leidos from $173.00 to $200.00 and gave the stock an “overweight” rating in a research report on Thursday, May 8th. Seven equities research analysts have rated the stock with a hold rating, eight have issued a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat.com, Leidos currently has a consensus rating of “Moderate Buy” and a consensus target price of $179.46.

Leidos Stock Performance

NYSE LDOS opened at $176.52 on Friday. The company has a market cap of $22.65 billion, a PE ratio of 16.68, a price-to-earnings-growth ratio of 2.00 and a beta of 0.65. The stock’s 50 day simple moving average is $157.62 and its 200-day simple moving average is $147.10. Leidos has a 1-year low of $123.62 and a 1-year high of $202.90. The company has a debt-to-equity ratio of 1.06, a current ratio of 1.62 and a quick ratio of 1.42.

Institutional Investors Weigh In On Leidos

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Marshall & Sterling Wealth Advisors Inc. acquired a new position in Leidos in the 4th quarter valued at about $25,000. REAP Financial Group LLC increased its stake in Leidos by 422.2% during the fourth quarter. REAP Financial Group LLC now owns 188 shares of the aerospace company’s stock worth $27,000 after purchasing an additional 152 shares during the period. MCF Advisors LLC purchased a new stake in Leidos during the first quarter worth about $27,000. First Pacific Financial purchased a new stake in Leidos during the second quarter worth about $27,000. Finally, Raleigh Capital Management Inc. purchased a new stake in Leidos during the second quarter worth about $29,000. Institutional investors and hedge funds own 76.12% of the company’s stock.

Leidos Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 30th. Shareholders of record on Monday, September 15th will be paid a dividend of $0.40 per share. The ex-dividend date of this dividend is Monday, September 15th. This represents a $1.60 annualized dividend and a yield of 0.9%. Leidos’s dividend payout ratio (DPR) is 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.