Leidos (NYSE:LDOS) Given New $195.00 Price Target at Robert W. Baird

Posted by Defense World Staff on Feb 19th, 2026

Leidos (NYSE:LDOS – Free Report) had its target price decreased by Robert W. Baird from $215.00 to $195.00 in a research note issued to investors on Wednesday, MarketBeat Ratings reports. Robert W. Baird currently has a neutral rating on the aerospace company’s stock.

Other analysts have also recently issued research reports about the stock. Wall Street Zen raised shares of Leidos from a “buy” rating to a “strong-buy” rating in a research note on Saturday, January 31st. Cantor Fitzgerald boosted their target price on Leidos from $185.00 to $225.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Leidos in a report on Monday, December 29th. Bank of America lifted their price objective on Leidos from $200.00 to $235.00 and gave the stock a “buy” rating in a research report on Friday, November 7th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $230.00 price target on shares of Leidos in a research report on Wednesday, November 5th. Nine equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $213.27.

Check Out Our Latest Stock Analysis on LDOS

Leidos Price Performance

NYSE:LDOS opened at $171.74 on Wednesday. The company has a 50 day moving average price of $187.18 and a 200-day moving average price of $186.57. Leidos has a 1-year low of $123.62 and a 1-year high of $205.77. The firm has a market cap of $21.96 billion, a price-to-earnings ratio of 15.43, a price-to-earnings-growth ratio of 1.13 and a beta of 0.59. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.70 and a quick ratio of 1.50.

Leidos (NYSE:LDOS – Get Free Report) last released its quarterly earnings data on Tuesday, February 17th. The aerospace company reported $2.76 earnings per share for the quarter, beating analysts’ consensus estimates of $2.57 by $0.19. The company had revenue of $4.21 billion during the quarter, compared to analysts’ expectations of $4.31 billion. Leidos had a net margin of 8.43% and a return on equity of 32.95%. The firm’s revenue for the quarter was down 3.6% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.37 earnings per share. Leidos has set its FY 2026 guidance at 12.050-12.450 EPS. Equities research analysts forecast that Leidos will post 10.62 EPS for the current year.

Leidos Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Monday, March 16th will be paid a dividend of $0.43 per share. This represents a $1.72 dividend on an annualized basis and a yield of 1.0%. The ex-dividend date is Monday, March 16th. Leidos’s dividend payout ratio is 16.04%.

Insider Buying and Selling at Leidos

In related news, insider Elizabeth A. Porter sold 3,000 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $192.21, for a total transaction of $576,630.00. Following the completion of the transaction, the insider directly owned 38,575 shares in the company, valued at $7,414,500.75. This trade represents a 7.22% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 0.96% of the company’s stock.

Institutional Trading of Leidos

A number of large investors have recently made changes to their positions in LDOS. JFS Wealth Advisors LLC raised its holdings in shares of Leidos by 77.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 151 shares of the aerospace company’s stock valued at $27,000 after purchasing an additional 66 shares in the last quarter. Hantz Financial Services Inc. increased its holdings in Leidos by 94.7% in the fourth quarter. Hantz Financial Services Inc. now owns 148 shares of the aerospace company’s stock valued at $27,000 after buying an additional 72 shares during the last quarter. Mather Group LLC. acquired a new stake in Leidos in the third quarter valued at $28,000. Hilton Head Capital Partners LLC acquired a new stake in Leidos in the fourth quarter valued at $28,000. Finally, Rakuten Securities Inc. lifted its holdings in Leidos by 110.5% during the 4th quarter. Rakuten Securities Inc. now owns 160 shares of the aerospace company’s stock worth $29,000 after buying an additional 84 shares during the last quarter. 76.12% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Leidos

Here are the key news stories impacting Leidos this week:

Positive Sentiment: Company beat Q4 non‑GAAP EPS and raised FY2026 guidance (EPS range 12.05–12.45), which supports upside to future earnings expectations. Leidos Posts Strong Fourth Quarter and Fiscal Year 2025 Results
Positive Sentiment: Announced a ~$2.4B acquisition of Entrust to double its energy business and support the NorthStar 2030 growth strategy — a clear growth/right‑market expansion rationale that likely lifted sentiment. Defense Giant Leidos Delivers Record Cash Flow, Secures $2.4B Acquisition
Positive Sentiment: Strong cash flow and solid bookings (book-to-bill ~1.3 in Q4; full‑year net bookings) reinforce balance‑sheet health and funding capacity for M&A and dividends. Leidos Posts Strong Fourth Quarter and Fiscal Year 2025 Results
Positive Sentiment: Leidos is negotiating co‑investment deals with the DoD on key programs — could de‑risk capital deployment on major programs and accelerate wins. Leidos Negotiating Co-Investment Deals With DoD For Key Programs
Neutral Sentiment: Expanded and extended revolving credit facility — improves liquidity and optionality but is primarily an operational/financial housekeeping item. Leidos Expands and Extends Revolving Credit Facility Agreement
Neutral Sentiment: Management presented at Citi’s Global Industrial Tech & Mobility conference — useful for investor visibility but no new material financials disclosed. Leidos Presents at Citi Conference (Transcript)
Negative Sentiment: Revenue missed Q4 estimates as a six‑week U.S. government shutdown weighed on orders — a tangible near‑term headwind to top‑line growth. Leidos misses quarterly revenue estimates on government shutdown impact
Negative Sentiment: Analyst action: Robert W. Baird cut its price target to $195 and moved to neutral, which can cap near‑term analyst‑driven upside. Leidos price target lowered at Baird
Negative Sentiment: Some analyst commentary argues recent selloff was warranted on the weak revenue print — a reminder downside sentiment remains if top‑line trends don’t reaccelerate. Leidos: The Selloff Was Warranted

Leidos Company Profile

(Get Free Report)

Leidos is an American technology and engineering company that provides services and solutions to government and commercial customers, with a strong focus on national security, defense, intelligence, and civil government markets. The company delivers systems integration, engineering, cybersecurity, software development, data analytics, cloud migration and managed IT services, as well as mission support for complex programs. Leidos’ work spans areas such as C4ISR (command, control, communications, computers, intelligence, surveillance and reconnaissance), secure communications, sensors and systems engineering, and health IT solutions for public-sector healthcare programs.

Leidos traces its corporate roots to Science Applications International Corporation (SAIC) and emerged as an independent, publicly traded company following a corporate separation in 2013.