Lockheed Martin(US:LMT) Yahoo Finance·2026-01-07 23:24Core Viewpoint - The defense sector, particularly Lockheed Martin, experienced a significant decline in stock price due to President Trump's proposal to cancel shareholder-friendly measures [1][7]. Group 1: Trump's Proposed Restrictions - President Trump aims to increase the defense budget and accelerate production in the defense industry while proposing to limit dividend payouts and share repurchase programs [2]. - Trump criticized defense contractors for allocating substantial capital to dividends and stock buybacks, insisting that this practice should no longer be tolerated [3]. Group 2: Industry Impact - Lockheed Martin, as a major player in the defense sector, is likely to be directly affected by Trump's proposed changes, alongside other companies in the industry [3]. - Despite Trump's strong rhetoric, he lacks the unilateral power to implement these measures, indicating potential resistance from company executives, shareholders, and politicians [4][5]. Group 3: Investment Considerations - Analysts suggest caution regarding investments in Lockheed Martin, as it was not included in a list of top stock recommendations, indicating potential better opportunities elsewhere [8].