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Deutsche Bank Boosts Price Targets for Several Defense Names (BA, NOC, RTN, LMT, UTX)

By Dividend.com April 11, 2012, 09:31:55 AM EDT

Analysts at Deutsche Bank on Wednesday lifted their price targets on several stocks in the Aerospace & Defense Electronic sector.

The firm said that the sector has rallied alongside the markets year-to-date, and thus the names deserve higher multiples. The analyst commented, "We expect 1Q results to largely support the move higher, with OE production rates rising, and global airline traffic/capacity growth continuing to support high SD/low DD aftermarket growth."

Accordingly, Deutsche Bank made the following target adjustments:

  • The Boeing Company ( BA ) - "Buy" rating, price target raised from $83 to $86 (22% upside).
  • Northrop Grumman ( NOC ) - "Hold" rating, price target raised from $63 to $69 (16% upside).
  • Raytheon ( RTN ) - "Hold" rating, target upped from $45 to $51 (no upside).
  • Lockheed Martin ( LMT ) "Hold" rating, target boosted from $80 to $84 (4% downside).
  • United Technologies ( UTX ) "Buy" rating, target raised from $89 to $94 (20% upside).

The Bottom Line
Shares of Boeing ( BA ) have a 2.49% dividend yield, based on last night's closing stock price of $70.60. The stock has technical support in the $65-$70 price area. If the shares can firm up, we see overhead resistance around the $75-$76 price levels. Shares of Northrop Grumman ( NOC ) have a 3.35% dividend yield, based on last night's closing stock price of $59.73. The stock has technical support in the $55 price area. If the shares can firm up, we see overhead resistance around the $62-$65 price levels. Shares of United Technologies ( UTX ) have a 2.45% dividend yield, based on last night's closing stock price of $78.48. The stock has technical support in the $70-$75 price area. If the shares can firm up, we see overhead resistance around the $83-$85 price levels. We have been recommending shares of Lockheed Martin ( LMT ) since Sept.23, 2011, when the stock was trading at $73.14. The company has a 4.56% dividend yield, based on last night's closing stock price of $87.67. We have been recommending shares of Raytheon ( RTN ) since Mar.23, when the stock was trading at $51.96. The company has a 3.91% dividend yield, based on last night's closing stock price of $51.09.

Lockheed Martin ( LMT ) and Raytheon ( RTN ) are both "Recommended" at this time, holding Dividend.com DARS™ Ratings of 3.5 stars.

Be sure to visit our complete recommended list of the Best Dividend Stocks , as well as a detailed explanation of our ratings system here .




The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of The NASDAQ OMX Group, Inc.


This article appears in: Investing, Stocks

Referenced Stocks: BA, LMT, NOC, RTN, UTX



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