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| Ticker | Type | Sentiment | Impact | Summary | Date |
|---|---|---|---|---|---|
| AVAV | INST-CLUSTER | neutral | 3/10 | 🔒Three institutional buyers (Swedbank Ab, Mather Group, Assenagon Asset Management) added $12.4M in AVAV positions during | Oct 27, 2026 |
| DFNS | 8-K | neutral | 4/10 | 🔒T3 Defense Inc. entered into a Stock Purchase Agreement to acquire 100% of KeepZone AI Inc. from Nexera Technologies Ltd | Oct 27, 2026 |
| DFNS | PRESS-RELEASE | neutral | 4/10 | 🔒T3 Defense Inc. (DFNS) announced a definitive agreement to acquire 100% of KeepZone AI Inc. from Nexera Technologies Ltd | Oct 27, 2026 |
| BA | 8-K | bearish | 5/10 | 🔒Boeing reported Q3 2026 revenue of $24.2B, up 4% YoY but slightly below the $24.37B consensus, with a GAAP loss per shar | Oct 27, 2026 |
| LMT | GOVT-CONTRACT | neutral | 2/10 | 🔒Lockheed Martin was awarded an $88.6M IDIQ contract by the Navy for the Radiant Mercury cross-domain security program, c | Oct 26, 2026 |
| GD | GOVT-CONTRACT | neutral | 2/10 | 🔒General Dynamics Land Systems Inc., a subsidiary of General Dynamics Corp, received a $135.9 million contract modificati | Oct 26, 2026 |
| HII | PRESS-RELEASE | neutral | 1/10 | 🔒HII's Ingalls Shipbuilding division awarded $20,000 in grants to nine local nonprofits along the Gulf Coast through its | Oct 26, 2026 |
| GD | PRESS-RELEASE | neutral | 2/10 | General Dynamics appointed Amy Johnson as president of GDIT, effective November 3. Johnson is a 27-year veteran of Gener | Oct 23, 2026 |
| HII | 3 | neutral | 2/10 | C. Michael Petters filed a Form 3 initial statement of beneficial ownership with the SEC, disclosing his holdings in Hun | Oct 23, 2026 |
| LMT | 144 | neutral | 3/10 | Frank A. St. John, an officer of Lockheed Martin, filed a Form 144 notice of intent to sell 3,899 shares of common stock | Oct 23, 2026 |
| LHX | 3 | neutral | 2/10 | Kimberly A. Fields filed a Form 3 initial statement of beneficial ownership of securities with the SEC on October 23, 20 | Oct 23, 2026 |
| LDOS | INST-CLUSTER | mixed | 3/10 | Three small asset managers added LDOS positions in Q3, while Robeco Institutional Asset Management trimmed a large stake | Oct 23, 2026 |
| RKLB | INST-CLUSTER | neutral | 3/10 | A mixed institutional cluster in Rocket Lab Corp (RKLB) for Q3 2026 shows four asset managers adding positions totaling | Oct 23, 2026 |
| BWXT | INST-CLUSTER | neutral | 3/10 | A small institutional cluster in BWXT shows mixed conviction: two asset managers modestly increased positions (net +$229 | Oct 23, 2026 |
| DFNS | 8-K | bullish | 6/10 | T3 Defense Inc. filed an 8-K announcing it has regained compliance with Nasdaq's minimum stockholders' equity requiremen | Oct 23, 2026 |
| DFNS | EFFECT | bearish | 6/10 | The SEC declared effective T3 Defense Inc.'s S-1 registration (File No. 333-298752) on October 22, 2026, enabling the co | Oct 23, 2026 |
| DFNS | EFFECT | neutral | 5/10 | T3 Defense Inc. received SEC effectiveness for its S-1 registration (File No. 333-298751) on October 22, 2026, enabling | Oct 23, 2026 |
| LMT | GOVT-CONTRACT | neutral | 2/10 | Lockheed Martin Aeronautics received a $114.6M cost-plus-fixed-fee order from the U.S. Navy for F-35 navigation system r | Oct 22, 2026 |
| NOC | GOVT-CONTRACT | neutral | 2/10 | Northrop Grumman Systems Corp. (a subsidiary of NOC) was awarded a $43.9 million firm-fixed-price contract by the U.S. N | Oct 22, 2026 |
| LHX | 8-K | neutral | 2/10 | L3Harris appointed Kimberly Fields, Chair, President and CEO of ATI, Inc., as an independent director, expanding the boa | Oct 22, 2026 |
| LMT | 8-K | mixed | 6/10 | Lockheed Martin reported Q3 2026 EPS of $7.97, missing consensus estimates of $8.56 by 6.9%, while revenue of $20.7B als | Oct 22, 2026 |
| LMT | GOVT-CONTRACT | neutral | 3/10 | Longbow LLC, a subsidiary of Lockheed Martin Corp (LMT), was awarded a $419.6M contract by the U.S. Army for Apache heli | Oct 21, 2026 |
| RTX | GOVT-CONTRACT | neutral | 3/10 | RTX Corp (via its Raytheon segment) received a $350 million ceiling increase modification to its Small Diameter Bomb II | Oct 21, 2026 |
| DFNS | S-3/A | bearish | 6/10 | T3 Defense Inc. filed Amendment No. 2 to its Form S-3 shelf registration statement, registering up to $250,000,000 in co | Oct 21, 2026 |
| KTOS | INST-CLUSTER | neutral | 3/10 | Institutional activity in KTOS during Q3 2026 was mixed: two small asset managers doubled their positions (adding $5.1M) | Oct 21, 2026 |
| RTX | GOVT-CONTRACT | neutral | 3/10 | Raytheon Co., a subsidiary of RTX Corp, received a $394M contract modification from the Missile Defense Agency to extend | Oct 20, 2026 |
| HII | 8-K | neutral | 2/10 | Huntington Ingalls Industries (HII) elected former CEO C. Michael Petters to its Board of Directors effective October 19 | Oct 20, 2026 |
| PLTR | INST-CLUSTER | mixed | 3/10 | Three active asset managers accumulated $154.1M in new PLTR positions during Q3 2026, while two trimmed $28.5M. The buyi | Oct 20, 2026 |
| RKLB | PRESS-RELEASE | neutral | 1/10 | Rocket Lab Corporation announced it will report its Q3 2026 results on November 9, 2026. | Oct 20, 2026 |
| DFNS | S-1/A | neutral | 2/10 | T3 Defense Inc. filed Amendment No. 2 to its S-1 registration statement solely to add exhibits (including a legal opinio | Oct 20, 2026 |
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