Is LMT or CF a better dividend investment in 2026?

LMT currently yields 4.00% with a 5% 5-year dividend growth rate. CF yields 1.45% with 5% growth. The better choice depends on your goal: LMT offers higher current income.

What is the dividend yield difference between LMT and CF?

LMT has a forward dividend yield of 4.00% ($2.00/share annually). CF yields 1.45% ($2.00/share annually). The yield gap is 2.55 percentage points.

Home › Compare › LMT vs CF

LMT vs CF: Dividend Comparison 2026

LMT yields 4.00% · CF yields 1.45%● Live data

vsPost on X →

After 10 years · $10,000 invested · DRIP enabled

🏆 CF wins by $251.4K in total portfolio value· pulled ahead in Year 4

INVESTMENT

TIME HORIZON10 years

LMT

● Live price

4.00%

Share price

$50.00

Annual div

$2.00

5Y div CAGR

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$28.0K

Annual income

$899.19

Full LMT calculator →

● Live price

1.45%

Share price

$137.55

Annual div

$2.00

5Y div CAGR

67.5%

Payout ratio

50%

After 10 yrs · $10,000 · DRIP

Portfolio value

$279.4K

Annual income

$157,141.85

Full CF calculator →

Portfolio growth — LMT vs CF

📍 CF pulled ahead of the other in Year 4

Annual dividend income

🛡️

Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis Period	LMT	CF
2008–2009 GFC	— No data	— No data
2020 Q1–Q2 COVID	— No data	— No data
2022 Q4 Rate Hike	— No data	— No data

Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.

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Dividend Calendar Overlap

Combined, LMT + CF cover 0 of 12 months — good coverage

Jan

—

Feb

—

Mar

—

Apr

—

May

—

Jun

—

Jul

—

Aug

—

Sep

—

Oct

—

Nov

—

Dec

—

LMT pays

CF pays

Both pay

Neither

💰

Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

LMT

Annual income on $10K today (after 15% tax)

$340.00/yr

After 10yr DRIP, annual income (after tax)

$764.31/yr

Annual income on $10K today (after 15% tax)

$123.59/yr

After 10yr DRIP, annual income (after tax)

$133,570.57/yr

At 15% tax rate, CF beats the other by $132,806.26/year in after-tax income after 10 years on $10,000

⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of LMT + CF for your $10,000?

LMT: 50%CF: 50%

100% CF50/50100% LMT

Portfolio after 10yr

$153.7K

Annual income

$79,020.53/yr

Blended yield

51.40%

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Analyst Conviction Gap

Where Wall Street is most bullish on LMT right now

LMT

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$625.18

+1150.4% upside vs current

Range: $517.00 — $695.00

Altman Z

3.6

Piotroski

6/9

Analyst Ratings

Buy

Hold

Sell

Consensus: Buy

Price Target

$91.71

-33.3% upside vs current

Range: $72.00 — $103.00

Altman Z

3.2

Piotroski

8/9

Analyst ratings via FMP. Altman Z-Score: >3.0 safe, 1.81–3.0 grey zone, <1.81 distress. Piotroski: 7–9 strong, 0–3 weak.

🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

LMT buys

CF buys

No recent congressional trades found for LMT or CF in the last 90 days.

STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →

MetricLMTCF

Forward yield	4.00% ✓	1.45%
Annual dividend / share	$2.00	$2.00
Payout ratio	50%	50%
1-year div growth	5% ✓	0%
5-year div CAGR	5%	67.5% ✓
Portfolio after 10y	$28.0K	$279.4K ✓
Annual income after 10y	$899.19	$157,141.85 ✓
Total dividends collected	$6.4K	$247.3K ✓
Payment frequency	quarterly	quarterly
Sector	Industrials	Materials
Analyst consensus	Buy	Buy
Analyst price target	$625.18 ✓	$91.71

Year-by-year: LMT vs CF ($10,000, DRIP)

Year	LMT Portfolio	LMT Income/yr	CF Portfolio	CF Income/yr	Gap
1	$11,120	$420.00	$10,944	$243.55	+$176.00 → LMT
2	$12,357	$458.31	$12,127	$417.23	+$230.00 → LMT
3	$13,721	$499.76	$13,699	$723.76	+$22.00 → LMT
4← crossover	$15,227	$544.58	$15,938	$1,279.91	$711.00 → CF
5	$16,885	$593.02	$19,385	$2,331.05	$2.5K → CF
6	$18,713	$645.34	$25,180	$4,438.20	$6.5K → CF
7	$20,724	$701.81	$35,967	$9,024.64	$15.2K → CF
8	$22,938	$762.73	$58,665	$20,179.55	$35.7K → CF
9	$25,372	$828.41	$114,295	$51,524.02	$88.9K → CF
10	$28,047	$899.19	$279,438	$157,141.85	$251.4K → CF

LMT vs CF: Complete Analysis 2026

LMT — Industrials

LMT is a dividend-paying stock. Use this calculator to estimate your future dividend income, DRIP compounding returns, and passive income potential from investing in LMT shares.

Full LMT Calculator →

CF — Materials

CF Industries Holdings, Inc. manufactures and sells hydrogen and nitrogen products for energy, fertilizer, emissions abatement, and other industrial activities worldwide. Its principal products include anhydrous ammonia, granular urea, urea ammonium nitrate, and ammonium nitrate products. The company also offers diesel exhaust fluid, urea liquor, nitric acid, and aqua ammonia products; and compound fertilizer products with nitrogen, phosphorus, and potassium. It primarily serves cooperatives, independent fertilizer distributors, traders, wholesalers, and industrial users. The company was founded in 1946 and is headquartered in Deerfield, Illinois.

Full CF Calculator →

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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.