Zacks Research Has Negative Estimate for NOC Q4 Earnings

Northrop Grumman Corporation (NYSE:NOC) – Stock analysts at Zacks Research lowered their Q4 2025 earnings per share (EPS) estimates for shares of Northrop Grumman in a research note issued to investors on Tuesday, November 11th. Zacks Research analyst Team now forecasts that the aerospace company will post earnings per share of $5.21 for the quarter, down from their previous estimate of $6.31. The consensus estimate for Northrop Grumman’s current full-year earnings is $28.05 per share. Zacks Research also issued estimates for Northrop Grumman’s Q2 2026 earnings at $6.62 EPS, Q3 2026 earnings at $7.55 EPS, Q4 2026 earnings at $8.35 EPS, Q1 2027 earnings at $5.64 EPS, Q2 2027 earnings at $7.98 EPS, Q3 2027 earnings at $7.95 EPS and FY2027 earnings at $30.59 EPS.

Northrop Grumman (NYSE:NOC) last posted its quarterly earnings results on Tuesday, October 21st. The aerospace company reported $7.67 earnings per share for the quarter, beating the consensus estimate of $6.43 by $1.24. The firm had revenue of $10.42 billion for the quarter, compared to analyst estimates of $10.68 billion. Northrop Grumman had a return on equity of 25.49% and a net margin of 9.82%.Northrop Grumman’s quarterly revenue was up 4.3% on a year-over-year basis. During the same period in the previous year, the firm earned $7.00 earnings per share. Northrop Grumman has set its FY 2025 guidance at 25.650-26.050 EPS.

A number of other analysts also recently issued reports on NOC. Wells Fargo & Company reiterated an “overweight” rating on shares of Northrop Grumman in a report on Tuesday, July 22nd. Weiss Ratings reiterated a “buy (b-)” rating on shares of Northrop Grumman in a research note on Tuesday, October 14th. JPMorgan Chase & Co. increased their price objective on shares of Northrop Grumman from $575.00 to $640.00 and gave the company a “neutral” rating in a research report on Wednesday, October 22nd. Morgan Stanley lifted their target price on shares of Northrop Grumman from $625.00 to $720.00 and gave the stock an “overweight” rating in a report on Wednesday, October 15th. Finally, Truist Financial raised their price objective on shares of Northrop Grumman from $625.00 to $688.00 and gave the stock a “buy” rating in a research report on Wednesday, October 15th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $642.73.

Northrop Grumman Stock Performance

Shares of Northrop Grumman stock traded down $0.41 on Friday, reaching $557.59. The stock had a trading volume of 71,164 shares, compared to its average volume of 918,390. The business’s 50-day moving average price is $590.67 and its two-hundred day moving average price is $547.10. The stock has a market cap of $79.58 billion, a P/E ratio of 20.06, a price-to-earnings-growth ratio of 5.07 and a beta of 0.07. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.98 and a current ratio of 1.11. Northrop Grumman has a fifty-two week low of $426.24 and a fifty-two week high of $640.90.

Institutional Investors Weigh In On Northrop Grumman

Several institutional investors have recently made changes to their positions in NOC. Coign Capital Advisors LLC boosted its holdings in shares of Northrop Grumman by 1.3% during the second quarter. Coign Capital Advisors LLC now owns 1,294 shares of the aerospace company’s stock valued at $647,000 after acquiring an additional 17 shares during the period. Howard Financial Services LTD. grew its stake in shares of Northrop Grumman by 1.5% in the 3rd quarter. Howard Financial Services LTD. now owns 1,127 shares of the aerospace company’s stock valued at $687,000 after buying an additional 17 shares in the last quarter. West Wealth Group LLC boosted its stake in shares of Northrop Grumman by 4.3% during the 3rd quarter. West Wealth Group LLC now owns 412 shares of the aerospace company’s stock worth $251,000 after acquiring an additional 17 shares in the last quarter. King Luther Capital Management Corp raised its stake in shares of Northrop Grumman by 1.5% in the 2nd quarter. King Luther Capital Management Corp now owns 1,243 shares of the aerospace company’s stock valued at $621,000 after acquiring an additional 18 shares in the last quarter. Finally, Dakota Community Bank & Trust NA boosted its position in Northrop Grumman by 6.9% during the third quarter. Dakota Community Bank & Trust NA now owns 278 shares of the aerospace company’s stock worth $169,000 after purchasing an additional 18 shares during the period. Hedge funds and other institutional investors own 83.40% of the company’s stock.

Northrop Grumman Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 17th. Stockholders of record on Tuesday, September 2nd were given a dividend of $2.31 per share. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $9.24 annualized dividend and a dividend yield of 1.7%. Northrop Grumman’s dividend payout ratio (DPR) is currently 33.24%.

About Northrop Grumman

Northrop Grumman Corporation operates as an aerospace and defense technology company in the United States, Asia/Pacific, Europe, and internationally. The company’s Aeronautics Systems segment designs, develops, manufactures, integrates, and sustains aircraft systems. This segment also offers unmanned autonomous aircraft systems, including high-altitude long-endurance strategic ISR systems and vertical take-off and landing tactical ISR systems; and strategic long-range strike aircraft, tactical fighter and air dominance aircraft, and airborne battle management and command and control systems.