Global Trust Wealth Management LLC bought a new position in Northrop Grumman Corporation (NYSE:NOC – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund bought 1,121 shares of the aerospace company’s stock, valued at approximately $639,000.
Other large investors have also added to or reduced their stakes in the company. Focused Investors LLC grew its position in Northrop Grumman by 4.1% in the 3rd quarter. Focused Investors LLC now owns 211,800 shares of the aerospace company’s stock worth $129,054,000 after purchasing an additional 8,300 shares during the period. Merit Financial Group LLC grew its stake in shares of Northrop Grumman by 74.5% during the 3rd quarter. Merit Financial Group LLC now owns 11,060 shares of the aerospace company’s stock valued at $6,739,000 after purchasing an additional 4,721 shares during the period. Huntleigh Advisors Inc. bought a new stake in shares of Northrop Grumman during the 3rd quarter valued at about $2,818,000. Harel Insurance Investments & Financial Services Ltd. grew its stake in shares of Northrop Grumman by 4.1% during the 3rd quarter. Harel Insurance Investments & Financial Services Ltd. now owns 81,747 shares of the aerospace company’s stock valued at $49,810,000 after purchasing an additional 3,215 shares during the period. Finally, Mirae Asset Global Investments Co. Ltd. grew its stake in shares of Northrop Grumman by 13.4% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 22,318 shares of the aerospace company’s stock valued at $13,599,000 after purchasing an additional 2,644 shares during the period. Institutional investors own 83.40% of the company’s stock.
Northrop Grumman Trading Down 6.9%
Shares of Northrop Grumman stock opened at $611.42 on Wednesday. The company has a market capitalization of $86.84 billion, a P/E ratio of 20.99, a P/E/G ratio of 4.65 and a beta of 0.04. The company has a debt-to-equity ratio of 0.91, a quick ratio of 1.01 and a current ratio of 1.10. The company has a fifty day moving average of $705.88 and a 200 day moving average of $639.26. Northrop Grumman Corporation has a fifty-two week low of $450.13 and a fifty-two week high of $774.00.
Northrop Grumman Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Wednesday, March 11th. Shareholders of record on Monday, February 23rd were paid a $2.31 dividend. This represents a $9.24 annualized dividend and a yield of 1.5%. The ex-dividend date was Monday, February 23rd. Northrop Grumman’s dividend payout ratio is presently 31.72%.
Analyst Upgrades and Downgrades
A number of equities research analysts have issued reports on NOC shares. Royal Bank Of Canada boosted their price target on Northrop Grumman from $715.00 to $750.00 and gave the company an “outperform” rating in a research note on Wednesday, January 28th. BTIG Research boosted their price target on Northrop Grumman from $680.00 to $815.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Bank of America boosted their price target on Northrop Grumman from $685.00 to $750.00 and gave the company a “buy” rating in a research note on Wednesday, January 28th. Citigroup boosted their price objective on shares of Northrop Grumman from $781.00 to $807.00 and gave the company a “buy” rating in a research report on Thursday, April 2nd. Finally, Susquehanna reissued a “positive” rating and set a $752.00 price objective on shares of Northrop Grumman in a research report on Thursday, January 15th. Two investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $719.58.
Get Our Latest Stock Analysis on Northrop Grumman
Insiders Place Their Bets
In other Northrop Grumman news, VP Benjamin R. Davies sold 2,189 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $719.61, for a total value of $1,575,226.29. Following the completion of the transaction, the vice president directly owned 151 shares in the company, valued at $108,661.11. This represents a 93.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Kathy J. Warden sold 20,000 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $708.82, for a total value of $14,176,400.00. Following the completion of the transaction, the chief executive officer owned 171,602 shares of the company’s stock, valued at $121,634,929.64. The trade was a 10.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 22,431 shares of company stock valued at $15,924,404. 0.21% of the stock is owned by company insiders.
Northrop Grumman News Summary
Here are the key news stories impacting Northrop Grumman this week:
- Positive Sentiment: Q1 results beat and backlog support — NOC reported $6.14 EPS on ~$9.9B revenue, topping consensus; management highlighted strong aeronautics demand and a backlog that supports multi-year visibility. Northrop Grumman (NOC) Q1 Earnings and Revenues Beat Estimates
- Neutral Sentiment: Analyst view and longer-term targets remain constructive — multiple firms still carry buy ratings and analyst median price targets (~$750) that imply meaningful upside over time, supporting a longer-term bull case despite near-term volatility. Northrop Grumman Stock (NOC) Opinions on Q1 Earnings Release
- Negative Sentiment: Reaffirmed guidance below street expectations — management reiterated FY2026 EPS and revenue targets (EPS 27.40–27.90; revenue $43.5B–$44.0B), which came in slightly below consensus and disappointed investors who had hoped for an upside raise. Stealth Bomber Maker Northrop Grumman Delivers Strong Earnings. The Stock Is Down.
- Negative Sentiment: Quarterly cash use and program adjustment — Q1 showed about $1.6B operating cash use and ~$1.8B free-cash-flow use (seasonal but heavier than some expected) and a $71M unfavorable EAC adjustment in Space Systems (GEM 63XL launch anomaly), raising near-term execution and cash concerns. Northrop Grumman falls as investors focus on Q1 cash burn and a Space Systems charge
- Negative Sentiment: Higher capex tied to B-21 ramp — management raised FY2026 capex to ~$1.85B to support B-21 production capacity expansion, which is positive for program delivery but increases near-term cash needs and capital intensity. Northrop Grumman reaffirms $43.5B-$44B 2026 sales outlook while lifting 2026 capex to $1.85B for B-21 ramp
Northrop Grumman Profile
Northrop Grumman Corporation (NYSE: NOC) is a leading U.S.-based aerospace and defense company that designs, builds and sustains advanced systems, products and technologies for government and commercial customers. Formed through the combination of Northrop and Grumman businesses in the 1990s, the company’s portfolio spans manned and unmanned aircraft, space systems, missile defense, radar and sensor systems, and integrated command, control, communications, computers, intelligence, surveillance and reconnaissance (C4ISR) solutions.
The company’s work includes airframe and platform manufacturing, space hardware and satellite systems, advanced mission systems and cybersecurity services, as well as logistics, sustainment and modernization programs.
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