Swiss Life Asset Management Ltd Raises Stock Holdings in Northrop Grumman Corporation $NOC

Swiss Life Asset Management Ltd raised its stake in Northrop Grumman Corporation (NYSE:NOC) by 13.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,675 shares of the aerospace company’s stock after buying an additional 1,149 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in Northrop Grumman were worth $5,895,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of NOC. Financial Life Planners purchased a new stake in shares of Northrop Grumman in the 3rd quarter valued at approximately $27,000. Physician Wealth Advisors Inc. boosted its position in shares of Northrop Grumman by 200.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 48 shares of the aerospace company’s stock worth $29,000 after purchasing an additional 32 shares during the period. Parvin Asset Management LLC acquired a new stake in Northrop Grumman in the 2nd quarter valued at approximately $25,000. Hopwood Financial Services Inc. acquired a new stake in Northrop Grumman in the 3rd quarter valued at approximately $30,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new stake in Northrop Grumman in the third quarter valued at approximately $32,000. Hedge funds and other institutional investors own 83.40% of the company’s stock.

Insider Buying and Selling

In related news, CAO Michael A. Hardesty sold 147 shares of the firm’s stock in a transaction that occurred on Thursday, February 19th. The shares were sold at an average price of $732.98, for a total value of $107,748.06. Following the sale, the chief accounting officer owned 2,525 shares of the company’s stock, valued at $1,850,774.50. This trade represents a 5.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Mark A. Welsh III sold 95 shares of Northrop Grumman stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $684.52, for a total transaction of $65,029.40. Following the completion of the transaction, the director owned 4,203 shares of the company’s stock, valued at $2,877,037.56. This represents a 2.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 32,431 shares of company stock worth $21,969,404. 0.23% of the stock is owned by corporate insiders.

Key Northrop Grumman News

Here are the key news stories impacting Northrop Grumman this week:

• Positive Sentiment: Pentagon seeks a roughly $200 billion request tied to the Iran conflict, which would boost defense budgets and benefit major primes like Northrop through higher program funding and backlog visibility. Article Title
• Positive Sentiment: Northrop’s Integrated Battle Command System (IBCS) supplier summit on Capitol Hill signals active program engagement with Army, suppliers and lawmakers — positive for program momentum, potential follow-on awards, and political support. Article Title
• Positive Sentiment: Market commentary notes Northrop outperformed peers intraday despite declines — indicating relative strength and investor preference within the defense group even on a down day. Article Title
• Neutral Sentiment: Analyst comparisons of Lockheed Martin (LMT) vs. Northrop (NOC) highlight strong defense demand, backlogs and differing program exposures — useful for investors weighing relative valuation and program risk, but not an immediate catalyst. Article Title
• Neutral Sentiment: Northrop set its Q1 2026 earnings release and webcast for April 21 — a near-term event that can move the stock depending on revenue, margin, and guidance vs. already-established FY2026 EPS range. Article Title
• Neutral Sentiment: Industry test flights (e.g., Talon IQ for CCA Increment 2) reflect active unmanned and CCA development across the sector; incremental tech progress can be positive long term but is not an immediate earnings driver. Article Title
• Negative Sentiment: General Dynamics won a $15.38B Navy contract for submarine support — a large competitor award that could influence program share dynamics and investor expectations for how defense budgets are allocated. Article Title

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. TD Cowen restated a “hold” rating on shares of Northrop Grumman in a research report on Wednesday, January 28th. BTIG Research boosted their price objective on Northrop Grumman from $680.00 to $815.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Alembic Global Advisors raised Northrop Grumman from a “neutral” rating to an “overweight” rating and set a $662.00 target price on the stock in a research note on Monday, December 15th. Bank of America raised their target price on Northrop Grumman from $685.00 to $750.00 and gave the company a “buy” rating in a report on Wednesday, January 28th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $727.00 target price on shares of Northrop Grumman in a research report on Monday, January 12th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $693.60.

Northrop Grumman Stock Performance

NYSE:NOC opened at $706.22 on Friday. Northrop Grumman Corporation has a 52 week low of $450.13 and a 52 week high of $774.00. The company has a fifty day simple moving average of $703.44 and a two-hundred day simple moving average of $624.20. The company has a quick ratio of 1.01, a current ratio of 1.10 and a debt-to-equity ratio of 0.91. The company has a market cap of $100.23 billion, a price-to-earnings ratio of 24.24, a price-to-earnings-growth ratio of 5.25 and a beta of 0.03.

Northrop Grumman (NYSE:NOC) last announced its quarterly earnings data on Tuesday, January 27th. The aerospace company reported $7.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $0.26. The business had revenue of $11.71 billion for the quarter, compared to analysts’ expectations of $11.61 billion. Northrop Grumman had a return on equity of 25.57% and a net margin of 9.97%.The company’s revenue for the quarter was up 9.6% compared to the same quarter last year. During the same period last year, the firm earned $6.39 earnings per share. Northrop Grumman has set its FY 2026 guidance at 27.400-27.900 EPS. As a group, equities analysts anticipate that Northrop Grumman Corporation will post 28.05 earnings per share for the current fiscal year.

Northrop Grumman Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, March 11th. Shareholders of record on Monday, February 23rd were given a $2.31 dividend. The ex-dividend date of this dividend was Monday, February 23rd. This represents a $9.24 dividend on an annualized basis and a yield of 1.3%. Northrop Grumman’s dividend payout ratio (DPR) is currently 31.72%.

Northrop Grumman Company 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.