4,003 Shares of Northrop Grumman Corporation $NOC Acquired by Tower View Wealth Management LLC

Tower View Wealth Management LLC bought a new position in shares of Northrop Grumman Corporation (NYSE:NOC) during the 3rd quarter, Holdings Channel.com reports. The firm bought 4,003 shares of the aerospace company’s stock, valued at approximately $1,935,000.

A number of other institutional investors have also recently made changes to their positions in NOC. State Street Corp increased its stake in shares of Northrop Grumman by 1.3% in the second quarter. State Street Corp now owns 13,169,195 shares of the aerospace company’s stock valued at $6,707,203,000 after buying an additional 168,267 shares during the period. BlackRock Inc. acquired a new position in shares of Northrop Grumman in the second quarter worth approximately $6,001,616,000. Bank of America Corp DE acquired a new position in shares of Northrop Grumman in the second quarter worth approximately $1,298,141,000. Dimensional Fund Advisors LP lifted its stake in shares of Northrop Grumman by 0.6% in the first quarter. Dimensional Fund Advisors LP now owns 960,690 shares of the aerospace company’s stock worth $655,373,000 after acquiring an additional 5,811 shares during the period. Finally, Legal & General Group Plc boosted its holdings in Northrop Grumman by 2.2% in the second quarter. Legal & General Group Plc now owns 747,121 shares of the aerospace company’s stock valued at $380,516,000 after acquiring an additional 16,195 shares during the last quarter. Institutional investors own 83.40% of the company’s stock.

Insider Activity

In related news, Director Mark Welsh, III sold 95 shares of the stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $547.53, for a total transaction of $52,015.35. Following the transaction, the director directly owned 4,393 shares of the company’s stock, valued at $2,405,299.29. This represents a 2.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.21% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

NOC has been the subject of a number of recent analyst reports. TD Cowen decreased their target price on shares of Northrop Grumman from $590.00 to $540.00 and set a “hold” rating for the company in a research report on Friday, October 9th. Deutsche Bank Aktiengesellschaft set a $615.00 price target on shares of Northrop Grumman and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Robert W. Baird set a $675.00 price target on shares of Northrop Grumman and gave the stock an “outperform” rating in a research report on Wednesday. BNP Paribas Exane upped their price objective on shares of Northrop Grumman from $540.00 to $600.00 and gave the company an “outperform” rating in a research note on Wednesday, October 21st. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Northrop Grumman from $635.00 to $600.00 and set a “neutral” rating for the company in a research report on Thursday, July 23rd. Fifteen research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell 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 $642.04.

Trending Headlines about Northrop Grumman

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

• Positive Sentiment: Analyst targets remain supportive. Robert W. Baird upgraded NOC from “hold” to “outperform” and raised its price target to $675 from $550, implying substantial upside. BNP Paribas Exane also expects the stock to appreciate, while Guggenheim initiated or reiterated a “buy” rating. Baird upgrade BNP Paribas Exane outlook Guggenheim buy rating
• Positive Sentiment: Backlog and margins are key bullish themes. A review of third-quarter results highlighted a $109.6 billion backlog and signs of a potential margin inflection, supporting longer-term revenue visibility and earnings growth. Northrop Grumman Q3 backlog analysis
• Positive Sentiment: Recent results exceeded expectations. NOC reported quarterly EPS of $7.89 versus the $7.18 consensus estimate, with revenue up 6.7% year over year. Fiscal 2026 EPS guidance of $29.35–$29.75 is also above consensus, reinforcing the earnings-growth case.
• Neutral Sentiment: Analyst opinion is mixed. RBC Capital assigned a “hold” rating even as a separate RBC forecast pointed to strong potential appreciation. This divergence may encourage investors to take profits following the recent rally. RBC hold rating
• Negative Sentiment: Margin pressure remains a risk. Commentary on NOC and other defense contractors noted that strong backlogs and guidance improvements are accompanied by margin pressures and paused buybacks, which could weigh on near-term valuation.

Northrop Grumman Trading Down 0.0%

NYSE NOC opened at $551.38 on Monday. The business has a 50 day simple moving average of $521.15 and a 200 day simple moving average of $546.89. Northrop Grumman Corporation has a one year low of $470.06 and a one year high of $774.00. The stock has a market capitalization of $78.33 billion, a P/E ratio of 17.39, a P/E/G ratio of 3.02 and a beta of -0.11. The company has a debt-to-equity ratio of 0.77, a current ratio of 1.23 and a quick ratio of 1.14.

Northrop Grumman (NYSE:NOC) last issued its quarterly earnings results on Tuesday, October 20th. The aerospace company reported $7.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.18 by $0.71. Northrop Grumman had a return on equity of 23.46% and a net margin of 10.37%. The firm had revenue of $11.12 billion for the quarter, compared to analyst estimates of $11.14 billion. During the same period in the previous year, the firm earned $7.67 earnings per share. The company’s revenue was up 6.7% compared to the same quarter last year. Research analysts expect that Northrop Grumman Corporation will post 29.53 earnings per share for the current year.

Northrop Grumman Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, September 16th. Investors of record on Monday, August 31st were given a dividend of $2.47 per share. This represents a $9.88 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Monday, August 31st. Northrop Grumman’s payout ratio is presently 31.17%.

Northrop Grumman Profile

Northrop Grumman Corporation (NYSE:NOC) is a global aerospace and defense company that develops and produces systems for government and commercial customers, with the U.S. government representing its primary customer base. The company operates across aerospace, defense, space, cybersecurity and advanced technology markets.

Its products and services include military aircraft and autonomous systems, space systems and satellites, missile defense technologies, command-and-control systems, cyber solutions, sensors, communications networks and other mission-critical systems.