Zacks Research Comments on Northrop Grumman Co.’s Q4 2025 Earnings (NYSE:NOC)

Northrop Grumman Co. (NYSE:NOC) – Investment analysts at Zacks Research increased their Q4 2025 earnings estimates for shares of Northrop Grumman in a note issued to investors on Monday, April 15th. Zacks Research analyst A. Dutta now expects that the aerospace company will post earnings per share of $4.09 for the quarter, up from their previous forecast of $3.96. The consensus estimate for Northrop Grumman’s current full-year earnings is $24.67 per share. Zacks Research also issued estimates for Northrop Grumman’s Q1 2026 earnings at $8.64 EPS and FY2026 earnings at $29.22 EPS.

Other analysts also recently issued reports about the stock. StockNews.com downgraded shares of Northrop Grumman from a “buy” rating to a “hold” rating in a report on Monday, January 29th. TheStreet downgraded shares of Northrop Grumman from a “b+” rating to a “c+” rating in a report on Thursday, January 25th. Royal Bank of Canada reiterated a “sector perform” rating and issued a $450.00 price target (down from $515.00) on shares of Northrop Grumman in a report on Friday, January 26th. Susquehanna reduced their price target on shares of Northrop Grumman from $560.00 to $540.00 and set a “positive” rating on the stock in a report on Friday, January 26th. Finally, Robert W. Baird reduced their price target on shares of Northrop Grumman from $505.00 to $475.00 and set a “neutral” rating on the stock in a report on Friday, January 26th. One research analyst has rated the stock with a sell rating, eight have assigned a hold rating and four have assigned a buy rating to the company’s stock. Based on data from MarketBeat, Northrop Grumman presently has a consensus rating of “Hold” and an average price target of $494.33.

Northrop Grumman Stock Performance

Shares of NYSE NOC opened at $450.21 on Tuesday. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.05 and a current ratio of 1.15. The company has a market cap of $66.72 billion, a P/E ratio of 33.40, a P/E/G ratio of 1.83 and a beta of 0.35. The firm’s fifty day moving average is $459.58 and its two-hundred day moving average is $464.29. Northrop Grumman has a 52-week low of $414.56 and a 52-week high of $496.89.

Northrop Grumman (NYSE:NOC) last announced its quarterly earnings data on Thursday, January 25th. The aerospace company reported $6.27 EPS for the quarter, beating the consensus estimate of $5.80 by $0.47. The firm had revenue of $10.64 billion for the quarter, compared to the consensus estimate of $10.43 billion. Northrop Grumman had a net margin of 5.23% and a return on equity of 23.07%. The company’s revenue was up 6.0% on a year-over-year basis. During the same period last year, the firm earned $7.50 EPS.

Northrop Grumman Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, March 13th. Stockholders of record on Monday, February 26th were issued a $1.87 dividend. The ex-dividend date of this dividend was Friday, February 23rd. This represents a $7.48 dividend on an annualized basis and a dividend yield of 1.66%. Northrop Grumman’s dividend payout ratio (DPR) is presently 55.49%.

Insider Buying and Selling

In related news, CAO Michael A. Hardesty sold 210 shares of Northrop Grumman stock in a transaction dated Wednesday, February 21st. The shares were sold at an average price of $454.68, for a total transaction of $95,482.80. Following the completion of the transaction, the chief accounting officer now directly owns 3,127 shares of the company’s stock, valued at approximately $1,421,784.36. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. In related news, CAO Michael A. Hardesty sold 210 shares of Northrop Grumman stock in a transaction dated Wednesday, February 21st. The shares were sold at an average price of $454.68, for a total transaction of $95,482.80. Following the completion of the transaction, the chief accounting officer now directly owns 3,127 shares of the company’s stock, valued at approximately $1,421,784.36. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CAO Michael A. Hardesty sold 955 shares of Northrop Grumman stock in a transaction dated Friday, February 16th. The stock was sold at an average price of $450.37, for a total transaction of $430,103.35. Following the transaction, the chief accounting officer now directly owns 4,137 shares of the company’s stock, valued at $1,863,180.69. The disclosure for this sale can be found here. In the last ninety days, insiders sold 3,149 shares of company stock valued at $1,421,147. Company insiders own 0.22% of the company’s stock.

Institutional Investors Weigh In On Northrop Grumman

Several large investors have recently added to or reduced their stakes in the stock. JPMorgan Chase & Co. boosted its position in Northrop Grumman by 10.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 4,488,412 shares of the aerospace company’s stock valued at $1,975,754,000 after buying an additional 410,736 shares during the period. Morgan Stanley boosted its position in Northrop Grumman by 3.5% in the 3rd quarter. Morgan Stanley now owns 4,194,298 shares of the aerospace company’s stock valued at $1,846,289,000 after buying an additional 142,036 shares during the period. Sanders Capital LLC boosted its position in Northrop Grumman by 3.7% in the 4th quarter. Sanders Capital LLC now owns 2,271,466 shares of the aerospace company’s stock valued at $1,063,364,000 after buying an additional 80,887 shares during the period. Bank of New York Mellon Corp boosted its position in Northrop Grumman by 29.2% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,605,679 shares of the aerospace company’s stock valued at $706,804,000 after buying an additional 362,515 shares during the period. Finally, Price T Rowe Associates Inc. MD boosted its position in Northrop Grumman by 30.1% in the 1st quarter. Price T Rowe Associates Inc. MD now owns 1,567,612 shares of the aerospace company’s stock valued at $723,799,000 after buying an additional 362,449 shares during the period. 83.40% of the stock is owned by hedge funds and other institutional investors.

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.