Asset Management One Co. Ltd. Cuts Stock Position in Northrop Grumman Corporation $NOC

Asset Management One Co. Ltd. lessened its stake in shares of Northrop Grumman Corporation (NYSE:NOC) by 1.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 62,088 shares of the aerospace company’s stock after selling 787 shares during the period. Asset Management One Co. Ltd.’s holdings in Northrop Grumman were worth $35,873,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Howard Financial Services LTD. grew its stake in shares of Northrop Grumman by 1.4% in the fourth quarter. Howard Financial Services LTD. now owns 1,143 shares of the aerospace company’s stock worth $651,000 after acquiring an additional 16 shares during the last quarter. Frank Rimerman Advisors LLC increased its holdings in shares of Northrop Grumman by 0.8% during the fourth quarter. Frank Rimerman Advisors LLC now owns 1,973 shares of the aerospace company’s stock valued at $1,125,000 after acquiring an additional 16 shares in the last quarter. Capital Advisors Ltd. LLC raised its position in shares of Northrop Grumman by 0.4% in the 4th quarter. Capital Advisors Ltd. LLC now owns 4,012 shares of the aerospace company’s stock worth $2,288,000 after purchasing an additional 16 shares during the last quarter. West Wealth Group LLC boosted its stake in Northrop Grumman by 4.3% in the 3rd quarter. West Wealth Group LLC now owns 412 shares of the aerospace company’s stock worth $251,000 after purchasing an additional 17 shares in the last quarter. Finally, Nilsine Partners LLC boosted its stake in Northrop Grumman by 0.4% in the 4th quarter. Nilsine Partners LLC now owns 4,253 shares of the aerospace company’s stock worth $2,425,000 after purchasing an additional 17 shares in the last quarter. Hedge funds and other institutional investors own 83.40% of the company’s stock.

Analyst Ratings Changes

Several analysts recently commented on the stock. Bank of America increased their price objective on shares of Northrop Grumman from $685.00 to $750.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. BTIG Research upped their target price on shares of Northrop Grumman from $680.00 to $815.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Vertical Research reiterated a “hold” rating and set a $688.00 price target on shares of Northrop Grumman in a report on Tuesday, January 27th. Citigroup raised their price target 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, Weiss Ratings restated a “buy (b)” rating on shares of Northrop Grumman in a report on Monday, March 23rd. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $719.58.

Northrop Grumman Price Performance

Shares of NYSE:NOC opened at $665.44 on Friday. 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 firm has a market cap of $94.52 billion, a price-to-earnings ratio of 22.84, a price-to-earnings-growth ratio of 4.76 and a beta of 0.04. The business has a 50-day simple moving average of $708.22 and a two-hundred day simple moving average of $638.66. Northrop Grumman Corporation has a fifty-two week low of $450.13 and a fifty-two week high of $774.00.

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

Northrop Grumman Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, March 11th. Investors of record on Monday, February 23rd were issued a $2.31 dividend. The ex-dividend date was Monday, February 23rd. This represents a $9.24 annualized dividend and a yield of 1.4%. Northrop Grumman’s dividend payout ratio (DPR) is currently 31.72%.

Trending Headlines about Northrop Grumman

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

• Positive Sentiment: Analysts expect a “huge” investor update showing materially higher backlog and sustained demand as U.S. stockpiles are depleted by the Iran conflict, implying multi‑year replenishment tailwinds for NOC’s programs. Northrop Grumman Stock Analysis: Buy or Sell Before the Huge Investor Update?
• Positive Sentiment: Northrop is highlighted as a top military-drone name (maker of the MQ-4C Triton), reinforcing its position in maritime ISR and unmanned systems growth categories. Is Northrop Grumman Corporation (NOC) One of the Best Military Drone Stocks to Buy Right Now?
• Positive Sentiment: Company testing mid‑flight software switching for autonomy shows technological progress on autonomous platforms — a capability that can boost higher‑margin systems and future contract wins. Northrop Grumman tests mid-flight software switching in autonomy flight
• Positive Sentiment: Long-form analysis positions NOC as a central supplier for the new nuclear triad and orbital defense programs, supporting secular defense spend exposure. Northrop Grumman: The Unrivaled Architect Of The New Nuclear Triad And Orbital Defense
• Positive Sentiment: Pratt & Whitney (RTX) will power Northrop’s YFQ‑48A Talon Blue autonomous wingman, signaling progress on collaborative combat aircraft flight testing and supplier partnerships. RTX’s Pratt & Whitney engine powers Northrop Grumman’s YFQ-48A Talon Blue autonomous wingman
• Neutral Sentiment: Wall Street previews and models ahead of Q1 results focus attention on revenue, backlog details and margin drivers — the actual prints and management commentary will likely move the stock next. Stay Ahead of the Game With Northrop Grumman (NOC) Q1 Earnings: Wall Street’s Insights on Key Metrics

Insider Activity at Northrop Grumman

In other Northrop Grumman news, CAO Michael A. Hardesty sold 147 shares of Northrop Grumman 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 completion of the sale, the chief accounting officer owned 2,525 shares of the company’s stock, valued at approximately $1,850,774.50. The trade was a 5.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Benjamin R. Davies sold 2,189 shares of the business’s stock in a transaction on Wednesday, February 18th. The shares were sold at an average price of $719.61, for a total transaction of $1,575,226.29. Following the sale, the vice president owned 151 shares of the company’s stock, valued at approximately $108,661.11. This represents a 93.55% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 22,431 shares of company stock worth $15,924,404. Company insiders own 0.23% of the company’s stock.

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.