Ameriflex Group Inc. Purchases 739 Shares of Northrop Grumman Corporation $NOC

Ameriflex Group Inc. raised its position in Northrop Grumman Corporation (NYSE:NOC) by 120.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,350 shares of the aerospace company’s stock after acquiring an additional 739 shares during the quarter. Ameriflex Group Inc.’s holdings in Northrop Grumman were worth $823,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Howard Financial Services LTD. increased its position in shares of Northrop Grumman by 1.5% during the 3rd quarter. Howard Financial Services LTD. now owns 1,127 shares of the aerospace company’s stock valued at $687,000 after purchasing an additional 17 shares during the last quarter. West Wealth Group LLC grew its position in Northrop Grumman by 4.3% during the third quarter. West Wealth Group LLC now owns 412 shares of the aerospace company’s stock valued at $251,000 after buying an additional 17 shares during the period. King Luther Capital Management Corp increased its holdings in Northrop Grumman by 1.5% during the second quarter. King Luther Capital Management Corp now owns 1,243 shares of the aerospace company’s stock valued at $621,000 after buying an additional 18 shares during the last quarter. Dakota Community Bank & Trust NA increased its holdings in Northrop Grumman by 6.9% during the third quarter. Dakota Community Bank & Trust NA now owns 278 shares of the aerospace company’s stock valued at $169,000 after buying an additional 18 shares during the last quarter. Finally, Chesley Taft & Associates LLC raised its position in Northrop Grumman by 1.3% in the third quarter. Chesley Taft & Associates LLC now owns 1,375 shares of the aerospace company’s stock worth $838,000 after acquiring an additional 18 shares during the period. 83.40% of the stock is owned by hedge funds and other institutional investors.

Northrop Grumman News Roundup

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

• Positive Sentiment: Won a $225.1M Naval Air Systems Command contract to develop training materials for the E-130J program, providing immediate revenue and strengthening NOC’s role in airborne training systems. Northrop Grumman Secures a $225M Contract to Aid E-130J Program
• Positive Sentiment: Secured additional U.S. Space Force and Navy contract actions that expand its deep‑space radar and E-130J-related work, extending backlog and revenue visibility. Northrop Grumman Contracts Extend Backlog And Deepen Long Term Defense Ties
• Positive Sentiment: Awarded work to supply aircraft protection systems to Germany, reinforcing export and allied sales momentum. Northrop Grumman to supply aircraft protection systems to Germany
• Positive Sentiment: White House meeting where defense CEOs agreed to markedly ramp production of advanced weaponry — a policy/PR tailwind that implies higher future demand across prime contractors including NOC. Trump says defense CEOs agree to quadruple production of `Exquisite Class’ weaponry
• Positive Sentiment: Analyst sentiment remains constructive: the stock carries an average “Moderate Buy” consensus, supporting investor confidence in shares. Northrop Grumman Receives Average Recommendation of “Moderate Buy”
• Neutral Sentiment: Retail investors and market commentators are rotating back into defense names amid geopolitical volatility, a flow that can amplify moves but is fickle. Retail investor buying holds strong
• Negative Sentiment: Pentagon plans to ban Chinese-origin rare‑earth magnets in military platforms starting 2027, creating a supply-chain re‑qualification and potential cost headwind for manufacturers that use high-performance magnets. This could increase sourcing costs and delays for some NOC systems depending on exposure. U.S. Defense Manufacturers Face A Rare Earth Supply Squeeze
• Negative Sentiment: Coverage highlights the broader industry scramble to build domestic rare‑earth supply chains—good long term, but costly and potentially disruptive in the near term. Why Trump Wants Magnets More Than Gold

Insider Transactions at Northrop Grumman

In other 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 transaction of $1,575,226.29. Following the sale, the vice president directly owned 151 shares of the company’s stock, valued at $108,661.11. This represents a 93.55% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Michael A. Hardesty sold 147 shares of the 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 transaction, the chief accounting officer owned 2,525 shares of the company’s stock, valued at $1,850,774.50. This represents a 5.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 32,431 shares of company stock worth $21,969,404. 0.23% of the stock is owned by insiders.

Northrop Grumman Stock Performance

NOC opened at $757.70 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 stock has a market capitalization of $107.53 billion, a price-to-earnings ratio of 26.01, a PEG ratio of 5.50 and a beta of 0.03. The company has a fifty day moving average of $675.40 and a 200 day moving average of $614.32. 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 EPS for the quarter, topping 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 net margin of 9.97% and a return on equity of 25.57%. The business’s quarterly revenue was up 9.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $6.39 EPS. Northrop Grumman has set its FY 2026 guidance at 27.400-27.900 EPS. As a group, sell-side analysts forecast that Northrop Grumman Corporation will post 28.05 earnings per share for the current fiscal year.

Northrop Grumman Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 11th. Shareholders of record on Monday, February 23rd will be issued a dividend of $2.31 per share. This represents a $9.24 annualized dividend and a yield of 1.2%. The ex-dividend date is Monday, February 23rd. Northrop Grumman’s dividend payout ratio (DPR) is currently 31.72%.

Analyst Ratings Changes

NOC has been the subject of a number of recent research reports. Alembic Global Advisors raised shares of Northrop Grumman from a “neutral” rating to an “overweight” rating and set a $662.00 price objective for the company in a research report on Monday, December 15th. Morgan Stanley reiterated an “overweight” rating and set a $765.00 target price on shares of Northrop Grumman in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and set a $765.00 price target on shares of Northrop Grumman in a report on Thursday, January 29th. TD Cowen reaffirmed a “hold” rating on shares of Northrop Grumman in a research note on Wednesday, January 28th. Finally, UBS Group lifted their price objective on Northrop Grumman from $777.00 to $778.00 and gave the company a “buy” rating in a research report on Wednesday, January 28th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $693.60.

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.