Rockline Wealth Management LLC Buys Shares of 1,018 Northrop Grumman Corporation $NOC

Rockline Wealth Management LLC acquired a new stake in Northrop Grumman Corporation (NYSE:NOC) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 1,018 shares of the aerospace company’s stock, valued at approximately $620,000.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Parvin Asset Management LLC purchased a new stake in shares of Northrop Grumman in the second quarter valued at $25,000. NewSquare Capital LLC lifted its holdings in shares of Northrop Grumman by 75.0% during the 2nd quarter. NewSquare Capital LLC now owns 63 shares of the aerospace company’s stock worth $31,000 after acquiring an additional 27 shares during the period. Twin Peaks Wealth Advisors LLC acquired a new stake in shares of Northrop Grumman in the second quarter worth approximately $31,000. Manning & Napier Advisors LLC purchased a new stake in Northrop Grumman in the third quarter valued at approximately $42,000. Finally, AlphaQuest LLC increased its position in Northrop Grumman by 29.2% during the second quarter. AlphaQuest LLC now owns 93 shares of the aerospace company’s stock worth $46,000 after purchasing an additional 21 shares during the last quarter. Institutional investors and hedge funds own 83.40% of the company’s stock.

Key Headlines Impacting Northrop Grumman

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

• Positive Sentiment: Q4 beat on EPS and revenue growth — NOC reported stronger‑than‑expected Q4 earnings, with EPS above consensus, revenue up ~9.6% YoY, expanded margins and materially higher operating cash flow/free cash flow, underpinning the stock’s upward move. QuiverQuant: Q4 release
• Positive Sentiment: Record backlog and segment strength — backlog printed near $95.7B with outsized growth in Aeronautics (double‑digit) and gains across Mission Systems, Defense and Space, supporting multi‑year revenue visibility. Benzinga: backlog coverage
• Positive Sentiment: Technical/buy signals and analyst momentum — trading‑flow alerts and a breakout confirmed by the earnings release drew short‑term inflows; several analysts maintain upbeat targets, giving technical follow‑through fuel. MarketBeat: buy signal & momentum
• Neutral Sentiment: Geopolitical backdrop supporting defense demand — outlets cite heightened geopolitical uncertainty as a tailwind for defense spending that benefits NOC’s product mix, but timing and contract cadence remain execution drivers. Reuters: demand backdrop
• Negative Sentiment: Cautious FY‑2026 guidance — NOC set FY‑2026 EPS and revenue ranges slightly below consensus, which could cap near‑term upside until management demonstrates easy backlog conversion into revenue. Yahoo Finance: guidance details
• Negative Sentiment: Buyback pause tied to B‑21 ramp — management said it’s pausing buybacks as it expects an agreement to accelerate B‑21 production; that trade‑off supports long‑term program value but reduces an immediate shareholder‑return lever. DefenseDaily: B-21/ buyback note
• Negative Sentiment: Insider selling noted — recent open‑market insider sales have been reported, a signal some investors monitor for near‑term conviction. QuiverQuant: insider activity

Northrop Grumman Stock Up 2.7%

Shares of Northrop Grumman stock opened at $678.74 on Wednesday. The business has a 50-day moving average price of $592.10 and a 200 day moving average price of $585.75. Northrop Grumman Corporation has a fifty-two week low of $426.24 and a fifty-two week high of $683.01. The firm has a market cap of $96.87 billion, a P/E ratio of 24.42, a P/E/G ratio of 5.36 and a beta of 0.05. The company has a quick ratio of 0.98, a current ratio of 1.11 and a debt-to-equity ratio of 0.95.

Northrop Grumman (NYSE:NOC) last released its earnings results on Tuesday, January 27th. The aerospace company reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.97 by $0.26. Northrop Grumman had a net margin of 9.82% and a return on equity of 25.49%. The firm had revenue of $11.71 billion during the quarter, compared to analyst estimates of $11.61 billion. During the same quarter in the previous year, the firm earned $6.39 earnings per share. The firm’s revenue for the quarter 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, sell-side analysts forecast that Northrop Grumman Corporation will post 28.05 earnings per share for the current fiscal year.

Northrop Grumman Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 17th. Stockholders of record on Monday, December 1st were issued a dividend of $2.31 per share. The ex-dividend date of this dividend was Monday, December 1st. This represents a $9.24 annualized dividend and a dividend yield of 1.4%. Northrop Grumman’s payout ratio is 33.24%.

Insider Activity

In related news, Director Mark A. Welsh III sold 97 shares of the stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $564.08, for a total value of $54,715.76. Following the sale, the director owned 4,281 shares of the company’s stock, valued at $2,414,826.48. This trade represents a 2.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Kathy J. Warden sold 7,000 shares of Northrop Grumman stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $600.00, for a total transaction of $4,200,000.00. Following the completion of the sale, the chief executive officer owned 194,602 shares in the company, valued at approximately $116,761,200. This represents a 3.47% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 10,097 shares of company stock valued at $6,099,716 in the last 90 days. Insiders own 0.23% of the company’s stock.

Analyst Ratings Changes

NOC has been the subject of a number of research reports. Sanford C. Bernstein reissued a “market perform” rating and set a $727.00 price target on shares of Northrop Grumman in a research report on Monday, January 12th. Susquehanna restated a “positive” rating and issued a $752.00 price target on shares of Northrop Grumman in a report on Thursday, January 15th. Bank of America boosted their price objective on shares of Northrop Grumman from $685.00 to $750.00 and gave the stock a “buy” rating in a research note on Wednesday. BNP Paribas Exane initiated coverage on shares of Northrop Grumman in a report on Tuesday, November 18th. They set an “outperform” rating and a $710.00 target price on the stock. Finally, TD Cowen reaffirmed a “hold” rating on shares of Northrop Grumman in a research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $671.61.

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.