Indivisible Partners Invests $1.12 Million in Northrop Grumman Corporation $NOC

Indivisible Partners acquired a new position in Northrop Grumman Corporation (NYSE:NOC) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 1,966 shares of the aerospace company’s stock, valued at approximately $1,121,000.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in NOC. Torren Management LLC bought a new stake in Northrop Grumman in the 4th quarter valued at about $26,000. Financial Life Planners bought a new stake in Northrop Grumman in the 3rd quarter valued at about $27,000. Physician Wealth Advisors Inc. increased its position in Northrop Grumman by 200.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 48 shares of the aerospace company’s stock valued at $29,000 after buying an additional 32 shares in the last quarter. Kohmann Bosshard Financial Services LLC bought a new stake in Northrop Grumman in the 4th quarter valued at about $29,000. Finally, Hopwood Financial Services Inc. bought a new stake in Northrop Grumman in the 3rd quarter valued at about $30,000. 83.40% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Northrop Grumman news, CEO Kathy J. Warden sold 20,000 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $708.82, for a total transaction of $14,176,400.00. Following the completion of the sale, the chief executive officer directly owned 171,602 shares of the company’s stock, valued at approximately $121,634,929.64. The trade was a 10.44% decrease in their position. The sale 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 that occurred on Wednesday, February 18th. The stock was sold at an average price of $719.61, for a total value 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 ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 22,336 shares of company stock valued at $15,859,374. Corporate insiders own 0.21% of the company’s stock.

More Northrop Grumman News

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

• Positive Sentiment: Selected by Australia for formal engagement on domestic solid rocket motor production, signaling program-level wins and potential long-term revenue/industrial-partnership opportunities. Northrop Grumman Corporation (NOC): Among the Best Large Cap Defense Stocks to Buy According to Hedge Funds
• Positive Sentiment: Advent Diamond and Northrop set a new record for diamond-based solid-state RF limiters (handling >100W), which supports Northrop’s RF/missions-systems credibility and could help win protected-communications and EW contracts. Advent Diamond and Northrop Grumman Set New Record for Diamond-based Solid-State Limiters
• Positive Sentiment: Named among hedge-fund recommended large-cap defense stocks, which can attract institutional interest and provide secondary support to the share price. Northrop Grumman Corporation (NOC): Among the Best Large Cap Defense Stocks to Buy According to Hedge Funds
• Positive Sentiment: Dividend preview highlights a 22‑year growth streak — investor-friendly capital return policy that supports income-oriented holders and reduces downside. Northrop Grumman Corporation Q2 dividend preview: 22-year growth streak set to continue
• Positive Sentiment: Elevated geopolitical tensions after recent missile incidents continue to support defense spending narratives, which broadly lift sector equities including NOC. U.S. Navy intercepts Iranian cruise missiles — 4 defense stocks to watch today
• Neutral Sentiment: Peer results (HII, Leidos) showed beats and backlog growth, which is supportive for the defense sector but only indirectly impacts NOC’s near-term earnings outlook. HII Q1 Earnings Surpass Estimates, Revenues Increase Y/Y LDOS Q1 Earnings Beat on Backlog Scale and Key Contract Wins
• Neutral Sentiment: Pentagon AI procurement evolution (push for open ‘right to integrate’ systems, Palantir participation) could benefit software- and integration-focused firms; impact on Northrop depends on how it adapts systems architecture. Pentagon AI Shake-Up: Palantir Joins Massive ‘Right to Integrate’ Defense Overhaul
• Neutral Sentiment: Smaller industry moves (Redwire, Ducommun board hire of ex-Northrop exec) are informational for supply-chain/competitive context but unlikely to move NOC stock materially. Redwire Gears Up to Report Q1 Earnings: Here’s What to Expect Ducommun Incorporated Appoints Mark A. Caylor to its Board of Directors
• Negative Sentiment: Recent technical weakness and valuation concerns: analysts note 1‑day/7‑day/3‑month share declines and fading momentum, which can pressure sentiment and multiple compression. A Look At Northrop Grumman (NOC) Valuation After Recent Share Price Weakness

Analyst Ratings Changes

A number of analysts recently commented on the company. Wells Fargo & Company assumed coverage on Northrop Grumman in a research report on Wednesday, April 1st. They issued an “overweight” rating and a $800.00 target price for the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Northrop Grumman in a research report on Monday, March 23rd. Morgan Stanley decreased their target price on Northrop Grumman from $765.00 to $745.00 and set an “overweight” rating for the company in a research report on Wednesday, April 22nd. Susquehanna reaffirmed a “positive” rating and issued a $752.00 target price on shares of Northrop Grumman in a research report on Thursday, January 15th. Finally, TD Cowen reaffirmed a “hold” rating on shares of Northrop Grumman in a research report on Wednesday, January 28th. Two investment analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $710.74.

Northrop Grumman Stock Performance

Shares of NOC opened at $559.40 on Thursday. The company has a debt-to-equity ratio of 0.84, a quick ratio of 1.04 and a current ratio of 1.15. The stock has a 50 day moving average price of $681.69 and a two-hundred day moving average price of $636.34. The firm has a market capitalization of $79.45 billion, a P/E ratio of 17.51, a P/E/G ratio of 3.99 and a beta of -0.11. Northrop Grumman Corporation has a 52 week low of $453.01 and a 52 week high of $774.00.

Northrop Grumman (NYSE:NOC) last issued its quarterly earnings data on Tuesday, April 21st. The aerospace company reported $6.14 EPS for the quarter, topping analysts’ consensus estimates of $6.06 by $0.08. The firm had revenue of $9.88 billion during the quarter, compared to analyst estimates of $9.75 billion. Northrop Grumman had a return on equity of 24.72% and a net margin of 10.80%.The company’s revenue for the quarter was up 4.4% on a year-over-year basis. During the same period in the previous year, the company posted $6.06 EPS. Northrop Grumman has set its FY 2026 guidance at 27.400-27.900 EPS. Equities analysts forecast that Northrop Grumman Corporation will post 27.86 earnings per share for the current fiscal year.

Northrop Grumman Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 11th. Shareholders of record on Monday, February 23rd were issued a dividend of $2.31 per share. This represents a $9.24 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend was Monday, February 23rd. Northrop Grumman’s payout ratio is currently 28.92%.

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.