Northrop Grumman Corporation $NOC Holdings Trimmed by Danske Bank A S

Danske Bank A S reduced its position in shares of Northrop Grumman Corporation (NYSE:NOC) by 5.2% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 43,308 shares of the aerospace company’s stock after selling 2,355 shares during the period. Danske Bank A S’s holdings in Northrop Grumman were worth $22,057,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of NOC. Kestra Investment Management LLC raised its holdings in shares of Northrop Grumman by 4.4% in the 4th quarter. Kestra Investment Management LLC now owns 353 shares of the aerospace company’s stock worth $201,000 after purchasing an additional 15 shares in the last quarter. Evolution Wealth Management Inc. boosted its holdings in Northrop Grumman by 6.8% during the fourth quarter. Evolution Wealth Management Inc. now owns 235 shares of the aerospace company’s stock worth $134,000 after buying an additional 15 shares in the last quarter. Golden State Equity Partners grew its position in Northrop Grumman by 1.2% in the fourth quarter. Golden State Equity Partners now owns 1,337 shares of the aerospace company’s stock worth $762,000 after buying an additional 16 shares during the last quarter. Diversified Portfolios Inc. increased its holdings in shares of Northrop Grumman by 0.9% in the fourth quarter. Diversified Portfolios Inc. now owns 1,789 shares of the aerospace company’s stock valued at $1,020,000 after buying an additional 16 shares in the last quarter. Finally, South Plains Financial Inc. increased its holdings in shares of Northrop Grumman by 1.8% in the fourth quarter. South Plains Financial Inc. now owns 896 shares of the aerospace company’s stock valued at $511,000 after buying an additional 16 shares in the last quarter. 83.40% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Mark A. Welsh III sold 95 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $547.53, for a total transaction of $52,015.35. Following the completion of the sale, the director owned 4,393 shares in the company, valued at $2,405,299.29. This represents a 2.12% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 0.21% of the stock is currently owned by insiders.

Northrop Grumman News Summary

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

• Positive Sentiment: Dividend reaffirmed: Northrop Grumman declared a quarterly dividend of $2.47 per share, payable September 16 to shareholders of record on August 31. The roughly 1.7% indicated yield and continued investment in manufacturing capacity support the company’s shareholder-return and capital-allocation story. Northrop Grumman Board Declares Quarterly Dividend
• Positive Sentiment: Autonomous aircraft contract: Northrop Grumman and Kratos won a U.S. Marine Corps MUX TACAIR CCA contract to deliver missionized Valkyrie aircraft. The award expands NOC’s exposure to autonomous, collaborative uncrewed systems and advanced defense electronics. Northrop Grumman Lands Marine Corps Autonomous Aircraft Contract
• Positive Sentiment: Post-earnings momentum: Zacks reported that NOC had gained approximately 11% since its latest earnings release, when the company exceeded consensus EPS and revenue estimates. The results showed 5.1% year-over-year revenue growth and reinforced full-year 2026 EPS guidance of $28.60–$29.10. Why Is Northrop Grumman Up Since Its Last Earnings Report?
• Neutral Sentiment: Analyst view remains cautious: TD Cowen raised its price target from $550 to $590 but retained a “Hold” rating, suggesting limited near-term upside. Other recent targets range widely, highlighting uncertainty over valuation and execution.
• Negative Sentiment: Insider selling: Reported insider activity shows 26 open-market sales and no purchases over the past six months. While these transactions may reflect routine compensation or diversification, the one-sided pattern can weigh on investor sentiment.

Analyst Ratings Changes

A number of equities analysts recently issued reports on NOC shares. UBS Group lifted their target price on Northrop Grumman from $666.00 to $685.00 and gave the stock a “buy” rating in a report on Wednesday, July 22nd. Susquehanna cut their price objective on Northrop Grumman from $785.00 to $655.00 and set a “positive” rating on the stock in a report on Wednesday, July 22nd. Wells Fargo & Company reissued an “overweight” rating and set a $620.00 target price on shares of Northrop Grumman in a research note on Wednesday, July 8th. Jefferies Financial Group reduced their price target on shares of Northrop Grumman from $620.00 to $580.00 and set a “hold” rating for the company in a research report on Friday, June 26th. Finally, TD Cowen boosted their target price on Northrop Grumman from $550.00 to $590.00 and gave the company a “hold” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $661.30.

Northrop Grumman Trading Down 3.2%

NYSE:NOC opened at $563.90 on Friday. The company’s 50 day moving average is $541.39 and its 200-day moving average is $610.46. The company has a quick ratio of 1.06, a current ratio of 1.17 and a debt-to-equity ratio of 0.81. Northrop Grumman Corporation has a 12 month low of $479.02 and a 12 month high of $774.00. The firm has a market cap of $80.09 billion, a price-to-earnings ratio of 17.91, a P/E/G ratio of 3.77 and a beta of -0.11.

Northrop Grumman (NYSE:NOC) last posted its earnings results on Tuesday, July 21st. The aerospace company reported $7.68 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.82 by $0.86. The business had revenue of $10.88 billion for the quarter, compared to analyst estimates of $10.80 billion. Northrop Grumman had a net margin of 10.48% and a return on equity of 24.25%. Northrop Grumman’s revenue was up 5.1% compared to the same quarter last year. During the same period last year, the business posted $8.15 EPS. Northrop Grumman has set its FY 2026 guidance at 28.600-29.100 EPS. Equities analysts anticipate that Northrop Grumman Corporation will post 28.97 EPS for the current year.

Northrop Grumman Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 16th. Investors of record on Monday, August 31st will be given a dividend of $2.47 per share. This represents a $9.88 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Monday, August 31st. Northrop Grumman’s payout ratio is currently 31.39%.

Northrop Grumman 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.