Csenge Advisory Group Boosts Stake in Northrop Grumman Corporation $NOC

Csenge Advisory Group raised its stake in shares of Northrop Grumman Corporation (NYSE:NOC) by 69.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,302 shares of the aerospace company’s stock after buying an additional 947 shares during the quarter. Csenge Advisory Group’s holdings in Northrop Grumman were worth $1,313,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the stock. Howard Financial Services LTD. lifted its position 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 valued at $651,000 after acquiring an additional 16 shares in the last quarter. Frank Rimerman Advisors LLC increased its position in Northrop Grumman by 0.8% during the 4th quarter. Frank Rimerman Advisors LLC now owns 1,973 shares of the aerospace company’s stock worth $1,125,000 after purchasing an additional 16 shares in the last quarter. Capital Advisors Ltd. LLC increased its position in Northrop Grumman by 0.4% during 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 in the last quarter. Golden State Equity Partners raised its stake in Northrop Grumman by 1.2% in the 4th quarter. Golden State Equity Partners now owns 1,337 shares of the aerospace company’s stock valued at $762,000 after purchasing an additional 16 shares during the last quarter. Finally, Nilsine Partners LLC lifted its holdings in Northrop Grumman by 0.4% in the 4th quarter. Nilsine Partners LLC now owns 4,253 shares of the aerospace company’s stock valued at $2,425,000 after purchasing an additional 17 shares in the last quarter. 83.40% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on NOC shares. BTIG Research reaffirmed a “buy” rating and set a $815.00 price target on shares of Northrop Grumman in a research note on Wednesday, April 22nd. Argus set a $785.00 price objective on shares of Northrop Grumman in a research note on Tuesday, February 10th. Royal Bank Of Canada raised their target price on shares of Northrop Grumman from $715.00 to $750.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and issued a $765.00 target price on shares of Northrop Grumman in a research note on Thursday, January 29th. Finally, Vertical Research reiterated a “hold” rating and issued a $688.00 price target on shares of Northrop Grumman in a report on Tuesday, January 27th. 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’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $704.74.

Northrop Grumman Trading Down 0.9%

NYSE NOC opened at $551.54 on Thursday. The company has a market cap of $78.33 billion, a P/E ratio of 17.26, a P/E/G ratio of 3.79 and a beta of -0.11. Northrop Grumman Corporation has a 12 month low of $468.29 and a 12 month high of $774.00. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.15 and a quick ratio of 1.04. The company has a 50-day moving average of $643.79 and a 200-day moving average of $633.16.

Northrop Grumman (NYSE:NOC) last released its earnings results on Tuesday, April 21st. The aerospace company reported $6.14 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.06 by $0.08. Northrop Grumman had a net margin of 10.80% and a return on equity of 24.72%. The business had revenue of $9.88 billion for the quarter, compared to analysts’ expectations of $9.75 billion. During the same period last year, the company earned $6.06 earnings per share. The company’s quarterly revenue was up 4.4% on a year-over-year basis. Northrop Grumman has set its FY 2026 guidance at 27.400-27.900 EPS. As a group, equities analysts predict that Northrop Grumman Corporation will post 27.93 earnings per share for the current year.

Northrop Grumman Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 17th. Stockholders of record on Monday, June 1st will be paid a dividend of $2.47 per share. The ex-dividend date of this dividend is Monday, June 1st. This represents a $9.88 annualized dividend and a dividend yield of 1.8%. This is a boost from Northrop Grumman’s previous quarterly dividend of $2.31. Northrop Grumman’s dividend payout ratio is presently 28.92%.

Northrop Grumman News Roundup

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

• Positive Sentiment: Northrop Grumman raised its quarterly dividend to $2.47 per share, a 6.9% increase from the prior payout, signaling confidence in cash flow and a shareholder-friendly capital allocation strategy. Northrop Grumman Board Declares Quarterly Dividend
• Positive Sentiment: The company won a spot in the Pentagon’s drone program, reinforcing its role in U.S. defense modernization and supporting the long-term growth outlook for its unmanned and autonomous systems business. Northrop wins spot in Pentagon drone program as U.S. pushes mass production
• Positive Sentiment: Northrop remains positioned to benefit from the Pentagon’s AI and digital modernization push, with investors viewing it as a key defense-tech winner in the broader military upgrade cycle. The Pentagon’s AI Pivot Supercharges Defense Stocks
• Neutral Sentiment: Recent articles focus on whether the stock is now attractively valued after its pullback, suggesting some investors may be rotating from momentum trading to a fundamentals-based reassessment of earnings and guidance. A Look At Northrop Grumman (NOC) Valuation After Its Recent Share Price Pullback
• Neutral Sentiment: Analysts still rate Northrop Grumman as a “Moderate Buy,” indicating Wall Street remains constructive overall despite the recent stock weakness. Northrop Grumman Corporation (NYSE:NOC) Given Consensus Recommendation of “Moderate Buy” by Analysts

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.