NOC

NORTHROP GRUMMAN CORP /DE/

NYSE · Search, Detection, Navigation, Guidance, Aeronautical Sys · CIK 0001133421
$554.96 +0.51% $78.4B
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)Congressional Activity (1)
Vol
Market Cap$78.4B
Cap SizeLarge Cap
Analyst ConsensusBuy (59%)
Inst. Holders10 funds
Inst. Value$14.1B
Inst. Activity1 buys / 1 sells
Insider Activity0B / 9S
Insider Net $-$3.2M
Reddit Sentiment39° Cool
SEC Reports4
Press Releases1
Congressional1 trades
Exchange NYSE·Sector Search, Detection, Navigation, Guidance, Aeronautical Sys·CIK 0001133421·Prev Close $552.17

Recent Activity

May 21, 2026 routine
Northrop Grumman to Participate in Bernstein’s 42nd Annual Strategic Decisions Conference
<p>FALLS CHURCH, Va., May 21, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) wi
May 8, 2026 Congress
William Keating buy
$1,001 - $15,000 — House
May 4, 2026 Insider
WELSH MARK A III sold 1 shares
Director @ $566.60 ($566.60)
Apr 21, 2026 SEC
Northrop Grumman filed a shelf registration (S-3ASR) to issue up to $5 billion in senior debt securities and common stoc
S-3ASR — Impact 4/10
Apr 21, 2026 SEC
Northrop Grumman reported Q1 2026 EPS of $6.14, a 1.3% beat versus $6.06 consensus, on revenue that matched the $9.76B e
PRESS-RELEASE — Impact 4/10
Apr 21, 2026 SEC
Northrop Grumman reported strong Q1 2026 earnings with a 15% year-over-year increase in diluted EPS to $6.14, driven by
8-K — Impact 8/10
Mar 31, 2026 Insider
KRISHNA ARVIND sold 53 shares
Director @ $682.24 ($36.2K)
Mar 31, 2026 Insider
Brown Marianne Catherine sold 68 shares
Director @ $682.24 ($46.4K)

Price Targets

$701.64 +26.4% upside Strong Buy
Current $554.96 Low $603.00 Median $695.50 High $815.00 22 analysts
$603.00 $815.00

Analyst Ratings

Hold59% buy · 29 analysts
5Strong Buy
12Buy
12Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 Citigroup MAINTAIN Buy → Buy
Apr 23, 2026 UBS MAINTAIN Buy → Buy
Apr 23, 2026 Citigroup MAINTAIN Buy → Buy
Apr 22, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
Apr 22, 2026 BTIG REITERATE Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $6.81 ▼ -0.6% $6.65 — $7.01 -16% YoY 18
Next Q $7.01 $6.88 — $7.13 -9% YoY 18
Current FY $27.95 $27.65 — $28.93 6% YoY 22
Next FY $30.18 $29.37 — $31.04 8% YoY 22

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$7.8B
MORGAN STANLEY$2.1B
BANK OF AMERICA CORP$1.6B
FMR LLC$1.2B
CHARLES SCHWAB INVESTMENT MANAGEMENT$493.0MNEW

Recent Insider Trades

DateInsiderTypeValue
May 4, 2026WELSH MARKSELL$566.60
Mar 31, 2026KRISHNA ARVINDA$36.2K
Mar 31, 2026Brown MarianneA$46.4K
Mar 2, 2026Simpson KathrynSELL$650.4K
Feb 27, 2026ROEDER ROSHANSELL$1.3M

Reddit Sentiment

39°
Cool
Bearish Neutral Bullish
10 mentions 1 bullish 4 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
William KeatingDBUY$1,001 - $15,000
10 institutional holders with $14.1B total value (24,760,422 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC13,740,721$7.8B55.5%
2MORGAN STANLEY3,667,833$2.1B14.8%
3BANK OF AMERICA CORP /DE/2,737,761$1.6B11.1%
4FMR LLC2,168,517$1.2B8.8%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC864,580$493.0M3.5%NEW
6Mawer Investment Management Ltd.846,131$482.5M3.4%NEW
7WELLS FARGO & COMPANY/MN416,698$237.6M1.7%
8YACKTMAN ASSET MANAGEMENT LP193,937$110.6M0.8%
9RENAISSANCE TECHNOLOGIES LLC93,700$53.4M0.4%NEW
10TWO SIGMA INVESTMENTS, LP30,544$17.4M0.1%TRIM -51.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
RENAISSANCE TECHNOLOGIES LLCNEW93,700$53.4M2025-Q4
Cullen Capital Management, LLCEXIT3340-100.0%$0.002025-Q4
UBS Group AGTRIM1,037,056648,812-37.4%$395.3M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM77,06937,320-51.6%$22.7M2025-Q3
Cullen Capital Management, LLCNEW334$203.5K2025-Q3
Mawer Investment Management Ltd.NEW984,009$492.0M2025-Q2
TWO SIGMA INVESTMENTS, LPNEAR_EXIT374,24777,069-79.4%$38.5M2025-Q2
RENAISSANCE TECHNOLOGIES LLCEXIT101,3000-100.0%$0.002025-Q2
UBS Group AGADD718,3941,081,680+50.6%$553.8M2025-Q1
CITADEL ADVISORS LLCTRIM677,621408,200-39.8%$209.0M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM200,300101,300-49.4%$51.9M2025-Q1
UBS Group AGADD467,117718,394+53.8%$337.1M2024-Q4
CITADEL ADVISORS LLCTRIM908,713677,621-25.4%$318.0M2024-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM280,800200,300-28.7%$94.0M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW809,445$427.4M2024-Q3
11 unique insiders with 9 transactions. Net insider value: -$3.2M ($0.00 bought, $3.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 4, 2026WELSH MARK A IIIDirectorSELL1$566.60$566.60
Mar 31, 2026KRISHNA ARVINDDirectorA53$682.24$36.2K
Mar 31, 2026Brown Marianne CatherineDirectorA68$682.24$46.4K
Mar 2, 2026Simpson Kathryn GCorp VP & General CounselSELL873$745.00$650.4K
Feb 27, 2026ROEDER ROSHAN SCVP & Pres. Mission SystemsSELL1,754$720.00$1.3M
Feb 19, 2026Simpson Kathryn GCorp VP & General CounselSELL194$727.62$141.2K
Feb 19, 2026ROEDER ROSHAN SCVP & Pres. Mission SystemsSELL512$727.62$372.5K
Feb 19, 2026Hardesty Michael ACorp VP, Controller & CAOSELL147$732.98$107.7K
Feb 13, 2026Hardesty Michael ACorp VP, Controller & CAOSELL783$702.43$550.0K
Feb 11, 2026Fleming Robert J.CVP and Pres. Space SystemsM913.16$0.00$0.00
Feb 11, 2026Fleming Robert J.CVP and Pres. Space SystemsA1,701$0.00$0.00
Feb 11, 2026Fleming Robert J.CVP and Pres. Space SystemsA3,982.16$0.00$0.00
Feb 11, 2026Fleming Robert J.CVP and Pres. Space SystemsF300$678.83$203.6K
Feb 11, 2026Fleming Robert J.CVP and Pres. Space SystemsM913.16$0.00$0.00
Feb 11, 2026Warden Kathy JChair, CEO and PresidentM34,546.16$0.00$0.00
Feb 11, 2026Warden Kathy JChair, CEO and PresidentF15,371$678.83$10.4M
Feb 11, 2026Warden Kathy JChair, CEO and PresidentA28,785.16$0.00$0.00
Feb 11, 2026Warden Kathy JChair, CEO and PresidentA8,113$0.00$0.00
Feb 11, 2026Warden Kathy JChair, CEO and PresidentM34,546.16$0.00$0.00
Feb 11, 2026ROEDER ROSHAN SCVP & Pres. Mission SystemsM6,476.48$0.00$0.00
Feb 11, 2026ROEDER ROSHAN SCVP & Pres. Mission SystemsF2,968$678.83$2.0M
Feb 11, 2026ROEDER ROSHAN SCVP & Pres. Mission SystemsA5,786.48$0.00$0.00
Feb 11, 2026ROEDER ROSHAN SCVP & Pres. Mission SystemsA1,701$0.00$0.00
Feb 11, 2026ROEDER ROSHAN SCVP & Pres. Mission SystemsM6,476.48$0.00$0.00
Feb 11, 2026Davies Benjamin R.CVP & Pres. Defense SystemsM3,158.32$0.00$0.00
Feb 11, 2026Davies Benjamin R.CVP & Pres. Defense SystemsF1,214$678.83$824.1K
Feb 11, 2026Davies Benjamin R.CVP & Pres. Defense SystemsA4,710.32$0.00$0.00
Feb 11, 2026Davies Benjamin R.CVP & Pres. Defense SystemsA1,701$0.00$0.00
Feb 11, 2026Davies Benjamin R.CVP & Pres. Defense SystemsM3,158.32$0.00$0.00
Feb 11, 2026Greene JohnCVP & Chief Financial OfficerA4,981$0.00$0.00
Feb 11, 2026Greene JohnCVP & Chief Financial OfficerA5,362$0.00$0.00
Feb 11, 2026Simpson Kathryn GCorp VP & General CounselM1,334.96$0.00$0.00
Feb 11, 2026Simpson Kathryn GCorp VP & General CounselF461$678.83$312.9K
Feb 11, 2026Simpson Kathryn GCorp VP & General CounselA3,619.96$0.00$0.00
Feb 11, 2026Simpson Kathryn GCorp VP & General CounselA1,471$0.00$0.00
Feb 11, 2026Simpson Kathryn GCorp VP & General CounselM1,334.96$0.00$0.00
Feb 11, 2026Jones Thomas HCVP & Pres Aeronautics SystemsM6,910.12$0.00$0.00
Feb 11, 2026Jones Thomas HCVP & Pres Aeronautics SystemsF3,059$678.83$2.1M
Feb 11, 2026Jones Thomas HCVP & Pres Aeronautics SystemsA5,927.12$0.00$0.00
Feb 11, 2026Jones Thomas HCVP & Pres Aeronautics SystemsA1,701$0.00$0.00
Feb 11, 2026Jones Thomas HCVP & Pres Aeronautics SystemsM6,910.12$0.00$0.00
Feb 11, 2026Hardesty Michael ACorp VP, Controller & CAOM1,727.16$0.00$0.00
Feb 11, 2026Hardesty Michael ACorp VP, Controller & CAOF566$678.83$384.2K
Feb 11, 2026Hardesty Michael ACorp VP, Controller & CAOA1,382.16$0.00$0.00
Feb 11, 2026Hardesty Michael ACorp VP, Controller & CAOA379$0.00$0.00
Feb 11, 2026Hardesty Michael ACorp VP, Controller & CAOM1,727.16$0.00$0.00
Feb 6, 2026Warden Kathy JChair, CEO and PresidentSELL214$705.84$151.0K
Feb 2, 2026WELSH MARK A IIIDirectorSELL2$676.14$1.4K
Current analyst consensus: Hold (59% buy). Based on 29 analysts: 5 strong buy, 12 buy, 12 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$701.64 mean target +26.4% upside Strong Buy (2.00)
$603.00 Low $815.00 High
MetricValue
Current Price$554.96
Target Low$603.00
Target Mean$701.64
Target Median$695.50
Target High$815.00
# Analysts22
RecommendationStrong Buy (2.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$6.81 $6.65 $7.01 -16.4% -0.6% 4↑ 8↓ $10.8B 4.3% 18
Next Q
2026-09-30
$7.01 $6.88 $7.13 -8.6% -0.3% 3↑ 9↓ $11.0B 5.3% 18
Current FY
2026-12-31
$27.95 $27.65 $28.93 6.1% +0.0% 8↑ 6↓ $44.0B 4.8% 22
Next FY
2027-12-31
$30.18 $29.37 $31.04 8.0% -0.0% 9↑ 4↓ $46.8B 6.5% 22

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$6.810
7d ago$6.811-0.002
30d ago$6.850-0.040
60d ago$6.856-0.047
90d ago$6.856-0.047
10 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 2 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 Citigroup MAINTAIN Buy Buy
Apr 23, 2026 UBS MAINTAIN Buy Buy
Apr 23, 2026 Citigroup MAINTAIN Buy Buy
Apr 22, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Apr 22, 2026 BTIG REITERATE Buy Buy
Apr 9, 2026 Jefferies MAINTAIN Hold Hold
Apr 2, 2026 Citigroup MAINTAIN Buy Buy
Apr 1, 2026 Wells Fargo INITIATE Overweight
Feb 2, 2026 Jefferies MAINTAIN Hold Hold
Jan 28, 2026 Citigroup MAINTAIN Buy Buy
Jan 28, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 28, 2026 UBS MAINTAIN Buy Buy
Jan 28, 2026 BTIG MAINTAIN Buy Buy
Jan 28, 2026 B of A Securities MAINTAIN Buy Buy
Jan 15, 2026 UBS MAINTAIN Buy Buy
Jan 13, 2026 Citigroup MAINTAIN Buy Buy
Jan 9, 2026 Truist Securities DOWNGRADE Buy Hold
Dec 16, 2025 Morgan Stanley MAINTAIN Overweight Overweight
Dec 15, 2025 Alembic Global UPGRADE Neutral Overweight
Dec 12, 2025 Citigroup INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 2026512120059%
Apr 1, 2026512120059%
Mar 1, 2026511120057%
Feb 1, 2026511120057%
Jan 1, 2026512110061%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
May 8, 2026William KeatingDHOUSEBUY$1,001 - $15,000Northrop Grumman CorpMay 19, 2026 (12d)
39°
Cool
Bearish Neutral Bullish
10 mentions 1 bullish 4 bearish 10 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 17, 2026150° Neutral001
Apr 17, 2026150° Neutral001
Mar 22, 2026140° Cool011
Mar 22, 2026140° Cool011
Mar 18, 2026160° Warm101
Mar 16, 2026144° Neutral001
Mar 16, 2026144° Neutral001
Mar 6, 2026140° Cool011
Mar 6, 2026140° Cool011
Feb 27, 2026144° Neutral001

Recent Reddit Threads

r/wallstreetbets Bearish 2mo ago
ADBE is a War & AI Play: Stock Pitch.PDF
▲ 1 💬 1 ⚡ 0.5
r/investing Neutral 1mo ago
Why are LMT and NOC sliding
▲ 1 💬 0 ⚡ 0.5
r/stocks Bearish 2mo ago
Energy stocks on Monday???
▲ 1 💬 0 ⚡ 0.5
May 21, 2026
routine
Northrop Grumman to Participate in Bernstein’s 42nd Annual Strategic Decisions Conference
<p>FALLS CHURCH, Va., May 21, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) will participate in Bernstein’s 42<sup>nd</sup> Annu
May 19, 2026
dividend
Northrop Grumman Board Declares Quarterly Dividend
<p>FALLS CHURCH, Va., May 19, 2026 (GLOBE NEWSWIRE) -- The board of directors of Northrop Grumman Corporation (NYSE: NOC) declared a quarterly divid
May 1, 2026
other
Northrop Grumman Honors Top Suppliers Driving Industrial Innovation
Northrop Grumman recognized leading American and global suppliers who support the company with speed, capacity, manufacturing and supply chain operati
Apr 27, 2026
dark_pool
Dark Pool: NOC — 1.0M shares, 47,001 trades
Week starting 2026-04-27. Total ATS volume: 1,000,270 shares across 47,001 trades.
Apr 21, 2026
earnings
Northrop Grumman Releases First Quarter 2026 Financial Results
<p>FALLS CHURCH, Va., April 21, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) has released its first quarter 2026 financial resu
Apr 21, 2026
earnings_calendar
NOC Q1 2026 Earnings Before Market Open — 2026-04-21
Apr 20, 2026
dark_pool
Dark Pool: NOC — 1.9M shares, 79,638 trades
Week starting 2026-04-20. Total ATS volume: 1,870,986 shares across 79,638 trades.
Apr 14, 2026
other
Northrop Grumman’s B-21 Raider Powers Unmatched Long-Range Strike Capability
Aerial refueling in test unlocks additional speed, flexibility in future operations <pre>Aerial refueling in test unlocks additional speed, flexibilit
Apr 13, 2026
other
Northrop Grumman and U.S. Air Force Accelerate Sentinel Program Momentum
A revised acquisition approach is speeding Northrop Grumman’s development of the next-generation intercontinental ballistic missile program <pre>A rev
Apr 13, 2026
dark_pool
Dark Pool: NOC — 0.8M shares, 44,567 trades
Week starting 2026-04-13. Total ATS volume: 756,954 shares across 44,567 trades.
Apr 6, 2026
dark_pool
Dark Pool: NOC — 1.2M shares, 55,038 trades
Week starting 2026-04-06. Total ATS volume: 1,178,275 shares across 55,038 trades.
Apr 2, 2026
Enforcement
FTC Seeks Public Comment on Petition to Modify Northrop Grumman Final Order
<p>The Federal Trade Commission is seeking public comment on <a data-entity- data-entity- data-entity- >a petition</a> filed by Northrop Grumman Corpo
Mar 30, 2026
dark_pool
Dark Pool: NOC — 0.6M shares, 33,509 trades
Week starting 2026-03-30. Total ATS volume: 634,002 shares across 33,509 trades.
Mar 26, 2026
short_interest
FTD: NOC — 4,841 shares ($3.3M) failed to deliver
Settlement: 20260326, Price: $691.21, FTD Value: $3,346,147.61, NORTHROP GRUMMAN CP (HLDG CO)
Mar 23, 2026
dark_pool
Dark Pool: NOC — 0.9M shares, 46,857 trades
Week starting 2026-03-23. Total ATS volume: 915,034 shares across 46,857 trades.
Mar 19, 2026
earnings
Northrop Grumman Announces Date for First Quarter 2026 Financial Results and Webcast
<p align="left">FALLS CHURCH, Va., March 19, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) announced today that its first quarte