NOC

NORTHROP GRUMMAN CORP /DE/

NYSE · Search, Detection, Navigation, Guidance, Aeronautical Sys · CIK 0001133421
$550.33 -0.40% $78.2B
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)29 New Institutional Positions21 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$78.2B
Cap SizeLarge Cap
Analyst ConsensusBuy (64%)
Inst. Holders50 funds
Inst. Value$60.9B
Inst. Activity29 buys / 21 sells
Insider Activity0B / 8S
Insider Net $-$3.2M
Reddit Sentiment50° Neutral
SEC Reports4
Press Releases1
Congressional1 trades
Exchange NYSE·Sector Search, Detection, Navigation, Guidance, Aeronautical Sys·CIK 0001133421·Prev Close $552.52

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 20, 2026 Insider
Brown Marianne Catherine was granted 349 shares
Director @ $552.17 ($192.7K)
May 20, 2026 Insider
ABNEY DAVID P was granted 349 shares
Director @ $552.17 ($192.7K)
May 20, 2026 Insider
Grady Christopher W. was granted 349 shares
Director @ $552.17 ($192.7K)
May 8, 2026 Congress
William Keating buy
$1,001 - $15,000 — House
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

Price Targets

$696.95 +26.6% upside Strong Buy
Current $550.33 Low $603.00 Median $691.00 High $815.00 21 analysts
$603.00 $815.00

Analyst Ratings

Buy64% buy · 28 analysts
5Strong Buy
13Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 26, 2026 Jefferies MAINTAIN Hold → Hold
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

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $6.81 $6.65 — $6.94 -17% YoY 17
Next Q $7.00 $6.88 — $7.13 -9% YoY 17
Current FY $27.94 $27.65 — $28.93 6% YoY 21
Next FY $30.14 $29.37 — $31.04 8% YoY 21

Top Institutional Holders

FundValueMove
WEALTH ENHANCEMENT ADVISORY SERVICES,TRIM
STATE STREET CORP$8.9B
BlackRock, Inc.$7.4B
VANGUARD CAPITAL MANAGEMENT LLC$6.1B
Capital International Investors$4.8BTRIM

Recent Insider Trades

DateInsiderTypeValue
May 20, 2026Brown MarianneA$192.7K
May 20, 2026ABNEY DAVIDA$192.7K
May 20, 2026Grady ChristopherA$192.7K
May 20, 2026KRISHNA ARVINDA$192.7K
May 20, 2026Ross KimberlyA$192.7K

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
13 mentions 4 bullish 4 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
William KeatingDBUY$1,001 - $15,000
50 institutional holders with $60.9B total value (89,435,642 shares) as of 2026-Q1. Top holders: WEALTH, STATE, BlackRock,. Net buying activity: 29 institutions added/increased vs 21 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC90,231$0.000.0%TRIM -33.7%
2STATE STREET CORP13,000,928$8.9B14.6%
3BlackRock, Inc.10,882,518$7.4B12.2%
4VANGUARD CAPITAL MANAGEMENT LLC8,949,227$6.1B10.0%
5Capital International Investors7,096,465$4.8B7.9%TRIM -38.2%
6Capital World Investors6,892,150$4.7B7.7%DOUBLED +100.7%
7WELLINGTON MANAGEMENT GROUP LLP4,970,659$3.4B5.6%ADD +77.5%
8MORGAN STANLEY3,608,738$2.5B4.0%
9VANGUARD PORTFOLIO MANAGEMENT LLC3,505,103$2.4B3.9%
10FRANKLIN RESOURCES INC3,279,136$2.2B3.7%
11BANK OF AMERICA CORP /DE/2,644,860$1.8B3.0%
12FMR LLC2,105,462$1.4B2.4%
13Sanders Capital, LLC1,867,227$1.3B2.1%
14Invesco Ltd.1,656,817$1.1B1.9%
15MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,519,496$1.0B1.7%
16Capital Research Global Investors1,217,189$830.1M1.4%DOUBLED +80030.9%
17GOLDMAN SACHS GROUP INC1,133,461$773.3M1.3%
18AMERIPRISE FINANCIAL INC1,013,307$691.5M1.1%
19DIMENSIONAL FUND ADVISORS LP960,690$655.4M1.1%
20CHARLES SCHWAB INVESTMENT MANAGEMENT INC872,855$595.5M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCTRIM136,17390,231-33.7%2026-Q1
Capital International InvestorsTRIM11,477,6347,096,465-38.2%$4.8B2026-Q1
Capital World InvestorsDOUBLED3,434,0416,892,150+100.7%$4.7B2026-Q1
WELLINGTON MANAGEMENT GROUP LLPADD2,800,6544,970,659+77.5%$3.4B2026-Q1
Capital Research Global InvestorsDOUBLED1,5191,217,189+80030.9%$830.1M2026-Q1
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.ADD470,104692,865+47.4%$472.7M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDADD195,749363,568+85.7%$248.0M2026-Q1
Holocene Advisors, LPADD126,310161,558+27.9%$110.2M2026-Q1
PRUDENTIAL FINANCIAL INCTRIM200,004138,729-30.6%$94.6M2026-Q1
FIL LtdDOUBLED1,037104,282+9956.1%$71.1M2026-Q1
Migdal Insurance & Financial Holdings Ltd.DOUBLED3,000100,000+3233.3%$68.2M2026-Q1
NATIONAL BANK OF CANADA /FI/TRIM135,37884,840-37.3%$57.9M2026-Q1
Alyeska Investment Group, L.P.NEW78,312$53.4M2026-Q1
PUBLIC SECTOR PENSION INVESTMENT BOARDDOUBLED17,18162,224+262.2%$42.5M2026-Q1
Clearbridge Investments, LLCNEAR_EXIT592,28554,799-90.7%$37.4M2026-Q1
TORONTO DOMINION BANKTRIM109,09752,985-51.4%$36.1M2026-Q1
Tredje AP-fondenNEW50,837$34.7M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM136,88250,821-62.9%$34.7M2026-Q1
FIFTH THIRD BANCORPDOUBLED18,28647,348+158.9%$32.3M2026-Q1
FEDERATED HERMES, INC.TRIM63,32546,370-26.8%$31.6M2026-Q1
Mirae Asset Global Investments Co., Ltd.ADD26,30638,283+45.5%$26.1M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.NEW35,269$24.1M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED10,71734,804+224.8%$23.7M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCDOUBLED13,14929,132+121.6%$19.9M2026-Q1
Aptus Capital Advisors, LLCTRIM49,15725,899-47.3%$17.7M2026-Q1
18 unique insiders with 50 transactions. Net insider value: -$3.2M ($0.00 bought, $3.2M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 20, 2026Brown Marianne CatherineDirectorAWARD349$552.17$192.7K
May 20, 2026ABNEY DAVID PDirectorAWARD349$552.17$192.7K
May 20, 2026Grady Christopher W.DirectorAWARD349$552.17$192.7K
May 20, 2026KRISHNA ARVINDDirectorAWARD349$552.17$192.7K
May 20, 2026Ross Kimberly A.DirectorAWARD349$552.17$192.7K
May 20, 2026ROUGHEAD GARYDirectorAWARD349$552.17$192.7K
May 20, 2026SCHOEWE THOMAS MDirectorAWARD349$552.17$192.7K
May 20, 2026Turley James SDirectorAWARD349$552.17$192.7K
May 20, 2026WELSH MARK A IIIDirectorAWARD349$552.17$192.7K
May 20, 2026WINSTON MARY ADirectorAWARD349$552.17$192.7K
May 4, 2026WELSH MARK A IIIDirectorSELL1$566.60$566.60
Mar 31, 2026KRISHNA ARVINDDirectorAWARD53$682.24$36.2K
Mar 31, 2026Brown Marianne CatherineDirectorAWARD68$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 SystemsAWARD1,701
Feb 11, 2026Fleming Robert J.CVP and Pres. Space SystemsAWARD3,982.16
Feb 11, 2026Fleming Robert J.CVP and Pres. Space SystemsTAX W/H300$678.83$203.6K
Feb 11, 2026Fleming Robert J.CVP and Pres. Space SystemsEXERCISE913.16
Feb 11, 2026Warden Kathy JChair, CEO and PresidentEXERCISE34,546.16
Feb 11, 2026Warden Kathy JChair, CEO and PresidentTAX W/H15,371$678.83$10.4M
Feb 11, 2026Warden Kathy JChair, CEO and PresidentAWARD28,785.16
Feb 11, 2026Warden Kathy JChair, CEO and PresidentAWARD8,113
Feb 11, 2026ROEDER ROSHAN SCVP & Pres. Mission SystemsEXERCISE6,476.48
Feb 11, 2026ROEDER ROSHAN SCVP & Pres. Mission SystemsTAX W/H2,968$678.83$2.0M
Feb 11, 2026ROEDER ROSHAN SCVP & Pres. Mission SystemsAWARD5,786.48
Feb 11, 2026ROEDER ROSHAN SCVP & Pres. Mission SystemsAWARD1,701
Feb 11, 2026Davies Benjamin R.CVP & Pres. Defense SystemsEXERCISE3,158.32
Feb 11, 2026Davies Benjamin R.CVP & Pres. Defense SystemsTAX W/H1,214$678.83$824.1K
Feb 11, 2026Davies Benjamin R.CVP & Pres. Defense SystemsAWARD4,710.32
Feb 11, 2026Davies Benjamin R.CVP & Pres. Defense SystemsAWARD1,701
Feb 11, 2026Greene JohnCVP & Chief Financial OfficerAWARD4,981
Feb 11, 2026Greene JohnCVP & Chief Financial OfficerAWARD5,362
Feb 11, 2026Simpson Kathryn GCorp VP & General CounselEXERCISE1,334.96
Feb 11, 2026Simpson Kathryn GCorp VP & General CounselTAX W/H461$678.83$312.9K
Feb 11, 2026Simpson Kathryn GCorp VP & General CounselAWARD3,619.96
Feb 11, 2026Simpson Kathryn GCorp VP & General CounselAWARD1,471
Feb 11, 2026Jones Thomas HCVP & Pres Aeronautics SystemsEXERCISE6,910.12
Feb 11, 2026Jones Thomas HCVP & Pres Aeronautics SystemsTAX W/H3,059$678.83$2.1M
Feb 11, 2026Jones Thomas HCVP & Pres Aeronautics SystemsAWARD5,927.12
Feb 11, 2026Jones Thomas HCVP & Pres Aeronautics SystemsAWARD1,701
Feb 11, 2026Hardesty Michael ACorp VP, Controller & CAOEXERCISE1,727.16
Feb 11, 2026Hardesty Michael ACorp VP, Controller & CAOTAX W/H566$678.83$384.2K
Feb 11, 2026Hardesty Michael ACorp VP, Controller & CAOAWARD1,382.16
Feb 11, 2026Hardesty Michael ACorp VP, Controller & CAOAWARD379
Feb 6, 2026Warden Kathy JChair, CEO and PresidentSELL214$705.84$151.0K
Current analyst consensus: Buy (64% buy). Based on 28 analysts: 5 strong buy, 13 buy, 10 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$696.95 mean target +26.6% upside Strong Buy (1.96)
$603.00 Low $815.00 High
MetricValue
Current Price$550.33
Target Low$603.00
Target Mean$696.95
Target Median$691.00
Target High$815.00
# Analysts21
RecommendationStrong Buy (1.96)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$6.81 $6.65 $6.94 -16.5% -0.4% 1↑ 3↓ $10.8B 4.3% 17
Next Q
2026-09-30
$7.00 $6.88 $7.13 -8.8% -0.2% 1↑ 3↓ $11.0B 5.3% 17
Current FY
2026-12-31
$27.94 $27.65 $28.93 6.1% +0.1% 4↑ 3↓ $44.0B 4.8% 21
Next FY
2027-12-31
$30.14 $29.37 $31.04 7.9% -0.3% 2↑ 2↓ $46.8B 6.5% 21

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$6.805
7d ago$6.810-0.005
30d ago$6.830-0.024
60d ago$6.853-0.048
90d ago$6.856-0.051
10 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 26, 2026 Jefferies MAINTAIN Hold Hold
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

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026513100064%
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)
50°
Neutral
Bearish Neutral Bullish
13 mentions 4 bullish 4 bearish 12 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 10, 2026160° Warm101
Jun 10, 2026267° Warm202
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 Bullish 2d 17h ago
Defence Contractor Research — BAH, LDOS, BWXT, PSN, AVAV
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 2d 18h ago
BAH, LDOS, BWXT, PSN, AVAV - Defence contractor research.
▲ 1 💬 0 ⚡ 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
r/wallstreetbets Bearish 3mo ago
ADBE is a War & AI Play: Stock Pitch.PDF
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 3mo ago
Us strike on iran imminent $cvu $lmt $noc $ktos
▲ 1 💬 0 ⚡ 0.0
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 18, 2026
dark_pool
Dark Pool: NOC — 1.3M shares, 51,433 trades
Week starting 2026-05-18. Total ATS volume: 1,271,351 shares across 51,433 trades.
May 11, 2026
dark_pool
Dark Pool: NOC — 0.8M shares, 47,328 trades
Week starting 2026-05-11. Total ATS volume: 770,905 shares across 47,328 trades.
May 7, 2026
short_interest
FTD: NOC — 2,098 shares ($1.2M) failed to deliver
Settlement: 20260507, Price: $559.60, FTD Value: $1,174,040.8, NORTHROP GRUMMAN CP (HLDG CO)
May 4, 2026
dark_pool
Dark Pool: NOC — 1.1M shares, 55,087 trades
Week starting 2026-05-04. Total ATS volume: 1,053,468 shares across 55,087 trades.
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