Mitsubishi UFJ Asset Management Co. Ltd. Sells 2,458 Shares of Northrop Grumman Corporation $NOC

Mitsubishi UFJ Asset Management Co. Ltd. lowered its position in Northrop Grumman Corporation (NYSE:NOC) by 0.8% in the 4th quarter, Holdings Channel reports. The institutional investor owned 295,650 shares of the aerospace company’s stock after selling 2,458 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Northrop Grumman were worth $173,150,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Financial Life Planners bought a new stake in shares of Northrop Grumman in the 3rd quarter worth approximately $27,000. Torren Management LLC bought a new position in shares of Northrop Grumman during the 4th quarter valued at $26,000. Physician Wealth Advisors Inc. raised 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 worth $29,000 after purchasing an additional 32 shares during the period. Hopwood Financial Services Inc. bought a new stake in Northrop Grumman in the third quarter worth $30,000. Finally, Kohmann Bosshard Financial Services LLC bought a new stake in Northrop Grumman in the fourth quarter worth $29,000. 83.40% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on NOC. Deutsche Bank Aktiengesellschaft reaffirmed a “buy” rating and set a $765.00 price objective on shares of Northrop Grumman in a research note on Thursday, January 29th. Susquehanna reissued a “positive” rating and issued a $752.00 target price on shares of Northrop Grumman in a research note on Thursday, January 15th. BTIG Research restated a “buy” rating and set a $815.00 price target on shares of Northrop Grumman in a research report on Wednesday, April 22nd. Bank of America lifted their price target on Northrop Grumman from $685.00 to $750.00 and gave the stock a “buy” rating in a research note on Wednesday, January 28th. Finally, Royal Bank Of Canada boosted their price objective on Northrop Grumman from $715.00 to $750.00 and gave the company an “outperform” rating in a research report on Wednesday, January 28th. Two analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $710.74.

Northrop Grumman Price Performance

NOC stock 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 firm has a 50 day moving average price of $681.69 and a 200-day moving average price of $636.34. Northrop Grumman Corporation has a 52-week low of $453.01 and a 52-week high of $774.00. The firm has a market capitalization of $79.45 billion, a price-to-earnings ratio of 17.51, a PEG ratio of 3.99 and a beta of -0.11.

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

Northrop Grumman Announces Dividend

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

Trending Headlines about Northrop Grumman

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

Insider Activity

In related news, VP Benjamin R. Davies sold 2,189 shares of the stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $719.61, for a total transaction of $1,575,226.29. Following the sale, the vice president directly owned 151 shares of the company’s stock, valued at approximately $108,661.11. This represents a 93.55% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Kathy J. Warden sold 20,000 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $708.82, for a total transaction of $14,176,400.00. Following the sale, the chief executive officer owned 171,602 shares of the company’s stock, valued at approximately $121,634,929.64. This represents a 10.44% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 22,336 shares of company stock worth $15,859,374 over the last three months. 0.21% of the stock is currently owned by corporate insiders.

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.