Bank of America Issues Positive Forecast for Northrop Grumman (NYSE:NOC) Stock Price

Northrop Grumman (NYSE:NOC) had its price target raised by analysts at Bank of America from $685.00 to $750.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the aerospace company’s stock. Bank of America‘s target price points to a potential upside of 11.80% from the stock’s current price.

Several other equities research analysts have also issued reports on NOC. BNP Paribas Exane initiated coverage on shares of Northrop Grumman in a report on Tuesday, November 18th. They issued an “outperform” rating and a $710.00 target price for the company. Susquehanna reissued a “positive” rating and issued a $752.00 price objective on shares of Northrop Grumman in a research note on Thursday, January 15th. JPMorgan Chase & Co. upped their target price on Northrop Grumman from $575.00 to $640.00 and gave the company a “neutral” rating in a research note on Wednesday, October 22nd. Alembic Global Advisors raised Northrop Grumman from a “neutral” rating to an “overweight” rating and set a $662.00 price target for the company in a research note on Monday, December 15th. Finally, Deutsche Bank Aktiengesellschaft set a $700.00 price objective on Northrop Grumman and gave the company a “buy” rating in a report on Wednesday, October 8th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, Northrop Grumman currently has a consensus rating of “Moderate Buy” and an average price target of $671.61.

Northrop Grumman Trading Down 1.2%

NOC opened at $670.84 on Wednesday. The stock has a 50-day moving average of $592.10 and a 200 day moving average of $585.75. The company has a current ratio of 1.11, a quick ratio of 0.98 and a debt-to-equity ratio of 0.95. Northrop Grumman has a 12 month low of $426.24 and a 12 month high of $683.01. The firm has a market cap of $95.74 billion, a P/E ratio of 24.22, a P/E/G ratio of 5.36 and a beta of 0.05.

Northrop Grumman (NYSE:NOC) last posted its quarterly earnings data on Tuesday, January 27th. The aerospace company reported $7.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.97 by $0.26. The business had revenue of $11.71 billion during the quarter, compared to analyst estimates of $11.61 billion. Northrop Grumman had a return on equity of 25.49% and a net margin of 9.82%.The company’s revenue for the quarter was up 9.6% on a year-over-year basis. During the same period last year, the company earned $6.39 EPS. Northrop Grumman has set its FY 2026 guidance at 27.400-27.900 EPS. As a group, research analysts forecast that Northrop Grumman will post 28.05 EPS for the current year.

Insider Activity

In related news, Director Mark A. Welsh III sold 97 shares of Northrop Grumman stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $564.08, for a total value of $54,715.76. Following the completion of the sale, the director directly owned 4,281 shares in the company, valued at $2,414,826.48. The trade was a 2.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Kathy J. Warden sold 3,000 shares of the firm’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $615.00, for a total transaction of $1,845,000.00. Following the transaction, the chief executive officer directly owned 191,602 shares in the company, valued at $117,835,230. This trade represents a 1.54% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 10,097 shares of company stock valued at $6,099,716 over the last 90 days. 0.23% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Northrop Grumman

A number of hedge funds have recently made changes to their positions in the stock. Focused Investors LLC grew its position in Northrop Grumman by 4.1% during the 3rd quarter. Focused Investors LLC now owns 211,800 shares of the aerospace company’s stock worth $129,054,000 after purchasing an additional 8,300 shares during the last quarter. Mitchell Mcleod Pugh & Williams Inc. raised its stake in Northrop Grumman by 29.4% in the 2nd quarter. Mitchell Mcleod Pugh & Williams Inc. now owns 1,848 shares of the aerospace company’s stock worth $924,000 after acquiring an additional 420 shares during the last quarter. Merit Financial Group LLC lifted its position in Northrop Grumman by 74.5% during the 3rd quarter. Merit Financial Group LLC now owns 11,060 shares of the aerospace company’s stock worth $6,739,000 after acquiring an additional 4,721 shares during the period. Oak Thistle LLC purchased a new stake in Northrop Grumman during the 3rd quarter valued at about $1,015,000. Finally, Mawer Investment Management Ltd. acquired a new position in shares of Northrop Grumman in the second quarter valued at about $491,985,000. 83.40% of the stock is currently owned by hedge funds and other institutional investors.

More Northrop Grumman News

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

• Positive Sentiment: Q4 results beat on EPS and showed solid margin and cash generation — adjusted EPS topped estimates, revenue rose ~9.6% YoY and operating cash improved materially, supporting near‑term earnings credibility. Northrop Grumman posts higher quarterly profit as geopolitical uncertainty fuels demand
• Positive Sentiment: Record backlog and segment strength (Aeronautics up double digits) give revenue visibility — backlog near $95.7B supports multi‑year organic growth and underpins the company’s longer‑term volumes. What’s Going On With Northrop Grumman Stock?
• Positive Sentiment: Technical and institutional flow turned bullish — a Power Inflow / buy signal attracted buying and helped reverse an early pullback, amplifying the earnings reaction. That momentum is contributing to the intraday lift. Northrop Grumman Shares Rise 4% Following Key Trading Signal
• Negative Sentiment: FY‑2026 guidance was cautious versus Street expectations — EPS guidance (27.40–27.90) and revenue range were slightly below consensus, which creates near‑term uncertainty around growth versus investor models. Northrop Grumman Corp (NOC) Q4 2025 Earnings Call Highlights
• Negative Sentiment: Management announced a pause to share buybacks to accelerate B‑21 production — that reduces an important near‑term shareholder support mechanism even if it may boost long‑term program delivery. Investors will be watching program milestones and contract terms. Northrop Grumman Expects Agreement Soon To Accelerate B-21 Production; Pausing Buybacks
• Negative Sentiment: Ongoing insider sales and some large institutional rebalances are noted in filings — not unusual for a high‑value name, but these flows can add selling pressure if momentum fades. Northrop Grumman Releases Fourth Quarter and Full-Year 2025 Financial Results

About Northrop Grumman

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.