Stratos Wealth Partners LTD. Has $5.06 Million Stock Position in Northrop Grumman Corporation $NOC

Stratos Wealth Partners LTD. boosted its position in Northrop Grumman Corporation (NYSE:NOC) by 25.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 8,308 shares of the aerospace company’s stock after acquiring an additional 1,689 shares during the period. Stratos Wealth Partners LTD.’s holdings in Northrop Grumman were worth $5,063,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Physician Wealth Advisors Inc. lifted its holdings in shares of 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 in the last quarter. Parvin Asset Management LLC acquired a new position in shares of Northrop Grumman during the second quarter valued at about $25,000. Hopwood Financial Services Inc. acquired a new position in shares of Northrop Grumman during the third quarter valued at about $30,000. Twin Peaks Wealth Advisors LLC bought a new stake in shares of Northrop Grumman during the second quarter worth about $31,000. Finally, NewSquare Capital LLC raised its holdings in shares of Northrop Grumman by 75.0% in the 2nd quarter. NewSquare Capital LLC now owns 63 shares of the aerospace company’s stock worth $31,000 after acquiring an additional 27 shares during the last quarter. Institutional investors own 83.40% of the company’s stock.

Insider Activity at Northrop Grumman

In other Northrop Grumman news, CEO Kathy J. Warden sold 20,000 shares of the business’s stock in a transaction on 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 $121,634,929.64. The trade was a 10.44% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Mark A. Welsh III sold 97 shares of the company’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $564.08, for a total value of $54,715.76. Following the sale, the director owned 4,281 shares in the company, valued at approximately $2,414,826.48. This represents a 2.22% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 30,192 shares of company stock valued at $20,341,145. 0.23% of the stock is owned by insiders.

Northrop Grumman Price Performance

Shares of NYSE:NOC opened at $693.86 on Friday. Northrop Grumman Corporation has a fifty-two week low of $426.24 and a fifty-two week high of $715.61. The company’s 50-day moving average is $623.65 and its 200 day moving average is $597.98. The company has a debt-to-equity ratio of 0.91, a quick ratio of 1.01 and a current ratio of 1.10. The company has a market capitalization of $98.47 billion, a P/E ratio of 23.82, a price-to-earnings-growth ratio of 5.04 and a beta of 0.04.

Northrop Grumman (NYSE:NOC) last released its earnings results on Tuesday, January 27th. The aerospace company reported $7.23 earnings per share for the quarter, beating analysts’ consensus estimates of $6.97 by $0.26. Northrop Grumman had a net margin of 9.97% and a return on equity of 25.57%. The firm had revenue of $11.71 billion for the quarter, compared to analysts’ expectations of $11.61 billion. During the same period in the previous year, the company earned $6.39 earnings per share. The company’s quarterly revenue was up 9.6% on a year-over-year basis. Northrop Grumman has set its FY 2026 guidance at 27.400-27.900 EPS. On average, equities research analysts forecast that Northrop Grumman Corporation will post 28.05 earnings per share for the current year.

Northrop Grumman Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, March 11th. Stockholders of record on Monday, February 23rd will be given a $2.31 dividend. The ex-dividend date of this dividend is Monday, February 23rd. This represents a $9.24 annualized dividend and a dividend yield of 1.3%. Northrop Grumman’s payout ratio is 31.72%.

Analyst Upgrades and Downgrades

A number of research analysts have recently weighed in on NOC shares. Truist Financial restated a “hold” rating and issued a $623.00 target price (down previously from $688.00) on shares of Northrop Grumman in a report on Friday, January 9th. Citigroup lifted their price objective on shares of Northrop Grumman from $715.00 to $781.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Deutsche Bank Aktiengesellschaft reiterated a “buy” rating and issued a $765.00 target price on shares of Northrop Grumman in a research note on Thursday, January 29th. Morgan Stanley reissued an “overweight” rating and set a $765.00 price target on shares of Northrop Grumman in a research report on Wednesday, January 28th. Finally, Jefferies Financial Group upped their price objective on shares of Northrop Grumman from $630.00 to $690.00 and gave the stock a “hold” rating in a research report on Sunday, February 1st. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $693.60.

Northrop Grumman News Summary

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

• Positive Sentiment: Deal/production boost — Northrop Grumman and Polish partner Niewiadow‑PGM aim to produce more than 180,000 artillery shells per year in Poland, strengthening European munitions supply and creating a recurring manufacturing revenue stream and on‑shoring advantage. Northrop Grumman and Polish arms maker aim to produce more than 180,000 artillery shells a year in Poland
• Positive Sentiment: Investor visibility — CEO Kathy Warden will present at Citi’s Global Industrial Tech & Mobility Conference on Feb. 18 (webcast available). Management’s presentation gives the company a platform to reinforce guidance, backlog and growth initiatives. Northrop Grumman to Participate in Citi’s 2026 Global Industrial Tech and Mobility Conference
• Positive Sentiment: Shareholder return — company declared a $2.31 quarterly dividend (ex‑div Feb. 23), supporting yield and signaling cash return capacity. That can help support the share price while investors digest growth vs. valuation. Northrop Grumman stock page
• Neutral Sentiment: Earnings backdrop — NOC recently beat Q4 estimates and set FY2026 EPS guidance (27.40–27.90), which confirms strong cash generation but leaves room for interpretation on near‑term growth trajectory. Analysts remain split between upgrading targets and cautious takes. Northrop Grumman stock page
• Negative Sentiment: Valuation/growth concerns — analyst commentary and a Motley Fool review flag that NOC trades at a rich multiple (Fool cites ~30x free cash flow) while management signals low‑to‑mid single‑digit sales growth, which could limit upside and prompt profit‑taking. Is Northrop Grumman Stock a 2026 Buy After Its 2025 Earnings Beat?
• Negative Sentiment: Insider selling — CEO Kathy Warden sold 20,000 shares (filed Feb. 6 at ~ $708.82), a large disclosed sale that some investors view as a negative signal even though insiders commonly sell for diversification/liquidity. Insider Selling: Northrop Grumman CEO Sells 20,000 Shares

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.