Northrop Grumman Co. to Post Q4 2025 Earnings of $4.09 Per Share, Zacks Research Forecasts (NYSE:NOC)

Northrop Grumman Co. (NYSE:NOC) – Equities research analysts at Zacks Research lifted their Q4 2025 EPS estimates for shares of Northrop Grumman in a report issued on Monday, April 15th. Zacks Research analyst A. Dutta now forecasts that the aerospace company will post earnings per share of $4.09 for the quarter, up from their prior forecast of $3.96. The consensus estimate for Northrop Grumman’s current full-year earnings is $24.67 per share. Zacks Research also issued estimates for Northrop Grumman’s Q1 2026 earnings at $8.64 EPS and FY2026 earnings at $29.22 EPS.

Northrop Grumman (NYSE:NOC) last announced its quarterly earnings data on Thursday, January 25th. The aerospace company reported $6.27 EPS for the quarter, beating analysts’ consensus estimates of $5.80 by $0.47. Northrop Grumman had a net margin of 5.23% and a return on equity of 23.07%. The company had revenue of $10.64 billion during the quarter, compared to the consensus estimate of $10.43 billion. During the same quarter last year, the firm posted $7.50 EPS. The company’s quarterly revenue was up 6.0% on a year-over-year basis.

NOC has been the subject of a number of other research reports. Robert W. Baird cut their target price on shares of Northrop Grumman from $505.00 to $475.00 and set a “neutral” rating for the company in a research note on Friday, January 26th. Royal Bank of Canada restated a “sector perform” rating and set a $450.00 target price (down previously from $515.00) on shares of Northrop Grumman in a research note on Friday, January 26th. Susquehanna cut their target price on shares of Northrop Grumman from $560.00 to $540.00 and set a “positive” rating for the company in a research note on Friday, January 26th. TheStreet cut shares of Northrop Grumman from a “b+” rating to a “c+” rating in a research note on Thursday, January 25th. Finally, StockNews.com cut shares of Northrop Grumman from a “buy” rating to a “hold” rating in a research note on Monday, January 29th. One analyst has rated the stock with a sell rating, eight have given a hold rating and four have issued a buy rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $494.33.

Northrop Grumman Stock Performance

NYSE NOC opened at $451.82 on Tuesday. The firm has a 50-day moving average of $459.54 and a 200-day moving average of $464.20. The company has a debt-to-equity ratio of 0.93, a quick ratio of 1.05 and a current ratio of 1.15. The stock has a market cap of $66.96 billion, a PE ratio of 33.52, a P/E/G ratio of 1.81 and a beta of 0.35. Northrop Grumman has a 52-week low of $414.56 and a 52-week high of $496.89.

Northrop Grumman Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, March 13th. Shareholders of record on Monday, February 26th were paid a $1.87 dividend. This represents a $7.48 annualized dividend and a yield of 1.66%. The ex-dividend date of this dividend was Friday, February 23rd. Northrop Grumman’s dividend payout ratio (DPR) is 55.49%.

Insiders Place Their Bets

In other Northrop Grumman news, CAO Michael A. Hardesty sold 210 shares of Northrop Grumman stock in a transaction dated Wednesday, February 21st. The shares were sold at an average price of $454.68, for a total value of $95,482.80. Following the completion of the sale, the chief accounting officer now owns 3,127 shares in the company, valued at approximately $1,421,784.36. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. In other news, CAO Michael A. Hardesty sold 210 shares of the business’s stock in a transaction that occurred on Wednesday, February 21st. The shares were sold at an average price of $454.68, for a total value of $95,482.80. Following the completion of the transaction, the chief accounting officer now directly owns 3,127 shares in the company, valued at approximately $1,421,784.36. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CAO Michael A. Hardesty sold 955 shares of the business’s stock in a transaction that occurred on Friday, February 16th. The shares were sold at an average price of $450.37, for a total transaction of $430,103.35. Following the completion of the transaction, the chief accounting officer now owns 4,137 shares of the company’s stock, valued at $1,863,180.69. The disclosure for this sale can be found here. Insiders sold 3,149 shares of company stock worth $1,421,147 in the last quarter. 0.22% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Northrop Grumman

Several hedge funds and other institutional investors have recently made changes to their positions in NOC. Moneta Group Investment Advisors LLC raised its position in shares of Northrop Grumman by 70,532.5% in the 4th quarter. Moneta Group Investment Advisors LLC now owns 637,105 shares of the aerospace company’s stock valued at $347,611,000 after buying an additional 636,203 shares in the last quarter. International Assets Investment Management LLC acquired a new position in shares of Northrop Grumman in the 4th quarter valued at approximately $283,114,000. Invesco Ltd. raised its position in shares of Northrop Grumman by 74.7% in the 3rd quarter. Invesco Ltd. now owns 1,174,556 shares of the aerospace company’s stock valued at $517,028,000 after buying an additional 502,060 shares in the last quarter. JPMorgan Chase & Co. raised its position in shares of Northrop Grumman by 10.1% in the 3rd quarter. JPMorgan Chase & Co. now owns 4,488,412 shares of the aerospace company’s stock valued at $1,975,754,000 after buying an additional 410,736 shares in the last quarter. Finally, London Co. of Virginia bought a new stake in shares of Northrop Grumman during the 3rd quarter valued at approximately $165,786,000. 83.40% of the stock is currently owned by institutional investors and hedge funds.

About Northrop Grumman

Northrop Grumman Corporation operates as an aerospace and defense technology company in the United States, Asia/Pacific, Europe, and internationally. The company's Aeronautics Systems segment designs, develops, manufactures, integrates, and sustains aircraft systems. This segment also offers unmanned autonomous aircraft systems, including high-altitude long-endurance strategic ISR systems and vertical take-off and landing tactical ISR systems; and strategic long-range strike aircraft, tactical fighter and air dominance aircraft, and airborne battle management and command and control systems.