Northrop Grumman’s (NOC) Buy Rating Reaffirmed at BTIG Research

Northrop Grumman (NYSE:NOC)‘s stock had its “buy” rating reaffirmed by research analysts at BTIG Research in a research note issued to investors on Wednesday,Benzinga reports. They presently have a $815.00 price objective on the aerospace company’s stock. BTIG Research’s price objective points to a potential upside of 33.30% from the stock’s current price.

A number of other equities analysts have also weighed in on NOC. Weiss Ratings restated a “buy (b)” rating on shares of Northrop Grumman in a report on Monday, March 23rd. TD Cowen restated a “hold” rating on shares of Northrop Grumman in a report on Wednesday, January 28th. Sanford C. Bernstein restated a “market perform” rating and issued a $727.00 price objective on shares of Northrop Grumman in a report on Monday, January 12th. Citigroup boosted their price objective on shares of Northrop Grumman from $781.00 to $807.00 and gave the stock a “buy” rating in a report on Thursday, April 2nd. Finally, Bank of America boosted their price objective on shares of Northrop Grumman from $685.00 to $750.00 and gave the stock a “buy” rating in a report on Wednesday, January 28th. Two investment 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. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $719.58.

Northrop Grumman Price Performance

Shares of NOC opened at $611.42 on Wednesday. Northrop Grumman has a twelve month low of $450.13 and a twelve month high of $774.00. The company has a market capitalization of $86.84 billion, a P/E ratio of 20.99, a price-to-earnings-growth ratio of 4.65 and a beta of 0.04. The firm has a 50 day moving average of $705.88 and a 200 day moving average of $639.26. The company has a quick ratio of 1.01, a current ratio of 1.10 and a debt-to-equity ratio of 0.91.

Northrop Grumman (NYSE:NOC) last announced its quarterly earnings data on Tuesday, April 21st. The aerospace company reported $6.14 earnings per share for the quarter, topping analysts’ consensus estimates of $6.06 by $0.08. Northrop Grumman had a net margin of 9.97% and a return on equity of 25.57%. The company had revenue of $9.88 billion during the quarter, compared to analyst estimates of $9.75 billion. During the same period in the previous year, the business earned $6.06 EPS. The firm’s revenue for the quarter was up 4.4% on a year-over-year basis. Northrop Grumman has set its FY 2026 guidance at 27.400-27.900 EPS. As a group, equities research analysts anticipate that Northrop Grumman will post 28.11 earnings per share for the current fiscal year.

Insider Activity at Northrop Grumman

In other Northrop Grumman news, VP Benjamin R. Davies sold 2,189 shares of Northrop Grumman stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $719.61, for a total value of $1,575,226.29. Following the completion of the sale, the vice president owned 151 shares of the company’s stock, valued at approximately $108,661.11. The trade was a 93.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Mark A. Welsh III sold 95 shares of Northrop Grumman stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $684.52, for a total transaction of $65,029.40. Following the completion of the sale, the director directly owned 4,203 shares of the company’s stock, valued at approximately $2,877,037.56. This trade represents a 2.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 22,431 shares of company stock worth $15,924,404. Company insiders own 0.21% of the company’s stock.

Institutional Investors Weigh In On Northrop Grumman

Large investors have recently added to or reduced their stakes in the stock. Financial Life Planners bought a new stake in Northrop Grumman in the 3rd quarter worth approximately $27,000. Torren Management LLC bought a new stake in Northrop Grumman in the 4th quarter worth approximately $26,000. Karpus Management Inc. purchased a new position in shares of Northrop Grumman during the 4th quarter worth $26,000. Physician Wealth Advisors Inc. boosted its stake in shares of Northrop Grumman by 200.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 48 shares of the aerospace company’s stock worth $29,000 after acquiring an additional 32 shares during the last quarter. Finally, Hopwood Financial Services Inc. purchased a new position in shares of Northrop Grumman during the 3rd quarter worth $30,000. Institutional investors own 83.40% of the company’s stock.

More Northrop Grumman News

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

• Positive Sentiment: Q1 results beat and backlog support — NOC reported $6.14 EPS on ~$9.9B revenue, topping consensus; management highlighted strong aeronautics demand and a backlog that supports multi-year visibility. Northrop Grumman (NOC) Q1 Earnings and Revenues Beat Estimates
• Neutral Sentiment: Analyst view and longer-term targets remain constructive — multiple firms still carry buy ratings and analyst median price targets (~$750) that imply meaningful upside over time, supporting a longer-term bull case despite near-term volatility. Northrop Grumman Stock (NOC) Opinions on Q1 Earnings Release
• Negative Sentiment: Reaffirmed guidance below street expectations — management reiterated FY2026 EPS and revenue targets (EPS 27.40–27.90; revenue $43.5B–$44.0B), which came in slightly below consensus and disappointed investors who had hoped for an upside raise. Stealth Bomber Maker Northrop Grumman Delivers Strong Earnings. The Stock Is Down.
• Negative Sentiment: Quarterly cash use and program adjustment — Q1 showed about $1.6B operating cash use and ~$1.8B free-cash-flow use (seasonal but heavier than some expected) and a $71M unfavorable EAC adjustment in Space Systems (GEM 63XL launch anomaly), raising near-term execution and cash concerns. Northrop Grumman falls as investors focus on Q1 cash burn and a Space Systems charge
• Negative Sentiment: Higher capex tied to B-21 ramp — management raised FY2026 capex to ~$1.85B to support B-21 production capacity expansion, which is positive for program delivery but increases near-term cash needs and capital intensity. Northrop Grumman reaffirms $43.5B-$44B 2026 sales outlook while lifting 2026 capex to $1.85B for B-21 ramp

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.