Zacks Research Predicts Weaker Earnings for Northrop Grumman

Northrop Grumman Co. (NYSE:NOC) – Research analysts at Zacks Research decreased their Q3 2025 earnings per share estimates for shares of Northrop Grumman in a research report issued on Tuesday, December 3rd. Zacks Research analyst A. Dutta now expects that the aerospace company will earn $6.99 per share for the quarter, down from their previous estimate of $7.33. The consensus estimate for Northrop Grumman’s current full-year earnings is $25.93 per share. Zacks Research also issued estimates for Northrop Grumman’s Q4 2025 earnings at $7.26 EPS, FY2025 earnings at $27.39 EPS and Q3 2026 earnings at $11.44 EPS.

Several other research analysts also recently commented on NOC. Susquehanna raised their price target on shares of Northrop Grumman from $560.00 to $625.00 and gave the company a “positive” rating in a report on Friday, October 25th. UBS Group boosted their price target on shares of Northrop Grumman from $614.00 to $643.00 and gave the company a “buy” rating in a research report on Friday, October 25th. JPMorgan Chase & Co. boosted their price target on shares of Northrop Grumman from $500.00 to $560.00 and gave the company a “neutral” rating in a research report on Monday, October 14th. Wells Fargo & Company upped their target price on shares of Northrop Grumman from $509.00 to $565.00 and gave the stock an “equal weight” rating in a research note on Friday, October 25th. Finally, Morgan Stanley boosted their price objective on shares of Northrop Grumman from $579.00 to $592.00 and gave the company an “overweight” rating in a report on Friday, August 9th. One equities research analyst has rated the stock with a sell rating, ten have given a hold rating, five have issued a buy rating and one has given a strong buy rating to the company’s stock. According to MarketBeat, Northrop Grumman has a consensus rating of “Hold” and a consensus price target of $550.56.

Northrop Grumman Trading Down 1.3 %

NYSE:NOC opened at $473.33 on Thursday. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.09 and a quick ratio of 0.97. The firm has a 50-day moving average of $513.61 and a 200-day moving average of $487.60. The company has a market cap of $68.96 billion, a PE ratio of 29.33, a PEG ratio of 0.98 and a beta of 0.33. Northrop Grumman has a one year low of $418.60 and a one year high of $555.57.

Northrop Grumman (NYSE:NOC) last released its quarterly earnings results on Thursday, October 24th. The aerospace company reported $7.00 earnings per share for the quarter, beating analysts’ consensus estimates of $6.07 by $0.93. The company had revenue of $10 billion during the quarter, compared to the consensus estimate of $10.18 billion. Northrop Grumman had a net margin of 5.79% and a return on equity of 26.57%. The firm’s quarterly revenue was up 2.3% on a year-over-year basis. During the same period in the previous year, the business earned $6.18 earnings per share.

Institutional Investors Weigh In On Northrop Grumman

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Wellington Management Group LLP boosted its stake in shares of Northrop Grumman by 0.4% during the 3rd quarter. Wellington Management Group LLP now owns 4,140,892 shares of the aerospace company’s stock worth $2,186,681,000 after acquiring an additional 17,596 shares during the period. Geode Capital Management LLC raised its holdings in shares of Northrop Grumman by 0.6% during the 3rd quarter. Geode Capital Management LLC now owns 3,003,360 shares of the aerospace company’s stock worth $1,581,644,000 after buying an additional 18,791 shares in the last quarter. Franklin Resources Inc. grew its position in Northrop Grumman by 6.2% during the 3rd quarter. Franklin Resources Inc. now owns 2,426,270 shares of the aerospace company’s stock worth $1,315,729,000 after acquiring an additional 141,816 shares during the last quarter. Legal & General Group Plc grew its position in Northrop Grumman by 16.0% during the 2nd quarter. Legal & General Group Plc now owns 1,087,913 shares of the aerospace company’s stock worth $474,276,000 after acquiring an additional 150,367 shares during the last quarter. Finally, Charles Schwab Investment Management Inc. grew its position in Northrop Grumman by 0.4% during the 3rd quarter. Charles Schwab Investment Management Inc. now owns 809,445 shares of the aerospace company’s stock worth $427,444,000 after acquiring an additional 3,211 shares during the last quarter. Institutional investors own 83.40% of the company’s stock.

Insider Activity at Northrop Grumman

In other news, VP Benjamin R. Davies sold 1,156 shares of the stock in a transaction dated Monday, November 11th. The stock was sold at an average price of $532.93, for a total transaction of $616,067.08. Following the transaction, the vice president now owns 537 shares of the company’s stock, valued at approximately $286,183.41. This represents a 68.28 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders sold 1,255 shares of company stock valued at $666,461 over the last 90 days. 0.22% of the stock is currently owned by corporate insiders.

Northrop Grumman Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, December 18th. Stockholders of record on Monday, December 2nd will be paid a $2.06 dividend. The ex-dividend date is Monday, December 2nd. This represents a $8.24 annualized dividend and a dividend yield of 1.74%. Northrop Grumman’s payout ratio is 51.05%.

Northrop Grumman Company Profile

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.