Equities Analysts Offer Predictions for Northrop Grumman Co.’s Q4 2025 Earnings (NYSE:NOC)

Northrop Grumman Co. (NYSE:NOC) – Investment analysts at Zacks Research lifted their Q4 2025 earnings per share (EPS) estimates for shares of Northrop Grumman in a report issued on Monday, April 15th. Zacks Research analyst A. Dutta now expects that the aerospace company will earn $4.09 per share 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 earnings results on Thursday, January 25th. The aerospace company reported $6.27 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $5.80 by $0.47. Northrop Grumman had a return on equity of 23.07% and a net margin of 5.23%. The firm had revenue of $10.64 billion during the quarter, compared to analysts’ expectations of $10.43 billion. During the same quarter in the prior year, the business earned $7.50 earnings per share. The company’s revenue was up 6.0% on a year-over-year basis.

Other analysts also recently issued reports about the company. Royal Bank of Canada reiterated a “sector perform” rating and set a $450.00 target price (down from $515.00) on shares of Northrop Grumman in a research report on Friday, January 26th. TheStreet lowered shares of Northrop Grumman from a “b+” rating to a “c+” rating in a research note on Thursday, January 25th. Robert W. Baird lowered their price objective 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. Susquehanna dropped their target price on shares of Northrop Grumman from $560.00 to $540.00 and set a “positive” rating on the stock in a research note on Friday, January 26th. 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 equities research analyst has rated the stock with a sell rating, eight have assigned a hold rating and four have assigned a buy rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $494.33.

Northrop Grumman Price Performance

Shares of NOC stock opened at $451.29 on Tuesday. The company has a quick ratio of 1.05, a current ratio of 1.15 and a debt-to-equity ratio of 0.93. Northrop Grumman has a 12 month low of $414.56 and a 12 month high of $496.89. The firm has a market cap of $66.88 billion, a price-to-earnings ratio of 33.48, a PEG ratio of 1.83 and a beta of 0.35. The stock has a 50-day moving average price of $459.54 and a 200 day moving average price of $464.22.

Northrop Grumman Announces Dividend

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

Insider Transactions at Northrop Grumman

In other news, VP Kathryn G. Simpson sold 1,273 shares of the firm’s stock in a transaction on Friday, February 16th. The stock was sold at an average price of $450.37, for a total transaction of $573,321.01. Following the completion of the sale, the vice president now directly owns 2,735 shares of the company’s stock, valued at approximately $1,231,761.95. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. In related news, CAO Michael A. Hardesty sold 210 shares of the business’s stock in a transaction dated Wednesday, February 21st. The stock was sold at an average price of $454.68, for a total transaction of $95,482.80. Following the completion of the transaction, the chief accounting officer now owns 3,127 shares of the company’s stock, valued at approximately $1,421,784.36. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Kathryn G. Simpson sold 1,273 shares of the company’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 value of $573,321.01. Following the completion of the sale, the vice president now owns 2,735 shares in the company, valued at $1,231,761.95. The disclosure for this sale can be found here. Insiders sold a total of 3,149 shares of company stock valued at $1,421,147 in the last three months. 0.22% of the stock is currently owned by corporate insiders.

Institutional Trading of Northrop Grumman

Hedge funds and other institutional investors have recently modified their holdings of the company. JPMorgan Chase & Co. lifted its position in Northrop Grumman by 10.1% during the third quarter. JPMorgan Chase & Co. now owns 4,488,412 shares of the aerospace company’s stock worth $1,975,754,000 after acquiring an additional 410,736 shares during the last quarter. Morgan Stanley lifted its position in Northrop Grumman by 3.5% during the third quarter. Morgan Stanley now owns 4,194,298 shares of the aerospace company’s stock worth $1,846,289,000 after acquiring an additional 142,036 shares during the last quarter. Sanders Capital LLC lifted its position in Northrop Grumman by 3.7% during the fourth quarter. Sanders Capital LLC now owns 2,271,466 shares of the aerospace company’s stock worth $1,063,364,000 after acquiring an additional 80,887 shares during the last quarter. Bank of New York Mellon Corp raised its position in shares of Northrop Grumman by 29.2% in the third quarter. Bank of New York Mellon Corp now owns 1,605,679 shares of the aerospace company’s stock valued at $706,804,000 after buying an additional 362,515 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its position in shares of Northrop Grumman by 30.1% in the first quarter. Price T Rowe Associates Inc. MD now owns 1,567,612 shares of the aerospace company’s stock valued at $723,799,000 after buying an additional 362,449 shares in the last quarter. Institutional investors and hedge funds own 83.40% of the company’s stock.

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.