3,821 Shares in Northrop Grumman Corporation $NOC Bought by SEB Asset Management AB

SEB Asset Management AB acquired a new stake in Northrop Grumman Corporation (NYSE:NOC) during the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 3,821 shares of the aerospace company’s stock, valued at approximately $2,607,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Kestra Investment Management LLC lifted its holdings in shares of Northrop Grumman by 4.4% in the fourth quarter. Kestra Investment Management LLC now owns 353 shares of the aerospace company’s stock worth $201,000 after acquiring an additional 15 shares during the last quarter. Evolution Wealth Management Inc. boosted its stake in shares of Northrop Grumman by 6.8% in the 4th quarter. Evolution Wealth Management Inc. now owns 235 shares of the aerospace company’s stock valued at $134,000 after purchasing an additional 15 shares in the last quarter. Frank Rimerman Advisors LLC grew its holdings in shares of Northrop Grumman by 0.8% during the 4th quarter. Frank Rimerman Advisors LLC now owns 1,973 shares of the aerospace company’s stock valued at $1,125,000 after purchasing an additional 16 shares during the last quarter. Capital Advisors Ltd. LLC increased its position in Northrop Grumman by 0.4% during the 4th quarter. Capital Advisors Ltd. LLC now owns 4,012 shares of the aerospace company’s stock worth $2,288,000 after purchasing an additional 16 shares in the last quarter. Finally, Golden State Equity Partners increased its position in Northrop Grumman by 1.2% during the 4th quarter. Golden State Equity Partners now owns 1,337 shares of the aerospace company’s stock worth $762,000 after purchasing an additional 16 shares in the last quarter. Institutional investors own 83.40% of the company’s stock.

Northrop Grumman Stock Up 1.3%

Shares of NYSE:NOC opened at $532.14 on Friday. The firm has a market cap of $75.58 billion, a P/E ratio of 16.90, a P/E/G ratio of 3.47 and a beta of -0.10. Northrop Grumman Corporation has a 12-month low of $479.02 and a 12-month high of $774.00. The business has a fifty day simple moving average of $535.78 and a 200 day simple moving average of $622.66. The company has a quick ratio of 1.04, a current ratio of 1.17 and a debt-to-equity ratio of 0.81.

Northrop Grumman (NYSE:NOC) last released its quarterly earnings results on Tuesday, July 21st. The aerospace company reported $7.68 EPS for the quarter, beating analysts’ consensus estimates of $6.82 by $0.86. The firm had revenue of $10.88 billion for the quarter, compared to analyst estimates of $10.80 billion. Northrop Grumman had a return on equity of 24.25% and a net margin of 10.48%.The business’s revenue was up 5.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $8.15 EPS. Northrop Grumman has set its FY 2026 guidance at 28.600-29.100 EPS. Analysts predict that Northrop Grumman Corporation will post 28.62 earnings per share for the current year.

Northrop Grumman Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, June 17th. Investors of record on Monday, June 1st were issued a $2.47 dividend. The ex-dividend date was Monday, June 1st. This is a boost from Northrop Grumman’s previous quarterly dividend of $2.31. This represents a $9.88 annualized dividend and a yield of 1.9%. Northrop Grumman’s dividend payout ratio (DPR) is currently 31.39%.

Northrop Grumman News Summary

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

• Positive Sentiment: Northrop Grumman’s Q2 results beat estimates, revenue topped expectations, and management raised 2026 guidance, which suggests improving operating momentum and better visibility into future earnings. Is Northrop Grumman (NOC) Undervalued As Earnings Beat And Guidance Rise?
• Positive Sentiment: The company’s record backlog, strong bookings, and program momentum could support faster growth in the second half of the year. NOC Q2 Earnings Call Signals Faster Growth in H2’26
• Positive Sentiment: Northrop’s Mission Robotic Vehicle launch highlights new space-service opportunities and reinforces the company’s position in high-profile space systems. Northrop Grumman’s Mission Robotic Vehicle Launched Into Space; Operations Begin In 2027
• Positive Sentiment: UBS raised its price target and kept a buy rating, signaling Wall Street still sees meaningful upside despite recent volatility. UBS Sticks to Its Buy Rating for Northrop Grumman (NOC)
• Neutral Sentiment: JPMorgan lowered its price target to $600 and kept a neutral rating, reflecting a more cautious near-term view but still implying upside from current levels. Northrop Grumman price target lowered by JPMorgan Chase & Co.
• Neutral Sentiment: Some recent commentary asks whether Northrop can keep converting backlog into sustained growth, suggesting investors may want more proof that recent strength is durable. Can Northrop Grumman (NYSE:NOC) Turn Backlog Into Momentum?
• Negative Sentiment: Recent articles also note that Northrop shares have been under pressure and have lagged this year, which may be limiting enthusiasm even after the earnings beat. Northrop Grumman (NOC) Stock May Be A Bargain Following Raised Outlook

Analysts Set New Price Targets

Several equities analysts recently commented on NOC shares. Raymond James Financial reissued an “outperform” rating on shares of Northrop Grumman in a research note on Monday, June 15th. BTIG Research reiterated a “buy” rating and set a $815.00 price target on shares of Northrop Grumman in a report on Wednesday, April 22nd. Weiss Ratings cut Northrop Grumman from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday, July 15th. Jefferies Financial Group cut their price objective on Northrop Grumman from $620.00 to $580.00 and set a “hold” rating on the stock in a report on Friday, June 26th. Finally, UBS Group boosted their price objective on Northrop Grumman from $666.00 to $685.00 and gave the stock a “buy” rating in a research report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat.com, Northrop Grumman has an average rating of “Moderate Buy” and a consensus price target of $655.24.

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.