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

Northrop Grumman Co. (NYSE:NOC) – Equities research analysts at Zacks Research upped their Q4 2025 earnings estimates for shares of Northrop Grumman in a note issued to investors 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 previous 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.

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

Northrop Grumman Stock Performance

NYSE NOC opened at $451.29 on Tuesday. Northrop Grumman has a 1 year low of $414.56 and a 1 year high of $496.89. The company has a debt-to-equity ratio of 0.93, a current ratio of 1.15 and a quick ratio of 1.05. 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 company has a fifty day moving average price of $459.54 and a 200-day moving average price of $464.22.

Northrop Grumman (NYSE:NOC) last posted its earnings results on Thursday, January 25th. The aerospace company reported $6.27 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.80 by $0.47. Northrop Grumman had a net margin of 5.23% and a return on equity of 23.07%. The firm had revenue of $10.64 billion during the quarter, compared to analyst estimates of $10.43 billion. During the same quarter in the prior year, the business posted $7.50 EPS. The business’s revenue was up 6.0% compared to the same quarter last year.

Northrop Grumman Announces Dividend

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

Insider Buying and Selling

In other Northrop Grumman news, CAO Michael A. Hardesty sold 210 shares of Northrop Grumman 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 can be accessed through this link. In other Northrop Grumman news, CAO Michael A. Hardesty sold 210 shares of the 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 sale, the chief accounting officer now directly owns 3,127 shares in the company, valued at approximately $1,421,784.36. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Kathryn G. Simpson sold 711 shares of the business’s stock in a transaction on Tuesday, February 20th. The shares were sold at an average price of $453.22, for a total transaction of $322,239.42. Following the transaction, the vice president now owns 2,024 shares of the company’s stock, valued at $917,317.28. The disclosure for this sale can be found here. In the last quarter, insiders have sold 3,149 shares of company stock valued at $1,421,147. Corporate insiders own 0.22% of the company’s stock.

Institutional Trading of Northrop Grumman

Institutional investors and hedge funds have recently modified their holdings of the business. Toth Financial Advisory Corp raised its stake in Northrop Grumman by 19.1% in the third quarter. Toth Financial Advisory Corp now owns 131 shares of the aerospace company’s stock worth $58,000 after buying an additional 21 shares in the last quarter. Wesbanco Bank Inc. lifted its holdings in Northrop Grumman by 1.2% in the third quarter. Wesbanco Bank Inc. now owns 1,782 shares of the aerospace company’s stock worth $784,000 after buying an additional 21 shares during the period. Patten Group Inc. lifted its holdings in Northrop Grumman by 0.6% in the third quarter. Patten Group Inc. now owns 3,523 shares of the aerospace company’s stock worth $1,551,000 after buying an additional 22 shares during the period. Ausdal Financial Partners Inc. lifted its holdings in Northrop Grumman by 4.4% in the fourth quarter. Ausdal Financial Partners Inc. now owns 524 shares of the aerospace company’s stock worth $245,000 after buying an additional 22 shares during the period. Finally, Secure Asset Management LLC lifted its holdings in Northrop Grumman by 2.7% in the fourth quarter. Secure Asset Management LLC now owns 844 shares of the aerospace company’s stock worth $395,000 after buying an additional 22 shares during the period. Hedge funds and other institutional investors 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.