Q2 EPS Forecast for Northrop Grumman Reduced by Analyst

Northrop Grumman Co. (NYSE:NOC) – Analysts at Zacks Research dropped their Q2 2025 earnings per share (EPS) estimates for Northrop Grumman in a report issued on Tuesday, June 10th. Zacks Research analyst A. Dutta now expects that the aerospace company will post earnings per share of $6.68 for the quarter, down from their previous forecast of $6.70. The consensus estimate for Northrop Grumman’s current full-year earnings is $28.05 per share. Zacks Research also issued estimates for Northrop Grumman’s FY2025 earnings at $27.80 EPS, Q1 2026 earnings at $5.44 EPS, Q2 2026 earnings at $4.83 EPS, Q3 2026 earnings at $11.04 EPS, FY2026 earnings at $27.34 EPS and FY2027 earnings at $29.57 EPS.

Northrop Grumman (NYSE:NOC) last released its earnings results on Tuesday, April 22nd. The aerospace company reported $6.06 EPS for the quarter, missing the consensus estimate of $6.33 by ($0.27). The company had revenue of $9.47 billion for the quarter, compared to analyst estimates of $10.07 billion. Northrop Grumman had a return on equity of 26.24% and a net margin of 10.17%.

Other analysts also recently issued reports about the company. UBS Group lowered their target price on Northrop Grumman from $583.00 to $571.00 and set a “buy” rating for the company in a research note on Wednesday, April 23rd. Susquehanna dropped their target price on Northrop Grumman from $557.00 to $540.00 and set a “positive” rating on the stock in a report on Wednesday, April 23rd. Wall Street Zen cut Northrop Grumman from a “buy” rating to a “hold” rating in a report on Thursday, April 24th. The Goldman Sachs Group upgraded shares of Northrop Grumman from a “sell” rating to a “neutral” rating and lifted their price objective for the stock from $424.00 to $521.00 in a research report on Friday, April 11th. Finally, Morgan Stanley boosted their price target on shares of Northrop Grumman from $580.00 to $625.00 and gave the company an “overweight” rating in a report on Wednesday, April 16th. Nine analysts have rated the stock with a hold rating, nine have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, Northrop Grumman currently has a consensus rating of “Moderate Buy” and an average price target of $545.31.

Northrop Grumman Price Performance

NOC stock opened at $517.22 on Thursday. Northrop Grumman has a 52-week low of $418.60 and a 52-week high of $555.57. The stock’s fifty day simple moving average is $490.98 and its 200-day simple moving average is $482.62. The company has a quick ratio of 0.91, a current ratio of 1.01 and a debt-to-equity ratio of 0.96. The stock has a market capitalization of $74.44 billion, a price-to-earnings ratio of 18.25, a price-to-earnings-growth ratio of 3.73 and a beta of 0.14.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the business. Redhawk Wealth Advisors Inc. boosted its position in shares of Northrop Grumman by 3.0% in the 1st quarter. Redhawk Wealth Advisors Inc. now owns 644 shares of the aerospace company’s stock valued at $330,000 after purchasing an additional 19 shares during the period. Salvus Wealth Management LLC grew its holdings in shares of Northrop Grumman by 1.5% in the 1st quarter. Salvus Wealth Management LLC now owns 1,349 shares of the aerospace company’s stock worth $691,000 after acquiring an additional 20 shares during the period. IAG Wealth Partners LLC grew its holdings in shares of Northrop Grumman by 8.4% in the 1st quarter. IAG Wealth Partners LLC now owns 271 shares of the aerospace company’s stock worth $139,000 after acquiring an additional 21 shares during the period. Integrated Investment Consultants LLC grew its holdings in Northrop Grumman by 3.9% during the 1st quarter. Integrated Investment Consultants LLC now owns 553 shares of the aerospace company’s stock valued at $283,000 after buying an additional 21 shares during the last quarter. Finally, Sapient Capital LLC grew its holdings in Northrop Grumman by 1.1% during the 4th quarter. Sapient Capital LLC now owns 2,049 shares of the aerospace company’s stock valued at $962,000 after buying an additional 22 shares during the last quarter. Institutional investors and hedge funds own 83.40% of the company’s stock.

Insider Activity at Northrop Grumman

In related news, CEO Kathy J. Warden sold 7,500 shares of the stock in a transaction that occurred on Friday, June 13th. The shares were sold at an average price of $505.77, for a total transaction of $3,793,275.00. Following the completion of the sale, the chief executive officer now owns 201,602 shares of the company’s stock, valued at $101,964,243.54. This represents a 3.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Roshan S. Roeder sold 991 shares of the firm’s stock in a transaction on Wednesday, June 4th. The shares were sold at an average price of $490.00, for a total transaction of $485,590.00. Following the sale, the vice president now owns 319 shares in the company, valued at approximately $156,310. This represents a 75.65% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 12,340 shares of company stock worth $6,183,378. 0.23% of the stock is owned by corporate insiders.

Northrop Grumman Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 18th. Investors of record on Monday, June 2nd will be paid a dividend of $2.31 per share. This is a boost from Northrop Grumman’s previous quarterly dividend of $2.06. The ex-dividend date of this dividend is Monday, June 2nd. This represents a $9.24 dividend on an annualized basis and a dividend yield of 1.79%. Northrop Grumman’s payout ratio is 36.46%.

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.