Q3 EPS Estimates for Northrop Grumman Cut by Zacks Research

Northrop Grumman Co. (NYSE:NOC) – Stock analysts at Zacks Research lowered their Q3 2025 earnings per share estimates for shares of Northrop Grumman in a research note issued to investors on Tuesday, June 10th. Zacks Research analyst A. Dutta now forecasts that the aerospace company will post earnings of $7.63 per share for the quarter, down from their prior forecast of $7.66. 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 Q4 2025 earnings at $7.43 EPS, Q4 2026 earnings at $6.03 EPS and Q1 2027 earnings at $1.93 EPS.

Northrop Grumman (NYSE:NOC) last announced its quarterly earnings data on Tuesday, April 22nd. The aerospace company reported $6.06 earnings per share for the quarter, missing analysts’ consensus estimates of $6.33 by ($0.27). The firm had revenue of $9.47 billion during the quarter, compared to analysts’ expectations of $10.07 billion. Northrop Grumman had a return on equity of 26.24% and a net margin of 10.17%.

Other equities analysts also recently issued research reports about the stock. Royal Bank of Canada reduced their price objective on shares of Northrop Grumman from $575.00 to $550.00 and set an “outperform” rating for the company in a research note on Wednesday, April 23rd. The Goldman Sachs Group upgraded shares of Northrop Grumman from a “sell” rating to a “neutral” rating and upped their price objective for the stock from $424.00 to $521.00 in a research report on Friday, April 11th. Wall Street Zen downgraded shares of Northrop Grumman from a “buy” rating to a “hold” rating in a research report on Thursday, April 24th. Wells Fargo & Company set a $525.00 price objective on shares of Northrop Grumman and gave the company an “overweight” rating in a report on Thursday, April 24th. Finally, Morgan Stanley increased their price objective on shares of Northrop Grumman from $580.00 to $625.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 16th. Nine investment analysts have rated the stock with a hold rating, nine have assigned a buy rating and one has issued a strong buy rating to the company. According to MarketBeat, Northrop Grumman currently has a consensus rating of “Moderate Buy” and an average price target of $545.31.

Northrop Grumman Stock Up 4.0%

Shares of NYSE:NOC opened at $517.22 on Friday. The company has a current ratio of 1.01, a quick ratio of 0.91 and a debt-to-equity ratio of 0.96. The company has a market cap of $74.44 billion, a price-to-earnings ratio of 18.25, a PEG ratio of 3.73 and a beta of 0.14. Northrop Grumman has a 12 month low of $422.19 and a 12 month high of $555.57. The company has a 50-day moving average price of $490.98 and a 200 day moving average price of $482.57.

Northrop Grumman Increases Dividend

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

Insider Activity at Northrop Grumman

In other news, CEO Kathy J. Warden sold 3,750 shares of the business’s stock in a transaction on Thursday, June 12th. The shares were sold at an average price of $495.00, for a total value of $1,856,250.00. Following the sale, the chief executive officer now owns 209,102 shares in the company, valued at approximately $103,505,490. The trade was a 1.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Roshan S. Roeder sold 991 shares of the company’s stock in a transaction that occurred on Wednesday, June 4th. The stock was sold at an average price of $490.00, for a total transaction of $485,590.00. Following the transaction, the vice president now owns 319 shares in the company, valued at $156,310. The trade was a 75.65% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 12,340 shares of company stock valued at $6,183,378. 0.23% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the business. Schroder Investment Management Group lifted its stake in shares of Northrop Grumman by 12.8% during the 4th quarter. Schroder Investment Management Group now owns 8,857 shares of the aerospace company’s stock worth $4,132,000 after buying an additional 1,008 shares during the last quarter. Geode Capital Management LLC raised its position in shares of Northrop Grumman by 0.7% in the 4th quarter. Geode Capital Management LLC now owns 3,025,263 shares of the aerospace company’s stock valued at $1,417,850,000 after buying an additional 21,903 shares in the last quarter. RFG Bristol Wealth Advisors LLC acquired a new position in shares of Northrop Grumman in the 4th quarter valued at approximately $284,000. Teacher Retirement System of Texas raised its position in shares of Northrop Grumman by 74.4% in the 4th quarter. Teacher Retirement System of Texas now owns 156,149 shares of the aerospace company’s stock valued at $73,279,000 after buying an additional 66,638 shares in the last quarter. Finally, Bay Capital Advisors LLC bought a new stake in shares of Northrop Grumman during the 4th quarter valued at approximately $363,000. Institutional investors and hedge funds own 83.40% of the company’s stock.

About Northrop Grumman

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.