Northrop Grumman (NYSE:NOC) Stock Price Expected to Rise, Bank of America Analyst Says

Northrop Grumman (NYSE:NOC) had its price objective hoisted by investment analysts at Bank of America from $685.00 to $750.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage currently has a “buy” rating on the aerospace company’s stock. Bank of America‘s price target would suggest a potential upside of 8.08% from the company’s current price.

Other research analysts have also issued research reports about the stock. BNP Paribas Exane began coverage on shares of Northrop Grumman in a report on Tuesday, November 18th. They set an “outperform” rating and a $710.00 price target for the company. Sanford C. Bernstein reiterated a “market perform” rating and set a $727.00 price objective on shares of Northrop Grumman in a research report on Monday, January 12th. Deutsche Bank Aktiengesellschaft set a $700.00 target price on shares of Northrop Grumman and gave the company a “buy” rating in a report on Wednesday, October 8th. Weiss Ratings reiterated a “buy (b)” rating on shares of Northrop Grumman in a report on Wednesday, December 24th. Finally, Morgan Stanley reissued an “overweight” rating and issued a $714.00 price objective on shares of Northrop Grumman in a research note on Tuesday, December 16th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, Northrop Grumman has a consensus rating of “Moderate Buy” and a consensus target price of $688.72.

Northrop Grumman Stock Performance

NYSE NOC opened at $693.95 on Wednesday. The company has a market capitalization of $98.49 billion, a price-to-earnings ratio of 23.82, a PEG ratio of 5.79 and a beta of 0.05. Northrop Grumman has a twelve month low of $426.24 and a twelve month high of $705.45. The stock has a fifty day simple moving average of $597.08 and a 200 day simple moving average of $587.22. The company has a quick ratio of 0.98, a current ratio of 1.10 and a debt-to-equity ratio of 0.91.

Northrop Grumman (NYSE:NOC) last issued its quarterly earnings results on Tuesday, January 27th. The aerospace company reported $7.23 earnings per share for the quarter, beating the consensus estimate of $6.97 by $0.26. Northrop Grumman had a return on equity of 25.57% and a net margin of 9.97%.The company had revenue of $11.71 billion during the quarter, compared to analysts’ expectations of $11.61 billion. During the same quarter in the prior year, the firm posted $6.39 earnings per share. The business’s quarterly revenue was up 9.6% on a year-over-year basis. Northrop Grumman has set its FY 2026 guidance at 27.400-27.900 EPS. Sell-side analysts expect that Northrop Grumman will post 28.05 EPS for the current year.

Insider Buying and Selling

In related news, CEO Kathy J. Warden sold 3,000 shares of Northrop Grumman stock in a transaction on Tuesday, January 6th. The shares were sold at an average price of $615.00, for a total value of $1,845,000.00. Following the completion of the sale, the chief executive officer owned 191,602 shares of the company’s stock, valued at approximately $117,835,230. This trade represents a 1.54% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Mark A. Welsh III sold 97 shares of the company’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $564.08, for a total transaction of $54,715.76. Following the transaction, the director owned 4,281 shares in the company, valued at approximately $2,414,826.48. The trade was a 2.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 10,097 shares of company stock valued at $6,099,716 in the last three months. Insiders own 0.23% of the company’s stock.

Hedge Funds Weigh In On Northrop Grumman

Large investors have recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its position in shares of Northrop Grumman by 176.3% during the fourth quarter. Brighton Jones LLC now owns 2,970 shares of the aerospace company’s stock valued at $1,394,000 after purchasing an additional 1,895 shares in the last quarter. Bison Wealth LLC lifted its position in shares of Northrop Grumman by 5.3% during the 4th quarter. Bison Wealth LLC now owns 641 shares of the aerospace company’s stock worth $301,000 after buying an additional 32 shares in the last quarter. Woodline Partners LP boosted its stake in shares of Northrop Grumman by 367.7% in the 1st quarter. Woodline Partners LP now owns 2,516 shares of the aerospace company’s stock worth $1,288,000 after buying an additional 1,978 shares during the last quarter. V Square Quantitative Management LLC grew its holdings in shares of Northrop Grumman by 27.4% in the second quarter. V Square Quantitative Management LLC now owns 605 shares of the aerospace company’s stock valued at $302,000 after acquiring an additional 130 shares in the last quarter. Finally, GC Wealth Management RIA LLC purchased a new stake in shares of Northrop Grumman during the second quarter valued at approximately $496,000. Institutional investors own 83.40% of the company’s stock.

Trending Headlines about Northrop Grumman

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

• Positive Sentiment: Q4 beat, stronger margins, record backlog and cash flow — Northrop reported higher-than-expected EPS and revenue, expanded operating margin, produced strong free cash flow and a record backlog that supports future revenue visibility. Northrop Grumman posts higher quarterly profit
• Positive Sentiment: Analysts lifting forecasts and price targets — multiple firms have boosted earnings/price targets and reiterated buy ratings after the Q4 beat (notable increases cited by several outlets), providing near-term upside support. These Analysts Boost Their Forecasts On Northrop Grumman
• Positive Sentiment: Technical breakout / buy signal attracted capital — MarketBeat highlights a breakout from consolidation into new highs and says the move was confirmed after earnings, which has drawn momentum buyers and institutional inflows. Northrop Grumman Flashed a Buy Signal—And the Market Backed It Up
• Positive Sentiment: Contracts, partnerships and defense tailwinds — coverage notes new strategic contracts and global defense partnerships, and cites geopolitical demand as a driver for sustained revenue growth across segments. NOC Builds Momentum With Strategic Contracts
• Neutral Sentiment: Longer-term opportunity in advanced tech ecosystems — an analyst piece that highlights NOC as an enabler in quantum/advanced systems suggests multi-year structural growth, but the near-term revenue/earnings impact is uncertain. Quantum’s Next Winners? 3 Enablers
• Negative Sentiment: Cautious FY26 guidance disappointed some investors — management’s FY26 outlook came in below some expectations, which tempers near-term sentiment despite the Q4 beat. Q4 Beat, 2026 Outlook Disappoints
• Negative Sentiment: Buybacks paused to accelerate B‑21 production — management signaled pausing share repurchases while pursuing agreements to speed B‑21 output; this reduces one near-term shareholder-support mechanism even if it funds prioritized program delivery. Expect Agreement Soon To Accelerate B-21 Production; Pausing Buybacks

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.