Market Cap
$68.7B
NOC
NORTHROP GRUMMAN CORP /DE/
$478.00 ▼ -0.83%
Prev close $482.00Market cap$68.7B
ConsensusBuy
12-mo target$639.23 (+33.7%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)High Impact Filing (8/10)39 New Institutional Positions11 Institutional Exits Defense Tech
Snapshot
The big-picture read on NOC right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (61%)
Inst. Holders
50 funds
Inst. Value
$47.8B
Inst. Activity
39 buys / 11 sells
Insider Activity
$0.00 buy / $3.2M sell
Insider Net $
-$3.2M
Social Sentiment
64° Warm
SEC Reports
8
Press Releases
1
Congressional
1 trades
Price chart 30d -9.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 2, 2026 other
Meet FORTITUDE™: The Single Chip Supercharging Data Speed and System Performance
A universal boost for today’s systems that delivers the speed tomorrow’s networks demand A universal
Sep 30, 2026 Insider
Brown Marianne Catherine was granted 96 shares
Director @ $483.48 ($46.4K)
Sep 30, 2026 Insider
Aug 21, 2026 SEC KRISHNA ARVIND was granted 75 shares
Director @ $483.48 ($36.3K)
Northrop Grumman filed an 8-K reporting that the independent board approved a one-time performance-based equity grant of
8-K — Impact 2/10
Aug 19, 2026 Insider
Jul 21, 2026 SEC Warden Kathy J was granted 35,910 shares
Chair, CEO and President
Northrop Grumman reported Q2 2026 sales of $10.9B (+5% YoY), slightly above consensus, but GAAP EPS of $7.68 missed the
PRESS-RELEASE — Impact 6/10
Northrop Grumman reported Q2 2026 sales of $10.9B (+5% YoY), slightly above consensus, but GAAP EPS of $7.68 missed the
8-K — Impact 6/10
Jun 30, 2026 Inst.
Capital World Investors — TRIM
5,062,384 shares ($2.6B)
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
61% rate it Buy or better · 28 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | RBC Capital | DOWNGRADE | Sector Perform | 55% |
| Sep 23, 2026 | Bernstein | MAINTAIN | Market Perform | 51% |
| Sep 15, 2026 | Guggenheim | INITIATE | Buy | 52% |
| Sep 8, 2026 | UBS | MAINTAIN | Buy | 55% |
| Aug 19, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Aug 13, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jul 23, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 22, 2026 | TD Cowen | MAINTAIN | Hold | 56% |
| Jul 22, 2026 | Susquehanna | MAINTAIN | Positive | 56% |
| Jul 22, 2026 | UBS | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 12 | 11 | 0 | 0 | 61% | |
| Aug 1, 2026 | 5 | 13 | 10 | 0 | 0 | 64% | |
| Jul 1, 2026 | 5 | 13 | 10 | 0 | 0 | 64% | |
| Jun 1, 2026 | 5 | 13 | 10 | 0 | 0 | 64% | |
| May 1, 2026 | 5 | 12 | 12 | 0 | 0 | 59% | |
| Apr 1, 2026 | 5 | 12 | 12 | 0 | 0 | 59% | |
| Mar 1, 2026 | 5 | 11 | 12 | 0 | 0 | 57% | |
| Feb 1, 2026 | 5 | 11 | 12 | 0 | 0 | 57% |
Price targets
Where 22 covering analysts think NOC trades over the next 12 months.
$639.23 +33.7% upside Strong Buy
Current$478.00 Low$525.00 Median$620.00 High$815.00 22 analysts
$525.00$815.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +6.8%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
64°
Warm
BearishNeutralBullish
Recent posts
NOC (Northrop Grumman) Valuation Breakdown: Trading Near 52-Week Lows Despite Record Backlog - Deep Value or Value Trap?
▲ 1 · 💬 0· ⚡ 0.5
NOC (Northrop) Trading Near 52-Week Low and Below Historical PE. buy?
▲ 1 · 💬 0· ⚡ 0.5
1,000+ Trades: Trump portfolio active in defense and energy during June
▲ 1 · 💬 6· ⚡ 0.5
Need help consolidating my stock list.
▲ 1 · 💬 8· ⚡ 0.5
Just thoughts on LMT / NOC for dividends and dividend growth / future space technology
▲ 1 · 💬 8· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 1 bullish, 0 bearish, 2 mixed, 5 neutral · avg impact 4.4/10.Plus 1 press releases.
NEUTRAL8-K2/10
Northrop Grumman filed an 8-K reporting that the independent board approved a one-time performance-b
Aug 21, 2026
MIXEDPRESS-RELEASE6/10
Northrop Grumman reported Q2 2026 sales of $10.9B (+5% YoY), slightly above consensus, but GAAP EPS
Jul 21, 2026
MIXED8-K6/10
Northrop Grumman reported Q2 2026 sales of $10.9B (+5% YoY), slightly above consensus, but GAAP EPS
Jul 21, 2026
NEUTRALPRESS-RELEASE1/10
Northrop Grumman announced that its Q2 2026 earnings will be released on July 21, 2026, before marke
Jun 18, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 2, 2026
other
Meet FORTITUDE™: The Single Chip Supercharging Data Speed and System Performance
A universal boost for today’s systems that delivers the speed tomorrow’s networks demand A universal boost for today’s systems that delivers the speed
Sep 17, 2026
earnings
Northrop Grumman Announces Date for Third Quarter 2026 Financial Results and Webcast
FALLS CHURCH, Va., Sept. 17, 2026 (GLOBE NEWSWIRE) -- Northrop Grumman Corporation (NYSE: NOC) announced today that its third quarter 2026 financial r
Sep 8, 2026
ftd
FTD: NOC — 34,016 shares ($17.5M) failed to deliver
Settlement: 20260908, Price: $514.98, FTD Value: $17,517,559.68, NORTHROP GRUMMAN CP (HLDG CO)
Sep 7, 2026
dark_pool
Dark Pool: NOC — 0.8M shares, 40,173 trades
Week starting 2026-09-07. Total ATS volume: 833,856 shares across 40,173 trades.
Aug 31, 2026
dark_pool
Dark Pool: NOC — 0.7M shares, 43,038 trades
Week starting 2026-08-31. Total ATS volume: 733,106 shares across 43,038 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $7.17 | $6.69–$7.35 | -6.5% | +0.1% | 14↑ 2↓ | $11.1B | 18 |
| Next Q | $8.01 | $7.70–$8.29 | 10.8% | +0.0% | 10↑ 5↓ | $12.2B | 18 |
| Current FY | $29.00 | $28.56–$29.63 | 10.1% | +0.0% | 21↑ 0↓ | $44.1B | 22 |
| Next FY | $30.45 | $29.50–$31.84 | 5.0% | +0.0% | 15↑ 3↓ | $47.0B | 23 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $7.171 | — |
| 7d ago | $7.164 | +0.007 |
| 30d ago | $7.163 | +0.009 |
| 60d ago | $7.139 | +0.033 |
| 90d ago | $7.001 | +0.171 |
Institutional ownership
Which big funds own NOC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $47.8B total value (93,391,500 shares) as of 2026-Q2. Top holders: STATE, BlackRock,, VANGUARD. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| STATE STREET CORP | 13,169,195 | $6.7B | 14.0% | — |
| BlackRock, Inc. | 11,783,817 | $6.0B | 12.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 8,997,139 | $4.6B | 9.6% | — |
| Capital International Investors | 5,852,674 | $3.0B | 6.2% | — |
| Capital World Investors | 5,062,384 | $2.6B | 5.4% | TRIM -26.5% |
| WELLINGTON MANAGEMENT GROUP LLP | 4,932,780 | $2.5B | 5.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3,595,011 | $1.8B | 3.8% | — |
| MORGAN STANLEY | 3,562,274 | $1.8B | 3.8% | — |
| FRANKLIN RESOURCES INC | 3,374,876 | $1.7B | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 3,261,247 | $1.7B | 3.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Capital World Investors | TRIM | 6,892,150 | 5,062,384 | -26.5% | $2.6B |
| JPMORGAN CHASE & CO | TRIM | 2,047,601 | 1,400,270 | -31.6% | $694.6M |
| FMR LLC | TRIM | 2,105,462 | 1,303,808 | -38.1% | $664.0M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | ADD | 692,865 | 1,180,299 | +70.4% | $601.1M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | TRIM | 1,519,496 | 1,121,257 | -26.2% | $572.2M |
| Qube Research & Technologies Ltd | DOUBLED | 187,878 | 671,165 | +257.2% | $341.8M |
| CITADEL ADVISORS LLC | DOUBLED | 74,116 | 567,594 | +665.8% | $289.1M |
| PeakShares LLC | NEW | — | 500 | — | $254.7M |
| Capital Research Global Investors | TRIM | 1,217,189 | 473,287 | -61.1% | $240.7M |
| D. E. Shaw & Co., Inc. | DOUBLED | 207,820 | 439,175 | +111.3% | $223.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$3.2M — $0.00 bought, $3.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Brown Marianne Catherine | Director | AWARD | 96 | $483.48 | $46.4K |
| Sep 30, 2026 | KRISHNA ARVIND | Director | AWARD | 75 | $483.48 | $36.3K |
| Aug 19, 2026 | Warden Kathy J | Chair, CEO and President | AWARD | 35,910 | — | — |
| Aug 3, 2026 | WELSH MARK A III | Director | SELL | 2 | $550.68 | $1.1K |
| Aug 3, 2026 | WELSH MARK A III | Director | SELL | 8 | $544.53 | $4.4K |
| Aug 3, 2026 | WELSH MARK A III | Director | SELL | 19 | $545.59 | $10.4K |
| Aug 3, 2026 | WELSH MARK A III | Director | SELL | 11 | $546.42 | $6.0K |
| Aug 3, 2026 | WELSH MARK A III | Director | SELL | 31 | $547.42 | $17.0K |
| Aug 3, 2026 | WELSH MARK A III | Director | SELL | 10 | $548.32 | $5.5K |
| Aug 3, 2026 | WELSH MARK A III | Director | SELL | 6 | $549.50 | $3.3K |
Congressional trades
NOC trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 8, 2026 | William Keating | D | HOUSE | BUY | $1,001 - $15,000 | Northrop Grumman Corp | May 19, 2026(12d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for NOC.
Shares short
2,247,342
Settlement Sep 15, 2026
Change vs prior
-5.9%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈1.6%
Estimate — not % of float
All NOC filing & press-release reports (9)
- 8-K reportAug 21, 2026
- PRESS-RELEASE reportJul 21, 2026
- 8-K reportJul 21, 2026
- PRESS-RELEASE reportJun 18, 2026
- S-3ASR reportApr 21, 2026
- PRESS-RELEASE reportApr 21, 2026
- 8-K reportApr 21, 2026
- PRESS-RELEASE reportMar 19, 2026
- CLUSTER reportMar 3, 2026