MARK A III WELSH, a director at $NOC, sold 5 shares of the company on 02-02-2026 for an estimated $3,446. We received data on the trade from a recent SEC filing. This was a sale of approximately 0.1% of their shares of this class of stock. Following this trade, they now own 4,203 shares of this class of $NOC stock.
$NOC Insider Trading Activity
$NOC insiders have traded $NOC stock on the open market 22 times in the past 6 months. Of those trades, 0 have been purchases and 22 have been sales.
Here’s a breakdown of recent trading of $NOC stock by insiders over the last 6 months:
- KATHY J WARDEN (Chair, CEO and President) has made 0 purchases and 2 sales selling 10,000 shares for an estimated $6,045,000.
- MARK A III WELSH has made 0 purchases and 19 sales selling 192 shares for an estimated $119,744.
- ROSHAN S ROEDER (CVP & Pres. Mission Systems) sold 84 shares for an estimated $46,649
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$NOC Hedge Fund Activity
We have seen 767 institutional investors add shares of $NOC stock to their portfolio, and 705 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SOUNDWATCH CAPITAL LLC removed 12,915,065 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $7,869,407,405
- WELLINGTON MANAGEMENT GROUP LLP removed 1,234,149 shares (-22.4%) from their portfolio in Q3 2025, for an estimated $751,991,668
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 741,926 shares (+98.0%) to their portfolio in Q3 2025, for an estimated $452,070,350
- MORGAN STANLEY removed 467,017 shares (-11.3%) from their portfolio in Q3 2025, for an estimated $284,562,798
- CITADEL ADVISORS LLC added 438,015 shares (+inf%) to their portfolio in Q3 2025, for an estimated $266,891,299
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 388,591 shares (-99.5%) from their portfolio in Q3 2025, for an estimated $236,776,268
- PRICE T ROWE ASSOCIATES INC /MD/ removed 384,539 shares (-14.3%) from their portfolio in Q3 2025, for an estimated $234,307,303
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$NOC Revenue
$NOC had revenues of $11.7B in Q4 2025. This is an increase of 9.6% from the same period in the prior year.
You can track NOC financials on Quiver Quantitative's NOC stock page.
$NOC Congressional Stock Trading
Members of Congress have traded $NOC stock 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $NOC stock by members of Congress over the last 6 months:
- REPRESENTATIVE STEVE COHEN sold up to $50,000 on 12/29.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 09/05.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$NOC Analyst Ratings
Wall Street analysts have issued reports on $NOC in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 01/28/2026
- BTIG issued a "Buy" rating on 01/28/2026
- Citigroup issued a "Buy" rating on 01/13/2026
- UBS issued a "Buy" rating on 10/22/2025
- Susquehanna issued a "Positive" rating on 10/22/2025
- Morgan Stanley issued a "Overweight" rating on 10/15/2025
To track analyst ratings and price targets for $NOC, check out Quiver Quantitative's $NOC forecast page.
$NOC Price Targets
Multiple analysts have issued price targets for $NOC recently. We have seen 13 analysts offer price targets for $NOC in the last 6 months, with a median target of $700.0.
Here are some recent targets:
- Sheila Kahyaoglu from Jefferies set a target price of $690.0 on 02/02/2026
- Andre Madrid from BTIG set a target price of $815.0 on 01/28/2026
- Ken Herbert from RBC Capital set a target price of $750.0 on 01/28/2026
- John Godyn from Citigroup set a target price of $781.0 on 01/28/2026
- Gavin Parsons from UBS set a target price of $778.0 on 01/28/2026
- Ronald Epstein from B of A Securities set a target price of $750.0 on 01/28/2026
- Michael Ciarmoli from Truist Securities set a target price of $623.0 on 01/09/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
