Northrop Grumman Corporation (NOC) reported fourth-quarter 2025 results showing total revenue of $11.7 billion, up 9.6% year‑over‑year. Gross profit rose to $2.3 billion (+18.8% YoY) while operating profit reached $1.3 billion (+16.7% YoY).
Costs and cash-flow highlights:
Overall, Northrop Grumman (NOC) delivered stronger profitability and operating cash generation in Q4 2025, with earnings per share materially above expectations while revenue came in effectively in line with consensus.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Northrop Grumman Corporation Insider Trading Activity
Northrop Grumman Corporation insiders have traded $NOC stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 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 7 sales selling 97 shares for an estimated $54,715.
- 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.
Northrop Grumman Corporation Hedge Fund Activity
We have seen 775 institutional investors add shares of Northrop Grumman Corporation stock to their portfolio, and 684 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
- UBS GROUP AG removed 400,080 shares (-43.3%) from their portfolio in Q3 2025, for an estimated $243,776,745
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 388,591 shares (-99.5%) from their portfolio in Q3 2025, for an estimated $236,776,268
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Northrop Grumman Corporation Government Contracts
We have seen $5,984,697,143 of award payments to $NOC over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- NEXT GENERATION OVERHEAD PERSISTENT INFRARED POLAR SPACE VEHICLES 1 AND 2 STUDY.: $482,340,692
- IGF::OT::IGF NEXTSTEP NRA AWARD. THIS NEXTSTEP CONTRACT BUILDS UPON THE SUCCESS OF COMMERCIAL ORBITAL TRAN...: $352,848,228
- INTEGRATED BATTLE COMMAND SYSTEM (IBCS) HARDWARE FULL RATE PRODUCTION FOR WISLA PHASE II.: $309,558,169
- MQ-4C TRITON LRIP LOT 5 LONG LEAD ITEMS TO SUPPORT U.S. NAVY AND COOPERATIVE PARTNER AUSTRALIA.: $279,525,613
- DESIGN, TEST, PRODUCTION, REPAIR, SUPPORT, AND PROGRAM MANAGEMENT TO DEVELOP THE NEW CONFIGURATION AN/ALQ-2...: $175,646,426
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
Northrop Grumman Corporation Congressional Stock Trading
Members of Congress have traded $NOC stock 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $NOC stock by members of Congress over the last 6 months:
- 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.
Northrop Grumman Corporation Analyst Ratings
Wall Street analysts have issued reports on $NOC in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 01/13/2026
- BTIG issued a "Buy" rating on 10/22/2025
- Susquehanna issued a "Positive" rating on 10/22/2025
- UBS issued a "Buy" rating on 10/22/2025
- Morgan Stanley issued a "Overweight" rating on 10/15/2025
To track analyst ratings and price targets for Northrop Grumman Corporation, check out Quiver Quantitative's $NOC forecast page.
Northrop Grumman Corporation Price Targets
Multiple analysts have issued price targets for $NOC recently. We have seen 10 analysts offer price targets for $NOC in the last 6 months, with a median target of $693.0.
Here are some recent targets:
- Gavin Parsons from UBS set a target price of $777.0 on 01/15/2026
- John Godyn from Citigroup set a target price of $715.0 on 01/13/2026
- Michael Ciarmoli from Truist Securities set a target price of $623.0 on 01/09/2026
- Peter Skibitski from Alembic Global set a target price of $662.0 on 12/15/2025
- Douglas Harned from Bernstein set a target price of $696.0 on 10/23/2025
- Andre Madrid from BTIG set a target price of $680.0 on 10/22/2025
- Charles Minervino from Susquehanna set a target price of $690.0 on 10/22/2025
