Recent discussions on X about Northrop Grumman (NOC) have been buzzing with activity following the company's announcement of its second-quarter 2025 financial results. Many users are highlighting the impressive earnings beat and the raised full-year profit guidance, with shares reportedly jumping significantly in early trading. The focus is on the aerospace and defense giant's strong operational performance amid rising global defense demand.
Conversations also touch on the broader context of geopolitical tensions driving interest in defense stocks, with some pointing to Northrop Grumman's key role in producing military technology like the B-2 bomber. There’s a mix of optimism about the company’s growth trajectory and critical commentary on the ethics of profiting from conflict. The dialogue remains dynamic as investors and observers react to the latest numbers and future outlook.
Note: This discussion summary was generated from an AI condensation of post data.
Northrop Grumman Congressional Stock Trading
Members of Congress have traded $NOC stock 3 times in the past 6 months. Of those trades, 1 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 GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 05/30.
- REPRESENTATIVE ROBERT BRESNAHAN sold up to $15,000 on 05/15.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Northrop Grumman Insider Trading Activity
Northrop Grumman insiders have traded $NOC stock on the open market 68 times in the past 6 months. Of those trades, 0 have been purchases and 68 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 3 sales selling 15,000 shares for an estimated $7,433,212.
- ROBERT J. FLEMING (CVP and Pres. Space Systems) sold 3,500 shares for an estimated $1,770,195
- THOMAS H JONES (CVP & Pres Aeronautics Systems) has made 0 purchases and 3 sales selling 2,187 shares for an estimated $1,101,351.
- MICHAEL A HARDESTY (Corp VP, Controller & CAO) sold 1,931 shares for an estimated $875,872
- KATHRYN G SIMPSON (Corp VP & General Counsel) has made 0 purchases and 2 sales selling 1,924 shares for an estimated $840,013.
- ROSHAN S ROEDER (CVP & Pres. Mission Systems) sold 991 shares for an estimated $485,590
- BENJAMIN R. DAVIES (CVP & Pres. Defense Systems) has made 0 purchases and 3 sales selling 949 shares for an estimated $426,658.
- MARK A III WELSH has made 0 purchases and 54 sales selling 198 shares for an estimated $96,456.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Northrop Grumman Hedge Fund Activity
We have seen 726 institutional investors add shares of Northrop Grumman stock to their portfolio, and 720 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GAMMA INVESTING LLC removed 1,516,687 shares (-99.8%) from their portfolio in Q2 2025, for an estimated $758,313,166
- WELLINGTON MANAGEMENT GROUP LLP added 974,633 shares (+23.4%) to their portfolio in Q1 2025, for an estimated $499,021,842
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 935,554 shares (+1425.2%) to their portfolio in Q1 2025, for an estimated $479,013,003
- JPMORGAN CHASE & CO removed 865,682 shares (-23.1%) from their portfolio in Q1 2025, for an estimated $443,237,840
- CAPITAL INTERNATIONAL INVESTORS added 613,621 shares (+7.4%) to their portfolio in Q1 2025, for an estimated $314,180,088
- VANGUARD GROUP INC added 588,520 shares (+4.6%) to their portfolio in Q1 2025, for an estimated $301,328,125
- AQR CAPITAL MANAGEMENT LLC added 446,940 shares (+98.8%) to their portfolio in Q1 2025, for an estimated $228,837,749
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Northrop Grumman Government Contracts
We have seen $7,424,060,320 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:
- INTEGRATED BATTLE COMMAND SYSTEM (IBCS) HARDWARE FULL RATE PRODUCTION FOR WISLA PHASE II.: $440,808,738
- IGF::OT::IGF NEXTSTEP NRA AWARD. THIS NEXTSTEP CONTRACT BUILDS UPON THE SUCCESS OF COMMERCIAL ORBITAL TRAN...: $420,292,933
- NEXT GENERATION OVERHEAD PERSISTENT INFRARED POLAR SPACE VEHICLES 1 AND 2 STUDY.: $357,238,535
- MQ-4C TRITON LRIP LOT 5 LONG LEAD ITEMS TO SUPPORT U.S. NAVY AND COOPERATIVE PARTNER AUSTRALIA.: $318,984,268
- 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 Analyst Ratings
Wall Street analysts have issued reports on $NOC in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 04/24/2025
- RBC Capital issued a "Outperform" rating on 04/23/2025
- Truist Securities issued a "Buy" rating on 04/23/2025
- Susquehanna issued a "Positive" rating on 04/23/2025
- UBS issued a "Buy" rating on 04/23/2025
- Morgan Stanley issued a "Overweight" rating on 04/16/2025
- Citigroup issued a "Buy" rating on 02/10/2025
To track analyst ratings and price targets for Northrop Grumman, check out Quiver Quantitative's $NOC forecast page.
Northrop Grumman Price Targets
Multiple analysts have issued price targets for $NOC recently. We have seen 9 analysts offer price targets for $NOC in the last 6 months, with a median target of $550.0.
Here are some recent targets:
- Scott Deuschle from Deutsche Bank set a target price of $542.0 on 07/08/2025
- Matthew Akers from Wells Fargo set a target price of $525.0 on 04/24/2025
- Ken Herbert from RBC Capital set a target price of $550.0 on 04/23/2025
- Michael Ciarmoli from Truist Securities set a target price of $550.0 on 04/23/2025
- Charles Minervino from Susquehanna set a target price of $540.0 on 04/23/2025
- Gavin Parsons from UBS set a target price of $571.0 on 04/23/2025
- Kristine Liwag from Morgan Stanley set a target price of $625.0 on 04/16/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
