Army penalties in spotlight: Social media erupted over reports of the U.S. Army pursuing $1.1 million in penalties against Northrop Grumman for delays in artillery ammunition deliveries to Ukraine, some stretching up to 18 months. Participants questioned supply chain vulnerabilities during critical geopolitical moments. Yet the relatively small penalty amount drew measured responses amid larger contract scales.
52-week highs fuel debate: Shares reaching new 52-week peaks prompted talks of sector momentum, with Northrop Grumman grouped among resilient defense plays like RTX and LMT. Enthusiasts pointed to a massive $95 billion backlog and programs like the B-21 bomber as drivers of sustained demand. Some warned the rally has left stocks appearing overextended.
Backlog bolsters confidence: Discussions highlighted AI portfolios snapping up positions in NOC, citing superior quarterly results and spring seasonality outperformance. Geopolitical tensions were seen reinforcing the company's defensive appeal. Operational slips notwithstanding, long-term growth narratives dominated the chatter.
Note: This discussion summary was generated from an AI condensation of post data.
Northrop Grumman Insider Trading Activity
Northrop Grumman 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.
Northrop Grumman Revenue
Northrop Grumman 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.
Northrop Grumman 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.
Northrop Grumman Hedge Fund Activity
We have seen 765 institutional investors add shares of Northrop Grumman stock to their portfolio, and 718 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.
Northrop Grumman Government Contracts
We have seen $5,900,425,507 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 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
- 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, check out Quiver Quantitative's $NOC forecast page.
Northrop Grumman 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
- Ronald Epstein from B of A Securities 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
- Ken Herbert from RBC Capital set a target price of $750.0 on 01/28/2026
- Andre Madrid from BTIG set a target price of $815.0 on 01/28/2026
- Gavin Parsons from UBS set a target price of $778.0 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. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
