Twin Capital Management Inc. Buys Shares of 1,159 Northrop Grumman Corporation $NOC

Posted by Stanley Muller on Jul 17th, 2026

Twin Capital Management Inc. purchased a new position in shares of Northrop Grumman Corporation (NYSE:NOC – Free Report) in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,159 shares of the aerospace company’s stock, valued at approximately $791,000.

A number of other institutional investors also recently made changes to their positions in NOC. Vanguard Group Inc. boosted its stake in shares of Northrop Grumman by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 13,740,721 shares of the aerospace company’s stock valued at $7,835,097,000 after acquiring an additional 209,135 shares during the last quarter. Capital World Investors lifted its holdings in Northrop Grumman by 39.4% in the 4th quarter. Capital World Investors now owns 3,434,041 shares of the aerospace company’s stock valued at $1,958,151,000 after purchasing an additional 970,029 shares in the last quarter. Geode Capital Management LLC lifted its holdings in Northrop Grumman by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 3,149,478 shares of the aerospace company’s stock valued at $1,793,478,000 after purchasing an additional 17,948 shares in the last quarter. Franklin Resources Inc. boosted its stake in shares of Northrop Grumman by 4.3% during the 4th quarter. Franklin Resources Inc. now owns 3,125,139 shares of the aerospace company’s stock worth $1,781,986,000 after purchasing an additional 128,855 shares during the last quarter. Finally, Invesco Ltd. boosted its stake in shares of Northrop Grumman by 3.9% during the 4th quarter. Invesco Ltd. now owns 1,666,517 shares of the aerospace company’s stock worth $950,265,000 after purchasing an additional 62,817 shares during the last quarter. 83.40% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have recently weighed in on NOC. Jefferies Financial Group cut their price objective on shares of Northrop Grumman from $620.00 to $580.00 and set a “hold” rating for the company in a research report on Friday, June 26th. BTIG Research reissued a “buy” rating and set a $815.00 price target on shares of Northrop Grumman in a research note on Wednesday, April 22nd. TD Cowen decreased their price objective on Northrop Grumman from $680.00 to $580.00 and set a “hold” rating on the stock in a report on Monday. UBS Group lowered their price objective on Northrop Grumman from $806.00 to $745.00 and set a “buy” rating for the company in a research report on Thursday, April 23rd. Finally, The Goldman Sachs Group dropped their target price on Northrop Grumman from $603.00 to $533.00 and set a “neutral” rating for the company in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and ten have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $676.29.

View Our Latest Stock Report on Northrop Grumman

Northrop Grumman Price Performance

Northrop Grumman stock opened at $518.19 on Friday. Northrop Grumman Corporation has a 1 year low of $493.84 and a 1 year high of $774.00. The company has a debt-to-equity ratio of 0.84, a quick ratio of 1.04 and a current ratio of 1.15. The firm has a 50 day moving average price of $538.60 and a 200 day moving average price of $624.52. The company has a market cap of $73.60 billion, a price-to-earnings ratio of 16.22, a PEG ratio of 3.55 and a beta of -0.10.

Northrop Grumman (NYSE:NOC – Get Free Report) last posted its quarterly earnings results on Tuesday, April 21st. The aerospace company reported $6.14 earnings per share for the quarter, topping analysts’ consensus estimates of $6.06 by $0.08. Northrop Grumman had a net margin of 10.80% and a return on equity of 24.72%. The company had revenue of $9.88 billion for the quarter, compared to the consensus estimate of $9.75 billion. During the same quarter last year, the firm posted $6.06 earnings per share. Northrop Grumman’s revenue was up 4.4% on a year-over-year basis. Northrop Grumman has set its FY 2026 guidance at 27.400-27.900 EPS. Sell-side analysts predict that Northrop Grumman Corporation will post 27.95 earnings per share for the current year.

Northrop Grumman Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, June 17th. Investors of record on Monday, June 1st were given a $2.47 dividend. This is an increase from Northrop Grumman’s previous quarterly dividend of $2.31. The ex-dividend date of this dividend was Monday, June 1st. This represents a $9.88 annualized dividend and a dividend yield of 1.9%. Northrop Grumman’s dividend payout ratio is 30.92%.

Key Stories Impacting Northrop Grumman

Here are the key news stories impacting Northrop Grumman this week:

Positive Sentiment: Analysts and market commentary continue to highlight Northrop Grumman’s strong defense backlog and long-term demand outlook, which supports revenue visibility and could help offset near-term volatility. Northrop Grumman to Post Q2 Earnings: Here’s What to Expect
Positive Sentiment: Morgan Stanley reportedly named Northrop Grumman one of its top defense stocks, reinforcing the view that the company remains a favored name in the sector. Morgan Stanley Picks Its Top Three Defense Stocks. One Has 100% Upside.
Neutral Sentiment: Multiple preview pieces are focusing on key Q2 operating metrics, suggesting the stock may react to details on execution, cash flow, and contract performance rather than just headline EPS and revenue. Wall Street’s Insights Into Key Metrics Ahead of Northrop Grumman (NOC) Q2 Earnings
Neutral Sentiment: Northrop’s Sentinel program remains a key watch item, with investors waiting to see whether job expansion and program updates point to stronger execution or added cost pressure. Northrop Grumman Planning To Add Hundreds Of Jobs For Sentinel
Negative Sentiment: Some analysts have trimmed price targets and lowered fair value estimates, signaling more caution about near-term upside and execution risk. Northrop Grumman (NOC) Stock Fair Value Edges Lower As Analysts Trim Targets

About Northrop Grumman

(Free Report)

Northrop Grumman Corporation (NYSE: NOC) is a leading U.S.-based aerospace and defense company that designs, builds and sustains advanced systems, products and technologies for government and commercial customers. Formed through the combination of Northrop and Grumman businesses in the 1990s, the company’s portfolio spans manned and unmanned aircraft, space systems, missile defense, radar and sensor systems, and integrated command, control, communications, computers, intelligence, surveillance and reconnaissance (C4ISR) solutions.

The company’s work includes airframe and platform manufacturing, space hardware and satellite systems, advanced mission systems and cybersecurity services, as well as logistics, sustainment and modernization programs.