Northrop Grumman (NOC) is up 4.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be continued optimism around Northrop Grumman’s defense-contract pipeline and stable 2026 outlook. This could be because investors are focusing on the company’s recent program wins in space and propulsion, along with management’s reaffirmed guidance ahead of its July 21, 2026 earnings release.
Details:
Space Systems Command said in May that Northrop Grumman won a $398 million prototype contract for the Enhanced Protected Tactical Satellite Communications program, reinforcing its position in military space systems.Northrop Grumman said in February that the U.S. Navy awarded it a $94.3 million contract for a second-stage solid rocket motor program, adding to momentum in its propulsion and missile businesses.In first-quarter 2026 results filed with the SEC, the company posted 4% year-over-year sales growth to $9.9 billion and reaffirmed its full-year 2026 financial guidance.The company also said it expects to invest about $2.5 billion over multiple years to expand production capacity, a sign that management sees durable demand across key defense programs.Sources:
Northrop Grumman, Space Systems Command, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$NOC Insider Trading Activity
$NOC insiders have traded $NOC stock on the open market 35 times in the past 6 months. Of those trades, 0 have been purchases and 35 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.
- ROSHAN S ROEDER (CVP & Pres. Mission Systems) has made 0 purchases and 3 sales selling 2,584 shares for an estimated $1,858,835.
- BENJAMIN R. DAVIES (CVP & Pres. Defense Systems) sold 2,189 shares for an estimated $1,575,255
- MICHAEL A HARDESTY (Corp VP, Controller & CAO) has made 0 purchases and 4 sales selling 1,646 shares for an estimated $1,159,767.
- KATHRYN G SIMPSON (Corp VP & General Counsel) has made 0 purchases and 2 sales selling 973 shares for an estimated $688,452.
- MARK A III WELSH has made 0 purchases and 23 sales selling 190 shares for an estimated $119,338.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$NOC Hedge Fund Activity
We have seen 782 institutional investors add shares of $NOC stock to their portfolio, and 688 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 4,381,169 shares (-38.2%) from their portfolio in Q1 2026, for an estimated $2,972,097,426
- CAPITAL WORLD INVESTORS added 3,458,109 shares (+100.7%) to their portfolio in Q1 2026, for an estimated $2,345,911,983
- WELLINGTON MANAGEMENT GROUP LLP added 2,170,005 shares (+77.5%) to their portfolio in Q1 2026, for an estimated $1,472,087,991
- CAPITAL RESEARCH GLOBAL INVESTORS added 1,215,670 shares (+80030.9%) to their portfolio in Q1 2026, for an estimated $824,686,214
- CLEARBRIDGE INVESTMENTS, LLC removed 537,486 shares (-90.7%) from their portfolio in Q1 2026, for an estimated $364,619,752
- BLACKROCK, INC. added 501,673 shares (+4.8%) to their portfolio in Q1 2026, for an estimated $340,324,929
- J. STERN & CO. LLP removed 421,215 shares (-99.8%) from their portfolio in Q1 2026, for an estimated $285,743,831
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$NOC Government Contracts
We have seen $7,798,197,803 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:
- GROUND-BASED STRATEGIC DETERRENT (GBSD) ENGINEERING AND MANUFACTURING DEVELOPMENT (EMD) AND EARLY PRODUCTIO...: $962,663,429
- E130J ENGINEERING AND MANUFACTURING DEVELOPMENT (EMD): $544,564,255
- THIS CONTRACT COVERS THE GROUND-BASED MIDCOURSE DEFENSE (GMD) WEAPON SYSTEM (GWS) SYSTEMS ENGINEERING, DESI...: $437,070,839
- NEXT GENERATION OVERHEAD PERSISTENT INFRARED POLAR SPACE VEHICLES 1 AND 2 STUDY.: $436,480,894
- BLOCK 3 EA SUBSYSTEM HEMISPHERE PRODUCTION: $348,905,035
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$NOC Analyst Ratings
Wall Street analysts have issued reports on $NOC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 01/28/2026
- B of A Securities issued a "Buy" rating on 01/28/2026
- Citigroup issued a "Buy" rating on 01/13/2026
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 9 analysts offer price targets for $NOC in the last 6 months, with a median target of $745.0.
Here are some recent targets:
- John Godyn from Citigroup set a target price of $587.0 on 07/01/2026
- Sheila Kahyaoglu from Jefferies set a target price of $580.0 on 06/26/2026
- Gavin Parsons from UBS set a target price of $745.0 on 04/23/2026
- Andre Madrid from BTIG set a target price of $815.0 on 04/22/2026
- Kristine Liwag from Morgan Stanley set a target price of $745.0 on 04/22/2026
- David Strauss from Wells Fargo set a target price of $800.0 on 04/01/2026
- Ronald Epstein from B of A Securities set a target price of $750.0 on 01/28/2026
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.
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Why Northrop Grumman (NOC) Stock Is Up Today
Northrop Grumman (NOC) is up 4.1% today. Here is some analysis on what might have caused this price movement.
Analysis: The most likely driver appears to be continued optimism around Northrop Grumman’s defense-contract pipeline and stable 2026 outlook. This could be because investors are focusing on the company’s recent program wins in space and propulsion, along with management’s reaffirmed guidance ahead of its July 21, 2026 earnings release.
Details:
Sources:
Northrop Grumman, Space Systems Command, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$NOC Insider Trading Activity
$NOC insiders have traded $NOC stock on the open market 35 times in the past 6 months. Of those trades, 0 have been purchases and 35 have been sales.
Here’s a breakdown of recent trading of $NOC stock by insiders over the last 6 months:
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$NOC Hedge Fund Activity
We have seen 782 institutional investors add shares of $NOC stock to their portfolio, and 688 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$NOC Government Contracts
We have seen $7,798,197,803 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:
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$NOC Analyst Ratings
Wall Street analysts have issued reports on $NOC in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
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 9 analysts offer price targets for $NOC in the last 6 months, with a median target of $745.0.
Here are some recent targets:
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.
Read full article here »