Northrop Grumman
About: Northrop Grumman is a diversified defense contractor providing aeronautics, defense, and space systems. The company's aerospace segment produces autonomous and piloted aircraft such as Global Hawk drones and the new B-21 bomber, creates the fuselage for the massive F-35 program, and maintains and upgrades numerous other military aircraft. Defense systems makes artillery and missile ammunition and guidance systems, long-range missiles, and missile defense systems. Mission systems creates and integrates a variety of radar, navigation, and communication systems for avionics, weapons control, and countermeasures on a range of platforms from helicopters to destroyers. Space systems produces satellites, sensors, space structures, and rocket motors.
Employees: 97,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
40% more first-time investments, than exits
New positions opened: 171 | Existing positions closed: 122
29% more funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 9 (+2) [Q1 2025]
14% more call options, than puts
Call options by funds: $716M | Put options by funds: $627M
10% more capital invested
Capital invested by funds: $56.2B [Q4 2024] → $61.6B (+$5.34B) [Q1 2025]
1.47% more ownership
Funds ownership: 81.71% [Q4 2024] → 83.18% (+1.47%) [Q1 2025]
1% more funds holding
Funds holding: 1,613 [Q4 2024] → 1,634 (+21) [Q1 2025]
6% more repeat investments, than reductions
Existing positions increased: 601 | Existing positions reduced: 569
Research analyst outlook
8 Wall Street Analysts provided 1 year price targets over the past 3 months
8 analyst ratings
Barclays David Strauss | 1%upside $580 | Equal-Weight Maintained | 29 Jul 2025 |
JP Morgan Seth Seifman | 2%upside $585 | Neutral Maintained | 23 Jul 2025 |
Truist Securities Michael Ciarmoli | 9%upside $625 | Buy Reiterated | 23 Jul 2025 |
RBC Capital Ken Herbert | 9%upside $625 | Outperform Maintained | 23 Jul 2025 |
Susquehanna Charles Minervino | 14%upside $650 | Positive Maintained | 23 Jul 2025 |
Financial journalist opinion
Based on 25 articles about NOC published over the past 30 days
