Csenge Advisory Group Increases Stake in Northrop Grumman Corporation $NOC

Csenge Advisory Group raised its position in Northrop Grumman Corporation (NYSE:NOC) by 69.9% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 2,302 shares of the aerospace company’s stock after acquiring an additional 947 shares during the period. Csenge Advisory Group’s holdings in Northrop Grumman were worth $1,313,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Financial Life Planners purchased a new position in Northrop Grumman during the third quarter worth about $27,000. Torren Management LLC purchased a new stake in Northrop Grumman in the 4th quarter valued at approximately $26,000. Physician Wealth Advisors Inc. increased its position in Northrop Grumman by 200.0% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 48 shares of the aerospace company’s stock worth $29,000 after purchasing an additional 32 shares during the period. Hopwood Financial Services Inc. acquired a new position in Northrop Grumman during the 3rd quarter worth approximately $30,000. Finally, Kohmann Bosshard Financial Services LLC purchased a new position in shares of Northrop Grumman during the 4th quarter worth approximately $29,000. Hedge funds and other institutional investors own 83.40% of the company’s stock.

Key Stories Impacting Northrop Grumman

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

• Positive Sentiment: Northrop Grumman raised its quarterly dividend to $2.47 per share, a 6.9% increase from the prior payout, signaling confidence in cash flow and a shareholder-friendly capital allocation strategy. Northrop Grumman Board Declares Quarterly Dividend
• Positive Sentiment: The company won a spot in the Pentagon’s drone program, reinforcing its role in U.S. defense modernization and supporting the long-term growth outlook for its unmanned and autonomous systems business. Northrop wins spot in Pentagon drone program as U.S. pushes mass production
• Positive Sentiment: Northrop remains positioned to benefit from the Pentagon’s AI and digital modernization push, with investors viewing it as a key defense-tech winner in the broader military upgrade cycle. The Pentagon’s AI Pivot Supercharges Defense Stocks
• Neutral Sentiment: Recent articles focus on whether the stock is now attractively valued after its pullback, suggesting some investors may be rotating from momentum trading to a fundamentals-based reassessment of earnings and guidance. A Look At Northrop Grumman (NOC) Valuation After Its Recent Share Price Pullback
• Neutral Sentiment: Analysts still rate Northrop Grumman as a “Moderate Buy,” indicating Wall Street remains constructive overall despite the recent stock weakness. Northrop Grumman Corporation (NYSE:NOC) Given Consensus Recommendation of “Moderate Buy” by Analysts

Analysts Set New Price Targets

Several analysts have recently commented on the company. Jefferies Financial Group set a $660.00 price target on Northrop Grumman in a report on Sunday, April 26th. Weiss Ratings reiterated a “buy (b)” rating on shares of Northrop Grumman in a research report on Monday, March 23rd. Deutsche Bank Aktiengesellschaft reissued a “buy” rating and issued a $765.00 target price on shares of Northrop Grumman in a report on Thursday, January 29th. Royal Bank Of Canada upped their price target on shares of Northrop Grumman from $715.00 to $750.00 and gave the stock an “outperform” rating in a research note on Wednesday, January 28th. Finally, Wall Street Zen downgraded shares of Northrop Grumman from a “strong-buy” rating to a “hold” rating in a report on Saturday, April 25th. Two research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $704.74.

Northrop Grumman Stock Performance

NYSE NOC opened at $551.54 on Thursday. The business has a 50 day moving average price of $643.79 and a 200 day moving average price of $633.16. The company has a market capitalization of $78.33 billion, a P/E ratio of 17.26, a PEG ratio of 3.79 and a beta of -0.11. Northrop Grumman Corporation has a 1-year low of $468.29 and a 1-year high of $774.00. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.15 and a quick ratio of 1.04.

Northrop Grumman (NYSE:NOC) last posted its earnings results on Tuesday, April 21st. The aerospace company reported $6.14 earnings per share for the quarter, beating the consensus estimate of $6.06 by $0.08. Northrop Grumman had a return on equity of 24.72% and a net margin of 10.80%.The company had revenue of $9.88 billion for the quarter, compared to analyst estimates of $9.75 billion. During the same quarter in the prior year, the company earned $6.06 earnings per share. Northrop Grumman’s revenue was up 4.4% compared to the same quarter last year. Northrop Grumman has set its FY 2026 guidance at 27.400-27.900 EPS. Sell-side analysts expect that Northrop Grumman Corporation will post 27.93 EPS for the current fiscal year.

Northrop Grumman Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 17th. Investors of record on Monday, June 1st will be paid a $2.47 dividend. This represents a $9.88 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend is Monday, June 1st. This is a positive change from Northrop Grumman’s previous quarterly dividend of $2.31. Northrop Grumman’s dividend payout ratio is currently 28.92%.

About Northrop Grumman

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.