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Northrop Grumman Corp. NOC

Northrop Grumman Corporation operates as an aerospace and defense technology company in the United States, Asia/Pacific, Europe, and internationally. It operates through four segments: Aeronautics Systems, Defense Systems, Mission Systems and Space Systems. The Aeronautics Systems segment designs, develops, produces, integrates, sustains, and modernizes aircraft systems.

Company profile

Business mix

  • It operates through four segments: Aeronautics Systems, Defense Systems, Mission Systems and Space Systems.
  • The Aeronautics Systems segment designs, develops, produces, integrates, sustains, and modernizes aircraft systems.
  • This segment also offers unmanned autonomous aircraft systems, including high-altitude long-endurance strategic, surveillance and reconnaissance systems.
  • Its Defense Systems segment designs, develops, integrates, and produces strategic deterrent systems, tactical weapons, and missile defense solutions.

Current key questions

  • Can orders, backlog, aftermarket demand, and end-market capital spending support growth in aerospace & defense?
  • How do pricing, input costs, supply chain execution, and utilization affect margins?
  • Does capital allocation strengthen the company's competitive position across cycles?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Yacktman Asset Management Stephen Yacktman 1.8% $132.5M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $19.1M Estimated from net reduced shares
Net share change / base shares -12.6% -27,971 / 222,144
Yacktman Asset Management Stephen Yacktman 3 filing periods
13F 2025-09-30 Filed 2025-11-04
Minor reduction Shares -10.9% 13F value change +$9.5M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -2.0% 13F value change -$10.0M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 0.1% 13F value change +$21.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 222,144 Last 3 periods -27,971 (-12.6%) Total shares 194,173 Value $132.5M
Soros Fund Management George Soros 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$18.4M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -22.1% 13F value change -$4.4M
13F 2025-09-30 Filed 2025-11-14
Sold out Shares -100.0% 13F value change -$14.0M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.