Northrop Grumman Corporation (NOC): A Bull Case Theory
We came across a bullish thesis on Northrop Grumman Corporation on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on NOC.
Northrop Grumman Corp (NOC)
Market is closed
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AQR Capital Management Cliff Asness | 466,187 | $284,057,139 | -23% | 0.18% |
| 2. | Citadel Investment Group Ken Griffin | 438,015 | $266,891,300 | 0.04% | |
| 3. | Holocene Advisors Brandon Haley | 225,300 | $137,279,796 | 0.31% | |
| 4. | Yacktman Asset Management Donald Yacktman | 197,840 | $120,547,869 | -11% | 1.66% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 179,489 | $109,366,237 | -51% | 0.07% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $295.07 | 67 | $19,769.69 | 67 | 2017-10-16 | Filing | |
| $306.92 | 16 | $4,910.64 | 1,874 | 2017-11-29 | Filing | |
| $107.28 | 1,000 | $107,280.00 | 1,045 | 2013-10-25 | Filing | |
| $66.49 | 1,500 | $99,735.00 | 5,507 | 2012-11-08 | Filing | |
| $66.25 | 1,000 | $66,250.00 | 277,974 | 2012-07-31 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $566.15 | 1 | $566.15 | 4,281 | 2025-11-24 | Filing | |
| $565.31 | 12 | $6,783.72 | 4,282 | 2025-11-24 | Filing | |
| $564.36 | 61 | $34,425.96 | 4,294 | 2025-11-24 | Filing | |
| $563.62 | 9 | $5,072.58 | 4,355 | 2025-11-24 | Filing | |
| $562.52 | 7 | $3,937.64 | 4,364 | 2025-11-24 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 13,531,586 | $8,245,065,982 | 0.12% | |
| 2. | 13,215,623 | $8,052,543,406 | 0.28% | |
| 3. | 11,763,490 | $7,164,951,537 | 1.16% | |
| 4. | 9,844,529 | $5,998,468,259 | 0.11% | |
| 5. | 4,269,997 | $2,601,794,573 | 0.46% |
News See All
BNP Paribas Has a Positive Outlook on Northrop Grumman (NOC)
Northrop Grumman Corporation (NYSE:NOC) is one of the best industrial stocks to buy.
14 Best Industrial Dividend Stocks to Buy According to Analysts
2025 was a tough year for the American manufacturing industry.
Northrop Grumman Corporation (NOC) Anticipates Europe Growth Even After Ukraine, Russia Cease Hostilities
Northrop Grumman Corporation (NYSE:NOC) is among the 10 Best Drone Stocks to Buy Right Now.
10 Best Drone Stocks to Buy Right Now
Greg King, CEO of the Rex Drone ETF, told Fox Business on November 21 that drones have proven their mettle and utility in both Ukraine and the Middle East, and noted the active shift from militaries towards...
UBS Reiterates Bullish View on Grumman Corp. (NOC), Cites Robust Multi-Year Growth Outlook
Northrop Grumman Corporation (NYSE:NOC) is among the top 8 defense stocks based on ChatGPT’s advice.
ChatGPT Stock Advice: Top 8 Defense Stocks
According to new data released by Intuit Credit Karma in September of this year, 66% of Americans surveyed who had previously used generative AI reported using it for financial advice, with the percentage...
Northrop Grumman Corporation (NOC) Eyes More Air Force Contracts For B-21 By Year End
Northrop Grumman Corporation (NYSE:NOC) is among the 10 Largest Defense Stocks in 2025.
10 Largest Defense Stocks in 2025
Several defense giants over the last few days raised their 2025 outlooks, citing higher demand despite tariffs and ongoing economic uncertainty.
Northrop Grumman Corporation (NYSE:NOC) Q3 2025 Earnings Call Transcript
Operator: Good day, ladies and gentlemen. And welcome to Northrop Grumman's Third Quarter 2025 Conference Call. Today's call is being recorded.
Hedge Fund Resource Center Billionaire Hedge Funds
