Analysts Set Transdigm Group Incorporated (NYSE:TDG) Price Target at $1,564.56

Transdigm Group Incorporated (NYSE:TDG) has been given an average rating of “Moderate Buy” by the eighteen brokerages that are currently covering the company, MarketBeat.com reports. One analyst has rated the stock with a sell rating, five have assigned a hold rating and twelve have assigned a buy rating to the company. The average twelve-month price objective among analysts that have issued a report on the stock in the last year is $1,564.1875.

TDG has been the topic of a number of research reports. Royal Bank Of Canada boosted their target price on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a research note on Thursday. Truist Financial reduced their price objective on Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating on the stock in a research report on Wednesday, October 15th. JPMorgan Chase & Co. upped their target price on Transdigm Group from $1,480.00 to $1,500.00 and gave the stock a “neutral” rating in a report on Thursday, August 7th. Weiss Ratings reissued a “buy (b)” rating on shares of Transdigm Group in a research note on Wednesday, October 8th. Finally, Morgan Stanley reduced their price target on Transdigm Group from $1,750.00 to $1,600.00 and set an “overweight” rating on the stock in a report on Wednesday, October 15th.

Transdigm Group Stock Up 1.2%

Transdigm Group stock opened at $1,324.29 on Friday. The stock has a market cap of $74.62 billion, a PE ratio of 43.95, a P/E/G ratio of 3.25 and a beta of 1.02. Transdigm Group has a 12-month low of $1,183.60 and a 12-month high of $1,623.82. The business’s 50-day moving average price is $1,295.86 and its two-hundred day moving average price is $1,402.99.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, beating analysts’ consensus estimates of $10.33 by $0.49. The company had revenue of $2.44 billion for the quarter, compared to the consensus estimate of $2.40 billion. Transdigm Group had a net margin of 20.98% and a negative return on equity of 35.27%. The firm’s quarterly revenue was up 11.5% compared to the same quarter last year. During the same period last year, the company posted $9.83 EPS. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. As a group, analysts expect that Transdigm Group will post 35.13 earnings per share for the current year.

Transdigm Group Increases Dividend

The firm also recently declared a special dividend, which was paid on Friday, September 12th. Shareholders of record on Tuesday, September 2nd were given a $90.00 dividend. This is an increase from Transdigm Group’s previous special dividend of $75.00. The ex-dividend date was Tuesday, September 2nd.

Insider Activity at Transdigm Group

In other Transdigm Group news, Director W Nicholas Howley sold 2,736 shares of Transdigm Group stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $1,298.87, for a total transaction of $3,553,708.32. Following the transaction, the director directly owned 21,548 shares of the company’s stock, valued at approximately $27,988,050.76. The trade was a 11.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Kevin M. Stein sold 700 shares of the company’s stock in a transaction dated Monday, October 27th. The shares were sold at an average price of $1,360.00, for a total value of $952,000.00. Following the completion of the sale, the director owned 8,158 shares in the company, valued at $11,094,880. This trade represents a 7.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 22,802 shares of company stock valued at $29,917,993 in the last quarter. Insiders own 4.09% of the company’s stock.

Institutional Trading of Transdigm Group

Several institutional investors have recently added to or reduced their stakes in the stock. Norges Bank bought a new stake in Transdigm Group during the second quarter valued at $1,275,035,000. Principal Financial Group Inc. lifted its stake in shares of Transdigm Group by 18.3% in the 3rd quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock valued at $3,136,719,000 after purchasing an additional 367,756 shares during the period. Vanguard Group Inc. boosted its position in shares of Transdigm Group by 5.3% during the 2nd quarter. Vanguard Group Inc. now owns 6,693,889 shares of the aerospace company’s stock valued at $10,178,995,000 after purchasing an additional 333,965 shares in the last quarter. Franklin Resources Inc. grew its stake in Transdigm Group by 161.7% during the third quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company’s stock worth $626,704,000 after purchasing an additional 293,821 shares during the period. Finally, Capital International Investors increased its holdings in Transdigm Group by 4.1% in the third quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock worth $8,552,028,000 after purchasing an additional 254,750 shares in the last quarter. 95.78% of the stock is currently owned by institutional investors.

Transdigm Group Company Profile

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.