UBS Group Issues Positive Forecast for Transdigm Group (NYSE:TDG) Stock Price

Transdigm Group (NYSE:TDG) had its target price increased by UBS Group from $1,738.00 to $1,798.00 in a research report sent to investors on Thursday,Benzinga reports. They currently have a buy rating on the aerospace company’s stock.

TDG has been the topic of several other research reports. Susquehanna dropped their target price on Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating on the stock in a report on Thursday, October 9th. Weiss Ratings reiterated a “buy (b)” rating on shares of Transdigm Group in a research report on Wednesday, October 8th. Royal Bank Of Canada lowered Transdigm Group from an “outperform” rating to a “sector perform” rating and cut their price objective for the company from $1,550.00 to $1,385.00 in a report on Monday, September 8th. KeyCorp decreased their target price on Transdigm Group from $1,700.00 to $1,600.00 and set an “overweight” rating for the company in a research note on Friday, August 8th. Finally, Jefferies Financial Group dropped their price target on shares of Transdigm Group from $1,650.00 to $1,490.00 and set a “buy” rating on the stock in a research report on Wednesday, September 17th. Twelve equities research analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,563.88.

Transdigm Group Price Performance

Shares of TDG traded up $14.22 during trading hours on Thursday, reaching $1,339.26. 312,899 shares of the company’s stock traded hands, compared to its average volume of 300,033. Transdigm Group has a twelve month low of $1,183.60 and a twelve month high of $1,623.82. The business’s fifty day simple moving average is $1,297.21 and its two-hundred day simple moving average is $1,402.59. The firm has a market capitalization of $75.47 billion, a price-to-earnings ratio of 44.45, a P/E/G ratio of 3.25 and a beta of 1.02.

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

Transdigm Group Increases Dividend

The firm also recently declared a special dividend, which was paid on Friday, September 12th. Stockholders of record on Tuesday, September 2nd were issued a dividend of $90.00 per share. This is a positive change from Transdigm Group’s previous special dividend of $75.00. The ex-dividend date was Tuesday, September 2nd.

Insider Activity

In other news, Director Michael Graff sold 1,760 shares of the company’s stock in a transaction dated Tuesday, August 26th. The stock was sold at an average price of $1,402.10, for a total value of $2,467,696.00. Following the transaction, the director owned 1,964 shares in the company, valued at $2,753,724.40. This represents a 47.26% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Robert J. Small sold 5,000 shares of the stock in a transaction on Friday, September 12th. The stock was sold at an average price of $1,276.98, for a total value of $6,384,900.00. Following the sale, the director owned 83,419 shares of the company’s stock, valued at approximately $106,524,394.62. This represents a 5.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 22,802 shares of company stock valued at $29,917,993 in the last ninety days. Corporate insiders own 4.09% of the company’s stock.

Hedge Funds Weigh In On Transdigm Group

Several institutional investors have recently bought and sold shares of the stock. Schonfeld Strategic Advisors LLC lifted its position in Transdigm Group by 556.2% during the 3rd quarter. Schonfeld Strategic Advisors LLC now owns 4,659 shares of the aerospace company’s stock worth $6,141,000 after acquiring an additional 3,949 shares during the last quarter. Ancora Advisors LLC increased its stake in shares of Transdigm Group by 0.3% in the third quarter. Ancora Advisors LLC now owns 6,183 shares of the aerospace company’s stock worth $8,149,000 after purchasing an additional 19 shares during the period. Credit Agricole S A acquired a new position in shares of Transdigm Group during the 3rd quarter worth about $19,760,000. Raymond James Financial Inc. boosted its stake in Transdigm Group by 10.7% during the 3rd quarter. Raymond James Financial Inc. now owns 82,967 shares of the aerospace company’s stock valued at $109,351,000 after purchasing an additional 7,996 shares during the period. Finally, Virtu Financial LLC bought a new stake in Transdigm Group during the 3rd quarter valued at approximately $1,850,000. 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.