Kevin Stein Sells 7,627 Shares of Transdigm Group (NYSE:TDG) Stock

Transdigm Group Incorporated (NYSE:TDG) Director Kevin Stein sold 7,627 shares of Transdigm Group stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $1,406.38, for a total value of $10,726,460.26. Following the transaction, the director owned 8,158 shares in the company, valued at $11,473,248.04. This trade represents a 48.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Transdigm Group Stock Performance

Shares of NYSE TDG traded up $16.82 during mid-day trading on Friday, reaching $1,450.36. The company had a trading volume of 380,033 shares, compared to its average volume of 347,594. The firm has a market cap of $81.68 billion, a price-to-earnings ratio of 45.21, a PEG ratio of 3.12 and a beta of 0.94. Transdigm Group Incorporated has a one year low of $1,183.60 and a one year high of $1,623.82. The business’s 50-day simple moving average is $1,337.62 and its 200 day simple moving average is $1,372.56.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings data 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 negative return on equity of 31.91% and a net margin of 21.69%.The company had revenue of $2.44 billion for the quarter, compared to the consensus estimate of $2.40 billion. During the same period in the previous year, the business earned $9.83 EPS. The firm’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, sell-side analysts anticipate that Transdigm Group Incorporated will post 35.13 EPS for the current year.

Trending Headlines about Transdigm Group

Here are the key news stories impacting Transdigm Group this week:

• Positive Sentiment: TransDigm agreed to acquire Jet Parts Engineering and Victor Sierra Aviation for about $2.2 billion, expanding its aerospace aftermarket footprint and adding roughly $280 million of combined 2025 revenue—a deal that can boost recurring aftermarket sales and potential margin expansion. TransDigm Announces Acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings Transdigm to Buy Jet Parts Engineering, Victor Sierra Aviation for $2.2 Billion
• Positive Sentiment: Multiple outlets reported the same deal (MSN, Crain’s), reinforcing market awareness of the acquisition and its strategic aftermarket rationale. TransDigm to buy two businesses for $2.2 billion in aerospace aftermarket push TransDigm buys two private equity-owned businesses for $2.2 billion
• Positive Sentiment: UBS raised its price target on TDG to $1,804 with a Buy rating, signaling analyst conviction and providing upside versus the recent market price—this likely supported buying interest. Benzinga
• Neutral Sentiment: Valuation pieces are circulating assessing TDG’s intrinsic value; these analyses can influence longer-term investor views but are less likely to move intraday trading than transaction or analyst news. A Look At The Intrinsic Value Of TransDigm Group Incorporated (NYSE:TDG)
• Neutral Sentiment: Industry-level notes (e.g., Zacks on aerospace stocks and earnings potential) are relevant context but do not provide company-specific catalysts beyond the announced deal and analyst move. These 2 Aerospace Stocks Could Beat Earnings
• Negative Sentiment: An SEC/insider filing shows Rep. Gilbert Ray Cisneros, Jr. sold TDG stock; while a single sale isn’t definitive, insider dispositions can be viewed negatively by some investors and may temper sentiment. Rep. Gilbert Ray Cisneros, Jr. Sells Transdigm Group Incorporated (NYSE:TDG) Stock

Institutional Investors Weigh In On Transdigm Group

Several hedge funds and other institutional investors have recently bought and sold shares of the business. Empowered Funds LLC raised its position in shares of Transdigm Group by 5.0% during the 1st quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock valued at $1,898,000 after acquiring an additional 65 shares during the last quarter. Acadian Asset Management LLC boosted its position in Transdigm Group by 92.3% during the first quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock worth $376,000 after purchasing an additional 131 shares during the period. MassMutual Private Wealth & Trust FSB boosted its stake in Transdigm Group by 2.8% in the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 257 shares of the aerospace company’s stock valued at $391,000 after purchasing an additional 7 shares during the period. Balefire LLC boosted its stake in shares of Transdigm Group by 48.0% in the second quarter. Balefire LLC now owns 253 shares of the aerospace company’s stock valued at $385,000 after buying an additional 82 shares during the period. Finally, Aaron Wealth Advisors LLC increased its holdings in Transdigm Group by 18.7% in the 2nd quarter. Aaron Wealth Advisors LLC now owns 229 shares of the aerospace company’s stock valued at $348,000 after buying an additional 36 shares during the period. 95.78% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have recently commented on TDG shares. BMO Capital Markets lifted their target price on shares of Transdigm Group from $1,420.00 to $1,500.00 and gave the company an “outperform” rating in a research report on Thursday, November 13th. Zacks Research upgraded Transdigm Group from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. JPMorgan Chase & Co. increased their price target on shares of Transdigm Group from $1,405.00 to $1,435.00 and gave the company a “neutral” rating in a research note on Friday, November 14th. Stifel Nicolaus decreased their price target on shares of Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating for the company in a research note on Thursday, November 13th. Finally, UBS Group lifted their price objective on Transdigm Group from $1,798.00 to $1,804.00 and gave the company a “buy” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,597.00.

Transdigm Group Company Profile

TransDigm Group Incorporated is a designer, producer and supplier of engineered aircraft components and systems for commercial and military aerospace applications. The company’s product portfolio covers a broad range of mission-critical parts and subsystems, including mechanical and electromechanical components, ignition and fuel system parts, sensors and actuators, cockpit and cabin systems, and other safety-critical hardware. TransDigm supplies original equipment manufacturers (OEMs) as well as the aftermarket, providing spare parts, repair and overhaul services and component support throughout an asset’s life cycle.

TransDigm’s operating model places emphasis on proprietary, niche components that are difficult to replace, and the company operates through a collection of independently run subsidiaries and brands that sell specialized products.