Transdigm Group (NYSE:TDG) Given New $1,695.00 Price Target at UBS Group

Transdigm Group (NYSE:TDG) had its price objective raised by investment analysts at UBS Group from $1,585.00 to $1,695.00 in a note issued to investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the aerospace company’s stock. UBS Group’s price target suggests a potential upside of 35.58% from the company’s previous close.

A number of other research firms also recently weighed in on TDG. Deutsche Bank Aktiengesellschaft upped their price target on Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a research report on Wednesday, May 6th. BMO Capital Markets boosted their price objective on shares of Transdigm Group from $1,450.00 to $1,525.00 and gave the stock an “outperform” rating in a research report on Thursday, July 2nd. Weiss Ratings cut shares of Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 2nd. Stifel Nicolaus reaffirmed a “hold” rating and issued a $1,405.00 target price (down from $1,525.00) on shares of Transdigm Group in a research report on Wednesday. Finally, TD Cowen cut their price target on shares of Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. Six research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $1,472.80.

Transdigm Group Stock Performance

NYSE TDG traded down $24.84 on Wednesday, reaching $1,250.21. The company had a trading volume of 729,892 shares, compared to its average volume of 395,588. The company’s fifty day moving average is $1,271.83 and its 200-day moving average is $1,263.85. The firm has a market capitalization of $69.92 billion, a price-to-earnings ratio of 39.02, a price-to-earnings-growth ratio of 2.26 and a beta of 0.91. Transdigm Group has a 1-year low of $1,123.61 and a 1-year high of $1,463.03.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, beating analysts’ consensus estimates of $10.30 by $0.57. The company had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.68 billion. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.The company’s quarterly revenue was up 22.5% compared to the same quarter last year. During the same period in the previous year, the company posted $9.60 earnings per share. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. On average, research analysts forecast that Transdigm Group will post 37.77 earnings per share for the current year.

Insider Activity at Transdigm Group

In other news, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $1,276.78, for a total value of $4,979,442.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at $4,596,408. This trade represents a 52.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director W Nicholas Howley sold 10,132 shares of Transdigm Group stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $1,216.08, for a total value of $12,321,322.56. Following the transaction, the director owned 21,548 shares of the company’s stock, valued at $26,204,091.84. The trade was a 31.98% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 38,196 shares of company stock valued at $47,135,464. 3.20% of the stock is currently owned by insiders.

Institutional Trading of Transdigm Group

Several hedge funds have recently added to or reduced their stakes in the company. Ares Financial Consulting LLC acquired a new position in Transdigm Group in the 4th quarter valued at $25,000. Elyxium Wealth LLC bought a new stake in shares of Transdigm Group in the fourth quarter valued at about $25,000. Burkett Financial Services LLC bought a new stake in shares of Transdigm Group in the second quarter valued at about $25,000. MCF Advisors LLC increased its position in Transdigm Group by 900.0% during the fourth quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after acquiring an additional 18 shares during the period. Finally, Transamerica Financial Advisors LLC raised its stake in Transdigm Group by 1,900.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after purchasing an additional 19 shares in the last quarter. 95.78% of the stock is owned by institutional investors and hedge funds.

Transdigm Group News Roundup

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

• Positive Sentiment: Quarterly results beat expectations: Fiscal third-quarter sales rose 23% year over year to $2.741 billion, while adjusted EPS increased 13% to $10.87, exceeding the roughly $10.30 consensus estimate. EBITDA As Defined increased 19% to $1.447 billion, with a 52.8% margin. TransDigm Group Reports Fiscal 2026 Third Quarter Results
• Positive Sentiment: Fiscal 2026 outlook was raised: TransDigm now expects adjusted EPS of $40.62-$41.46, above the $39.67 consensus, and revenue of approximately $10.5-$10.6 billion, ahead of the $10.3 billion analyst estimate. Management cited continued strength in commercial aftermarket demand and broad organic sales growth. TransDigm’s Q3 Earnings Surpass Estimates, Sales Increase Year Over Year
• Neutral Sentiment: Growth remains dependent on aftermarket demand: The company forecast low-double-digit growth in commercial aftermarket sales, supporting its revenue outlook but reinforcing investors’ focus on aerospace-cycle and airline-demand trends. TransDigm Forecasts Fiscal 2026 Revenue
• Negative Sentiment: Stifel lowered its price target: The firm reaffirmed its “hold” rating but reduced its target to $1,405 from $1,525. Although the revised target still implies upside, the cut signals reduced near-term valuation confidence and may be weighing on the shares following the earnings release.

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.