Brokerages Set Transdigm Group Incorporated (NYSE:TDG) PT at $1,463.71

Shares of Transdigm Group Incorporated (NYSE:TDG) have received an average rating of “Hold” from the seventeen ratings firms that are presently covering the stock, MarketBeat Ratings reports. Eleven investment analysts have rated the stock with a hold recommendation and six have assigned a buy recommendation to the company. The average 12 month price objective among brokers that have issued ratings on the stock in the last year is $1,463.7143.

Several research analysts have recently weighed in on TDG shares. Stifel Nicolaus reissued a “hold” rating and issued a $1,405.00 price objective (down from $1,525.00) on shares of Transdigm Group in a research report on Wednesday, August 5th. Susquehanna cut their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 6th. BMO Capital Markets raised their target price on Transdigm Group from $1,450.00 to $1,525.00 and gave the stock an “outperform” rating in a research note on Thursday, July 2nd. Jefferies Financial Group lifted their target price on Transdigm Group from $1,565.00 to $1,575.00 in a report on Monday, May 11th. Finally, Royal Bank Of Canada dropped their price target on Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating on the stock in a research note on Wednesday, May 6th.

Insider Buying and Selling at Transdigm Group

In other Transdigm Group news, Director W Nicholas Howley sold 10,132 shares of the firm’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $1,216.08, for a total value of $12,321,322.56. Following the completion of the sale, the director directly owned 21,548 shares in the company, valued at approximately $26,204,091.84. This trade represents a 31.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction on Monday, June 15th. The shares were sold at an average price of $1,276.78, for a total transaction of $4,979,442.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,596,408. This trade represents a 52.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 24,164 shares of company stock valued at $30,670,445 in the last quarter. 3.20% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Transdigm Group

A number of institutional investors and hedge funds have recently made changes to their positions in TDG. Empowered Funds LLC boosted its holdings in Transdigm Group by 5.0% in the first quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock worth $1,898,000 after acquiring an additional 65 shares in the last quarter. Acadian Asset Management LLC grew its stake in Transdigm Group by 92.3% in the first quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock valued at $376,000 after acquiring an additional 131 shares during the period. NewEdge Advisors LLC increased its holdings in shares of Transdigm Group by 152.9% during the second quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock valued at $3,138,000 after acquiring an additional 1,248 shares in the last quarter. Sei Investments Co. increased its holdings in shares of Transdigm Group by 25.4% during the second quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock valued at $50,227,000 after acquiring an additional 6,697 shares in the last quarter. Finally, Treasurer of the State of North Carolina raised its position in shares of Transdigm Group by 3.6% during the second quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock worth $39,264,000 after purchasing an additional 902 shares during the period. Institutional investors own 95.78% of the company’s stock.

Transdigm Group Stock Performance

Shares of NYSE TDG opened at $1,237.18 on Tuesday. The company has a market capitalization of $69.20 billion, a P/E ratio of 37.54, a price-to-earnings-growth ratio of 2.10 and a beta of 0.91. Transdigm Group has a 52-week low of $1,123.61 and a 52-week high of $1,463.03. The company’s 50 day moving average price is $1,272.49 and its 200-day moving average price is $1,251.38.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share for the quarter, topping the consensus estimate of $10.30 by $0.57. The company had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.68 billion. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. Transdigm Group’s revenue for the quarter was up 22.5% compared to the same quarter last year. During the same period in the prior year, the company posted $9.60 earnings per share. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. Analysts forecast that Transdigm Group will post 38.81 earnings per share for the current year.

About Transdigm Group

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.