Mitsubishi UFJ Asset Management Co. Ltd. Purchases New Holdings in Transdigm Group Incorporated $TDG

Mitsubishi UFJ Asset Management Co. Ltd. acquired a new stake in shares of Transdigm Group Incorporated (NYSE:TDG) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 144,880 shares of the aerospace company’s stock, valued at approximately $192,986,000.

Other hedge funds also recently added to or reduced their stakes in the company. Family Legacy Inc. increased its holdings in shares of Transdigm Group by 0.3% in the fourth quarter. Family Legacy Inc. now owns 2,394 shares of the aerospace company’s stock valued at $3,184,000 after purchasing an additional 8 shares during the period. Annis Gardner Whiting Capital Advisors LLC lifted its holdings in shares of Transdigm Group by 17.0% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 55 shares of the aerospace company’s stock worth $73,000 after purchasing an additional 8 shares during the period. Fisher Asset Management LLC grew its position in Transdigm Group by 3.1% in the 4th quarter. Fisher Asset Management LLC now owns 299 shares of the aerospace company’s stock valued at $398,000 after buying an additional 9 shares during the last quarter. Root Financial Partners LLC grew its position in Transdigm Group by 6.2% in the 4th quarter. Root Financial Partners LLC now owns 155 shares of the aerospace company’s stock valued at $206,000 after buying an additional 9 shares during the last quarter. Finally, Harbour Investments Inc. increased its stake in Transdigm Group by 13.6% in the 4th quarter. Harbour Investments Inc. now owns 75 shares of the aerospace company’s stock valued at $100,000 after buying an additional 9 shares during the period. 95.78% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have recently commented on TDG. Deutsche Bank Aktiengesellschaft raised their target price on shares of Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a research note on Wednesday, May 6th. Jefferies Financial Group boosted their price target on shares of Transdigm Group from $1,565.00 to $1,575.00 in a research note on Monday, May 11th. Susquehanna cut their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a report on Wednesday, May 6th. Weiss Ratings downgraded shares of Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, June 2nd. Finally, UBS Group lifted their price objective on Transdigm Group from $1,585.00 to $1,695.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Six investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $1,463.71.

Transdigm Group Stock Performance

NYSE:TDG opened at $1,237.18 on Tuesday. Transdigm Group Incorporated has a 1 year low of $1,123.61 and a 1 year high of $1,463.03. The stock has a fifty day moving average price of $1,272.49 and a two-hundred day moving average price of $1,251.38. The stock has a market capitalization of $69.20 billion, a price-to-earnings ratio of 37.54, a PEG ratio of 2.10 and a beta of 0.91.

Transdigm Group (NYSE:TDG) last issued its earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, topping the consensus estimate of $10.30 by $0.57. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The company had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.68 billion. During the same period in the previous year, the firm earned $9.60 EPS. The business’s revenue was up 22.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. On average, analysts predict that Transdigm Group Incorporated will post 38.81 EPS for the current year.

Insider Activity

In other Transdigm Group news, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction dated 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 transaction, the director directly owned 21,548 shares of the company’s stock, valued at approximately $26,204,091.84. This trade represents a 31.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the stock in a transaction dated 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 transaction, 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 24,164 shares of company stock valued at $30,670,445 in the last quarter. Company insiders own 3.20% of the company’s stock.

Transdigm Group 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.