Stockbridge Partners LLC Purchases New Stake in Transdigm Group Incorporated $TDG

Stockbridge Partners LLC purchased a new stake in shares of Transdigm Group Incorporated (NYSE:TDG) in the 2nd quarter, Holdings Channel reports. The fund purchased 434,281 shares of the aerospace company’s stock, valued at approximately $578,480,000. Transdigm Group accounts for about 12.2% of Stockbridge Partners LLC’s holdings, making the stock its 2nd largest holding.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Ares Financial Consulting LLC acquired a new stake in shares of Transdigm Group during the 4th quarter worth about $25,000. Elyxium Wealth LLC bought a new stake in shares of Transdigm Group during the 4th quarter worth about $25,000. Burkett Financial Services LLC acquired a new position in Transdigm Group in the 2nd quarter valued at about $25,000. MCF Advisors LLC raised its holdings in Transdigm Group by 900.0% in the 4th quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after acquiring an additional 18 shares during the period. Finally, Transamerica Financial Advisors LLC raised its holdings 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 valued at $27,000 after acquiring an additional 19 shares during the period. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on TDG. BNP Paribas Exane reduced their price objective on Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating for the company in a report on Thursday, May 14th. UBS Group lifted their price target on Transdigm Group from $1,585.00 to $1,695.00 and gave the stock a “buy” rating in a report on Wednesday, August 5th. Susquehanna reduced their price target on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a research note on Wednesday, May 6th. Wall Street Zen lowered Transdigm Group from a “buy” rating to a “hold” rating in a report on Monday, July 20th. Finally, Jefferies Financial Group increased their price objective on Transdigm Group from $1,565.00 to $1,575.00 in a research report on Monday, May 11th. Six analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $1,463.71.

Transdigm Group Trading Down 0.1%

Shares of TDG stock opened at $1,198.78 on Tuesday. The stock has a market cap of $67.05 billion, a P/E ratio of 36.37, a price-to-earnings-growth ratio of 2.00 and a beta of 0.91. The stock has a 50 day simple moving average of $1,268.22 and a 200 day simple moving average of $1,244.70. Transdigm Group Incorporated 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 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $10.30 by $0.57. The business had revenue of $2.74 billion for the quarter, compared to the consensus estimate of $2.68 billion. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%.The firm’s quarterly revenue was up 22.5% compared to the same quarter last year. During the same quarter in the prior year, the business 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 Incorporated will post 38.81 EPS for the current year.

Insiders Place Their Bets

In related news, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,238.76, for a total value of $4,831,164.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at $4,459,536. The trade was a 52.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $1,216.08, for a total transaction of $12,321,322.56. Following the sale, the director directly owned 21,548 shares of the company’s stock, valued at $26,204,091.84. This represents a 31.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 38,196 shares of company stock worth $48,027,598 in the last 90 days. 3.20% of the stock is owned by company insiders.

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.