Transdigm Group Incorporated $TDG Shares Bought by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. raised its position in Transdigm Group Incorporated (NYSE:TDG) by 330.8% during the second quarter, HoldingsChannel.com reports. The firm owned 2,856 shares of the aerospace company’s stock after buying an additional 2,193 shares during the quarter. Jefferies Financial Group Inc.’s holdings in Transdigm Group were worth $3,805,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Family Legacy Inc. raised its holdings in 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 buying an additional 8 shares during the period. Annis Gardner Whiting Capital Advisors LLC increased its position in shares of Transdigm Group by 17.0% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 55 shares of the aerospace company’s stock worth $73,000 after acquiring an additional 8 shares in the last quarter. Fisher Asset Management LLC raised its stake in shares of 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 acquiring an additional 9 shares during the period. Root Financial Partners LLC lifted its holdings in shares of Transdigm Group by 6.2% during the 4th quarter. Root Financial Partners LLC now owns 155 shares of the aerospace company’s stock valued at $206,000 after acquiring an additional 9 shares in the last quarter. Finally, Harbour Investments Inc. lifted its holdings in shares of Transdigm Group by 13.6% during the 4th quarter. Harbour Investments Inc. now owns 75 shares of the aerospace company’s stock valued at $100,000 after acquiring an additional 9 shares in the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on TDG. UBS Group increased their price target 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. Stifel Nicolaus reiterated a “hold” rating and issued a $1,405.00 target price (down from $1,525.00) on shares of Transdigm Group in a research note on Wednesday, August 5th. BMO Capital Markets raised their target price on Transdigm Group from $1,450.00 to $1,525.00 and gave the company an “outperform” rating in a report on Thursday, July 2nd. Weiss Ratings lowered Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, June 2nd. Finally, Jefferies Financial Group upped their price target on Transdigm Group from $1,565.00 to $1,575.00 in a report on Monday, May 11th. Six analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $1,463.71.

Insider Transactions at Transdigm Group

In other news, COO Joel Reiss sold 3,900 shares of the stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,238.76, for a total transaction of $4,831,164.00. Following the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,459,536. This trade represents a 52.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $1,236.28, for a total value of $12,525,988.96. Following the sale, the director owned 21,548 shares in the company, valued at $26,639,361.44. The trade was a 31.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 38,196 shares of company stock worth $48,027,598. Company insiders own 3.20% of the company’s stock.

Transdigm Group Stock Down 0.2%

Shares of TDG opened at $1,184.14 on Friday. The firm has a market cap of $66.23 billion, a price-to-earnings ratio of 35.93, a PEG ratio of 1.98 and a beta of 0.91. The business’s 50 day moving average is $1,257.95 and its two-hundred day moving average is $1,242.67. Transdigm Group Incorporated has a 52-week low of $1,123.61 and a 52-week high of $1,463.03.

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