Transdigm Group Incorporated $TDG Shares Acquired by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. increased its holdings in Transdigm Group Incorporated (NYSE:TDG) by 31.4% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,911 shares of the aerospace company’s stock after buying an additional 457 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Transdigm Group were worth $2,546,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. BlackRock Inc. acquired a new stake in shares of Transdigm Group in the second quarter valued at approximately $6,489,039,000. Norges Bank acquired a new position in shares of Transdigm Group during the 4th quarter worth approximately $1,025,591,000. Stockbridge Partners LLC acquired a new stake in Transdigm Group during the 2nd quarter valued at $578,480,000. Primecap Management Co. CA purchased a new position in Transdigm Group during the second quarter worth $546,425,000. Finally, The Manufacturers Life Insurance Company acquired a new position in shares of Transdigm Group in the second quarter worth $522,754,000. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

TDG has been the topic of several analyst reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Transdigm Group in a research note on Friday, August 28th. Wall Street Zen downgraded shares of Transdigm Group from a “buy” rating to a “hold” rating in a research note on Monday, July 20th. Morgan Stanley lowered shares of Transdigm Group from an “overweight” rating to an “equal weight” rating and decreased their target price for the stock from $1,680.00 to $1,345.00 in a research report on Wednesday, July 15th. BMO Capital Markets lifted their target price on shares of 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. Finally, UBS Group increased their price target on Transdigm Group from $1,585.00 to $1,695.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Six investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $1,463.71.

Transdigm Group Price Performance

Transdigm Group stock opened at $1,162.19 on Friday. The company has a market cap of $65.00 billion, a price-to-earnings ratio of 35.26, a price-to-earnings-growth ratio of 1.92 and a beta of 0.91. Transdigm Group Incorporated has a 12 month low of $1,123.61 and a 12 month high of $1,463.03. The stock’s 50-day moving average is $1,242.41 and its 200-day moving average is $1,237.60.

Transdigm Group (NYSE:TDG) last posted its 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. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The firm had revenue of $2.74 billion during the quarter, compared to the consensus estimate of $2.68 billion. During the same quarter in the prior year, the company earned $9.60 EPS. The company’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. Research analysts anticipate that Transdigm Group Incorporated will post 38.81 EPS for the current year.

Insider Buying and Selling at Transdigm Group

In related news, COO Joel Reiss sold 3,900 shares of the stock in a transaction on 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 sale, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,459,536. This represents a 52.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director W. Howley sold 10,132 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the director directly owned 21,548 shares in the company, valued at $26,639,361.44. This trade represents a 31.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 38,196 shares of company stock valued at $48,027,598 in the last three months. Company insiders own 3.20% of the company’s stock.

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.