Transdigm Group (NYSE:TDG – Free Report) had its price target hoisted by Royal Bank Of Canada from $1,200.00 to $1,300.00 in a research report released on Wednesday,Benzinga reports. Royal Bank Of Canada currently has a sector perform rating on the aerospace company’s stock.
Other analysts have also issued reports about the stock. Melius Research lowered shares of Transdigm Group from a “buy” rating to a “hold” rating and set a $1,331.00 price objective for the company. in a research note on Monday, September 14th. UBS Group raised their target price on shares of Transdigm Group from $1,585.00 to $1,695.00 and gave the company a “buy” rating in a research report on Wednesday, August 5th. The Goldman Sachs Group cut their target price on shares of Transdigm Group from $1,972.00 to $1,745.00 and set a “buy” rating on the stock in a research report on Monday, October 12th. Wall Street Zen lowered shares of Transdigm Group from a “buy” rating to a “hold” rating in a report on Monday, July 20th. Finally, BMO Capital Markets lowered their price target on shares of Transdigm Group from $1,525.00 to $1,400.00 and set an “outperform” rating for the company in a research report on Monday, September 28th. Five investment analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $1,431.13.
Transdigm Group Stock Up 1.6%
Shares of NYSE TDG opened at $1,244.56 on Wednesday. Transdigm Group has a twelve month low of $1,071.25 and a twelve month high of $1,463.03. The firm has a market cap of $69.61 billion, a PE ratio of 35.02, a price-to-earnings-growth ratio of 1.75 and a beta of 0.98. The business has a fifty day simple moving average of $1,133.59 and a two-hundred day simple moving average of $1,220.18.
Transdigm Group (NYSE:TDG – Get Free Report) last posted its quarterly earnings results on Tuesday, November 10th. The aerospace company reported $12.44 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $12.21 by $0.23. The business had revenue of $2.99 billion for the quarter, compared to the consensus estimate of $2.95 billion. Transdigm Group had a negative return on equity of 24.14% and a net margin of 19.94%. The business’s revenue was up 22.6% compared to the same quarter last year. During the same quarter in the prior year, the company earned $10.82 EPS. Transdigm Group has set its FY 2027 guidance at 47.090-47.940 EPS. On average, research analysts expect that Transdigm Group will post 44.94 earnings per share for the current year.
Insider Buying and Selling at Transdigm Group
In related news, COO Joel Reiss sold 4,100 shares of the company’s stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $1,128.04, for a total transaction of $4,624,964.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares in the company, valued at $4,060,944. This represents a 53.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. 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 sale, the director directly owned 21,548 shares in the company, valued at approximately $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. Over the last three months, insiders sold 22,032 shares of company stock valued at $26,250,979. Corporate insiders own 3.20% of the company’s stock.
Institutional Trading of Transdigm Group
Several hedge funds have recently modified their holdings of TDG. BlackRock Inc. bought a new stake in shares of Transdigm Group in the 2nd quarter valued at about $6,489,039,000. State Street Corp grew its position in shares of Transdigm Group by 1.7% in the 2nd quarter. State Street Corp now owns 2,559,096 shares of the aerospace company’s stock worth $3,408,818,000 after buying an additional 42,490 shares during the last quarter. Soroban Capital Partners LP raised its stake in shares of Transdigm Group by 14.5% during the 1st quarter. Soroban Capital Partners LP now owns 856,197 shares of the aerospace company’s stock worth $992,298,000 after acquiring an additional 108,227 shares in the last quarter. Stockbridge Partners LLC bought a new position in shares of Transdigm Group during the 2nd quarter worth approximately $578,480,000. Finally, Primecap Management Co. CA bought a new position in shares of Transdigm Group during the 2nd quarter worth approximately $546,425,000. 95.78% of the stock is owned by hedge funds and other institutional investors.
Top Transdigm Group Stories
Here are a few of the latest stories about TDG:
- Positive Sentiment: Fiscal Q4 revenue rose 23% year over year to $2.99 billion, and adjusted EPS of $12.44 topped estimates; organic sales increased 14%. Fiscal 2026 also included $2.75 billion in share repurchases. Article: TransDigm’s Q4 Earnings Surpass Estimates, Sales Increase Y/Y
- Positive Sentiment: Several analysts raised price targets: TD Cowen to $1,350 with a Buy rating, Morgan Stanley to $1,405 with an Equal Weight rating, and RBC to $1,300 with a Sector Perform rating. RBC also described the 2027 outlook as constructive. Article: TransDigm Offers Constructive Fiscal 2027 Guide, RBC Says
- Neutral Sentiment: Fiscal 2027 revenue guidance of $12.0 billion–$12.2 billion is above the $11.7 billion consensus, but adjusted EPS guidance of $47.09–$47.94 has a midpoint slightly below the $47.91 estimate. That earnings shortfall prompted an initially negative reaction, tempering the upbeat sales and quarterly results. Article: TransDigm shares fall as FY2027 earnings outlook misses estimates
Transdigm Group Company Profile
TransDigm Group Incorporated designs, produces and supplies highly engineered components for the aerospace industry. Its products include mechanical and electromechanical systems, pumps, valves, ignition systems, batteries, power-conditioning devices and cockpit components. The company serves commercial, military and business aviation markets, supplying components for both original aircraft production and the aftermarket. Its products are used on aircraft operated around the world, and its aftermarket business provides replacement parts and related support.
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