Transdigm Group (NYSE:TDG) Research Coverage Started at BNP Paribas Exane

BNP Paribas Exane began coverage on shares of Transdigm Group (NYSE:TDG) in a research report released on Tuesday morning, MarketBeat reports. The firm issued an outperform rating and a $1,775.00 target price on the aerospace company’s stock.

A number of other equities research analysts have also issued reports on the stock. Truist Financial cut their price target on shares of Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating on the stock in a report on Wednesday, October 15th. Royal Bank Of Canada increased their target price on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a report on Thursday, November 13th. BMO Capital Markets boosted their price target on Transdigm Group from $1,420.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, November 13th. KeyCorp dropped their price objective on Transdigm Group from $1,700.00 to $1,600.00 and set an “overweight” rating for the company in a report on Friday, August 8th. Finally, Morgan Stanley boosted their target price on Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a research note on Friday, November 14th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,576.29.

Transdigm Group Price Performance

Shares of TDG stock opened at $1,328.80 on Tuesday. The business has a 50-day moving average of $1,300.66 and a 200 day moving average of $1,400.19. Transdigm Group has a 1-year low of $1,183.60 and a 1-year high of $1,623.82. The stock has a market capitalization of $74.84 billion, a PE ratio of 44.10, a P/E/G ratio of 3.25 and a beta of 1.02.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings data on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, beating the consensus estimate of $10.33 by $0.49. Transdigm Group had a negative return on equity of 35.27% and a net margin of 20.98%.The firm had revenue of $2.44 billion during the quarter, compared to the consensus estimate of $2.40 billion. During the same quarter in the previous year, the company posted $9.83 earnings per share. The business’s revenue was up 11.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Analysts anticipate that Transdigm Group will post 35.13 EPS for the current year.

Insiders Place Their Bets

In other Transdigm Group news, CEO Michael Lisman bought 1,954 shares of the company’s stock in a transaction dated Friday, November 14th. The shares were purchased at an average price of $1,339.14 per share, for a total transaction of $2,616,679.56. Following the acquisition, the chief executive officer owned 1,954 shares in the company, valued at approximately $2,616,679.56. This represents a ∞ increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director W Nicholas Howley sold 2,736 shares of the stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $1,298.87, for a total transaction of $3,553,708.32. Following the completion of the transaction, the director owned 21,548 shares of the company’s stock, valued at approximately $27,988,050.76. The trade was a 11.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 33,629 shares of company stock valued at $44,369,174 in the last 90 days. Corporate insiders own 4.09% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently added to or reduced their stakes in the stock. Captrust Financial Advisors raised its position in shares of Transdigm Group by 10.8% in the 3rd quarter. Captrust Financial Advisors now owns 2,194 shares of the aerospace company’s stock worth $2,891,000 after purchasing an additional 213 shares during the last quarter. Danske Bank A S bought a new stake in Transdigm Group during the 3rd quarter valued at about $93,706,000. Laurion Capital Management LP purchased a new position in Transdigm Group in the third quarter worth about $228,000. CANADA LIFE ASSURANCE Co raised its holdings in Transdigm Group by 2.8% in the third quarter. CANADA LIFE ASSURANCE Co now owns 23,134 shares of the aerospace company’s stock worth $29,808,000 after buying an additional 636 shares during the last quarter. Finally, CYBER HORNET ETFs LLC grew its holdings in shares of Transdigm Group by 6.1% during the third quarter. CYBER HORNET ETFs LLC now owns 156 shares of the aerospace company’s stock valued at $206,000 after buying an additional 9 shares during the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

About Transdigm Group

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.