Transdigm Group Incorporated $TDG Stock Holdings Raised by Schroder Investment Management Group

Schroder Investment Management Group grew its stake in Transdigm Group Incorporated (NYSE:TDG) by 2.4% during the second quarter, HoldingsChannel.com reports. The firm owned 67,300 shares of the aerospace company’s stock after purchasing an additional 1,585 shares during the period. Schroder Investment Management Group’s holdings in Transdigm Group were worth $102,339,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. MassMutual Private Wealth & Trust FSB increased its holdings in Transdigm Group by 2.8% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 257 shares of the aerospace company’s stock valued at $391,000 after buying an additional 7 shares during the last quarter. Diversified Enterprises LLC boosted its holdings in Transdigm Group by 3.8% in the second quarter. Diversified Enterprises LLC now owns 193 shares of the aerospace company’s stock worth $293,000 after purchasing an additional 7 shares during the period. FSM Wealth Advisors LLC boosted its holdings in Transdigm Group by 3.8% in the second quarter. FSM Wealth Advisors LLC now owns 191 shares of the aerospace company’s stock worth $292,000 after purchasing an additional 7 shares during the period. Tokio Marine Asset Management Co. Ltd. increased its stake in Transdigm Group by 0.5% during the first quarter. Tokio Marine Asset Management Co. Ltd. now owns 1,693 shares of the aerospace company’s stock valued at $2,342,000 after purchasing an additional 8 shares during the last quarter. Finally, Fulton Bank N.A. raised its holdings in shares of Transdigm Group by 3.3% during the second quarter. Fulton Bank N.A. now owns 254 shares of the aerospace company’s stock worth $386,000 after purchasing an additional 8 shares during the period. Institutional investors own 95.78% of the company’s stock.

Insiders Place Their Bets

In related news, Director W Nicholas Howley sold 2,736 shares of Transdigm Group stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $1,298.87, for a total value of $3,553,708.32. Following the transaction, the director owned 21,548 shares of the company’s stock, valued at approximately $27,988,050.76. This trade represents a 11.27% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Robert J. Small sold 5,000 shares of the company’s stock in a transaction dated Friday, September 12th. The shares were sold at an average price of $1,276.98, for a total transaction of $6,384,900.00. Following the sale, the director directly owned 83,419 shares of the company’s stock, valued at $106,524,394.62. This represents a 5.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 36,086 shares of company stock worth $47,639,028 over the last three months. Company insiders own 4.09% of the company’s stock.

Transdigm Group Stock Performance

Shares of NYSE TDG opened at $1,360.17 on Friday. Transdigm Group Incorporated has a 1 year low of $1,183.60 and a 1 year high of $1,623.82. The firm has a market cap of $76.60 billion, a P/E ratio of 45.14, a PEG ratio of 3.25 and a beta of 1.02. The stock has a fifty day moving average price of $1,308.97 and a two-hundred day moving average price of $1,397.82.

Transdigm Group (NYSE:TDG) last posted 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. The company had revenue of $2.44 billion during the quarter, compared to analyst estimates of $2.40 billion. Transdigm Group had a net margin of 20.98% and a negative return on equity of 35.27%. The business’s revenue for the quarter was up 11.5% on a year-over-year basis. During the same quarter last year, the firm posted $9.83 EPS. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. On average, research analysts predict that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on TDG shares. BNP Paribas Exane assumed coverage on shares of Transdigm Group in a report on Tuesday, November 18th. They issued an “outperform” rating and a $1,775.00 target price on the stock. BNP Paribas upgraded Transdigm Group to a “strong-buy” rating in a research report on Tuesday, November 18th. JPMorgan Chase & Co. raised their price target on Transdigm Group from $1,405.00 to $1,435.00 and gave the stock a “neutral” rating in a report on Friday, November 14th. Morgan Stanley boosted their price objective on Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a research report on Friday, November 14th. Finally, Stifel Nicolaus dropped their target price on Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating on the stock in a research report on Thursday, November 13th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,576.29.

Transdigm Group Profile

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.