Analysts Set Transdigm Group Incorporated (NYSE:TDG) Target Price at $1,576.29

Shares of Transdigm Group Incorporated (NYSE:TDG) have earned a consensus recommendation of “Moderate Buy” from the nineteen ratings firms that are currently covering the stock, Marketbeat reports. Five investment analysts have rated the stock with a hold recommendation, thirteen have issued a buy recommendation and one has given a strong buy recommendation to the company. The average 12 month target price among brokerages that have issued ratings on the stock in the last year is $1,590.5625.

A number of equities research analysts recently commented on the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday. Jefferies Financial Group reduced their target price on shares of Transdigm Group from $1,650.00 to $1,490.00 and set a “buy” rating for the company in a research note on Wednesday, September 17th. UBS Group increased their target price on shares of Transdigm Group from $1,738.00 to $1,798.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Susquehanna dropped their price target on shares of Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating on the stock in a research report on Thursday, October 9th. Finally, BNP Paribas Exane began coverage on shares of Transdigm Group in a research report on Tuesday, November 18th. They issued an “outperform” rating and a $1,775.00 price objective for the company.

Transdigm Group Price Performance

TDG opened at $1,357.30 on Monday. Transdigm Group has a fifty-two week low of $1,183.60 and a fifty-two week high of $1,623.82. The firm has a market capitalization of $76.44 billion, a PE ratio of 42.31, a P/E/G ratio of 2.93 and a beta of 0.94. The company’s 50-day moving average is $1,318.71 and its 200 day moving average is $1,376.86.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings data on Wednesday, November 12th. The aerospace company reported $10.82 EPS for the quarter, topping analysts’ consensus estimates of $10.33 by $0.49. The firm had revenue of $2.44 billion during the quarter, compared to analyst estimates of $2.40 billion. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The company’s revenue for the quarter was up 11.5% on a year-over-year basis. During the same period in the previous year, the company posted $9.83 EPS. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. As a group, analysts expect that Transdigm Group will post 35.13 EPS for the current year.

Insiders Place Their Bets

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $1,340.00, for a total value of $5,226,000.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares in the company, valued at $4,824,000. This represents a 52.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Kevin M. Stein sold 17,526 shares of the firm’s stock in a transaction on Thursday, December 4th. The shares were sold at an average price of $1,362.29, for a total value of $23,875,494.54. Following the sale, the director directly owned 8,158 shares of the company’s stock, valued at approximately $11,113,561.82. This represents a 68.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 147,311 shares of company stock valued at $197,017,517. Insiders own 4.09% of the company’s stock.

Hedge Funds Weigh In On Transdigm Group

A number of hedge funds and other institutional investors have recently made changes to their positions in TDG. Vanguard Group Inc. boosted its stake in Transdigm Group by 1.8% in the third quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company’s stock valued at $8,982,225,000 after acquiring an additional 121,049 shares during the last quarter. Capital International Investors raised its holdings in shares of Transdigm Group by 4.1% in the 3rd quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock worth $8,552,028,000 after purchasing an additional 254,750 shares during the period. State Street Corp lifted its stake in Transdigm Group by 1.9% in the third quarter. State Street Corp now owns 2,388,838 shares of the aerospace company’s stock valued at $3,148,536,000 after purchasing an additional 45,550 shares during the last quarter. Principal Financial Group Inc. grew its holdings in Transdigm Group by 18.3% during the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock valued at $3,136,719,000 after purchasing an additional 367,756 shares during the period. Finally, Capital Research Global Investors grew its holdings in Transdigm Group by 10.2% during the third quarter. Capital Research Global Investors now owns 2,207,837 shares of the aerospace company’s stock valued at $2,909,850,000 after purchasing an additional 203,997 shares during the period. 95.78% of the stock is owned by hedge funds and other institutional investors.

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.