UniSuper Management Pty Ltd Has $6.48 Million Stake in Transdigm Group Incorporated $TDG

UniSuper Management Pty Ltd raised its stake in Transdigm Group Incorporated (NYSE:TDG) by 23.3% during the third quarter, HoldingsChannel.com reports. The fund owned 4,918 shares of the aerospace company’s stock after acquiring an additional 930 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Transdigm Group were worth $6,482,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Salomon & Ludwin LLC bought a new stake in shares of Transdigm Group in the 3rd quarter worth about $26,000. Bank of Jackson Hole Trust boosted its position in Transdigm Group by 84.6% in the second quarter. Bank of Jackson Hole Trust now owns 24 shares of the aerospace company’s stock valued at $36,000 after buying an additional 11 shares in the last quarter. Hantz Financial Services Inc. grew its stake in Transdigm Group by 1,250.0% during the second quarter. Hantz Financial Services Inc. now owns 27 shares of the aerospace company’s stock worth $41,000 after buying an additional 25 shares during the last quarter. Ameritas Advisory Services LLC acquired a new stake in shares of Transdigm Group during the second quarter worth approximately $47,000. Finally, Security National Bank bought a new position in shares of Transdigm Group in the third quarter valued at approximately $53,000. 95.78% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on TDG shares. JPMorgan Chase & Co. increased their price target on Transdigm Group from $1,405.00 to $1,435.00 and gave the stock a “neutral” rating in a research report on Friday, November 14th. Susquehanna decreased their target price on Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating on the stock in a report on Thursday, October 9th. Truist Financial cut their price target on Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating for the company in a report on Wednesday, October 15th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday, December 29th. Finally, UBS Group raised their price objective on shares of Transdigm Group from $1,798.00 to $1,804.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $1,597.00.

Transdigm Group Stock Down 0.2%

Shares of TDG stock opened at $1,417.52 on Friday. The firm has a market cap of $79.83 billion, a price-to-earnings ratio of 44.19, a PEG ratio of 3.11 and a beta of 0.94. Transdigm Group Incorporated has a 12 month low of $1,183.60 and a 12 month high of $1,623.82. The stock has a 50-day moving average price of $1,350.25 and a 200 day moving average price of $1,368.62.

Transdigm Group (NYSE:TDG) last released its earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $10.33 by $0.49. The company had revenue of $2.44 billion for the quarter, compared to the consensus estimate of $2.40 billion. Transdigm Group had a net margin of 21.69% and a negative return on equity of 31.91%. The company’s revenue was up 11.5% compared to the same quarter last year. During the same period in the prior year, the company posted $9.83 EPS. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Sell-side analysts predict that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

Insider Buying and Selling at Transdigm Group

In other news, Director Kevin M. Stein sold 25,000 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $1,373.59, for a total value of $34,339,750.00. Following the transaction, the director directly owned 8,158 shares in the company, valued at $11,205,747.22. This trade represents a 75.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Robert J. Small sold 90,953 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $1,335.72, for a total value of $121,487,741.16. Following the completion of the sale, the director owned 68,139 shares of the company’s stock, valued at $91,014,625.08. This represents a 57.17% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 195,765 shares of company stock valued at $265,101,510. 4.09% of the stock is currently owned by insiders.

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.