Tiff Advisory Services LLC Purchases Shares of 2,078 Transdigm Group Incorporated $TDG

Tiff Advisory Services LLC purchased a new stake in Transdigm Group Incorporated (NYSE:TDG) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 2,078 shares of the aerospace company’s stock, valued at approximately $2,739,000. Transdigm Group makes up 0.6% of Tiff Advisory Services LLC’s investment portfolio, making the stock its 21st largest holding.

Other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. increased its position in shares of Transdigm Group by 5.3% in the second quarter. Vanguard Group Inc. now owns 6,693,889 shares of the aerospace company’s stock valued at $10,178,995,000 after buying an additional 333,965 shares in the last quarter. Principal Financial Group Inc. boosted its stake 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 worth $3,136,719,000 after buying an additional 367,756 shares during the last quarter. State Street Corp grew its holdings in Transdigm Group by 2.5% in the 2nd quarter. State Street Corp now owns 2,343,288 shares of the aerospace company’s stock valued at $3,563,297,000 after buying an additional 56,141 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of Transdigm Group by 1.5% in the 2nd quarter. Geode Capital Management LLC now owns 1,214,396 shares of the aerospace company’s stock worth $1,837,459,000 after acquiring an additional 17,946 shares during the last quarter. Finally, Norges Bank purchased a new position in shares of Transdigm Group during the 2nd quarter worth $1,275,035,000. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Wall Street Analysts Forecast Growth

TDG has been the topic of a number of analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Transdigm Group in a research note on Monday, December 29th. BNP Paribas Exane began coverage on 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. Zacks Research upgraded Transdigm Group from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Stifel Nicolaus lowered their price target on Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating for the company in a report on Thursday, November 13th. Finally, UBS Group reduced their price objective on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,584.44.

Insider Activity at Transdigm Group

In other Transdigm Group news, Director Kevin M. Stein sold 36,925 shares of the business’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $1,425.79, for a total value of $52,647,295.75. Following the completion of the transaction, the director owned 19,233 shares in the company, valued at $27,422,219.07. The trade was a 65.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Robert J. Small sold 90,953 shares of the stock in a transaction on 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 in the company, valued at approximately $91,014,625.08. The trade was a 57.17% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 242,485 shares of company stock valued at $331,932,850 in the last three months. 4.09% of the stock is currently owned by corporate insiders.

Transdigm Group Price Performance

Shares of Transdigm Group stock opened at $1,286.10 on Friday. The stock has a market capitalization of $72.63 billion, a price-to-earnings ratio of 41.38, a price-to-earnings-growth ratio of 2.77 and a beta of 0.92. The business has a 50-day moving average of $1,350.16 and a 200 day moving average of $1,345.97. Transdigm Group Incorporated has a 12 month low of $1,183.60 and a 12 month high of $1,623.82.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.99 by $0.24. The business had revenue of $2.29 billion for the quarter, compared to analysts’ expectations of $2.26 billion. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. The business’s quarterly revenue was up 13.9% on a year-over-year basis. During the same quarter in the prior year, the company earned $7.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Equities research analysts anticipate that Transdigm Group Incorporated will post 35.13 earnings per share for the current year.

Transdigm Group Profile

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.