Transdigm Group Incorporated (NYSE:TDG) Given Average Rating of “Moderate Buy” by Analysts

Transdigm Group Incorporated (NYSE:TDG) has been given a consensus rating of “Moderate Buy” by the nineteen analysts that are covering the stock, MarketBeat.com reports. Nine investment analysts have rated the stock with a hold recommendation and ten have assigned a buy recommendation to the company. The average 1-year price objective among brokers that have issued ratings on the stock in the last year is $1,524.1765.

Several research analysts recently issued reports on TDG shares. TD Cowen cut their price objective on Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. KeyCorp downgraded Transdigm Group from an “overweight” rating to a “sector weight” rating in a research report on Thursday, February 5th. Susquehanna cut their price objective on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. Morgan Stanley boosted their price target on Transdigm Group from $1,660.00 to $1,680.00 and gave the company an “overweight” rating in a report on Wednesday, May 6th. Finally, BNP Paribas Exane cut their price target on Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating for the company in a report on Thursday, May 14th.

Insider Buying and Selling at Transdigm Group

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $1,154.09, for a total value of $4,500,951.00. Following the completion of the transaction, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,154,724. The trade was a 52.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director W Nicholas Howley sold 10,132 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $1,213.05, for a total value of $12,290,622.60. Following the completion of the transaction, the director owned 21,548 shares of the company’s stock, valued at $26,138,801.40. This trade represents a 31.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 42,096 shares of company stock valued at $51,417,454 over the last quarter. 3.20% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the business. Empowered Funds LLC grew its stake in shares of Transdigm Group by 5.0% during the 1st quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock valued at $1,898,000 after buying an additional 65 shares during the period. Acadian Asset Management LLC grew its stake in shares of Transdigm Group by 92.3% during the 1st quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock valued at $376,000 after buying an additional 131 shares during the period. NewEdge Advisors LLC grew its stake in shares of Transdigm Group by 152.9% during the 2nd quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock valued at $3,138,000 after buying an additional 1,248 shares during the period. Sei Investments Co. grew its stake in shares of Transdigm Group by 25.4% during the 2nd quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock valued at $50,227,000 after buying an additional 6,697 shares during the period. Finally, Treasurer of the State of North Carolina grew its stake in shares of Transdigm Group by 3.6% during the 2nd quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock valued at $39,264,000 after buying an additional 902 shares during the period. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Transdigm Group Price Performance

Shares of Transdigm Group stock opened at $1,211.39 on Thursday. Transdigm Group has a 1 year low of $1,123.61 and a 1 year high of $1,623.82. The company has a market capitalization of $67.75 billion, a P/E ratio of 37.81, a P/E/G ratio of 2.18 and a beta of 0.91. The business has a 50 day moving average price of $1,200.05 and a 200 day moving average price of $1,282.50.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $9.46 by $0.39. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.The firm had revenue of $2.54 billion during the quarter, compared to the consensus estimate of $2.47 billion. During the same period in the previous year, the firm posted $9.11 EPS. The company’s quarterly revenue was up 18.3% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. As a group, research analysts expect that Transdigm Group will post 37.82 EPS for the current fiscal year.

Transdigm Group Company 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.