Rep. April McClain Delaney Unloads Shares of Transdigm Group Incorporated (NYSE:TDG)

Representative April McClain Delaney (Democratic-Maryland) recently sold shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on September 09th, the Representative disclosed that they had sold between $100,001 and $250,000 in Transdigm Group stock on August 25th.

Representative April McClain Delaney also recently made the following trade(s):

• Sold $100,001 – $250,000 in shares of Wabtec (NYSE:WAB) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of Viking (NYSE:VIK) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of Trimble (NASDAQ:TRMB) on 8/25/2026.
• Sold $15,001 – $50,000 in shares of Tractor Supply (NASDAQ:TSCO) on 8/25/2026.
• Sold $15,001 – $50,000 in shares of Middleby (NASDAQ:MIDD) on 8/25/2026.
• Sold $15,001 – $50,000 in shares of Teledyne Technologies (NYSE:TDY) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of STERIS (NYSE:STE) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of Somnigroup International (NYSE:SGI) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of Signet Jewelers (NYSE:SIG) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of Paychex (NASDAQ:PAYX) on 8/25/2026.

Transdigm Group Stock Performance

Shares of NYSE TDG traded up $11.21 during mid-day trading on Friday, hitting $1,138.09. The stock had a trading volume of 375,323 shares, compared to its average volume of 324,764. The firm has a market cap of $63.65 billion, a PE ratio of 34.53, a PEG ratio of 1.87 and a beta of 0.91. The company has a 50 day moving average of $1,223.23 and a two-hundred day moving average of $1,231.51. Transdigm Group Incorporated has a twelve month low of $1,119.62 and a twelve month high of $1,463.03.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share for the quarter, beating the consensus estimate of $10.30 by $0.57. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%.The business had revenue of $2.74 billion for the quarter, compared to the consensus estimate of $2.68 billion. During the same quarter in the previous year, the business earned $9.60 EPS. The company’s quarterly revenue was up 22.5% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. Equities research analysts predict that Transdigm Group Incorporated will post 38.81 EPS for the current fiscal year.

Analyst Ratings Changes

TDG has been the topic of several research reports. JPMorgan Chase & Co. increased their price target on shares of Transdigm Group from $1,440.00 to $1,450.00 and gave the stock a “neutral” rating in a report on Monday, June 15th. Wall Street Zen downgraded shares of Transdigm Group from a “buy” rating to a “hold” rating in a report on Monday, July 20th. Morgan Stanley cut shares of Transdigm Group from an “overweight” rating to an “equal weight” rating and reduced their target price for the stock from $1,680.00 to $1,345.00 in a report on Wednesday, July 15th. Weiss Ratings restated a “hold (c)” rating on shares of Transdigm Group in a research report on Friday, August 28th. Finally, UBS Group increased their price target on Transdigm Group from $1,585.00 to $1,695.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Six research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat.com, Transdigm Group presently has a consensus rating of “Hold” and a consensus target price of $1,463.71.

Insider Buying and Selling

In related news, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $1,238.76, for a total value of $4,831,164.00. Following the completion of the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,459,536. The trade was a 52.00% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director W. Howley sold 10,132 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total transaction of $12,525,988.96. Following the transaction, the director owned 21,548 shares of the company’s stock, valued at $26,639,361.44. This represents a 31.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 38,196 shares of company stock valued at $48,027,598 over the last 90 days. Company insiders own 3.20% of the company’s stock.

Hedge Funds Weigh In On Transdigm Group

Several institutional investors have recently made changes to their positions in TDG. Elyxium Wealth LLC purchased a new stake in shares of Transdigm Group during the 4th quarter worth about $25,000. Burkett Financial Services LLC acquired a new position in Transdigm Group in the 2nd quarter worth about $25,000. MCF Advisors LLC boosted its position in Transdigm Group by 900.0% during the fourth quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after purchasing an additional 18 shares in the last quarter. Transamerica Financial Advisors LLC boosted its position in Transdigm Group by 1,900.0% during the fourth quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after purchasing an additional 19 shares in the last quarter. Finally, Colonial Trust Co SC grew its holdings in Transdigm Group by 162.5% in the fourth quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock valued at $29,000 after purchasing an additional 13 shares during the period. 95.78% of the stock is owned by hedge funds and other institutional investors.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

Transdigm Group Company Profile

TransDigm Group Incorporated (NYSE: TDG) designs, produces and supplies aircraft components, systems and related aftermarket services. The company focuses primarily on proprietary aerospace products, including mechanical and electromechanical actuators, ignition systems, pumps, valves, sensors, cockpit and data-acquisition systems, power-conditioning equipment, lighting, lavatory components, seat belts and cargo-loading systems.

TransDigm serves commercial and regional airlines, business and general aviation operators, aircraft manufacturers and military customers.