Transdigm Group Incorporated (NYSE:TDG) Stock Now Rated “Hold” by Sell-Side Analysts

Shares of Transdigm Group Incorporated (NYSE:TDG) have been assigned an average rating of “Hold” from the eighteen brokerages that are covering the company, Marketbeat Ratings reports. Thirteen investment analysts have rated the stock with a hold rating and five have given a buy rating to the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $1,444.87.

A number of analysts have commented on TDG shares. JPMorgan Chase & Co. lowered their target price on shares of Transdigm Group from $1,450.00 to $1,415.00 and set a “neutral” rating for the company in a report on Thursday, September 17th. Morgan Stanley lowered Transdigm Group from an “overweight” rating to an “equal weight” rating and reduced their price target for the stock from $1,680.00 to $1,345.00 in a research report on Wednesday, July 15th. Melius Research reaffirmed a “hold” rating and set a $1,331.00 price objective on shares of Transdigm Group in a research note on Monday, September 14th. Wells Fargo & Company cut their target price on Transdigm Group from $1,450.00 to $1,210.00 and set an “equal weight” rating on the stock in a research note on Wednesday, September 30th. Finally, Royal Bank Of Canada restated a “sector perform” rating and set a $1,350.00 target price on shares of Transdigm Group in a report on Wednesday, September 16th.

Insider Buying and Selling

In related news, Director W. Howley sold 10,132 shares of Transdigm Group stock in a transaction that occurred on Tuesday, August 18th. The shares were 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 trade represents a 31.98% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $1,094.58, for a total transaction of $4,268,862.00. Following the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $3,940,488. This represents a 52.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 28,064 shares of company stock worth $33,947,338 over the last quarter. 3.20% of the stock is currently owned by corporate insiders.

Institutional Trading of Transdigm Group

A number of large investors have recently made changes to their positions in TDG. QRG Capital Management Inc. grew its stake in Transdigm Group by 41.4% in the second quarter. QRG Capital Management Inc. now owns 1,381 shares of the aerospace company’s stock valued at $1,839,000 after acquiring an additional 404 shares during the period. Envestnet Portfolio Solutions Inc. raised its position in shares of Transdigm Group by 18.3% during the second quarter. Envestnet Portfolio Solutions Inc. now owns 246 shares of the aerospace company’s stock worth $328,000 after purchasing an additional 38 shares during the period. State Street Corp lifted its holdings in shares of Transdigm Group by 1.7% during the 2nd quarter. State Street Corp now owns 2,559,096 shares of the aerospace company’s stock valued at $3,408,818,000 after purchasing an additional 42,490 shares in the last quarter. The Manufacturers Life Insurance Company lifted its holdings in shares of Transdigm Group by 106.4% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 392,447 shares of the aerospace company’s stock valued at $522,754,000 after purchasing an additional 202,300 shares in the last quarter. Finally, Sequoia Financial Advisors LLC grew its position in shares of Transdigm Group by 3.1% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 6,803 shares of the aerospace company’s stock valued at $9,062,000 after purchasing an additional 206 shares during the period. Institutional investors own 95.78% of the company’s stock.

Transdigm Group Trading Up 1.0%

Transdigm Group stock opened at $1,104.11 on Wednesday. The company has a market cap of $61.75 billion, a PE ratio of 33.50, a PEG ratio of 1.55 and a beta of 0.96. Transdigm Group has a 1 year low of $1,071.25 and a 1 year high of $1,463.03. The company’s 50-day moving average is $1,169.63 and its two-hundred day moving average is $1,209.87.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, topping the consensus estimate of $10.30 by $0.57. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The company had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.68 billion. During the same quarter in the previous year, the company earned $9.60 EPS. Transdigm Group’s revenue was up 22.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. Research analysts forecast that Transdigm Group will post 38.87 EPS for the current year.

Transdigm Group Company Profile

TransDigm Group Incorporated is an aerospace manufacturing company that designs, produces and supplies highly engineered aircraft components, systems and related products. Its offerings include engine and airframe components, ignition systems, pumps, valves, cockpit and cabin equipment, data and control systems, and other specialized products used on commercial, business, general aviation and military aircraft.

The company serves both original equipment manufacturers and the aftermarket.