Insider Selling: Transdigm Group (NYSE:TDG) COO Sells 290 Shares of Stock

Transdigm Group Incorporated (NYSE:TDG) COO Patrick Joseph Murphy sold 290 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $1,329.03, for a total transaction of $385,418.70. Following the completion of the sale, the chief operating officer directly owned 1,055 shares of the company’s stock, valued at $1,402,126.65. This represents a 21.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link.

Patrick Joseph Murphy also recently made the following trade(s):

• On Monday, December 1st, Patrick Joseph Murphy sold 290 shares of Transdigm Group stock. The shares were sold at an average price of $1,351.06, for a total transaction of $391,807.40.
• On Monday, November 3rd, Patrick Joseph Murphy sold 290 shares of Transdigm Group stock. The shares were sold at an average price of $1,310.00, for a total transaction of $379,900.00.
• On Monday, October 27th, Patrick Joseph Murphy sold 580 shares of Transdigm Group stock. The stock was sold at an average price of $1,354.76, for a total value of $785,760.80.

Transdigm Group Stock Performance

NYSE TDG traded up $8.64 on Monday, reaching $1,367.19. 296,640 shares of the stock traded hands, compared to its average volume of 287,670. The company has a fifty day moving average price of $1,318.96 and a 200-day moving average price of $1,375.94. Transdigm Group Incorporated has a 12 month low of $1,183.60 and a 12 month high of $1,623.82. The company has a market cap of $77.00 billion, a price-to-earnings ratio of 42.62, a PEG ratio of 3.00 and a beta of 0.94.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings data on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, topping analysts’ consensus estimates of $10.33 by $0.49. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The firm had revenue of $2.44 billion during the quarter, compared to analysts’ expectations of $2.40 billion. During the same quarter last year, the firm earned $9.83 EPS. The business’s quarterly revenue was up 11.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. As a group, research analysts anticipate that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Transdigm Group

Several hedge funds and other institutional investors have recently bought and sold shares of TDG. Park Avenue Securities LLC raised its stake in shares of Transdigm Group by 3.7% during the 4th quarter. Park Avenue Securities LLC now owns 893 shares of the aerospace company’s stock worth $1,188,000 after purchasing an additional 32 shares in the last quarter. Union Bancaire Privee UBP SA increased its position in shares of Transdigm Group by 10.6% during the fourth quarter. Union Bancaire Privee UBP SA now owns 970 shares of the aerospace company’s stock valued at $1,290,000 after purchasing an additional 93 shares during the period. GAMMA Investing LLC raised its holdings in shares of Transdigm Group by 13.3% in the 4th quarter. GAMMA Investing LLC now owns 1,216 shares of the aerospace company’s stock worth $1,617,000 after buying an additional 143 shares in the last quarter. AIA Group Ltd boosted its holdings in shares of Transdigm Group by 83.7% in the 3rd quarter. AIA Group Ltd now owns 7,215 shares of the aerospace company’s stock worth $9,510,000 after acquiring an additional 3,287 shares in the last quarter. Finally, Mirabella Financial Services LLP grew its stake in shares of Transdigm Group by 23.8% during the third quarter. Mirabella Financial Services LLP now owns 3,611 shares of the aerospace company’s stock valued at $4,697,000 after purchasing an additional 695 shares during the last quarter. 95.78% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. Susquehanna cut their target price on shares of Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating on the stock in a research note on Thursday, October 9th. BNP Paribas upgraded shares of Transdigm Group to a “strong-buy” rating in a research report on Tuesday, November 18th. UBS Group raised their price objective on shares of Transdigm Group from $1,738.00 to $1,798.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. BMO Capital Markets lifted their target price on shares of Transdigm Group from $1,420.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Thursday, November 13th. Finally, Truist Financial lowered their target price on shares of Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating for the company in a research note on Wednesday, October 15th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat.com, Transdigm Group presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,590.56.

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.