Bessemer Group Inc. Has $4.62 Million Stock Holdings in Transdigm Group Incorporated $TDG

Bessemer Group Inc. lifted its holdings in shares of Transdigm Group Incorporated (NYSE:TDG) by 27.9% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 3,501 shares of the aerospace company’s stock after buying an additional 763 shares during the period. Bessemer Group Inc.’s holdings in Transdigm Group were worth $4,616,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. Salomon & Ludwin LLC bought a new position in Transdigm Group during the third quarter valued at about $26,000. Bank of Jackson Hole Trust increased its holdings in shares of Transdigm Group by 84.6% during the 2nd quarter. Bank of Jackson Hole Trust now owns 24 shares of the aerospace company’s stock valued at $36,000 after acquiring an additional 11 shares during the last quarter. Hantz Financial Services Inc. raised its stake in shares of Transdigm Group by 1,250.0% in the 2nd quarter. Hantz Financial Services Inc. now owns 27 shares of the aerospace company’s stock valued at $41,000 after acquiring an additional 25 shares in the last quarter. Ameritas Advisory Services LLC acquired a new stake in Transdigm Group in the 2nd quarter worth approximately $47,000. Finally, Security National Bank bought a new stake in Transdigm Group during the third quarter worth approximately $53,000. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insider Buying and Selling at Transdigm Group

In other news, Director Robert J. Small sold 90,953 shares of the stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $1,335.72, for a total transaction of $121,487,741.16. Following the sale, the director owned 68,139 shares in the company, valued at approximately $91,014,625.08. This represents a 57.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Kevin M. Stein sold 36,925 shares of the firm’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 sale, the director owned 19,233 shares of the company’s stock, valued at approximately $27,422,219.07. This trade represents a 65.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 242,485 shares of company stock valued at $331,932,850 over the last quarter. Corporate insiders own 4.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on TDG shares. BNP Paribas Exane assumed coverage on shares of Transdigm Group in a research note on Tuesday, November 18th. They issued an “outperform” rating and a $1,775.00 price objective for the company. UBS Group dropped their target price 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. BMO Capital Markets upped their price target on shares of Transdigm Group from $1,420.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, November 13th. KeyCorp lowered Transdigm Group from an “overweight” rating to a “sector weight” rating in a research note on Thursday. Finally, Morgan Stanley boosted their price objective on Transdigm Group from $1,600.00 to $1,660.00 and gave the stock an “overweight” rating in a research report on Friday, November 14th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,584.44.

Transdigm Group Stock Up 1.8%

Transdigm Group stock opened at $1,286.39 on Friday. The business has a 50 day moving average price of $1,354.51 and a two-hundred day moving average price of $1,354.56. Transdigm Group Incorporated has a 12 month low of $1,183.60 and a 12 month high of $1,623.82. The stock has a market cap of $72.64 billion, a price-to-earnings ratio of 41.39, a price-to-earnings-growth ratio of 2.84 and a beta of 0.92.

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

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.