HighTower Advisors LLC Purchases 1,281 Shares of Transdigm Group Incorporated $TDG

HighTower Advisors LLC grew its position in shares of Transdigm Group Incorporated (NYSE:TDG) by 8.0% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 17,230 shares of the aerospace company’s stock after buying an additional 1,281 shares during the quarter. HighTower Advisors LLC’s holdings in Transdigm Group were worth $22,914,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds also recently modified their holdings of the stock. Empowered Funds LLC raised its holdings in shares of Transdigm Group by 5.0% in the 1st quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock worth $1,898,000 after purchasing an additional 65 shares during the period. Acadian Asset Management LLC raised its holdings in shares of Transdigm Group by 92.3% in the 1st quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock worth $376,000 after purchasing an additional 131 shares during the period. NewEdge Advisors LLC raised its holdings in shares of Transdigm Group by 152.9% in the 2nd quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock worth $3,138,000 after purchasing an additional 1,248 shares during the period. Sei Investments Co. raised its holdings in shares of Transdigm Group by 25.4% in the 2nd quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock worth $50,227,000 after purchasing an additional 6,697 shares during the period. Finally, Treasurer of the State of North Carolina raised its holdings in shares of Transdigm Group by 3.6% in the 2nd quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock worth $39,264,000 after purchasing an additional 902 shares during the period. Institutional investors own 95.78% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently commented on TDG. Royal Bank Of Canada lowered their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating on the stock in a report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a report on Wednesday, May 6th. Jefferies Financial Group lifted their price target on shares of Transdigm Group from $1,565.00 to $1,575.00 in a report on Monday, May 11th. Robert W. Baird reiterated a “neutral” rating and issued a $1,400.00 price objective on shares of Transdigm Group in a research note on Wednesday, February 4th. Finally, Morgan Stanley lifted their price objective on shares of Transdigm Group from $1,660.00 to $1,680.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Ten analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,524.18.

Transdigm Group Trading Up 0.3%

Transdigm Group stock opened at $1,212.37 on Friday. Transdigm Group Incorporated has a 1-year low of $1,123.61 and a 1-year high of $1,623.82. The firm has a market capitalization of $67.81 billion, a price-to-earnings ratio of 37.84, a P/E/G ratio of 2.12 and a beta of 0.90. The firm has a 50 day simple moving average of $1,194.87 and a 200 day simple moving average of $1,285.63.

Transdigm Group (NYSE:TDG) last released its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, beating analysts’ consensus estimates of $9.46 by $0.39. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The business had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.47 billion. During the same period in the previous year, the business earned $9.11 EPS. Transdigm Group’s 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. On average, equities research analysts forecast that Transdigm Group Incorporated will post 37.82 EPS for the current year.

Insider Buying and Selling

In other news, 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 transaction of $12,290,622.60. Following the completion of the transaction, the director directly owned 21,548 shares in the company, valued at $26,138,801.40. The trade was a 31.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $1,154.09, for a total transaction of $4,500,951.00. Following the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at $4,154,724. This trade represents a 52.00% 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 owned by company insiders.

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.