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

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on June 05th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on May 7th.

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

• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/29/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Martin Marietta Materials (NYSE:MLM) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of EMCOR Group (NYSE:EME) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/26/2026.

Transdigm Group Price Performance

NYSE TDG traded up $21.86 during trading hours on Tuesday, hitting $1,228.14. 31,674 shares of the company’s stock traded hands, compared to its average volume of 390,896. Transdigm Group Incorporated has a 52-week low of $1,123.61 and a 52-week high of $1,623.82. The company has a market capitalization of $68.69 billion, a PE ratio of 38.33, a PEG ratio of 2.17 and a beta of 0.91. The firm’s 50-day moving average is $1,204.20 and its 200-day moving average is $1,280.00.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.47 billion. During the same quarter in the prior year, the company 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. Equities research analysts predict that Transdigm Group Incorporated will post 37.82 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction that occurred 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 owned 21,548 shares of the company’s stock, valued at approximately $26,138,801.40. This trade represents a 31.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was 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 directly owned 3,600 shares of the company’s stock, valued at $4,154,724. The trade was a 52.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 42,096 shares of company stock valued at $51,417,454 in the last ninety days. 3.20% of the stock is currently owned by corporate insiders.

Institutional Trading of Transdigm Group

Several hedge funds have recently made changes to their positions in the company. Norges Bank purchased a new position in shares of Transdigm Group during the 4th quarter worth approximately $1,025,591,000. Franklin Resources Inc. boosted its position in shares of Transdigm Group by 161.7% during the 3rd quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company’s stock worth $626,704,000 after purchasing an additional 293,821 shares during the period. Capital Research Global Investors boosted its position in shares of Transdigm Group by 12.2% during the 4th quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock worth $3,293,527,000 after purchasing an additional 268,824 shares during the period. Capital International Investors boosted its position in shares of Transdigm Group by 4.1% during the 3rd quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock worth $8,552,028,000 after purchasing an additional 254,750 shares during the period. Finally, The Manufacturers Life Insurance Company boosted its position in shares of Transdigm Group by 413.7% during the 1st quarter. The Manufacturers Life Insurance Company now owns 190,147 shares of the aerospace company’s stock worth $220,373,000 after purchasing an additional 153,131 shares during the period. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Analyst Upgrades and Downgrades

TDG has been the topic of several analyst reports. Royal Bank Of Canada reduced their price target on 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. Wells Fargo & Company assumed coverage on shares of Transdigm Group in a research note on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 price target for the company. Stifel Nicolaus dropped their price target on shares of Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating for the company in a research note on Wednesday, May 6th. TD Cowen dropped their price target on shares of Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Finally, Susquehanna dropped their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a research note on Wednesday, May 6th. Ten analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, Transdigm Group currently has a consensus rating of “Moderate Buy” and an average price target of $1,524.18.

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 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.