Transdigm Group Incorporated $TDG Shares Purchased by SummitTX Capital L.P.

SummitTX Capital L.P. increased its holdings in shares of Transdigm Group Incorporated (NYSE:TDG) by 208.9% during the 1st quarter, Holdings Channel reports. The institutional investor owned 1,081 shares of the aerospace company’s stock after purchasing an additional 731 shares during the period. SummitTX Capital L.P.’s holdings in Transdigm Group were worth $1,253,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the business. Ares Financial Consulting LLC acquired a new stake in Transdigm Group in the 4th quarter worth approximately $25,000. Elyxium Wealth LLC acquired a new stake in shares of Transdigm Group during the fourth quarter worth $25,000. MCF Advisors LLC lifted its stake in shares of Transdigm Group by 900.0% during the fourth quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after buying an additional 18 shares during the period. Transamerica Financial Advisors LLC grew its holdings in shares of Transdigm Group by 1,900.0% during the fourth quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after buying an additional 19 shares during the last quarter. Finally, Colonial Trust Co SC grew its holdings in shares of Transdigm Group by 162.5% during the fourth quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock valued at $29,000 after buying an additional 13 shares during the last quarter. 95.78% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the stock in a transaction on Monday, June 15th. The shares were sold at an average price of $1,276.78, for a total transaction of $4,979,442.00. Following the transaction, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at $4,596,408. This trade represents a 52.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director W Nicholas Howley sold 10,132 shares of Transdigm Group stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $1,216.08, for a total transaction of $12,321,322.56. Following the completion of the sale, the director owned 21,548 shares in the company, valued at approximately $26,204,091.84. This trade represents a 31.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 38,196 shares of company stock valued at $47,135,464 over the last 90 days. Company insiders own 3.20% of the company’s stock.

Transdigm Group Stock Performance

Shares of NYSE TDG opened at $1,265.29 on Thursday. The company has a market capitalization of $70.77 billion, a PE ratio of 39.49, a price-to-earnings-growth ratio of 2.30 and a beta of 0.90. The company’s fifty day moving average price is $1,267.65 and its 200 day moving average price is $1,267.44. Transdigm Group Incorporated has a 1 year low of $1,123.61 and a 1 year high of $1,623.82.

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. The company had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.47 billion. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The firm’s revenue for the quarter was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $9.11 earnings per share. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, equities analysts expect that Transdigm Group Incorporated will post 37.77 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on TDG shares. Wall Street Zen lowered Transdigm Group from a “buy” rating to a “hold” rating in a report on Monday, July 20th. BNP Paribas Exane reduced their price target on shares of Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating for the company in a research report on Thursday, May 14th. Weiss Ratings lowered shares of Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, June 2nd. Stifel Nicolaus lowered their price target on shares of Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Finally, Wells Fargo & Company initiated coverage on Transdigm Group in a research report on Wednesday, April 1st. They set an “equal weight” rating and a $1,200.00 price target on the stock. Seven investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Transdigm Group presently has an average rating of “Hold” and a consensus target price of $1,477.47.

Transdigm Group 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.