Northwestern Mutual Wealth Management Co. Takes $2.55 Million Position in Transdigm Group Incorporated $TDG

Northwestern Mutual Wealth Management Co. acquired a new stake in shares of Transdigm Group Incorporated (NYSE:TDG) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,911 shares of the aerospace company’s stock, valued at approximately $2,546,000.

Other large investors also recently modified their holdings of the company. Ares Financial Consulting LLC bought a new stake in Transdigm Group during the 4th quarter valued at $25,000. Elyxium Wealth LLC acquired a new position in shares of Transdigm Group during the fourth quarter valued at about $25,000. Burkett Financial Services LLC bought a new stake in shares of Transdigm Group during the second quarter worth about $25,000. MCF Advisors LLC increased its position 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 acquiring an additional 18 shares in the last quarter. Finally, Transamerica Financial Advisors LLC lifted its position in Transdigm Group by 1,900.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after acquiring an additional 19 shares in the last quarter. 95.78% of the stock is currently owned by institutional investors.

Transdigm Group Stock Down 0.1%

TDG opened at $1,198.78 on Tuesday. The company has a market capitalization of $67.05 billion, a price-to-earnings ratio of 36.37, a PEG ratio of 2.00 and a beta of 0.91. The firm has a 50-day moving average price of $1,268.22 and a 200-day moving average price of $1,244.70. Transdigm Group Incorporated has a twelve month low of $1,123.61 and a twelve month high of $1,463.03.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share for the quarter, beating the consensus estimate of $10.30 by $0.57. The company had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.68 billion. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%.The firm’s quarterly revenue was up 22.5% compared to the same quarter last year. During the same period in the previous year, the business earned $9.60 earnings per share. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. On average, sell-side analysts expect that Transdigm Group Incorporated will post 38.81 earnings per share for the current fiscal year.

Insider Activity

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,238.76, for a total transaction of $4,831,164.00. Following the sale, the chief operating officer owned 3,600 shares in the company, valued at $4,459,536. 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 available at this hyperlink. Also, Director W Nicholas Howley sold 10,132 shares of the business’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total value of $12,525,988.96. Following the completion of the sale, the director owned 21,548 shares of the company’s stock, valued at $26,639,361.44. The trade was a 31.98% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 38,196 shares of company stock worth $48,027,598. Insiders own 3.20% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Susquehanna dropped their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a report on Wednesday, May 6th. Wall Street Zen cut Transdigm Group from a “buy” rating to a “hold” rating in a research note on Monday, July 20th. BMO Capital Markets lifted their price objective on shares of Transdigm Group from $1,450.00 to $1,525.00 and gave the stock an “outperform” rating in a report on Thursday, July 2nd. JPMorgan Chase & Co. increased their target price on shares of Transdigm Group from $1,440.00 to $1,450.00 and gave the company a “neutral” rating in a report on Monday, June 15th. Finally, BNP Paribas Exane dropped their price target on shares of Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating on the stock in a research report on Thursday, May 14th. Six research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $1,463.71.

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.