Transdigm Group Incorporated (NYSE:TDG) Receives Average Recommendation of “Moderate Buy” from Brokerages

Transdigm Group Incorporated (NYSE:TDG) has been assigned a consensus rating of “Moderate Buy” from the twenty brokerages that are covering the stock, Marketbeat reports. One research analyst has rated the stock with a sell recommendation, five have issued a hold recommendation, thirteen have assigned a buy recommendation and one has issued a strong buy recommendation on the company. The average 12 month price objective among brokerages that have issued ratings on the stock in the last year is $1,576.2941.

A number of analysts have recently weighed in on the company. Truist Financial dropped their price objective on Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating for the company in a research note on Wednesday, October 15th. Morgan Stanley raised their target price on Transdigm Group from $1,600.00 to $1,660.00 and gave the stock an “overweight” rating in a research note on Friday, November 14th. UBS Group upped their price target on Transdigm Group from $1,738.00 to $1,798.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. KeyCorp reduced their target price on Transdigm Group from $1,700.00 to $1,600.00 and set an “overweight” rating on the stock in a research note on Friday, August 8th. Finally, Zacks Research lowered Transdigm Group from a “hold” rating to a “strong sell” rating in a research note on Monday, October 27th.

Transdigm Group Price Performance

Shares of NYSE:TDG opened at $1,338.54 on Thursday. The firm has a fifty day moving average price of $1,311.80 and a two-hundred day moving average price of $1,396.53. Transdigm Group has a one year low of $1,183.60 and a one year high of $1,623.82. The company has a market cap of $75.39 billion, a price-to-earnings ratio of 41.73, a PEG ratio of 3.22 and a beta of 0.94.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $10.33 by $0.49. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The firm had revenue of $2.44 billion during the quarter, compared to the consensus estimate of $2.40 billion. During the same quarter last year, the company posted $9.83 EPS. The company’s revenue for the quarter was up 11.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Equities research analysts expect that Transdigm Group will post 35.13 EPS for the current fiscal year.

Insider Buying and Selling

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $1,340.00, for a total value of $5,226,000.00. Following the sale, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,824,000. This represents a 52.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Michael Lisman purchased 1,954 shares of the company’s stock in a transaction dated Friday, November 14th. The stock was bought at an average cost of $1,339.14 per share, for a total transaction of $2,616,679.56. Following the completion of the transaction, the chief executive officer owned 1,954 shares in the company, valued at approximately $2,616,679.56. This represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold 40,968 shares of company stock valued at $54,279,308 over the last 90 days. 4.09% of the stock is currently owned by company insiders.

Institutional Trading of Transdigm Group

A number of institutional investors and hedge funds have recently modified their holdings of TDG. Salomon & Ludwin LLC purchased a new stake in Transdigm Group in the third quarter worth about $26,000. Saudi Central Bank bought a new position in shares of Transdigm Group during the 1st quarter valued at approximately $30,000. Bank of Jackson Hole Trust raised its stake in Transdigm Group by 84.6% during the 2nd quarter. Bank of Jackson Hole Trust now owns 24 shares of the aerospace company’s stock worth $36,000 after acquiring an additional 11 shares during the period. Wealth Watch Advisors INC bought a new stake in Transdigm Group during the 3rd quarter worth approximately $34,000. Finally, Hantz Financial Services Inc. lifted its holdings in Transdigm Group by 1,250.0% during the second quarter. Hantz Financial Services Inc. now owns 27 shares of the aerospace company’s stock valued at $41,000 after purchasing an additional 25 shares in the last quarter. Institutional investors own 95.78% of the company’s stock.

About Transdigm Group

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.