Transdigm Group Incorporated (NYSE:TDG) Given Consensus Recommendation of “Moderate Buy” by Brokerages

Shares of Transdigm Group Incorporated (NYSE:TDG) have been given an average recommendation of “Moderate Buy” by the eighteen analysts that are presently covering the company, MarketBeat.com reports. Six analysts have rated the stock with a hold rating, eleven have given a buy rating and one has issued a strong buy rating on the company. The average 1-year price target among analysts that have updated their coverage on the stock in the last year is $1,584.4375.

A number of research analysts have commented on the stock. Morgan Stanley upped their target price on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a research report on Friday, November 14th. Zacks Research raised shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. BMO Capital Markets increased their price objective on shares of Transdigm Group from $1,420.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Thursday, November 13th. BNP Paribas Exane started coverage on Transdigm Group in a research report on Tuesday, November 18th. They issued an “outperform” rating and a $1,775.00 target price on the stock. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday, December 29th.

Insider Transactions at Transdigm Group

In other news, Director Kevin M. Stein sold 36,925 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $1,425.79, for a total value of $52,647,295.75. Following the completion of the transaction, the director owned 19,233 shares of the company’s stock, valued at approximately $27,422,219.07. This trade represents a 65.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Robert J. Small sold 90,953 shares of Transdigm Group stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $1,335.72, for a total transaction of $121,487,741.16. Following the completion of the transaction, the director owned 68,139 shares of the company’s stock, valued at $91,014,625.08. This trade represents a 57.17% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 228,658 shares of company stock valued at $313,263,459 over the last 90 days. 3.20% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Transdigm Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in TDG. FSM Wealth Advisors LLC raised its stake in shares of Transdigm Group by 3.8% in the second quarter. FSM Wealth Advisors LLC now owns 191 shares of the aerospace company’s stock valued at $292,000 after acquiring an additional 7 shares in the last quarter. Cassaday & Co Wealth Management LLC raised its position in Transdigm Group by 4.0% in the 2nd quarter. Cassaday & Co Wealth Management LLC now owns 208 shares of the aerospace company’s stock valued at $316,000 after purchasing an additional 8 shares in the last quarter. Leonard Rickey Investment Advisors P.L.L.C. boosted its stake in shares of Transdigm Group by 4.4% in the 3rd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 188 shares of the aerospace company’s stock valued at $248,000 after buying an additional 8 shares during the period. Gateway Investment Advisers LLC grew its position in shares of Transdigm Group by 0.7% during the third quarter. Gateway Investment Advisers LLC now owns 1,182 shares of the aerospace company’s stock worth $1,558,000 after buying an additional 8 shares in the last quarter. Finally, Tower Wealth Partners Inc. increased its stake in shares of Transdigm Group by 4.5% during the third quarter. Tower Wealth Partners Inc. now owns 187 shares of the aerospace company’s stock worth $246,000 after buying an additional 8 shares during the period. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Transdigm Group Stock Performance

Shares of Transdigm Group stock opened at $1,286.10 on Tuesday. The stock has a 50 day moving average of $1,348.96 and a 200 day moving average of $1,339.93. The firm has a market capitalization of $72.63 billion, a price-to-earnings ratio of 41.38, a PEG ratio of 2.75 and a beta of 0.92. Transdigm Group has a fifty-two week low of $1,183.60 and a fifty-two week high of $1,623.82.

Transdigm Group (NYSE:TDG) last posted its earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, beating analysts’ consensus estimates of $7.99 by $0.24. The company had revenue of $2.29 billion for the quarter, compared to the consensus estimate of $2.26 billion. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The company’s revenue for the quarter was up 13.9% on a year-over-year basis. During the same quarter in the previous year, the business earned $7.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Analysts forecast that Transdigm Group will post 35.13 EPS for the current year.

About Transdigm Group

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.