Insider Selling: Transdigm Group (NYSE:TDG) Director Sells $12,290,622.60 in Stock

Transdigm Group Incorporated (NYSE:TDG) Director W Nicholas Howley sold 10,132 shares of the stock in a transaction dated 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 sale, the director owned 21,548 shares of the company’s stock, valued at $26,138,801.40. This trade represents a 31.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link.

W Nicholas Howley also recently made the following trade(s):

• On Wednesday, February 18th, W Nicholas Howley sold 10,168 shares of Transdigm Group stock. The stock was sold at an average price of $1,307.68, for a total transaction of $13,296,490.24.

Transdigm Group Trading Down 1.1%

Shares of NYSE TDG opened at $1,178.62 on Friday. The stock has a market cap of $66.56 billion, a PE ratio of 37.92, a P/E/G ratio of 2.47 and a beta of 0.93. Transdigm Group Incorporated has a 12-month low of $1,169.36 and a 12-month high of $1,623.82. The company has a 50-day moving average of $1,327.36 and a 200 day moving average of $1,316.86.

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

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on TDG shares. Zacks Research raised shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. KeyCorp cut Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday, December 29th. Robert W. Baird reissued a “neutral” rating and set a $1,400.00 target price on shares of Transdigm Group in a research note on Wednesday, February 4th. Finally, UBS Group reduced their target price on Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,584.44.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently made changes to their positions in TDG. Ares Financial Consulting LLC purchased a new position in Transdigm Group in the 4th quarter valued at approximately $25,000. Elyxium Wealth LLC acquired a new position in shares of Transdigm Group during the 4th quarter worth about $25,000. Salomon & Ludwin LLC purchased a new position in shares of Transdigm Group in the 3rd quarter valued at about $26,000. MCF Advisors LLC raised its position in shares of Transdigm Group by 900.0% during the 4th 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 stake in Transdigm Group by 1,900.0% during the fourth quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after purchasing an additional 19 shares during the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

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.