Fideuram Asset Management Ireland dac Takes $835,000 Position in Transdigm Group Incorporated $TDG

Fideuram Asset Management Ireland dac bought a new stake in shares of Transdigm Group Incorporated (NYSE:TDG) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm bought 619 shares of the aerospace company’s stock, valued at approximately $835,000.

Several other large investors have also recently made changes to their positions in the business. Vanguard Group Inc. lifted its holdings in shares of Transdigm Group by 1.8% during the third quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company’s stock valued at $8,982,225,000 after purchasing an additional 121,049 shares during the last quarter. Capital International Investors lifted its holdings in shares of Transdigm Group by 4.1% during the third quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock valued at $8,552,028,000 after purchasing an additional 254,750 shares during the last quarter. State Street Corp lifted its holdings in shares of Transdigm Group by 1.9% during the third quarter. State Street Corp now owns 2,388,838 shares of the aerospace company’s stock valued at $3,148,536,000 after purchasing an additional 45,550 shares during the last quarter. Principal Financial Group Inc. lifted its holdings in shares of Transdigm Group by 18.3% during the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock valued at $3,136,719,000 after purchasing an additional 367,756 shares during the last quarter. Finally, Capital Research Global Investors lifted its holdings in shares of Transdigm Group by 10.2% during the third quarter. Capital Research Global Investors now owns 2,207,837 shares of the aerospace company’s stock valued at $2,909,850,000 after purchasing an additional 203,997 shares during the last quarter. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on TDG shares. BNP Paribas Exane lowered their target price on shares of Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating for the company in a report on Thursday, May 14th. BMO Capital Markets lowered their target price on shares of Transdigm Group from $1,550.00 to $1,450.00 and set an “outperform” rating for the company in a report on Tuesday, March 31st. Susquehanna lowered their target price on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Transdigm Group from $1,306.00 to $1,350.00 and gave the company a “hold” rating in a report on Wednesday, May 6th. Finally, Wells Fargo & Company began coverage on shares of Transdigm Group in a report on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 price objective for the company. Ten research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,524.18.

Transdigm Group Stock Down 0.5%

Shares of NYSE TDG opened at $1,259.32 on Friday. Transdigm Group Incorporated has a twelve month low of $1,123.61 and a twelve month high of $1,623.82. The firm has a market cap of $70.43 billion, a P/E ratio of 39.30, a PEG ratio of 2.20 and a beta of 0.90. The company has a 50 day moving average of $1,196.71 and a 200 day moving average of $1,284.20.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, topping analysts’ consensus estimates of $9.46 by $0.39. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The company had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.47 billion. During the same period in the previous year, the business earned $9.11 EPS. The firm’s revenue for the quarter was up 18.3% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. As a group, equities analysts expect that Transdigm Group Incorporated will post 37.82 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, Director W Nicholas Howley sold 10,132 shares of the business’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $1,213.05, for a total value of $12,290,622.60. Following the completion of the transaction, the director directly owned 21,548 shares in the company, valued at $26,138,801.40. The trade was a 31.98% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $1,154.09, for a total transaction of $4,500,951.00. Following the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,154,724. This represents a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 42,096 shares of company stock valued at $51,417,454. 3.20% of the stock is owned by company insiders.

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.