Transdigm Group (NYSE:TDG) Shares Acquired Rep. April McClain Delaney

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on June 05th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on May 8th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/29/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Martin Marietta Materials (NYSE:MLM) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of EMCOR Group (NYSE:EME) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/26/2026.

Transdigm Group Stock Down 2.7%

Shares of NYSE TDG opened at $1,205.12 on Tuesday. 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 fifty day simple moving average of $1,204.20 and a 200 day simple moving average of $1,280.00. The company has a market capitalization of $67.40 billion, a PE ratio of 37.61, a P/E/G ratio of 2.17 and a beta of 0.91.

Transdigm Group (NYSE:TDG) last announced its earnings results 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 business had revenue of $2.54 billion during the quarter, compared to the consensus estimate of $2.47 billion. During the same quarter last year, the firm earned $9.11 earnings per share. Transdigm Group’s quarterly revenue 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.

Analysts Set New Price Targets

A number of equities analysts recently weighed in 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 research note on Thursday, May 14th. Deutsche Bank Aktiengesellschaft raised their price target on shares of Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a report on Wednesday, May 6th. TD Cowen reduced their price target on shares of Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Weiss Ratings cut shares of Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 2nd. Finally, Morgan Stanley raised their price target on shares of Transdigm Group from $1,660.00 to $1,680.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. Ten research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat.com, Transdigm Group has an average rating of “Moderate Buy” and an average price target of $1,524.18.

Institutional Investors Weigh In On Transdigm Group

A number of large investors have recently bought and sold shares of TDG. Ares Financial Consulting LLC acquired a new stake in Transdigm Group in the fourth quarter worth $25,000. Elyxium Wealth LLC acquired a new position in shares of Transdigm Group during the fourth quarter valued at about $25,000. MCF Advisors LLC grew its holdings 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 valued at $27,000 after buying an additional 18 shares during the last quarter. Transamerica Financial Advisors LLC grew its holdings in shares of Transdigm Group by 1,900.0% during the fourth quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after buying an additional 19 shares during the last quarter. Finally, Colonial Trust Co SC grew its holdings in shares of Transdigm Group by 162.5% during the fourth quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock valued at $29,000 after buying an additional 13 shares during the last quarter. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Transdigm Group

In other news, Director W Nicholas Howley sold 10,132 shares of Transdigm Group 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 transaction, the director directly owned 21,548 shares in the company, 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 filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction dated 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 transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at $4,154,724. This represents a 52.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 42,096 shares of company stock valued at $51,417,454 over the last quarter. Corporate insiders own 3.20% of the company’s stock.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

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.