Bluedoor Private Wealth LLC Buys New Holdings in Transdigm Group Incorporated $TDG

Bluedoor Private Wealth LLC purchased a new stake in shares of Transdigm Group Incorporated (NYSE:TDG) in the fourth quarter, Holdings Channel.com reports. The firm purchased 674 shares of the aerospace company’s stock, valued at approximately $896,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. Central Pacific Bank Trust Division boosted its stake in Transdigm Group by 44.4% during the 4th quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company’s stock valued at $35,000 after purchasing an additional 8 shares during the last quarter. Family Legacy Inc. boosted its stake in Transdigm Group by 0.3% during the 4th quarter. Family Legacy Inc. now owns 2,394 shares of the aerospace company’s stock valued at $3,184,000 after purchasing an additional 8 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC boosted its stake in Transdigm Group by 17.0% during the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 55 shares of the aerospace company’s stock valued at $73,000 after purchasing an additional 8 shares during the last quarter. Patton Fund Management Inc. boosted its stake in Transdigm Group by 5.7% during the 4th quarter. Patton Fund Management Inc. now owns 167 shares of the aerospace company’s stock valued at $222,000 after purchasing an additional 9 shares during the last quarter. Finally, Fisher Asset Management LLC boosted its stake in Transdigm Group by 3.1% during the 4th quarter. Fisher Asset Management LLC now owns 299 shares of the aerospace company’s stock valued at $398,000 after purchasing an additional 9 shares during the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insider Buying and Selling

In related news, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $1,154.09, for a total value of $4,500,951.00. Following the transaction, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,154,724. This represents a 52.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director W Nicholas Howley sold 10,132 shares of the company’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 owned 21,548 shares in the company, valued at approximately $26,138,801.40. The trade was a 31.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 38,196 shares of company stock worth $46,567,024 in the last 90 days. Company insiders own 3.20% of the company’s stock.

Transdigm Group Stock Up 1.6%

Shares of NYSE TDG opened at $1,275.52 on Tuesday. Transdigm Group Incorporated has a twelve month low of $1,123.61 and a twelve month high of $1,623.82. The stock’s 50 day moving average price is $1,213.88 and its 200-day moving average price is $1,276.85. The company has a market capitalization of $71.34 billion, a PE ratio of 39.81, a PEG ratio of 2.20 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 negative return on equity of 26.49% and a net margin of 20.24%.The firm had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.47 billion. During the same quarter in the previous year, the business earned $9.11 EPS. The company’s revenue was up 18.3% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. As a group, research analysts expect that Transdigm Group Incorporated will post 37.82 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. BNP Paribas Exane cut their price target on 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. Stifel Nicolaus cut their price target on Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating for the company in a research note on Wednesday, May 6th. TD Cowen cut their price target on Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating for the company in a research note on Wednesday, April 8th. Wells Fargo & Company assumed coverage on Transdigm Group in a research note on Wednesday, April 1st. They set an “equal weight” rating and a $1,200.00 price target for the company. Finally, Wall Street Zen downgraded Transdigm Group from a “buy” rating to a “hold” rating in a research note on Sunday. Ten research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, Transdigm Group has an average rating of “Moderate Buy” and a consensus target price of $1,525.06.

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.