Transdigm Group Incorporated (NYSE:TDG) Receives Consensus Rating of “Hold” from Brokerages

Transdigm Group Incorporated (NYSE:TDG) has been given a consensus rating of “Hold” by the seventeen analysts that are presently covering the firm, Marketbeat.com reports. Ten investment analysts have rated the stock with a hold rating and seven have assigned a buy rating to the company. The average twelve-month target price among brokers that have updated their coverage on the stock in the last year is $1,477.4667.

TDG has been the subject of several analyst reports. JPMorgan Chase & Co. raised their price target on shares of Transdigm Group from $1,440.00 to $1,450.00 and gave the company a “neutral” rating in a research note on Monday, June 15th. Stifel Nicolaus reduced their price objective on shares of Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating on the stock in a research note on Wednesday, May 6th. Weiss Ratings downgraded Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 2nd. Morgan Stanley lowered Transdigm Group from an “overweight” rating to an “equal weight” rating and lowered their target price for the stock from $1,680.00 to $1,345.00 in a research report on Wednesday. Finally, Wall Street Zen raised Transdigm Group from a “hold” rating to a “buy” rating in a report on Sunday, July 12th.

Insider Transactions at Transdigm Group

In related news, Director W Nicholas Howley sold 10,132 shares of Transdigm Group stock in a transaction that occurred on Monday, April 20th. The stock was sold at an average price of $1,265.06, for a total value of $12,817,587.92. Following the transaction, the director directly owned 21,548 shares of the company’s stock, valued at $27,259,512.88. The trade was a 31.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction that occurred on Monday, June 15th. The shares were sold at an average price of $1,276.78, for a total value of $4,979,442.00. Following the completion of the sale, the chief operating officer owned 3,600 shares in the company, valued at $4,596,408. The trade was a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 38,196 shares of company stock valued at $47,631,730 over the last 90 days. 3.20% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Transdigm Group

A number of institutional investors have recently modified their holdings of the company. Empowered Funds LLC lifted its holdings in Transdigm Group by 5.0% in the first quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock valued at $1,898,000 after buying an additional 65 shares during the period. Acadian Asset Management LLC grew its holdings in Transdigm Group by 92.3% during the 1st quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock worth $376,000 after acquiring an additional 131 shares during the period. NewEdge Advisors LLC raised its position in shares of Transdigm Group by 152.9% in the 2nd quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock worth $3,138,000 after acquiring an additional 1,248 shares in the last quarter. Sei Investments Co. raised its position in shares of Transdigm Group by 25.4% in the 2nd quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock worth $50,227,000 after acquiring an additional 6,697 shares in the last quarter. Finally, Treasurer of the State of North Carolina lifted its stake in shares of Transdigm Group by 3.6% in the 2nd quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock valued at $39,264,000 after purchasing an additional 902 shares during the period. 95.78% of the stock is owned by institutional investors.

Transdigm Group Trading Down 0.2%

NYSE:TDG opened at $1,229.34 on Friday. The stock’s 50-day moving average is $1,258.80 and its 200-day moving average is $1,274.68. Transdigm Group has a 1-year low of $1,123.61 and a 1-year high of $1,623.82. The stock has a market cap of $68.76 billion, a P/E ratio of 38.37, a price-to-earnings-growth ratio of 2.16 and a beta of 0.90.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share (EPS) for the quarter, beating 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 analyst estimates of $2.47 billion. During the same quarter last year, the business earned $9.11 EPS. The firm’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 forecast that Transdigm Group will post 37.96 EPS for the current year.

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.