2,500 Shares in Transdigm Group Incorporated $TDG Acquired by Aristotle Atlantic Partners LLC

Aristotle Atlantic Partners LLC purchased a new stake in Transdigm Group Incorporated (NYSE:TDG) in the 1st quarter, Holdings Channel.com reports. The institutional investor purchased 2,500 shares of the aerospace company’s stock, valued at approximately $2,897,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of Transdigm Group during the 4th quarter worth approximately $1,025,591,000. Capital Research Global Investors boosted its stake in shares of Transdigm Group by 12.2% in the fourth quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock valued at $3,293,527,000 after buying an additional 268,824 shares during the period. Temasek Holdings Private Ltd bought a new stake in shares of Transdigm Group in the fourth quarter valued at approximately $193,544,000. Veritas Asset Management LLP acquired a new stake in Transdigm Group during the fourth quarter worth approximately $188,629,000. Finally, PFA Pension Forsikringsaktieselskab acquired a new stake in Transdigm Group during the fourth quarter worth approximately $89,981,000. 95.78% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

TDG has been the subject of several analyst reports. UBS Group dropped their price objective on Transdigm Group from $1,745.00 to $1,645.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft increased their target price on Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a report on Wednesday, May 6th. Susquehanna dropped their price target on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a research note on Wednesday, May 6th. BNP Paribas Exane cut their price objective on shares of Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating for the company in a research report on Thursday, May 14th. Finally, Jefferies Financial Group increased their price objective on shares of Transdigm Group from $1,565.00 to $1,575.00 in a research note on Monday, May 11th. Seven research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $1,477.47.

Insider Transactions at Transdigm Group

In other news, COO Joel Reiss sold 3,900 shares of the stock in a transaction dated 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 transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,596,408. This represents a 52.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director W Nicholas Howley sold 10,132 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $1,180.82, for a total transaction of $11,964,068.24. Following the completion of the sale, the director owned 21,548 shares in the company, valued at approximately $25,444,309.36. The trade was a 31.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 28,064 shares of company stock worth $34,814,142. Company insiders own 3.20% of the company’s stock.

Transdigm Group Price Performance

NYSE TDG opened at $1,236.11 on Friday. The business has a fifty day moving average price of $1,261.52 and a two-hundred day moving average price of $1,270.10. The stock has a market capitalization of $69.14 billion, a PE ratio of 38.58, a PEG ratio of 2.18 and a beta of 0.90. Transdigm Group Incorporated has a fifty-two week low of $1,123.61 and a fifty-two week high of $1,623.82.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.47 billion. During the same quarter last year, the company posted $9.11 EPS. The company’s revenue for the quarter 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, sell-side analysts expect that Transdigm Group Incorporated will post 37.77 earnings per share for the current year.

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.