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

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 22nd.

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 Price Performance

TDG stock opened at $1,205.12 on Tuesday. Transdigm Group Incorporated has a 1-year low of $1,123.61 and a 1-year high of $1,623.82. The business has a fifty day moving average price of $1,204.20 and a 200-day moving average price of $1,280.00. The stock has a market capitalization of $67.40 billion, a P/E ratio of 37.61, a P/E/G ratio of 2.17 and a beta of 0.91.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, topping 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 firm had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.47 billion. During the same quarter in the previous year, the business earned $9.11 earnings per share. The company’s 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, analysts anticipate that Transdigm Group Incorporated will post 37.82 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on TDG shares. Wall Street Zen upgraded Transdigm Group from a “hold” rating to a “buy” rating in a research note on Saturday. Morgan Stanley upped their price objective on Transdigm Group from $1,660.00 to $1,680.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. BNP Paribas Exane reduced their price objective on 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. Susquehanna reduced their price objective on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. Finally, BMO Capital Markets reduced their price objective on Transdigm Group from $1,550.00 to $1,450.00 and set an “outperform” rating for the company in a research report on Tuesday, March 31st. Ten investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,524.18.

Insider Activity

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $1,154.09, for a total transaction of $4,500,951.00. Following the completion of the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,154,724. The trade was a 52.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director W Nicholas Howley sold 10,132 shares of the business’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $1,180.82, for a total value of $11,964,068.24. Following the sale, the director directly owned 21,548 shares of the company’s stock, valued at $25,444,309.36. This represents a 31.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 42,096 shares of company stock valued at $51,417,454 in the last three months. 3.20% of the stock is currently owned by corporate insiders.

Institutional Trading of Transdigm Group

Hedge funds have recently bought and sold shares of the stock. Ares Financial Consulting LLC bought a new stake in Transdigm Group during the fourth quarter valued at about $25,000. Elyxium Wealth LLC bought a new stake in Transdigm Group during the fourth quarter valued at about $25,000. MCF Advisors LLC grew its holdings in 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 purchasing an additional 18 shares during the period. Transamerica Financial Advisors LLC grew its holdings in 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 purchasing an additional 19 shares during the period. Finally, Colonial Trust Co SC grew its holdings in 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 purchasing an additional 13 shares during the period. Institutional investors own 95.78% 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.

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.