Mitsubishi UFJ Trust & Banking Corp Sells 1,028 Shares of Transdigm Group Incorporated $TDG

Mitsubishi UFJ Trust & Banking Corp decreased its position in shares of Transdigm Group Incorporated (NYSE:TDG) by 4.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 23,392 shares of the aerospace company’s stock after selling 1,028 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in Transdigm Group were worth $30,831,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Sumitomo Mitsui Trust Group Inc. raised its stake in Transdigm Group by 2.5% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 201,736 shares of the aerospace company’s stock worth $265,892,000 after acquiring an additional 4,870 shares in the last quarter. Citizens Financial Group Inc. RI boosted its stake in shares of Transdigm Group by 272.4% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 3,009 shares of the aerospace company’s stock valued at $3,965,000 after purchasing an additional 2,201 shares in the last quarter. WINTON GROUP Ltd acquired a new position in Transdigm Group during the 2nd quarter worth approximately $3,041,000. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its position in Transdigm Group by 311.7% during the 3rd quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 1,124 shares of the aerospace company’s stock worth $1,517,000 after purchasing an additional 851 shares in the last quarter. Finally, Osaic Holdings Inc. increased its position in Transdigm Group by 51.3% during the 2nd quarter. Osaic Holdings Inc. now owns 6,379 shares of the aerospace company’s stock worth $9,494,000 after purchasing an additional 2,163 shares in the last quarter. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

TDG has been the topic of a number of research analyst reports. Morgan Stanley raised their target price on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a research report on Friday, November 14th. Royal Bank Of Canada increased their price target on Transdigm Group from $1,385.00 to $1,400.00 and gave the company a “sector perform” rating in a research note on Thursday, November 13th. Stifel Nicolaus reduced their price objective on Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating on the stock in a research report on Thursday, November 13th. Zacks Research raised Transdigm Group from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. Finally, UBS Group increased their target price on Transdigm Group from $1,798.00 to $1,804.00 and gave the company a “buy” rating in a research report on Thursday, January 15th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,597.00.

Transdigm Group Stock Down 0.2%

Shares of Transdigm Group stock opened at $1,417.52 on Monday. The stock has a market cap of $79.83 billion, a price-to-earnings ratio of 44.19, a P/E/G ratio of 3.11 and a beta of 0.94. Transdigm Group Incorporated has a twelve month low of $1,183.60 and a twelve month high of $1,623.82. The company’s fifty day moving average is $1,350.25 and its 200 day moving average is $1,367.51.

Transdigm Group (NYSE:TDG) last announced its earnings results on Wednesday, November 12th. The aerospace company reported $10.82 EPS for the quarter, topping the consensus estimate of $10.33 by $0.49. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The firm had revenue of $2.44 billion for the quarter, compared to the consensus estimate of $2.40 billion. During the same period in the previous year, the business earned $9.83 EPS. The business’s quarterly revenue was up 11.5% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. As a group, equities analysts anticipate that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

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 Monday, November 17th. The stock was sold at an average price of $1,340.00, for a total value of $5,226,000.00. Following the sale, the chief operating officer directly owned 3,600 shares in the company, valued at $4,824,000. This represents a 52.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Kevin M. Stein sold 25,000 shares of the firm’s stock in a transaction that occurred on Monday, January 5th. The stock was sold at an average price of $1,373.59, for a total transaction of $34,339,750.00. Following the transaction, the director owned 8,158 shares of the company’s stock, valued at approximately $11,205,747.22. The trade was a 75.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 194,485 shares of company stock valued at $263,363,749 over the last ninety days. 4.09% of the stock is owned by company insiders.

Transdigm Group 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.