Transdigm Group Incorporated (NYSE:TDG) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of Transdigm Group Incorporated (NYSE:TDG) have been given a consensus recommendation of “Moderate Buy” by the eighteen research firms that are presently covering the company, MarketBeat reports. Six analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has issued a strong buy rating on the company. The average 1 year target price among brokerages that have covered the stock in the last year is $1,584.4375.

Several research analysts have commented on TDG shares. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday, December 29th. Royal Bank Of Canada boosted their target price on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a research report on Thursday, November 13th. Robert W. Baird reissued a “neutral” rating and issued a $1,400.00 price target on shares of Transdigm Group in a report on Wednesday, February 4th. KeyCorp lowered shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a research report on Thursday, February 5th. Finally, UBS Group dropped their price objective on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th.

Insider Activity at Transdigm Group

In related news, Director Robert J. Small sold 90,953 shares of the firm’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $1,335.72, for a total value of $121,487,741.16. Following the completion of the transaction, the director directly owned 68,139 shares of the company’s stock, valued at $91,014,625.08. This trade represents a 57.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Kevin M. Stein sold 36,925 shares of Transdigm Group stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $1,425.79, for a total transaction of $52,647,295.75. Following the sale, the director owned 19,233 shares in the company, valued at $27,422,219.07. This represents a 65.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 228,658 shares of company stock valued at $313,263,459. Insiders own 3.20% of the company’s stock.

Institutional Trading of Transdigm Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TDG. Vanguard Group Inc. grew its stake in shares of Transdigm Group by 1.8% in the 3rd quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company’s stock valued at $8,982,225,000 after purchasing an additional 121,049 shares during the period. Capital International Investors boosted its stake in Transdigm Group by 0.9% in the 4th quarter. Capital International Investors now owns 6,544,423 shares of the aerospace company’s stock valued at $8,702,655,000 after buying an additional 55,230 shares in the last quarter. Capital World Investors grew its position in Transdigm Group by 0.4% in the fourth quarter. Capital World Investors now owns 3,954,512 shares of the aerospace company’s stock valued at $5,258,898,000 after acquiring an additional 15,825 shares during the period. Capital Research Global Investors raised its stake in Transdigm Group by 12.2% during the fourth quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock worth $3,293,527,000 after acquiring an additional 268,824 shares in the last quarter. Finally, State Street Corp lifted its holdings in shares of Transdigm Group by 2.8% during the fourth quarter. State Street Corp now owns 2,456,186 shares of the aerospace company’s stock valued at $3,266,359,000 after acquiring an additional 67,348 shares during the period. Institutional investors own 95.78% of the company’s stock.

Transdigm Group Trading Up 0.7%

Shares of Transdigm Group stock opened at $1,339.96 on Tuesday. The firm has a fifty day simple moving average of $1,349.97 and a 200-day simple moving average of $1,335.27. The stock has a market capitalization of $75.67 billion, a price-to-earnings ratio of 43.11, a PEG ratio of 2.87 and a beta of 0.92. Transdigm Group has a 1-year low of $1,183.60 and a 1-year high of $1,623.82.

Transdigm Group (NYSE:TDG) last announced its earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, topping the consensus estimate of $7.99 by $0.24. The firm had revenue of $2.29 billion for the quarter, compared to the consensus estimate of $2.26 billion. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. The business’s quarterly revenue was up 13.9% on a year-over-year basis. During the same quarter last year, the firm posted $7.83 EPS. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. As a group, research analysts predict that Transdigm Group will post 35.13 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.