Insider Selling: Transdigm Group (NYSE:TDG) Director Sells 10,132 Shares of Stock

Transdigm Group Incorporated (NYSE:TDG) Director W Nicholas Howley sold 10,132 shares of Transdigm Group stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $1,213.05, for a total transaction of $12,290,622.60. Following the completion of the sale, the director owned 21,548 shares in the company, valued at approximately $26,138,801.40. This represents a 31.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through the SEC website.

W Nicholas Howley also recently made the following trade(s):

• On Wednesday, February 18th, W Nicholas Howley sold 10,168 shares of Transdigm Group stock. The stock was sold at an average price of $1,307.68, for a total value of $13,296,490.24.

Transdigm Group Trading Down 0.8%

Shares of NYSE:TDG traded down $9.40 during trading on Thursday, reaching $1,190.54. The company’s stock had a trading volume of 545,767 shares, compared to its average volume of 383,265. Transdigm Group Incorporated has a 12 month low of $1,177.02 and a 12 month high of $1,623.82. The firm’s 50 day simple moving average is $1,335.36 and its two-hundred day simple moving average is $1,319.22. The stock has a market capitalization of $67.23 billion, a PE ratio of 38.31, a price-to-earnings-growth ratio of 2.58 and a beta of 0.93.

Transdigm Group (NYSE:TDG) last announced its earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.99 by $0.24. The business had revenue of $2.29 billion during the quarter, compared to analyst estimates of $2.26 billion. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The company’s revenue for the quarter was up 13.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $7.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Research analysts anticipate that Transdigm Group Incorporated will post 35.13 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Norges Bank acquired a new position in shares of Transdigm Group in the 2nd quarter worth approximately $1,275,035,000. Principal Financial Group Inc. raised its position in Transdigm Group by 18.3% in the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock valued at $3,136,719,000 after purchasing an additional 367,756 shares during the period. Franklin Resources Inc. lifted its stake in Transdigm Group by 161.7% during the third quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company’s stock worth $626,704,000 after purchasing an additional 293,821 shares in the last quarter. Capital Research Global Investors lifted 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 purchasing an additional 268,824 shares in the last quarter. Finally, Capital International Investors boosted its position in shares of Transdigm Group by 4.1% during the third quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock worth $8,552,028,000 after buying an additional 254,750 shares during the period. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on TDG shares. KeyCorp downgraded Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. Zacks Research raised shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Robert W. Baird reaffirmed a “neutral” rating and issued a $1,400.00 price objective on shares of Transdigm Group in a report on Wednesday, February 4th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a research note on Monday, December 29th. Finally, UBS Group reduced their target price on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Transdigm Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,584.44.

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.