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

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on May 06th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on April 15th.

Representative April McClain Delaney also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Service Corporation International (NYSE:SCI) on 4/30/2026.
• Purchased $1,001 – $15,000 in shares of Markel Group (NYSE:MKL) on 4/30/2026.
• Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 4/30/2026.
• Sold $1,001 – $15,000 in shares of Clean Harbors (NYSE:CLH) on 4/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 4/29/2026.
• Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 4/29/2026.
• Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 4/24/2026.
• Purchased $1,001 – $15,000 in shares of Nasdaq (NASDAQ:NDAQ) on 4/24/2026.
• Sold $1,001 – $15,000 in shares of Fortune Brands Innovations (NYSE:FBIN) on 4/24/2026.
• Sold $15,001 – $50,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 4/24/2026.

Transdigm Group Trading Up 0.7%

NYSE TDG opened at $1,242.28 on Friday. Transdigm Group Incorporated has a 1 year low of $1,123.61 and a 1 year high of $1,623.82. The company has a fifty day simple moving average of $1,217.81 and a 200 day simple moving average of $1,295.83. The company has a market cap of $69.48 billion, a P/E ratio of 38.77, a P/E/G ratio of 2.60 and a beta of 0.90.

Transdigm Group (NYSE:TDG) last announced its earnings results on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, topping the consensus estimate of $9.46 by $0.39. The firm had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.47 billion. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The business’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter last year, the firm posted $9.11 EPS. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. Equities research analysts forecast that Transdigm Group Incorporated will post 36.71 EPS for the current fiscal year.

Insider Activity at Transdigm Group

In related news, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction on Wednesday, April 15th. The stock was sold at an average price of $1,280.46, for a total value of $4,993,794.00. Following the completion of the transaction, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at $4,609,656. This trade represents a 52.00% 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 W Nicholas Howley sold 10,132 shares of Transdigm Group stock in a transaction on Monday, April 20th. The stock was sold at an average price of $1,265.06, for a total transaction of $12,817,587.92. Following the sale, the director owned 21,548 shares in the company, valued at $27,259,512.88. This represents a 31.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 38,232 shares of company stock worth $48,248,925 in the last three months. 3.20% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in the stock. Ares Financial Consulting LLC bought a new stake in shares of Transdigm Group in the fourth quarter valued at about $25,000. Elyxium Wealth LLC bought a new position in Transdigm Group during the fourth quarter valued at about $25,000. Salomon & Ludwin LLC bought a new position in Transdigm Group during the third quarter valued at about $26,000. MCF Advisors LLC raised its holdings in Transdigm Group by 900.0% in the 4th quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after acquiring an additional 18 shares in the last quarter. Finally, Transamerica Financial Advisors LLC lifted its position in shares of Transdigm Group by 1,900.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after acquiring an additional 19 shares during the period. Institutional investors and hedge funds own 95.78% of the company’s stock.

Analyst Ratings Changes

TDG has been the topic of a number of recent analyst reports. Stifel Nicolaus dropped their price objective on Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating on the stock in a research note on Wednesday. Royal Bank Of Canada decreased their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating for the company in a research note on Wednesday. KeyCorp downgraded Transdigm Group from an “overweight” rating to a “sector weight” rating in a research report on Thursday, February 5th. UBS Group cut their price target on Transdigm Group from $1,745.00 to $1,645.00 and set a “buy” rating for the company in a report on Wednesday. Finally, Robert W. Baird reissued a “neutral” rating and issued a $1,400.00 price objective on shares of Transdigm Group in a research report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, Transdigm Group currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,538.73.

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.