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

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 20th.

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 Stock Up 0.7%

TDG stock opened at $1,242.28 on Friday. The company has a 50 day moving average of $1,217.81 and a two-hundred day moving average of $1,295.83. The company has a market cap of $69.48 billion, a price-to-earnings ratio of 38.77, a PEG ratio of 2.60 and a beta of 0.90. Transdigm Group Incorporated has a 12-month low of $1,123.61 and a 12-month high of $1,623.82.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, beating the consensus estimate of $9.46 by $0.39. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The business had revenue of $2.54 billion for the quarter, compared to analysts’ expectations of $2.47 billion. During the same period in the previous year, the company posted $9.11 EPS. Transdigm Group’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. On average, research analysts anticipate that Transdigm Group Incorporated will post 36.71 EPS for the current year.

Insider Buying and Selling 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 shares were sold at an average price of $1,280.46, for a total value of $4,993,794.00. Following the transaction, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,609,656. This trade represents a 52.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. 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 completion of the transaction, the director owned 21,548 shares in the company, valued at $27,259,512.88. This trade represents a 31.98% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 38,232 shares of company stock valued at $48,248,925. 3.20% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

TDG has been the topic of a number of recent research reports. Robert W. Baird restated a “neutral” rating and issued a $1,400.00 target price on shares of Transdigm Group in a research note on Wednesday, February 4th. UBS Group reduced 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. Weiss Ratings cut Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 13th. KeyCorp downgraded Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. Finally, Susquehanna cut their price objective on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $1,538.73.

Transdigm Group News Summary

Here are the key news stories impacting Transdigm Group this week:

• Positive Sentiment: Q2 results beat and guidance lift — TransDigm reported Q2 sales of $2.544B (up ~18%) and an EPS beat; management raised FY guidance, highlighting 11% organic growth and durable pricing power in sole-source aftermarket aerospace parts. This is the primary catalyst behind the positive price action. Article Title
• Positive Sentiment: Share repurchases and bullish market chatter — the company executed roughly $800M of buybacks in April (during a pullback), and social/quant commentary highlighted upside vs. fair value and the resilience of the business model, supporting sentiment. Article Title
• Positive Sentiment: UBS reiterates buy with a new $1,645 target — UBS published a new $1,645 price target and maintained a Buy rating (target trimmed from $1,745 but still implies material upside), which likely reassures growth-oriented investors. Article Title
• Neutral Sentiment: Analyst price-target adjustments — several firms trimmed targets (Stifel to $1,525; RBC to $1,350; Susquehanna to $1,350) while many ratings remain Buy/Overweight; the net effect is mixed — supportive on beat/guidance but compresses near-term upside expectations. Article Title
• Negative Sentiment: Insider and institutional selling — public data show heavy insider sales by several execs over the last six months and sizable institutional reductions (UBS AM, FMR, JPM trimmed large positions), and one reported insider reduced a stake by ~58%, which can pressure sentiment despite CEO purchases. Article Title

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Gateway Investment Advisers LLC lifted its holdings in Transdigm Group by 0.7% in the 3rd quarter. Gateway Investment Advisers LLC now owns 1,182 shares of the aerospace company’s stock worth $1,558,000 after purchasing an additional 8 shares during the last quarter. Tower Wealth Partners Inc. grew its holdings in Transdigm Group by 4.5% during the third quarter. Tower Wealth Partners Inc. now owns 187 shares of the aerospace company’s stock valued at $246,000 after purchasing an additional 8 shares during the last quarter. Central Pacific Bank Trust Division grew its holdings in Transdigm Group by 44.4% during the fourth quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company’s stock valued at $35,000 after purchasing an additional 8 shares during the last quarter. Family Legacy Inc. raised its position in shares of Transdigm Group by 0.3% in the fourth quarter. Family Legacy Inc. now owns 2,394 shares of the aerospace company’s stock valued at $3,184,000 after purchasing an additional 8 shares during the period. Finally, Annis Gardner Whiting Capital Advisors LLC lifted its stake in shares of Transdigm Group by 17.0% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 55 shares of the aerospace company’s stock worth $73,000 after buying an additional 8 shares during the last quarter. Institutional investors and hedge funds 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.

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.