St. Louis Trust Co Buys New Holdings in Transdigm Group Incorporated $TDG

St. Louis Trust Co bought a new stake in Transdigm Group Incorporated (NYSE:TDG) in the fourth quarter, Holdings Channel reports. The institutional investor bought 669 shares of the aerospace company’s stock, valued at approximately $890,000.

A number of other large investors have also modified their holdings of TDG. Empowered Funds LLC raised its stake in shares of Transdigm Group by 5.0% in the first quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock valued at $1,898,000 after purchasing an additional 65 shares in the last quarter. Acadian Asset Management LLC raised its stake in shares of Transdigm Group by 92.3% in the first quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock valued at $376,000 after purchasing an additional 131 shares in the last quarter. NewEdge Advisors LLC raised its stake in shares of Transdigm Group by 152.9% in the second quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock valued at $3,138,000 after purchasing an additional 1,248 shares in the last quarter. Sei Investments Co. raised its stake in shares of Transdigm Group by 25.4% in the second quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock valued at $50,227,000 after purchasing an additional 6,697 shares in the last quarter. Finally, Treasurer of the State of North Carolina raised its stake in shares of Transdigm Group by 3.6% in the second quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock valued at $39,264,000 after purchasing an additional 902 shares in the last quarter. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Transdigm Group Price Performance

Shares of NYSE:TDG opened at $1,212.37 on Friday. The business’s fifty day moving average price is $1,194.87 and its two-hundred day moving average price is $1,285.63. Transdigm Group Incorporated has a fifty-two week low of $1,123.61 and a fifty-two week high of $1,623.82. The stock has a market capitalization of $67.81 billion, a price-to-earnings ratio of 37.84, a price-to-earnings-growth ratio of 2.12 and a beta of 0.90.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, beating analysts’ consensus estimates of $9.46 by $0.39. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.The firm had revenue of $2.54 billion for the quarter, compared to analysts’ expectations of $2.47 billion. During the same period in the prior year, the business posted $9.11 earnings per share. The business’s revenue was up 18.3% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. Research analysts expect that Transdigm Group Incorporated will post 37.82 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the company. BMO Capital Markets cut their target price on Transdigm Group from $1,550.00 to $1,450.00 and set an “outperform” rating for the company in a research note on Tuesday, March 31st. Wells Fargo & Company assumed coverage on Transdigm Group in a research note on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 target price for the company. UBS Group cut their target price on Transdigm Group from $1,745.00 to $1,645.00 and set a “buy” rating for the company in a research note on Wednesday, May 6th. Weiss Ratings lowered Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 13th. Finally, Morgan Stanley upped their target price on Transdigm Group from $1,660.00 to $1,680.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. Ten investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $1,524.18.

Insider Buying and Selling at Transdigm Group

In other news, COO Joel Reiss sold 3,900 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $1,154.09, for a total transaction of $4,500,951.00. Following the sale, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,154,724. This 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 accessible through this link. Also, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction on Monday, May 18th. The stock was sold at an average price of $1,180.82, for a total value of $11,964,068.24. Following the sale, the director owned 21,548 shares in the company, valued at $25,444,309.36. The trade was a 31.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 42,096 shares of company stock worth $51,417,454 in the last 90 days. Company insiders own 3.20% of the company’s stock.

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.