Rep. April McClain Delaney Purchases Shares of Transdigm Group Incorporated (NYSE:TDG)

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on June 05th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on May 7th.

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

• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/29/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Martin Marietta Materials (NYSE:MLM) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of EMCOR Group (NYSE:EME) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/26/2026.

Transdigm Group Price Performance

Shares of TDG traded up $50.10 during midday trading on Tuesday, reaching $1,256.38. The stock had a trading volume of 395,605 shares, compared to its average volume of 394,169. Transdigm Group Incorporated has a 52 week low of $1,123.61 and a 52 week high of $1,623.82. The firm’s 50 day moving average price is $1,204.20 and its 200-day moving average price is $1,280.00. The company has a market capitalization of $70.27 billion, a P/E ratio of 39.21, a P/E/G ratio of 2.17 and a beta of 0.91.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, topping 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 company had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.47 billion. During the same quarter in the previous year, the business earned $9.11 EPS. The company’s quarterly 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. On average, equities analysts forecast that Transdigm Group Incorporated will post 37.82 earnings per share for the current year.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. Deutsche Bank Aktiengesellschaft boosted their target price on Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a research report on Wednesday, May 6th. Wall Street Zen raised Transdigm Group from a “hold” rating to a “buy” rating in a research report on Saturday. Stifel Nicolaus dropped their target price on Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. Royal Bank Of Canada decreased their price target 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, May 6th. Finally, BNP Paribas Exane decreased their target price on Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating for the company in a research note on Thursday, May 14th. Ten research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, Transdigm Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,524.18.

Hedge Funds Weigh In On Transdigm Group

Large investors have recently added to or reduced their stakes in the company. Empowered Funds LLC raised its holdings in shares of Transdigm Group by 5.0% in the 1st quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock worth $1,898,000 after buying an additional 65 shares in the last quarter. Acadian Asset Management LLC raised its holdings in shares of Transdigm Group by 92.3% in the 1st quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock worth $376,000 after buying an additional 131 shares in the last quarter. NewEdge Advisors LLC raised its holdings in shares of Transdigm Group by 152.9% in the 2nd quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock worth $3,138,000 after buying an additional 1,248 shares in the last quarter. Sei Investments Co. raised its holdings in shares of Transdigm Group by 25.4% in the 2nd quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock worth $50,227,000 after buying an additional 6,697 shares in the last quarter. Finally, Treasurer of the State of North Carolina raised its holdings in shares of Transdigm Group by 3.6% in the 2nd quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock worth $39,264,000 after buying an additional 902 shares in the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insider Buying and Selling

In other news, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $1,154.09, for a total value of $4,500,951.00. Following the completion of the transaction, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,154,724. This represents a 52.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $1,213.05, for a total value of $12,290,622.60. Following the sale, the director owned 21,548 shares in the company, valued at $26,138,801.40. The trade was a 31.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 42,096 shares of company stock valued at $51,417,454. 3.20% of the stock is currently owned by insiders.

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.