Transdigm Group (NYSE:TDG) Stock Price Target Lowered at UBS Group

Transdigm Group (NYSE:TDG) had its price target decreased by UBS Group from $1,509.00 to $1,481.00 in a research report released on Wednesday,Benzinga reports. UBS Group currently has a buy rating on the aerospace company’s stock.

TDG has been the topic of a number of other research reports. Stifel Nicolaus downgraded Transdigm Group from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $1,525.00 to $1,405.00 in a research report on Wednesday, August 5th. Royal Bank Of Canada boosted their target price on Transdigm Group from $1,200.00 to $1,300.00 and gave the stock a “sector perform” rating in a research report on Wednesday. JPMorgan Chase & Co. decreased their target price on Transdigm Group from $1,450.00 to $1,415.00 and set a “neutral” rating on the stock in a research note on Thursday, September 17th. The Goldman Sachs Group decreased their target price on Transdigm Group from $1,972.00 to $1,745.00 and set a “buy” rating on the stock in a research note on Monday, October 12th. Finally, Guggenheim initiated coverage on Transdigm Group in a report on Tuesday, September 15th. They issued a “neutral” rating on the stock. Five research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $1,431.13.

Transdigm Group Trading Up 1.6%

Transdigm Group stock opened at $1,244.56 on Wednesday. The firm’s 50 day simple moving average is $1,133.59 and its 200 day simple moving average is $1,220.18. The firm has a market capitalization of $69.61 billion, a PE ratio of 35.02, a price-to-earnings-growth ratio of 1.75 and a beta of 0.98. Transdigm Group has a 1-year low of $1,071.25 and a 1-year high of $1,463.03.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Tuesday, November 10th. The aerospace company reported $12.44 EPS for the quarter, beating the consensus estimate of $12.21 by $0.23. Transdigm Group had a net margin of 19.94% and a negative return on equity of 24.14%. The firm had revenue of $2.99 billion during the quarter, compared to the consensus estimate of $2.95 billion. During the same period last year, the firm earned $10.82 EPS. The business’s quarterly revenue was up 22.6% compared to the same quarter last year. Transdigm Group has set its FY 2027 guidance at 47.090-47.940 EPS. Research analysts forecast that Transdigm Group will post 44.94 earnings per share for the current year.

Insiders Place Their Bets

In other news, COO Joel Reiss sold 4,100 shares of the firm’s stock in a transaction on Thursday, October 15th. The shares were sold at an average price of $1,128.04, for a total transaction of $4,624,964.00. Following the sale, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,060,944. This trade represents a 53.25% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director W. Howley sold 10,132 shares of Transdigm Group stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total transaction of $12,525,988.96. Following the sale, the director directly owned 21,548 shares of the company’s stock, valued at $26,639,361.44. This represents a 31.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 22,032 shares of company stock worth $26,250,979 in the last three months. Insiders own 3.20% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in TDG. Burkett Financial Services LLC bought a new stake in Transdigm Group during the second quarter worth about $25,000. Meeder Asset Management Inc. purchased a new position in shares of Transdigm Group in the 2nd quarter worth about $31,000. Trust Co. of Vermont bought a new position in shares of Transdigm Group during the 2nd quarter valued at about $33,000. Western Wealth Management LLC bought a new position in shares of Transdigm Group during the 1st quarter valued at about $30,000. Finally, Reyes Financial Architecture Inc. bought a new position in shares of Transdigm Group during the 3rd quarter valued at about $32,000. Institutional investors own 95.78% of the company’s stock.

Latest Transdigm Group News

Investors following TDG have been watching these news items:

• Positive Sentiment: Fiscal Q4 revenue rose 23% year over year to $2.99 billion, and adjusted EPS of $12.44 topped estimates; organic sales increased 14%. Fiscal 2026 also included $2.75 billion in share repurchases. Article: TransDigm’s Q4 Earnings Surpass Estimates, Sales Increase Y/Y
• Positive Sentiment: Several analysts raised price targets: TD Cowen to $1,350 with a Buy rating, Morgan Stanley to $1,405 with an Equal Weight rating, and RBC to $1,300 with a Sector Perform rating. RBC also described the 2027 outlook as constructive. Article: TransDigm Offers Constructive Fiscal 2027 Guide, RBC Says
• Negative Sentiment: UBS lowered its target to $1,481 from $1,509, though it maintained a Buy rating. The target cut suggests some reassessment of valuation or upside despite continued optimism.

About Transdigm Group

TransDigm Group Incorporated designs, produces and supplies highly engineered components for the aerospace industry. Its products include mechanical and electromechanical systems, pumps, valves, ignition systems, batteries, power-conditioning devices and cockpit components. The company serves commercial, military and business aviation markets, supplying components for both original aircraft production and the aftermarket. Its products are used on aircraft operated around the world, and its aftermarket business provides replacement parts and related support.