Vanguard Group Inc. Acquires 121,049 Shares of Transdigm Group Incorporated $TDG

Vanguard Group Inc. boosted its holdings in shares of Transdigm Group Incorporated (NYSE:TDG) by 1.8% during the third quarter, Holdings Channel.com reports. The institutional investor owned 6,814,938 shares of the aerospace company’s stock after acquiring an additional 121,049 shares during the quarter. Vanguard Group Inc. owned 0.12% of Transdigm Group worth $8,982,225,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently made changes to their positions in the company. Norges Bank acquired a new position in shares of Transdigm Group during the 2nd quarter worth approximately $1,275,035,000. Principal Financial Group Inc. boosted its position in Transdigm Group by 18.3% during the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock worth $3,136,719,000 after purchasing an additional 367,756 shares during the period. Commonwealth of Pennsylvania Public School Empls Retrmt SYS increased its holdings in shares of Transdigm Group by 1,566.7% in the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 213,775 shares of the aerospace company’s stock valued at $325,075,000 after purchasing an additional 200,949 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. increased its holdings in shares of Transdigm Group by 56.9% in the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 196,866 shares of the aerospace company’s stock valued at $299,362,000 after purchasing an additional 71,399 shares during the last quarter. Finally, Corient Private Wealth LLC raised its position in shares of Transdigm Group by 94.6% in the second quarter. Corient Private Wealth LLC now owns 136,898 shares of the aerospace company’s stock valued at $208,284,000 after purchasing an additional 66,559 shares during the period. 95.78% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

TDG has been the topic of a number of research reports. Zacks Research upgraded shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. Robert W. Baird reaffirmed a “neutral” rating and issued a $1,400.00 target price on shares of Transdigm Group in a research report on Wednesday, February 4th. UBS Group dropped their price target on Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. BNP Paribas Exane began coverage on Transdigm Group in a report on Tuesday, November 18th. They issued an “outperform” rating and a $1,775.00 price objective on the stock. Finally, Morgan Stanley lifted their target price on Transdigm Group from $1,600.00 to $1,660.00 and gave the stock an “overweight” rating in a report on Friday, November 14th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,584.44.

Transdigm Group Stock Down 0.8%

TDG stock opened at $1,286.10 on Tuesday. The company’s 50-day moving average price is $1,348.96 and its two-hundred day moving average price is $1,339.93. The firm has a market cap of $72.63 billion, a P/E ratio of 41.38, a P/E/G ratio of 2.75 and a beta of 0.92. Transdigm Group Incorporated has a 12 month low of $1,183.60 and a 12 month high of $1,623.82.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.99 by $0.24. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. The business had revenue of $2.29 billion for the quarter, compared to analyst estimates of $2.26 billion. During the same quarter last year, the business posted $7.83 EPS. The firm’s revenue for the quarter was up 13.9% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Equities analysts predict that Transdigm Group Incorporated will post 35.13 EPS for the current year.

Insider Buying and Selling at Transdigm Group

In other Transdigm Group news, Director Kevin M. Stein sold 36,925 shares of Transdigm Group stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $1,425.79, for a total value of $52,647,295.75. Following the transaction, the director owned 19,233 shares in the company, valued at $27,422,219.07. The trade was a 65.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Robert J. Small sold 90,953 shares of the business’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $1,335.72, for a total value of $121,487,741.16. Following the transaction, the director directly owned 68,139 shares of the company’s stock, valued at approximately $91,014,625.08. The trade was a 57.17% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 228,658 shares of company stock worth $313,263,459. Corporate insiders own 3.20% of the company’s stock.

Transdigm Group 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.