Vanguard Group Inc. Increases Stock Position in TransMedics Group, Inc. $TMDX

Vanguard Group Inc. raised its position in TransMedics Group, Inc. (NASDAQ:TMDX) by 0.3% in the third quarter, Holdings Channel reports. The institutional investor owned 3,605,607 shares of the company’s stock after purchasing an additional 9,650 shares during the period. Vanguard Group Inc. owned 0.11% of TransMedics Group worth $404,549,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of the company. Whittier Trust Co. of Nevada Inc. boosted its stake in shares of TransMedics Group by 981.0% during the 3rd quarter. Whittier Trust Co. of Nevada Inc. now owns 227 shares of the company’s stock worth $26,000 after acquiring an additional 206 shares in the last quarter. Salomon & Ludwin LLC acquired a new position in TransMedics Group in the 3rd quarter worth about $28,000. Pilgrim Partners Asia Pte Ltd acquired a new position in TransMedics Group in the 3rd quarter worth about $40,000. First Horizon Corp purchased a new position in TransMedics Group during the third quarter worth approximately $43,000. Finally, Elevation Point Wealth Partners LLC acquired a new stake in TransMedics Group in the second quarter valued at approximately $48,000. Institutional investors and hedge funds own 99.67% of the company’s stock.

TransMedics Group Stock Up 2.1%

Shares of NASDAQ TMDX opened at $134.57 on Friday. The stock has a market cap of $4.62 billion, a PE ratio of 27.46 and a beta of 2.06. The company has a current ratio of 7.14, a quick ratio of 7.13 and a debt-to-equity ratio of 1.06. TransMedics Group, Inc. has a 12-month low of $62.07 and a 12-month high of $156.00. The company has a 50-day moving average of $133.45 and a 200 day moving average of $126.31.

Insider Activity at TransMedics Group

In other news, Director David Weill sold 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $138.64, for a total value of $693,200.00. Following the completion of the sale, the director directly owned 12,134 shares in the company, valued at $1,682,257.76. This represents a 29.18% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Gerardo Hernandez sold 920 shares of TransMedics Group stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $139.62, for a total value of $128,450.40. Following the transaction, the chief financial officer owned 15,064 shares in the company, valued at approximately $2,103,235.68. The trade was a 5.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 7.00% of the company’s stock.

Trending Headlines about TransMedics Group

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

• Positive Sentiment: Q4 results beat expectations — Q4 EPS of $0.57 and ~32% revenue growth topped estimates; management raised 2026 revenue guidance to roughly 20–25%, supporting near‑term top‑line momentum. TMDX Stock Rises as Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Analysts raised targets and ratings — Several firms bumped price targets (Oppenheimer to $175/outperform; Needham to $174/buy; Piper Sandler to $160/overweight; JPMorgan to $149/neutral), signaling institutional confidence in the company’s growth trajectory and helping push the stock higher. TransMedics Group (NASDAQ:TMDX) Given New $175.00 Price Target at Oppenheimer TransMedics Group (NASDAQ:TMDX) Given New $174.00 Price Target at Needham & Company LLC TransMedics Group (NASDAQ:TMDX) Given New $160.00 Price Target at Piper Sandler TransMedics Group (NASDAQ:TMDX) Given New $149.00 Price Target at JPMorgan Chase & Co.
• Positive Sentiment: Visibility on growth initiatives — Management highlighted advancing OCS (organ care system) programs and European expansion as drivers of the 20–25% 2026 revenue target, giving investors a clearer multi‑year growth story. TransMedics outlines 20–25% 2026 revenue growth target while advancing OCS programs and European expansion
• Neutral Sentiment: Earnings materials and call available — The company released its Q4 presentation and the full earnings‑call transcript, useful for parsing unit trends, margins, and cadence of commercialization. TransMedics Group, Inc. 2025 Q4 – Results – Earnings Call Presentation TransMedics Group, Inc. (TMDX) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Investor commentary and outlook pieces are circulating — Market write‑ups are debating whether the strong one‑year +79% move leaves room for more upside or signals late‑cycle profit taking. Is It Too Late To Consider TransMedics Group (TMDX) After Its 79% One-Year Surge?
• Negative Sentiment: Valuation and momentum risk — The stock’s run and a P/E near the mid‑20s leave vulnerability to multiple contraction or profit‑taking if execution or cadence disappoints; investors should weigh growth guidance against elevated expectations.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on TMDX. Oppenheimer boosted their price objective on TransMedics Group from $150.00 to $175.00 and gave the company an “outperform” rating in a research report on Wednesday. Canaccord Genuity Group boosted their price target on shares of TransMedics Group from $147.00 to $148.00 and gave the stock a “buy” rating in a report on Wednesday, December 17th. JPMorgan Chase & Co. increased their price objective on shares of TransMedics Group from $114.00 to $149.00 and gave the company a “neutral” rating in a report on Wednesday. Needham & Company LLC lifted their target price on shares of TransMedics Group from $166.00 to $174.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Morgan Stanley boosted their target price on shares of TransMedics Group from $123.00 to $135.00 and gave the stock an “equal weight” rating in a research note on Tuesday, December 2nd. Six equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. Based on data from MarketBeat, TransMedics Group currently has an average rating of “Moderate Buy” and an average target price of $150.67.

About TransMedics Group

TransMedics Group, Inc is a medical device company headquartered in Andover, Massachusetts, that specializes in advanced organ preservation and transport systems for transplantation. The company’s flagship technology, the Organ Care System (OCS), maintains donor organs in a near-physiologic, warm, beating state during transportation, with the aim of extending preservation times and improving post‐transplant outcomes. TransMedics’ solutions address a critical need in transplantation by reducing ischemic injury and expanding the donor organ pool.

TransMedics currently markets two commercially available OCS platforms.