Mirabella Financial Services LLP Buys 695 Shares of Transdigm Group Incorporated $TDG

Mirabella Financial Services LLP boosted its stake in Transdigm Group Incorporated (NYSE:TDG) by 23.8% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,611 shares of the aerospace company’s stock after buying an additional 695 shares during the quarter. Mirabella Financial Services LLP’s holdings in Transdigm Group were worth $4,697,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. Norges Bank purchased a new position in Transdigm Group during the 2nd quarter worth $1,275,035,000. Principal Financial Group Inc. raised its holdings in shares of Transdigm Group by 18.3% in the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock valued at $3,136,719,000 after purchasing an additional 367,756 shares during the last quarter. Franklin Resources Inc. raised its holdings in shares of Transdigm Group by 161.7% in the third quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company’s stock valued at $626,704,000 after purchasing an additional 293,821 shares during the last quarter. Capital International Investors lifted its position in shares of Transdigm Group by 4.1% during the third quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock valued at $8,552,028,000 after purchasing an additional 254,750 shares in the last quarter. Finally, Capital Research Global Investors lifted its position in shares of Transdigm Group by 10.2% during the third quarter. Capital Research Global Investors now owns 2,207,837 shares of the aerospace company’s stock valued at $2,909,850,000 after purchasing an additional 203,997 shares in the last quarter. 95.78% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other Transdigm Group news, Director Kevin M. Stein sold 36,925 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $1,425.79, for a total transaction of $52,647,295.75. Following the completion of the transaction, the director directly owned 19,233 shares of the company’s stock, valued at approximately $27,422,219.07. This represents a 65.75% 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, CEO Michael Lisman bought 950 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was purchased at an average cost of $1,284.26 per share, with a total value of $1,220,047.00. Following the completion of the transaction, the chief executive officer directly owned 3,259 shares of the company’s stock, valued at approximately $4,185,403.34. The trade was a 41.14% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 116,548 shares of company stock valued at $162,572,393 in the last quarter. 3.20% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on TDG shares. KeyCorp downgraded shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a research report on Thursday, February 5th. Robert W. Baird restated a “neutral” rating and issued a $1,400.00 target price on shares of Transdigm Group in a research note on Wednesday, February 4th. UBS Group reduced their target price 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. Zacks Research raised Transdigm Group from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Transdigm Group presently has an average rating of “Moderate Buy” and a consensus price target of $1,584.44.

Transdigm Group Stock Performance

NYSE TDG opened at $1,199.80 on Thursday. The company has a market capitalization of $67.75 billion, a PE ratio of 38.60, a price-to-earnings-growth ratio of 2.58 and a beta of 0.93. Transdigm Group Incorporated has a 52-week low of $1,183.60 and a 52-week high of $1,623.82. The company has a 50-day simple moving average of $1,335.36 and a 200 day simple moving average of $1,319.22.

Transdigm Group (NYSE:TDG) last released its earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $2.29 billion for the quarter, compared to analysts’ expectations of $2.26 billion. During the same period in the previous year, the company earned $7.83 earnings per share. The company’s quarterly revenue was up 13.9% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. As a group, analysts forecast that Transdigm Group Incorporated will post 35.13 EPS for the current fiscal year.

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.