Curated Wealth Partners LLC Buys Shares of 484 Transdigm Group Incorporated $TDG

Curated Wealth Partners LLC bought a new position in Transdigm Group Incorporated (NYSE:TDG) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 484 shares of the aerospace company’s stock, valued at approximately $644,000.

Several other large investors also recently made changes to their positions in TDG. Empowered Funds LLC grew its holdings in 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 stake in Transdigm Group by 92.3% during the 1st quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock valued at $376,000 after acquiring an additional 131 shares in the last quarter. MAI Capital Management raised its stake in Transdigm Group by 12.3% during the 2nd quarter. MAI Capital Management now owns 647 shares of the aerospace company’s stock valued at $983,000 after acquiring an additional 71 shares in the last quarter. Coldstream Capital Management Inc. boosted its position in Transdigm Group by 9.3% during the 2nd quarter. Coldstream Capital Management Inc. now owns 819 shares of the aerospace company’s stock worth $1,245,000 after acquiring an additional 70 shares during the period. Finally, Prudential Financial Inc. grew its stake in shares of Transdigm Group by 8.9% in the second quarter. Prudential Financial Inc. now owns 32,532 shares of the aerospace company’s stock worth $49,469,000 after purchasing an additional 2,668 shares in the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. KeyCorp lowered Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. Zacks Research raised shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. Robert W. Baird reiterated a “neutral” rating and issued a $1,400.00 target price on shares of Transdigm Group in a research report on Wednesday, February 4th. Weiss Ratings reissued a “buy (b-)” rating on shares of Transdigm Group in a research note on Monday, December 29th. Finally, UBS Group reduced their price target on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,584.44.

Transdigm Group Stock Up 0.7%

Shares of Transdigm Group stock opened at $1,160.53 on Wednesday. The business has a fifty day simple moving average of $1,318.28 and a 200-day simple moving average of $1,315.45. Transdigm Group Incorporated has a fifty-two week low of $1,137.06 and a fifty-two week high of $1,623.82. The firm has a market cap of $65.53 billion, a price-to-earnings ratio of 37.34, a price-to-earnings-growth ratio of 2.42 and a beta of 0.93.

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

Insider Buying and Selling at Transdigm Group

In related news, Director W Nicholas Howley sold 10,168 shares of the firm’s stock in a transaction that occurred on Wednesday, February 18th. The shares were sold at an average price of $1,307.68, for a total transaction of $13,296,490.24. Following the completion of the sale, the director directly owned 21,548 shares in the company, valued at approximately $28,177,888.64. This trade represents a 32.06% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $1,243.70, for a total transaction of $4,850,430.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,477,320. This trade represents a 52.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 126,680 shares of company stock worth $174,863,016. 3.20% of the stock is currently owned by company insiders.

About Transdigm Group

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.