Transdigm Group Incorporated (NYSE:TDG) Receives $1,524.18 Consensus Target Price from Analysts

Transdigm Group Incorporated (NYSE:TDG) has received a consensus rating of “Moderate Buy” from the nineteen research firms that are currently covering the firm, Marketbeat reports. Nine research analysts have rated the stock with a hold recommendation and ten have issued a buy recommendation on the company. The average 12-month price objective among brokerages that have covered the stock in the last year is $1,524.1765.

TDG has been the subject of several analyst reports. TD Cowen lowered their target price on Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating for the company in a research report on Wednesday, April 8th. UBS Group lowered their target price on Transdigm Group from $1,745.00 to $1,645.00 and set a “buy” rating for the company in a research report on Wednesday, May 6th. Wells Fargo & Company initiated coverage on Transdigm Group in a research report on Wednesday, April 1st. They set an “equal weight” rating and a $1,200.00 target price for the company. Royal Bank Of Canada lowered their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating for the company in a research report on Wednesday, May 6th. Finally, Stifel Nicolaus lowered their target price on Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating for the company in a research report on Wednesday, May 6th.

Insider Transactions at Transdigm Group

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $1,154.09, for a total transaction of $4,500,951.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,154,724. This trade represents a 52.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction dated Monday, May 18th. The stock was sold at an average price of $1,180.82, for a total value of $11,964,068.24. Following the sale, the director owned 21,548 shares of the company’s stock, valued at approximately $25,444,309.36. The trade was a 31.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 42,096 shares of company stock valued at $51,417,454. Company insiders own 3.20% of the company’s stock.

Hedge Funds Weigh In On Transdigm Group

A number of institutional investors and hedge funds have recently modified their holdings of TDG. Norges Bank bought a new position in shares of Transdigm Group during the 4th quarter worth approximately $1,025,591,000. Principal Financial Group Inc. boosted its holdings in shares of Transdigm Group by 18.3% during the 3rd quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock worth $3,136,719,000 after buying an additional 367,756 shares in the last quarter. Franklin Resources Inc. boosted its holdings in shares of Transdigm Group by 161.7% during the 3rd quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company’s stock worth $626,704,000 after buying an additional 293,821 shares in the last quarter. Capital Research Global Investors boosted its holdings in shares of Transdigm Group by 12.2% during the 4th quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock worth $3,293,527,000 after buying an additional 268,824 shares in the last quarter. Finally, Capital International Investors boosted its holdings in shares of Transdigm Group by 4.1% during the 3rd quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock worth $8,552,028,000 after buying an additional 254,750 shares in the last quarter. 95.78% of the stock is currently owned by institutional investors.

Transdigm Group Stock Performance

Shares of TDG opened at $1,235.70 on Thursday. Transdigm Group has a 52 week low of $1,123.61 and a 52 week high of $1,623.82. The stock has a market capitalization of $69.11 billion, a price-to-earnings ratio of 38.57, a PEG ratio of 2.20 and a beta of 0.91. The stock has a fifty day moving average of $1,197.61 and a 200-day moving average of $1,283.75.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, beating analysts’ consensus estimates of $9.46 by $0.39. The company had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.47 billion. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.Transdigm Group’s revenue was up 18.3% compared to the same quarter last year. During the same period in the prior year, the company earned $9.11 EPS. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. As a group, equities analysts forecast that Transdigm Group will post 37.82 EPS for the current year.

Transdigm Group Company 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.