Rep. April McClain Delaney Purchases Shares of Transdigm Group Incorporated (NYSE:TDG)

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on June 05th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on May 13th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/29/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Martin Marietta Materials (NYSE:MLM) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of EMCOR Group (NYSE:EME) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/26/2026.

Transdigm Group Price Performance

NYSE TDG traded up $21.86 on Tuesday, hitting $1,228.14. 31,674 shares of the company’s stock were exchanged, compared to its average volume of 390,896. The firm’s 50-day moving average price is $1,204.20 and its two-hundred day moving average price is $1,280.00. Transdigm Group Incorporated has a fifty-two week low of $1,123.61 and a fifty-two week high of $1,623.82. The firm has a market cap of $68.69 billion, a price-to-earnings ratio of 38.33, a P/E/G ratio of 2.17 and a beta of 0.91.

Transdigm Group (NYSE:TDG) last released its earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $9.46 by $0.39. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.The company had revenue of $2.54 billion for the quarter, compared to analysts’ expectations of $2.47 billion. During the same quarter in the previous year, the firm posted $9.11 EPS. The firm’s quarterly revenue was up 18.3% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, research analysts predict that Transdigm Group Incorporated will post 37.82 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on TDG shares. Wells Fargo & Company assumed coverage on Transdigm Group in a report on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 price target on the stock. UBS Group reduced their target price on Transdigm Group from $1,745.00 to $1,645.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. Jefferies Financial Group increased their target price on Transdigm Group from $1,565.00 to $1,575.00 in a research report on Monday, May 11th. BNP Paribas Exane reduced their target price on Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating on the stock in a research report on Thursday, May 14th. Finally, Weiss Ratings lowered Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, June 2nd. Ten analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,524.18.

Insider Transactions at Transdigm Group

In related news, COO Joel Reiss sold 3,900 shares of the firm’s 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 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 filing with the SEC, which can be accessed through this link. Also, Director W Nicholas Howley sold 10,132 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $1,213.05, for a total value of $12,290,622.60. Following the sale, the director owned 21,548 shares in the company, valued at approximately $26,138,801.40. 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. In the last 90 days, insiders have sold 42,096 shares of company stock worth $51,417,454. 3.20% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Transdigm Group

Several institutional investors and hedge funds have recently added to or reduced their stakes in TDG. Norges Bank acquired a new stake in Transdigm Group during the fourth quarter worth about $1,025,591,000. Franklin Resources Inc. increased its stake in Transdigm Group by 161.7% during the third quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company’s stock worth $626,704,000 after acquiring an additional 293,821 shares during the last quarter. Capital Research Global Investors increased its stake in Transdigm Group by 12.2% during the fourth quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock worth $3,293,527,000 after acquiring an additional 268,824 shares during the last quarter. Capital International Investors raised its position in Transdigm Group by 4.1% in 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 during the period. Finally, The Manufacturers Life Insurance Company lifted its stake in shares of Transdigm Group by 413.7% during the first quarter. The Manufacturers Life Insurance Company now owns 190,147 shares of the aerospace company’s stock worth $220,373,000 after purchasing an additional 153,131 shares in the last quarter. 95.78% of the stock is currently owned by institutional investors and hedge funds.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

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.