Transdigm Group (NYSE:TDG) Stock Acquired Rep. April McClain Delaney

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 22nd.

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 Stock Up 4.2%

Shares of TDG traded up $50.10 during mid-day trading on Tuesday, reaching $1,256.38. 395,605 shares of the stock traded hands, compared to its average volume of 394,169. The firm has a market cap of $70.27 billion, a price-to-earnings ratio of 39.21, a P/E/G ratio of 2.17 and a beta of 0.91. The stock has a fifty day simple moving average of $1,204.20 and a 200 day simple moving average of $1,280.00. Transdigm Group Incorporated has a 12-month low of $1,123.61 and a 12-month high of $1,623.82.

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

Insiders Place Their Bets

In related news, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction dated Friday, May 15th. The shares were 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 $4,154,724. The trade was a 52.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $1,213.05, for a total transaction of $12,290,622.60. Following the completion of the transaction, the director owned 21,548 shares of the company’s stock, valued at $26,138,801.40. This represents a 31.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 42,096 shares of company stock worth $51,417,454 over the last three months. Corporate insiders own 3.20% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on TDG. Wall Street Zen upgraded Transdigm Group from a “hold” rating to a “buy” rating in a research note on Saturday. TD Cowen reduced their price target on Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating for the company in a report on Wednesday, April 8th. Deutsche Bank Aktiengesellschaft raised their price objective on Transdigm Group from $1,306.00 to $1,350.00 and gave the company a “hold” rating in a research note on Wednesday, May 6th. Wells Fargo & Company began coverage on Transdigm Group in a research report on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 target price on the stock. Finally, Weiss Ratings downgraded shares of Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, June 2nd. Ten investment analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,524.18.

Institutional Inflows and Outflows

Several hedge funds have recently made changes to their positions in the company. NewEdge Advisors LLC grew its position in Transdigm Group by 0.3% in the 1st quarter. NewEdge Advisors LLC now owns 3,297 shares of the aerospace company’s stock worth $3,822,000 after purchasing an additional 11 shares during the last quarter. Optiver Holding B.V. acquired a new position in shares of Transdigm Group during the first quarter worth approximately $323,000. First Nebraska Trust Co bought a new position in Transdigm Group in the 1st quarter worth approximately $225,000. Blue Fin Capital Inc. increased its position in Transdigm Group by 7.6% in the 1st quarter. Blue Fin Capital Inc. now owns 1,531 shares of the aerospace company’s stock valued at $1,775,000 after acquiring an additional 108 shares during the period. Finally, Verus Capital Partners LLC raised its stake in Transdigm Group by 4.7% during the 1st quarter. Verus Capital Partners LLC now owns 896 shares of the aerospace company’s stock valued at $1,038,000 after acquiring an additional 40 shares in the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

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.