Transdigm Group (NYSE:TDG – Get Free Report) had its target price upped by research analysts at Royal Bank Of Canada from $1,200.00 to $1,300.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The brokerage currently has a “sector perform” rating on the aerospace company’s stock. Royal Bank Of Canada‘s target price points to a potential upside of 5.81% from the company’s current price.
A number of other research firms have also issued reports on TDG. BMO Capital Markets dropped their target price on Transdigm Group from $1,525.00 to $1,400.00 and set an “outperform” rating on the stock in a report on Monday, September 28th. TD Cowen decreased their price target on Transdigm Group from $1,450.00 to $1,300.00 and set a “buy” rating for the company in a report on Friday, October 9th. JPMorgan Chase & Co. decreased their price target on Transdigm Group from $1,450.00 to $1,415.00 and set a “neutral” rating for the company in a report on Thursday, September 17th. UBS Group boosted their price objective on shares of Transdigm Group from $1,585.00 to $1,695.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. Finally, Stifel Nicolaus cut shares of Transdigm Group from a “buy” rating to a “hold” rating and reduced their target price for the stock from $1,525.00 to $1,405.00 in a research note on Wednesday, August 5th. Five equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $1,435.07.
Check Out Our Latest Analysis on TDG
Transdigm Group Stock Up 0.3%
TDG stock traded up $3.13 during trading on Wednesday, hitting $1,228.67. The company had a trading volume of 98,171 shares, compared to its average volume of 392,017. The firm has a market cap of $68.72 billion, a PE ratio of 37.29, a price-to-earnings-growth ratio of 1.74 and a beta of 0.98. Transdigm Group has a 1-year low of $1,071.25 and a 1-year high of $1,463.03. The firm has a 50-day moving average price of $1,131.80 and a 200-day moving average price of $1,221.05.
Transdigm Group (NYSE:TDG – Get Free Report) last posted its quarterly earnings data on Tuesday, November 10th. The aerospace company reported $12.44 EPS for the quarter, beating the consensus estimate of $12.21 by $0.23. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%. The firm had revenue of $2.99 billion during the quarter, compared to the consensus estimate of $2.95 billion. During the same period in the prior year, the business earned $10.82 EPS. The firm’s revenue was up 22.6% compared to the same quarter last year. Transdigm Group has set its FY 2027 guidance at 47.090-47.940 EPS. Sell-side analysts anticipate that Transdigm Group will post 38.81 earnings per share for the current year.
Insider Activity at Transdigm Group
In related news, Director W. Howley sold 10,132 shares of Transdigm Group stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total value of $12,525,988.96. Following the sale, the director directly owned 21,548 shares in the company, valued at $26,639,361.44. The trade was a 31.98% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, COO Joel Reiss sold 4,100 shares of Transdigm Group stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $1,128.04, for a total value of $4,624,964.00. Following the completion of the sale, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,060,944. This trade represents a 53.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 22,032 shares of company stock valued at $26,250,979 over the last three months. Insiders own 3.20% of the company’s stock.
Institutional Investors Weigh In On Transdigm Group
Institutional investors have recently made changes to their positions in the stock. Burkett Financial Services LLC acquired a new position in shares of Transdigm Group during the 2nd quarter worth $25,000. Western Wealth Management LLC acquired a new stake in shares of Transdigm Group in the first quarter valued at about $30,000. Meeder Asset Management Inc. acquired a new stake in shares of Transdigm Group in the second quarter valued at about $31,000. Reyes Financial Architecture Inc. acquired a new stake in shares of Transdigm Group in the third quarter valued at about $32,000. Finally, Trust Co. of Vermont purchased a new stake in Transdigm Group during the second quarter worth about $33,000. 95.78% of the stock is currently owned by hedge funds and other institutional investors.
Recent Transdigm Group Headlines
These are some of the TDG headlines that stood out recently:
- Positive Sentiment: Fiscal 2027 revenue guidance of $12.0 billion to $12.2 billion is above the $11.7 billion analyst consensus, pointing to continued growth across the company’s end markets. Article: TransDigm Group Sees Growth In FY27
- Neutral Sentiment: A valuation commentary argued the shares may still be reasonably priced despite a substantial prior run, but this is an opinion rather than a new company-specific catalyst. Article: TransDigm Group Stock Still Looks Reasonable Despite Its 128% Run
- Negative Sentiment: Fiscal 2027 adjusted-EPS guidance of $47.09 to $47.94 has a midpoint slightly below the $47.91 consensus. That shortfall, along with acquisition-related margin pressure and debt concerns, weighed on the reaction despite the quarterly beat. Article: TransDigm shares fall as FY2027 earnings outlook misses estimates
About Transdigm Group
TransDigm Group Incorporated designs, produces and supplies highly engineered components for the aerospace industry. Its products include mechanical and electromechanical systems, pumps, valves, ignition systems, batteries, power-conditioning devices and cockpit components. The company serves commercial, military and business aviation markets, supplying components for both original aircraft production and the aftermarket. Its products are used on aircraft operated around the world, and its aftermarket business provides replacement parts and related support.
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