Morgan Stanley Issues Positive Forecast for Transdigm Group (NYSE:TDG) Stock Price

Transdigm Group (NYSE:TDG) had its target price increased by analysts at Morgan Stanley from $1,300.00 to $1,405.00 in a report issued on Wednesday, Benzinga reports. The firm currently has an “equal weight” rating on the aerospace company’s stock. Morgan Stanley‘s price target points to a potential upside of 12.86% from the stock’s current price.

TDG has been the topic of several other reports. UBS Group upped 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 report on Wednesday, August 5th. The Goldman Sachs Group lowered their price target on shares of Transdigm Group from $1,972.00 to $1,745.00 and set a “buy” rating on the stock in a research report on Monday, October 12th. Royal Bank Of Canada upped their price target on shares of Transdigm Group from $1,200.00 to $1,300.00 and gave the company a “sector perform” rating in a research note on Wednesday. Stifel Nicolaus downgraded shares of Transdigm Group from a “buy” rating to a “hold” rating and cut their price objective for the stock from $1,525.00 to $1,405.00 in a report on Wednesday, August 5th. Finally, Wells Fargo & Company reduced their price objective on shares of Transdigm Group from $1,450.00 to $1,210.00 and set an “equal weight” rating for the company in a research note on Wednesday, September 30th. Five equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat.com, Transdigm Group has an average rating of “Hold” and an average target price of $1,445.40.

Transdigm Group Price Performance

Shares of TDG traded up $19.41 during mid-day trading on Wednesday, hitting $1,244.94. The stock had a trading volume of 192,896 shares, compared to its average volume of 392,644. Transdigm Group has a 52 week low of $1,071.25 and a 52 week high of $1,463.03. The business has a fifty day moving average price of $1,131.80 and a 200-day moving average price of $1,221.05. The firm has a market cap of $69.63 billion, a P/E ratio of 37.76, a PEG ratio of 1.74 and a beta of 0.98.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings results on Tuesday, November 10th. The aerospace company reported $12.44 earnings per share for the quarter, topping 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 company had revenue of $2.99 billion during the quarter, compared to the consensus estimate of $2.95 billion. During the same quarter in the prior year, the company earned $10.82 EPS. The firm’s quarterly 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. As a group, research analysts expect that Transdigm Group will post 38.81 earnings per share for the current fiscal year.

Insider Activity at Transdigm Group

In related news, Director W. Howley sold 10,132 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The shares were sold at an average price of $1,236.28, for a total transaction of $12,525,988.96. Following the sale, the director owned 21,548 shares of the company’s stock, valued at approximately $26,639,361.44. This represents a 31.98% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, COO Joel Reiss sold 4,100 shares of the stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $1,128.04, for a total transaction of $4,624,964.00. Following the completion of the sale, the chief operating officer owned 3,600 shares in the company, valued at $4,060,944. This represents a 53.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 22,032 shares of company stock valued at $26,250,979. 3.20% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Transdigm Group

Institutional investors and hedge funds have recently made changes to their positions in the business. BlackRock Inc. purchased a new position in Transdigm Group during the second quarter worth about $6,489,039,000. State Street Corp raised its holdings in shares of Transdigm Group by 1.7% in the 2nd quarter. State Street Corp now owns 2,559,096 shares of the aerospace company’s stock valued at $3,408,818,000 after acquiring an additional 42,490 shares in the last quarter. Soroban Capital Partners LP raised its holdings in shares of Transdigm Group by 14.5% in the 1st quarter. Soroban Capital Partners LP now owns 856,197 shares of the aerospace company’s stock valued at $992,298,000 after acquiring an additional 108,227 shares in the last quarter. Stockbridge Partners LLC purchased a new stake in shares of Transdigm Group in the 2nd quarter valued at about $578,480,000. Finally, Primecap Management Co. CA bought a new stake in shares of Transdigm Group during the 2nd quarter valued at about $546,425,000. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Latest Transdigm Group News

Here’s some of the latest news about TDG:

• Positive Sentiment: Fiscal Q4 adjusted EPS of $12.44 topped estimates, while revenue rose 23% year over year to $2.99 billion and beat forecasts. Organic sales grew 14%, adding to evidence of solid operating demand. TransDigm fiscal 2026 results
• Positive Sentiment: TransDigm repurchased $2.75 billion of stock during fiscal 2026, which may support per-share results. Its fiscal 2027 revenue outlook of $12.0 billion–$12.2 billion also exceeds the cited $11.7 billion consensus estimate. TransDigm long-term investor takeaways
• Negative Sentiment: Fiscal 2027 adjusted EPS guidance of $47.09–$47.94 has a midpoint below the $47.91 analyst consensus. That modest shortfall overshadowed the quarterly beat in reports of the stock’s post-earnings weakness. TransDigm profit outlook falls short

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.