Rep. Josh Gottheimer Sells Off Shares of TransDigm Group Incorporated (NYSE:TDG)

Representative Josh Gottheimer (D-New Jersey) recently sold shares of TransDigm Group Incorporated (NYSE:TDG). In a filing disclosed on March 06th, the Representative disclosed that they had sold between $1,001 and $15,000 in TransDigm Group stock on February 4th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 2/28/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/28/2025.
• Sold $1,001 – $15,000 in shares of Block (NYSE:XYZ) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Paragon 28 (NYSE:FNA) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/26/2025.
• Purchased $1,001 – $15,000 in shares of Fiserv (NYSE:FI) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Vertiv (NYSE:VRT) on 2/25/2025.

TransDigm Group Trading Down 0.4 %

TDG traded down $4.91 during midday trading on Friday, hitting $1,339.77. The company’s stock had a trading volume of 329,032 shares, compared to its average volume of 258,144. The firm has a market cap of $75.14 billion, a P/E ratio of 47.26, a PEG ratio of 2.76 and a beta of 1.38. The firm has a 50-day moving average price of $1,319.94 and a two-hundred day moving average price of $1,326.60. TransDigm Group Incorporated has a 52-week low of $1,136.27 and a 52-week high of $1,451.32.

TransDigm Group (NYSE:TDG) last released its quarterly earnings data on Tuesday, February 4th. The aerospace company reported $7.57 earnings per share for the quarter, beating the consensus estimate of $6.73 by $0.84. The business had revenue of $2.01 billion for the quarter, compared to analyst estimates of $2.03 billion. TransDigm Group had a negative return on equity of 42.87% and a net margin of 20.76%. The company’s revenue was up 12.1% compared to the same quarter last year. During the same period in the previous year, the company posted $7.16 EPS. On average, equities analysts expect that TransDigm Group Incorporated will post 35.13 EPS for the current year.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. grew its stake in TransDigm Group by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 6,270,803 shares of the aerospace company’s stock worth $7,946,863,000 after buying an additional 79,284 shares during the last quarter. Capital World Investors boosted its position in TransDigm Group by 4.3% during the 4th quarter. Capital World Investors now owns 3,791,927 shares of the aerospace company’s stock worth $4,805,434,000 after acquiring an additional 155,541 shares during the period. State Street Corp boosted its position in TransDigm Group by 1.3% during the 3rd quarter. State Street Corp now owns 2,229,199 shares of the aerospace company’s stock worth $3,181,357,000 after acquiring an additional 29,489 shares during the period. JPMorgan Chase & Co. boosted its position in TransDigm Group by 10.4% during the 4th quarter. JPMorgan Chase & Co. now owns 2,204,649 shares of the aerospace company’s stock worth $2,793,908,000 after acquiring an additional 206,822 shares during the period. Finally, Principal Financial Group Inc. boosted its position in TransDigm Group by 9.6% during the 4th quarter. Principal Financial Group Inc. now owns 2,126,274 shares of the aerospace company’s stock worth $2,694,585,000 after acquiring an additional 185,422 shares during the period. 95.78% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on TDG. Wells Fargo & Company raised TransDigm Group from an “equal weight” rating to an “overweight” rating and lifted their price objective for the company from $1,375.00 to $1,500.00 in a research note on Friday, February 7th. UBS Group raised TransDigm Group from a “neutral” rating to a “buy” rating and set a $1,595.00 price target on the stock in a research report on Monday, February 24th. Deutsche Bank Aktiengesellschaft lowered TransDigm Group from a “buy” rating to a “hold” rating and reduced their price target for the stock from $1,444.00 to $1,348.00 in a research report on Thursday, January 2nd. StockNews.com raised TransDigm Group from a “hold” rating to a “buy” rating in a research report on Wednesday, January 8th. Finally, Barclays reissued an “equal weight” rating and set a $1,500.00 price target on shares of TransDigm Group in a research report on Monday, January 6th. Six investment analysts have rated the stock with a hold rating and thirteen have given a buy rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,472.47.

Insiders Place Their Bets

In other news, Director Robert J. Small sold 38,053 shares of the company’s stock in a transaction on Thursday, December 12th. The stock was sold at an average price of $1,248.78, for a total value of $47,519,825.34. Following the completion of the sale, the director now owns 567,323 shares in the company, valued at $708,461,615.94. This represents a 6.29 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, COO Joel Reiss sold 3,000 shares of the company’s stock in a transaction on Thursday, February 20th. The shares were sold at an average price of $1,323.02, for a total value of $3,969,060.00. Following the completion of the sale, the chief operating officer now owns 3,600 shares of the company’s stock, valued at approximately $4,762,872. This trade represents a 45.45 % decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders sold 121,647 shares of company stock worth $155,847,223. 4.09% of the stock is owned by company insiders.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About TransDigm Group

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.