Vanguard Group Inc. Buys 121,049 Shares of Transdigm Group Incorporated $TDG

Vanguard Group Inc. grew its stake in Transdigm Group Incorporated (NYSE:TDG) by 1.8% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,814,938 shares of the aerospace company’s stock after acquiring an additional 121,049 shares during the quarter. Vanguard Group Inc. owned 12.09% of Transdigm Group worth $8,982,225,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. FSM Wealth Advisors LLC increased its stake in Transdigm Group by 3.8% in the second quarter. FSM Wealth Advisors LLC now owns 191 shares of the aerospace company’s stock valued at $292,000 after purchasing an additional 7 shares in the last quarter. Cassaday & Co Wealth Management LLC increased its position in shares of Transdigm Group by 4.0% in the 2nd quarter. Cassaday & Co Wealth Management LLC now owns 208 shares of the aerospace company’s stock valued at $316,000 after buying an additional 8 shares in the last quarter. Leonard Rickey Investment Advisors P.L.L.C. raised its stake in Transdigm Group by 4.4% during the 3rd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 188 shares of the aerospace company’s stock worth $248,000 after buying an additional 8 shares during the period. Gateway Investment Advisers LLC lifted its holdings in Transdigm Group by 0.7% during the third quarter. Gateway Investment Advisers LLC now owns 1,182 shares of the aerospace company’s stock worth $1,558,000 after acquiring an additional 8 shares in the last quarter. Finally, Tower Wealth Partners Inc. grew its stake in Transdigm Group by 4.5% in the third quarter. Tower Wealth Partners Inc. now owns 187 shares of the aerospace company’s stock valued at $246,000 after acquiring an additional 8 shares during the period. Institutional investors own 95.78% of the company’s stock.

Transdigm Group Trading Down 0.8%

Shares of TDG opened at $1,286.10 on Tuesday. The stock has a market capitalization of $72.63 billion, a price-to-earnings ratio of 41.38, a PEG ratio of 2.75 and a beta of 0.92. Transdigm Group Incorporated has a 12 month low of $1,183.60 and a 12 month high of $1,623.82. The firm has a fifty day simple moving average of $1,348.96 and a 200 day simple moving average of $1,339.93.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, topping the consensus estimate of $7.99 by $0.24. The firm had revenue of $2.29 billion for the quarter, compared to analysts’ expectations of $2.26 billion. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. The company’s revenue for the quarter was up 13.9% on a year-over-year basis. During the same period in the previous year, the firm posted $7.83 EPS. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. As a group, research analysts predict that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

TDG has been the topic of several recent analyst reports. KeyCorp cut Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. Robert W. Baird reaffirmed a “neutral” rating and issued a $1,400.00 price target on shares of Transdigm Group in a research note on Wednesday, February 4th. Royal Bank Of Canada upped their price target on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the company a “sector perform” rating in a report on Thursday, November 13th. Morgan Stanley raised their price objective on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the stock an “overweight” rating in a report on Friday, November 14th. Finally, BMO Capital Markets upped their target price on shares of Transdigm Group from $1,420.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Thursday, November 13th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,584.44.

Insider Activity at Transdigm Group

In other Transdigm Group news, Director Robert J. Small sold 90,953 shares of the business’s stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $1,335.72, for a total transaction of $121,487,741.16. Following the transaction, the director owned 68,139 shares of the company’s stock, valued at $91,014,625.08. The trade was a 57.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Kevin M. Stein sold 36,925 shares of the stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $1,425.79, for a total value of $52,647,295.75. Following the completion of the sale, the director directly owned 19,233 shares of the company’s stock, valued at approximately $27,422,219.07. The trade was a 65.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 228,658 shares of company stock valued at $313,263,459 over the last three months. Insiders own 3.20% of the company’s stock.

Transdigm Group 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.