Transdigm Group (NYSE:TDG) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on January 30th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 1/30/2026.

Transdigm Group Trading Up 0.7%

NYSE:TDG traded up $9.83 during trading hours on Friday, hitting $1,339.96. The company’s stock had a trading volume of 218,522 shares, compared to its average volume of 418,640. Transdigm Group Incorporated has a 52-week low of $1,183.60 and a 52-week high of $1,623.82. The stock has a market capitalization of $75.67 billion, a P/E ratio of 43.11, a price-to-earnings-growth ratio of 2.85 and a beta of 0.92. The stock has a fifty day moving average of $1,349.97 and a 200-day moving average of $1,335.83.

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

Wall Street Analysts Forecast Growth

TDG has been the subject of several recent research reports. Stifel Nicolaus lowered their target price on Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating for the company in a research note on Thursday, November 13th. JPMorgan Chase & Co. lifted their price target on shares of Transdigm Group from $1,405.00 to $1,435.00 and gave the stock a “neutral” rating in a research note on Friday, November 14th. UBS Group cut their price target on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. KeyCorp lowered shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. Finally, Royal Bank Of Canada upped their target price on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the company a “sector perform” rating in a research note on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,584.44.

Institutional Trading of Transdigm Group

Institutional investors have recently made changes to their positions in the stock. FSM Wealth Advisors LLC boosted its position in shares of Transdigm Group by 3.8% in the second quarter. FSM Wealth Advisors LLC now owns 191 shares of the aerospace company’s stock worth $292,000 after buying an additional 7 shares during the period. Tower Wealth Partners Inc. boosted its position in Transdigm Group by 4.7% during the 2nd quarter. Tower Wealth Partners Inc. now owns 179 shares of the aerospace company’s stock worth $272,000 after acquiring an additional 8 shares during the period. Cassaday & Co Wealth Management LLC grew its stake in Transdigm Group by 4.0% during the 2nd quarter. Cassaday & Co Wealth Management LLC now owns 208 shares of the aerospace company’s stock valued at $316,000 after acquiring an additional 8 shares in the last quarter. Leonard Rickey Investment Advisors P.L.L.C. increased its holdings in shares of Transdigm Group by 4.4% in the 3rd quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 188 shares of the aerospace company’s stock valued at $248,000 after purchasing an additional 8 shares during the period. Finally, Gateway Investment Advisers LLC increased its holdings in shares of Transdigm Group by 0.7% in the 3rd quarter. Gateway Investment Advisers LLC now owns 1,182 shares of the aerospace company’s stock valued at $1,558,000 after purchasing an additional 8 shares during the period. 95.78% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director Kevin M. Stein sold 36,925 shares of the firm’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $1,425.79, for a total value of $52,647,295.75. Following the sale, the director directly owned 19,233 shares of the company’s stock, valued at approximately $27,422,219.07. This trade represents a 65.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Robert J. Small sold 90,953 shares of the firm’s stock in a transaction that occurred on Tuesday, December 9th. The shares were sold at an average price of $1,335.72, for a total value of $121,487,741.16. Following the completion of the sale, the director directly owned 68,139 shares in the company, valued at $91,014,625.08. This trade represents a 57.17% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 228,658 shares of company stock worth $313,263,459 over the last ninety days. 3.20% of the stock is currently owned by company insiders.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Transdigm Group

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.