Vanguard Group Inc. Buys 9,650 Shares of TransMedics Group, Inc. $TMDX

Vanguard Group Inc. raised its stake in TransMedics Group, Inc. (NASDAQ:TMDX) by 0.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,605,607 shares of the company’s stock after purchasing an additional 9,650 shares during the period. Vanguard Group Inc. owned 10.55% of TransMedics Group worth $404,549,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in the company. Marshall Wace LLP grew its position in shares of TransMedics Group by 258.7% in the 2nd quarter. Marshall Wace LLP now owns 546,787 shares of the company’s stock worth $73,275,000 after buying an additional 394,340 shares during the last quarter. Zevenbergen Capital Investments LLC boosted its stake in TransMedics Group by 112.7% in the third quarter. Zevenbergen Capital Investments LLC now owns 258,523 shares of the company’s stock valued at $29,006,000 after acquiring an additional 136,995 shares in the last quarter. Next Century Growth Investors LLC purchased a new position in TransMedics Group in the second quarter worth $16,049,000. Goldman Sachs Group Inc. grew its holdings in TransMedics Group by 20.6% in the first quarter. Goldman Sachs Group Inc. now owns 507,510 shares of the company’s stock worth $34,145,000 after purchasing an additional 86,721 shares during the last quarter. Finally, Renaissance Group LLC acquired a new position in shares of TransMedics Group during the third quarter worth $8,536,000. 99.67% of the stock is currently owned by institutional investors.

TransMedics Group Stock Up 2.1%

TMDX stock opened at $134.57 on Friday. The firm’s fifty day simple moving average is $133.45 and its 200-day simple moving average is $126.31. The company has a market capitalization of $4.62 billion, a P/E ratio of 27.46 and a beta of 2.06. The company has a debt-to-equity ratio of 1.06, a current ratio of 7.14 and a quick ratio of 7.13. TransMedics Group, Inc. has a 12 month low of $62.07 and a 12 month high of $156.00.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on TMDX shares. Piper Sandler raised their price objective on TransMedics Group from $140.00 to $160.00 and gave the stock an “overweight” rating in a research report on Wednesday. Wall Street Zen raised shares of TransMedics Group from a “hold” rating to a “buy” rating in a research report on Saturday, February 14th. Oppenheimer upped their price target on shares of TransMedics Group from $150.00 to $175.00 and gave the company an “outperform” rating in a research note on Wednesday. JPMorgan Chase & Co. lifted their price objective on shares of TransMedics Group from $114.00 to $149.00 and gave the stock a “neutral” rating in a research note on Wednesday. Finally, Canaccord Genuity Group boosted their price objective on shares of TransMedics Group from $147.00 to $148.00 and gave the company a “buy” rating in a report on Wednesday, December 17th. Six research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $150.67.

Key Headlines Impacting TransMedics Group

Here are the key news stories impacting TransMedics Group this week:

• Positive Sentiment: Q4 results beat expectations — Q4 EPS of $0.57 and ~32% revenue growth topped estimates; management raised 2026 revenue guidance to roughly 20–25%, supporting near‑term top‑line momentum. TMDX Stock Rises as Q4 Earnings & Revenues Beat Estimates
• Positive Sentiment: Analysts raised targets and ratings — Several firms bumped price targets (Oppenheimer to $175/outperform; Needham to $174/buy; Piper Sandler to $160/overweight; JPMorgan to $149/neutral), signaling institutional confidence in the company’s growth trajectory and helping push the stock higher. TransMedics Group (NASDAQ:TMDX) Given New $175.00 Price Target at Oppenheimer TransMedics Group (NASDAQ:TMDX) Given New $174.00 Price Target at Needham & Company LLC TransMedics Group (NASDAQ:TMDX) Given New $160.00 Price Target at Piper Sandler TransMedics Group (NASDAQ:TMDX) Given New $149.00 Price Target at JPMorgan Chase & Co.
• Positive Sentiment: Visibility on growth initiatives — Management highlighted advancing OCS (organ care system) programs and European expansion as drivers of the 20–25% 2026 revenue target, giving investors a clearer multi‑year growth story. TransMedics outlines 20–25% 2026 revenue growth target while advancing OCS programs and European expansion
• Neutral Sentiment: Earnings materials and call available — The company released its Q4 presentation and the full earnings‑call transcript, useful for parsing unit trends, margins, and cadence of commercialization. TransMedics Group, Inc. 2025 Q4 – Results – Earnings Call Presentation TransMedics Group, Inc. (TMDX) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Investor commentary and outlook pieces are circulating — Market write‑ups are debating whether the strong one‑year +79% move leaves room for more upside or signals late‑cycle profit taking. Is It Too Late To Consider TransMedics Group (TMDX) After Its 79% One-Year Surge?
• Negative Sentiment: Valuation and momentum risk — The stock’s run and a P/E near the mid‑20s leave vulnerability to multiple contraction or profit‑taking if execution or cadence disappoints; investors should weigh growth guidance against elevated expectations.

Insider Buying and Selling at TransMedics Group

In other TransMedics Group news, CFO Gerardo Hernandez sold 920 shares of the stock in a transaction dated Thursday, December 4th. The stock was sold at an average price of $139.62, for a total transaction of $128,450.40. Following the sale, the chief financial officer directly owned 15,064 shares of the company’s stock, valued at approximately $2,103,235.68. This trade represents a 5.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director David Weill sold 5,000 shares of TransMedics Group stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $138.64, for a total value of $693,200.00. Following the transaction, the director owned 12,134 shares of the company’s stock, valued at $1,682,257.76. The trade was a 29.18% decrease in their position. The disclosure for this sale is available in the SEC filing. 7.00% of the stock is currently owned by corporate insiders.

TransMedics Group Company Profile

TransMedics Group, Inc is a medical device company headquartered in Andover, Massachusetts, that specializes in advanced organ preservation and transport systems for transplantation. The company’s flagship technology, the Organ Care System (OCS), maintains donor organs in a near-physiologic, warm, beating state during transportation, with the aim of extending preservation times and improving post‐transplant outcomes. TransMedics’ solutions address a critical need in transplantation by reducing ischemic injury and expanding the donor organ pool.

TransMedics currently markets two commercially available OCS platforms.