Transdigm Group Incorporated (NYSE:TDG) Receives $1,525.06 Average Target Price from Analysts

Transdigm Group Incorporated (NYSE:TDG) has been given an average recommendation of “Moderate Buy” by the eighteen ratings firms that are currently covering the company, MarketBeat reports. Nine investment analysts have rated the stock with a hold rating and nine have given a buy rating to the company. The average 1 year price objective among brokerages that have updated their coverage on the stock in the last year is $1,513.5625.

Several equities analysts have commented on TDG shares. Susquehanna decreased their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a research report on Wednesday, May 6th. Wall Street Zen lowered Transdigm Group from a “buy” rating to a “hold” rating in a research report on Sunday, June 14th. BMO Capital Markets decreased their target price on Transdigm Group from $1,550.00 to $1,450.00 and set an “outperform” rating for the company in a report on Tuesday, March 31st. Weiss Ratings cut Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, June 2nd. Finally, UBS Group reduced their price target on Transdigm Group from $1,745.00 to $1,645.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th.

Insiders Place Their Bets

In other news, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $1,265.06, for a total transaction of $12,817,587.92. Following the completion of the transaction, the director directly owned 21,548 shares of the company’s stock, valued at approximately $27,259,512.88. This represents a 31.98% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Joel Reiss sold 3,900 shares of the stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $1,276.78, for a total value of $4,979,442.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,596,408. The trade was a 52.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 42,096 shares of company stock valued at $52,625,524. Insiders own 3.20% of the company’s stock.

Hedge Funds Weigh In On Transdigm Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TDG. Capital International Investors lifted its position in shares of Transdigm Group by 0.9% during the 4th quarter. Capital International Investors now owns 6,544,423 shares of the aerospace company’s stock worth $8,702,655,000 after buying an additional 55,230 shares during the last quarter. Capital World Investors grew its position in shares of Transdigm Group by 0.4% in the 4th quarter. Capital World Investors now owns 3,954,512 shares of the aerospace company’s stock valued at $5,258,898,000 after buying an additional 15,825 shares during the last quarter. Capital Research Global Investors grew its position in shares of Transdigm Group by 12.2% in the 4th quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock valued at $3,293,527,000 after buying an additional 268,824 shares during the last quarter. State Street Corp raised its stake in Transdigm Group by 2.8% during the 4th quarter. State Street Corp now owns 2,456,186 shares of the aerospace company’s stock worth $3,266,359,000 after acquiring an additional 67,348 shares in the last quarter. Finally, Soroban Capital Partners LP lifted its position in Transdigm Group by 14.5% in the first 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 during the last quarter. 95.78% of the stock is owned by institutional investors and hedge funds.

Transdigm Group Price Performance

NYSE TDG opened at $1,326.55 on Monday. The company has a market cap of $74.20 billion, a P/E ratio of 41.40, a P/E/G ratio of 2.32 and a beta of 0.91. The stock has a 50-day moving average of $1,231.35 and a two-hundred day moving average of $1,275.28. Transdigm Group has a 1-year low of $1,123.61 and a 1-year high of $1,623.82.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, beating the consensus estimate of $9.46 by $0.39. The business had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.47 billion. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The business’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter last year, the firm posted $9.11 earnings per share. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, analysts anticipate that Transdigm Group will post 37.99 EPS for the current fiscal year.

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.