Transdigm Group’s (TDG) Hold Rating Reiterated at Stifel Nicolaus

Stifel Nicolaus restated their hold rating on shares of Transdigm Group (NYSE:TDG) in a report released on Wednesday morning, MarketBeat.com reports. They currently have a $1,405.00 price objective on the aerospace company’s stock, down from their previous price objective of $1,525.00.

A number of other research firms have also recently commented on TDG. BNP Paribas Exane cut their target price on Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating on the stock in a research report on Thursday, May 14th. UBS Group dropped 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 note on Wednesday, May 6th. Susquehanna cut their price target on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 6th. JPMorgan Chase & Co. lifted their price target on Transdigm Group from $1,440.00 to $1,450.00 and gave the stock a “neutral” rating in a research report on Monday, June 15th. Finally, Royal Bank Of Canada reduced their price objective on Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating for the company in a research note on Wednesday, May 6th. Six investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Transdigm Group currently has a consensus rating of “Hold” and a consensus price target of $1,463.71.

Transdigm Group Price Performance

NYSE TDG opened at $1,221.42 on Wednesday. The firm’s fifty day moving average price is $1,271.05 and its 200 day moving average price is $1,260.93. The company has a market capitalization of $68.31 billion, a price-to-earnings ratio of 37.06, a price-to-earnings-growth ratio of 2.17 and a beta of 0.91. Transdigm Group has a 12 month low of $1,123.61 and a 12 month high of $1,463.03.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, topping the consensus estimate of $10.30 by $0.57. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The firm had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.68 billion. During the same period last year, the business earned $9.60 EPS. Transdigm Group’s revenue for the quarter was up 22.5% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. As a group, sell-side analysts forecast that Transdigm Group will post 37.77 earnings per share for the current year.

Insiders Place Their Bets

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $1,276.78, for a total value of $4,979,442.00. Following the completion of the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,596,408. This trade represents a 52.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director W Nicholas Howley sold 10,132 shares of the business’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $1,180.82, for a total transaction of $11,964,068.24. Following the sale, the director owned 21,548 shares in the company, valued at $25,444,309.36. The trade was a 31.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 38,196 shares of company stock worth $47,135,464 in the last ninety days. 3.20% of the stock is currently owned by corporate insiders.

Institutional Trading of Transdigm Group

A number of institutional investors have recently added to or reduced their stakes in the stock. Ares Financial Consulting LLC acquired a new stake in shares of Transdigm Group during the 4th quarter valued at approximately $25,000. Elyxium Wealth LLC purchased a new stake in shares of Transdigm Group during the 4th quarter worth approximately $25,000. Burkett Financial Services LLC acquired a new stake in shares of Transdigm Group in the 2nd quarter worth approximately $25,000. MCF Advisors LLC grew its holdings in shares of Transdigm Group by 900.0% in the 4th quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after acquiring an additional 18 shares during the period. Finally, Transamerica Financial Advisors LLC increased its stake in Transdigm Group by 1,900.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after purchasing an additional 19 shares in the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Transdigm Group Company 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.