Haverford Trust Co Makes New Investment in Transdigm Group Incorporated $TDG

Haverford Trust Co bought a new position in Transdigm Group Incorporated (NYSE:TDG) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 957 shares of the aerospace company’s stock, valued at approximately $1,275,000.

A number of other institutional investors have also recently made changes to their positions in the company. Family Legacy Inc. raised its holdings in Transdigm Group by 0.3% in the 4th quarter. Family Legacy Inc. now owns 2,394 shares of the aerospace company’s stock worth $3,184,000 after acquiring an additional 8 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC lifted its position in Transdigm Group by 17.0% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 55 shares of the aerospace company’s stock valued at $73,000 after acquiring an additional 8 shares in the last quarter. Fisher Asset Management LLC boosted its stake in Transdigm Group by 3.1% during the 4th quarter. Fisher Asset Management LLC now owns 299 shares of the aerospace company’s stock valued at $398,000 after purchasing an additional 9 shares during the last quarter. Root Financial Partners LLC boosted its stake in Transdigm Group by 6.2% during the 4th quarter. Root Financial Partners LLC now owns 155 shares of the aerospace company’s stock valued at $206,000 after purchasing an additional 9 shares during the last quarter. Finally, Harbour Investments Inc. increased its holdings in shares of Transdigm Group by 13.6% in the 4th quarter. Harbour Investments Inc. now owns 75 shares of the aerospace company’s stock worth $100,000 after purchasing an additional 9 shares in the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Transdigm Group Trading Up 2.1%

Shares of TDG opened at $1,204.92 on Friday. The firm has a fifty day simple moving average of $1,269.76 and a two-hundred day simple moving average of $1,246.72. The firm has a market cap of $67.39 billion, a PE ratio of 36.56, a P/E/G ratio of 2.00 and a beta of 0.91. Transdigm Group Incorporated has a 1-year low of $1,123.61 and a 1-year high of $1,463.03.

Transdigm Group (NYSE:TDG) last released its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $10.30 by $0.57. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%.The firm had revenue of $2.74 billion for the quarter, compared to the consensus estimate of $2.68 billion. During the same period last year, the business posted $9.60 EPS. The company’s revenue for the quarter was up 22.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. As a group, research analysts forecast that Transdigm Group Incorporated will post 38.81 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the company. UBS Group boosted their price target on Transdigm Group from $1,585.00 to $1,695.00 and gave the stock a “buy” rating in a research note on Wednesday, August 5th. Wall Street Zen cut Transdigm Group from a “buy” rating to a “hold” rating in a research report on Monday, July 20th. BMO Capital Markets lifted their price objective on Transdigm Group from $1,450.00 to $1,525.00 and gave the stock an “outperform” rating in a report on Thursday, July 2nd. Deutsche Bank Aktiengesellschaft boosted their target price on Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a research report on Wednesday, May 6th. Finally, Jefferies Financial Group upped their target price on shares of Transdigm Group from $1,565.00 to $1,575.00 in a research note on Monday, May 11th. Six research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $1,463.71.

Insider Transactions at Transdigm Group

In other news, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $1,238.76, for a total transaction of $4,831,164.00. Following the completion of the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at $4,459,536. This represents a 52.00% 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 W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction dated Monday, July 20th. The shares were sold at an average price of $1,216.08, for a total transaction of $12,321,322.56. Following the sale, the director directly owned 21,548 shares of the company’s stock, valued at $26,204,091.84. The trade was a 31.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 38,196 shares of company stock worth $48,027,598. 3.20% of the stock is owned by corporate insiders.

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.