Rep. April McClain Delaney Sells Transdigm Group Incorporated (NYSE:TDG) Shares

Representative April McClain Delaney (Democratic-Maryland) recently sold shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on September 09th, the Representative disclosed that they had sold between $100,001 and $250,000 in Transdigm Group stock on August 25th.

Representative April McClain Delaney also recently made the following trade(s):

• Sold $100,001 – $250,000 in shares of Wabtec (NYSE:WAB) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of Viking (NYSE:VIK) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of Trimble (NASDAQ:TRMB) on 8/25/2026.
• Sold $15,001 – $50,000 in shares of Tractor Supply (NASDAQ:TSCO) on 8/25/2026.
• Sold $15,001 – $50,000 in shares of Middleby (NASDAQ:MIDD) on 8/25/2026.
• Sold $15,001 – $50,000 in shares of Teledyne Technologies (NYSE:TDY) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of STERIS (NYSE:STE) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of Somnigroup International (NYSE:SGI) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of Signet Jewelers (NYSE:SIG) on 8/25/2026.
• Sold $100,001 – $250,000 in shares of Paychex (NASDAQ:PAYX) on 8/25/2026.

Transdigm Group Stock Performance

Shares of TDG stock opened at $1,138.09 on Friday. The stock has a fifty day simple moving average of $1,223.23 and a two-hundred day simple moving average of $1,231.51. Transdigm Group Incorporated has a 52-week low of $1,119.62 and a 52-week high of $1,463.03. The firm has a market capitalization of $63.66 billion, a PE ratio of 34.53, a PEG ratio of 1.87 and a beta of 0.91.

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

Institutional Investors Weigh In On Transdigm Group

Institutional investors and hedge funds have recently made changes to their positions in the stock. Empowered Funds LLC increased its holdings in Transdigm Group by 5.0% in the 1st quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock worth $1,898,000 after buying an additional 65 shares during the period. Acadian Asset Management LLC raised its holdings in shares of Transdigm Group by 92.3% during the first quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock valued at $376,000 after acquiring an additional 131 shares during the last quarter. NewEdge Advisors LLC lifted its holdings in Transdigm Group by 152.9% in the 2nd quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock valued at $3,138,000 after purchasing an additional 1,248 shares in the last quarter. Sei Investments Co. boosted its position in Transdigm Group by 25.4% during the second quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock worth $50,227,000 after acquiring an additional 6,697 shares during the last quarter. Finally, Treasurer of the State of North Carolina boosted its holdings in shares of Transdigm Group by 3.6% during the 2nd quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock worth $39,264,000 after purchasing an additional 902 shares during the last quarter. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms recently issued reports on TDG. UBS Group upped their price target on shares of Transdigm Group from $1,585.00 to $1,695.00 and gave the company a “buy” rating in a research note on Wednesday, August 5th. JPMorgan Chase & Co. lifted their target price 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. Morgan Stanley lowered Transdigm Group from an “overweight” rating to an “equal weight” rating and lowered their price target for the company from $1,680.00 to $1,345.00 in a report on Wednesday, July 15th. Weiss Ratings reissued a “hold (c)” rating on shares of Transdigm Group in a research report on Friday, August 28th. Finally, Stifel Nicolaus reissued a “hold” rating and issued a $1,405.00 price target (down from $1,525.00) on shares of Transdigm Group in a research report on Wednesday, August 5th. Six equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat.com, Transdigm Group presently has an average rating of “Hold” and an average price target of $1,463.71.

Insider Transactions at Transdigm Group

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of Transdigm Group 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 transaction, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at $4,459,536. The trade was a 52.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director W. Howley sold 10,132 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $1,216.08, for a total value of $12,321,322.56. Following the completion of the transaction, the director owned 21,548 shares in the company, valued at $26,204,091.84. This represents a 31.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 38,196 shares of company stock worth $48,027,598 over the last ninety days. 3.20% of the stock is owned by insiders.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

About Transdigm Group

TransDigm Group Incorporated (NYSE: TDG) designs, produces and supplies aircraft components, systems and related aftermarket services. The company focuses primarily on proprietary aerospace products, including mechanical and electromechanical actuators, ignition systems, pumps, valves, sensors, cockpit and data-acquisition systems, power-conditioning equipment, lighting, lavatory components, seat belts and cargo-loading systems.

TransDigm serves commercial and regional airlines, business and general aviation operators, aircraft manufacturers and military customers.