Transdigm Group Incorporated (NYSE:TDG) Stock Rated “Hold” by Wall Street Analysts

Shares of Transdigm Group Incorporated (NYSE:TDG) have earned a consensus rating of “Hold” from the eighteen analysts that are currently covering the company, Marketbeat.com reports. Thirteen research analysts have rated the stock with a hold recommendation and five have given a buy recommendation to the company. The average 12 month price target among brokerages that have issued ratings on the stock in the last year is $1,428.40.

TDG has been the subject of a number of research analyst reports. JPMorgan Chase & Co. lowered their price target on Transdigm Group from $1,450.00 to $1,415.00 and set a “neutral” rating for the company in a report on Thursday, September 17th. Morgan Stanley cut their target price on shares of Transdigm Group from $1,400.00 to $1,300.00 and set an “equal weight” rating on the stock in a research report on Monday, October 19th. Melius Research cut shares of Transdigm Group from a “buy” rating to a “hold” rating and set a $1,331.00 target price on the stock. in a research note on Monday, September 14th. Weiss Ratings reissued a “hold (c)” rating on shares of Transdigm Group in a report on Friday, August 28th. Finally, Guggenheim initiated coverage on Transdigm Group in a report on Tuesday, September 15th. They set a “neutral” rating on the stock.

Transdigm Group Stock Performance

TDG opened at $1,147.55 on Friday. Transdigm Group has a 52-week low of $1,071.25 and a 52-week high of $1,463.03. The firm has a market cap of $64.18 billion, a P/E ratio of 34.82, a price-to-earnings-growth ratio of 1.64 and a beta of 0.96. The business’s fifty day moving average is $1,129.32 and its 200-day moving average is $1,228.74.

Transdigm Group (NYSE:TDG) last issued its earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, beating 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 company had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.68 billion. During the same period in the previous year, the company earned $9.60 EPS. The business’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. On average, research analysts predict that Transdigm Group will post 38.81 earnings per share for the current fiscal year.

Insider Activity

In other news, COO Joel Reiss sold 4,100 shares of Transdigm Group stock in a transaction dated Thursday, October 15th. The stock was sold at an average price of $1,128.04, for a total transaction of $4,624,964.00. Following the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,060,944. This trade represents a 53.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director W. Howley sold 10,132 shares of the business’s stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total value of $12,525,988.96. Following the sale, the director owned 21,548 shares in the company, valued at approximately $26,639,361.44. This trade represents a 31.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 22,032 shares of company stock valued at $26,250,979 over the last quarter. Corporate insiders own 3.20% of the company’s stock.

Institutional Investors Weigh In On Transdigm Group

A number of institutional investors have recently added to or reduced their stakes in TDG. BlackRock Inc. purchased a new stake in shares of Transdigm Group during the second quarter worth $6,489,039,000. State Street Corp grew its position in shares of Transdigm Group by 1.7% in the second quarter. State Street Corp now owns 2,559,096 shares of the aerospace company’s stock valued at $3,408,818,000 after purchasing an additional 42,490 shares in the last quarter. Soroban Capital Partners LP grew its position in shares of 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 purchasing an additional 108,227 shares in the last quarter. Stockbridge Partners LLC bought a new stake in shares of Transdigm Group during the 2nd quarter valued at $578,480,000. Finally, Primecap Management Co. CA bought a new stake in shares of Transdigm Group during the 2nd quarter valued at $546,425,000. 95.78% of the stock is owned by institutional investors.

Transdigm Group Company Profile

TransDigm Group Incorporated (NYSE: TDG) is a global aerospace manufacturing company that designs, produces and supplies aircraft components, systems and related products. Its portfolio includes mechanical and electrical systems, cockpit and cabin products, airframe components, power and control systems, engine components, and other specialized equipment used in commercial, business and general aviation, and military aircraft.

The company serves aircraft manufacturers, airlines, aircraft operators, maintenance providers and defense customers.