Transdigm Group Incorporated (NYSE:TDG) Receives $1,584.44 Consensus PT from Analysts

Shares of Transdigm Group Incorporated (NYSE:TDG) have been given an average recommendation of “Moderate Buy” by the eighteen brokerages that are covering the firm, MarketBeat reports. Six research analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has issued a strong buy rating on the company. The average twelve-month price target among brokers that have issued ratings on the stock in the last year is $1,584.4375.

Several research firms recently commented on TDG. BNP Paribas Exane started coverage on Transdigm Group in a research report on Tuesday, November 18th. They issued an “outperform” rating and a $1,775.00 target price on the stock. KeyCorp lowered Transdigm Group from an “overweight” rating to a “sector weight” rating in a research report on Thursday, February 5th. Robert W. Baird reissued a “neutral” rating and issued a $1,400.00 price target on shares of Transdigm Group in a research note on Wednesday, February 4th. Weiss Ratings reissued a “buy (b-)” rating on shares of Transdigm Group in a report on Monday, December 29th. Finally, Zacks Research raised shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th.

Insider Activity at Transdigm Group

In other Transdigm Group news, Director W Nicholas Howley sold 10,168 shares of the business’s stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $1,307.68, for a total transaction of $13,296,490.24. Following the sale, the director directly owned 21,548 shares in the company, valued at approximately $28,177,888.64. The trade was a 32.06% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $1,429.92, for a total transaction of $5,576,688.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $5,147,712. This represents a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 112,648 shares of company stock worth $157,721,963 in the last three months. 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 the company. Empowered Funds LLC increased its position in shares of Transdigm Group by 5.0% during the 1st quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock valued at $1,898,000 after purchasing an additional 65 shares during the period. Acadian Asset Management LLC lifted its holdings in shares of Transdigm Group by 92.3% in the first quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock valued at $376,000 after buying an additional 131 shares during the period. AE Wealth Management LLC bought a new position in Transdigm Group during the second quarter valued at about $234,000. Allworth Financial LP grew its holdings in Transdigm Group by 20.9% during the second quarter. Allworth Financial LP now owns 341 shares of the aerospace company’s stock worth $518,000 after acquiring an additional 59 shares during the period. Finally, CENTRAL TRUST Co grew its holdings in Transdigm Group by 61.9% during the second quarter. CENTRAL TRUST Co now owns 102 shares of the aerospace company’s stock worth $155,000 after acquiring an additional 39 shares during the period. 95.78% of the stock is owned by institutional investors.

Transdigm Group Stock Up 2.7%

Transdigm Group stock opened at $1,247.63 on Friday. Transdigm Group has a 52-week low of $1,183.60 and a 52-week high of $1,623.82. The firm has a market capitalization of $70.45 billion, a price-to-earnings ratio of 40.14, a PEG ratio of 2.55 and a beta of 0.93. The firm has a 50-day moving average price of $1,342.06 and a two-hundred day moving average price of $1,321.24.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, beating the consensus estimate of $7.99 by $0.24. The company had revenue of $2.29 billion for the quarter, compared to analyst estimates of $2.26 billion. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. Transdigm Group’s revenue was up 13.9% compared to the same quarter last year. During the same quarter last year, the business earned $7.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Research analysts expect that Transdigm Group will post 35.13 earnings per share for the current 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.