Landscape Capital Management L.L.C. Purchases Shares of 1,641 Transdigm Group Incorporated $TDG

Landscape Capital Management L.L.C. purchased a new stake in Transdigm Group Incorporated (NYSE:TDG) during the fourth quarter, Holdings Channel.com reports. The institutional investor purchased 1,641 shares of the aerospace company’s stock, valued at approximately $2,182,000.

A number of other institutional investors have also recently made changes to their positions in the stock. Transamerica Financial Advisors LLC grew its position in shares of 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 buying an additional 19 shares during the last quarter. Marshall Wace LLP bought a new stake in shares of Transdigm Group in the 4th quarter valued at about $61,951,000. CANADA LIFE ASSURANCE Co grew its position in shares of Transdigm Group by 21.1% in the 4th quarter. CANADA LIFE ASSURANCE Co now owns 28,021 shares of the aerospace company’s stock valued at $37,292,000 after buying an additional 4,887 shares during the last quarter. Blacksheep Fund Management Ltd grew its position in shares of Transdigm Group by 53.0% in the 4th quarter. Blacksheep Fund Management Ltd now owns 58,464 shares of the aerospace company’s stock valued at $77,748,000 after buying an additional 20,244 shares during the last quarter. Finally, Bridgewater Associates LP bought a new stake in shares of Transdigm Group in the 4th quarter valued at about $7,394,000. Institutional investors own 95.78% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have commented on TDG. Jefferies Financial Group upped their price target on Transdigm Group from $1,565.00 to $1,575.00 in a research report on Monday, May 11th. UBS Group cut their target price on Transdigm Group from $1,745.00 to $1,645.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. TD Cowen cut their target price on Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating on the stock in a research report on Wednesday, April 8th. BMO Capital Markets cut their target price on Transdigm Group from $1,550.00 to $1,450.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 31st. Finally, Morgan Stanley upped their target price on Transdigm Group from $1,660.00 to $1,680.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. Ten analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat, Transdigm Group presently has a consensus rating of “Moderate Buy” and an average price target of $1,524.18.

Insider Activity at Transdigm Group

In other news, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $1,180.82, for a total value of $11,964,068.24. Following the completion of the sale, the director directly owned 21,548 shares of the company’s stock, valued at $25,444,309.36. This represents a 31.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $1,154.09, for a total value of $4,500,951.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,154,724. This trade represents a 52.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 38,196 shares of company stock valued at $46,567,024. Company insiders own 3.20% of the company’s stock.

Transdigm Group Stock Performance

Shares of NYSE:TDG opened at $1,255.58 on Monday. The business’s 50 day simple moving average is $1,211.68 and its two-hundred day simple moving average is $1,277.40. The firm has a market cap of $70.22 billion, a P/E ratio of 39.19, a PEG ratio of 2.20 and a beta of 0.91. Transdigm Group Incorporated has a 52-week low of $1,123.61 and a 52-week high of $1,623.82.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share (EPS) for the quarter, topping the consensus estimate of $9.46 by $0.39. The business had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.47 billion. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.The company’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $9.11 earnings per share. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, equities analysts forecast that Transdigm Group Incorporated will post 37.82 earnings per share for the current fiscal 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.