2,078 Shares in Transdigm Group Incorporated $TDG Purchased by Tiff Advisory Services LLC

Tiff Advisory Services LLC acquired a new stake in shares of Transdigm Group Incorporated (NYSE:TDG) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,078 shares of the aerospace company’s stock, valued at approximately $2,739,000. Transdigm Group accounts for 0.6% of Tiff Advisory Services LLC’s investment portfolio, making the stock its 21st largest holding.

A number of other institutional investors and hedge funds have also recently modified their holdings of TDG. Salomon & Ludwin LLC bought a new stake in Transdigm Group in the third quarter worth $26,000. Bank of Jackson Hole Trust increased its position in Transdigm Group by 84.6% during the second quarter. Bank of Jackson Hole Trust now owns 24 shares of the aerospace company’s stock valued at $36,000 after acquiring an additional 11 shares during the last quarter. Hantz Financial Services Inc. raised its stake in shares of Transdigm Group by 1,250.0% in the second quarter. Hantz Financial Services Inc. now owns 27 shares of the aerospace company’s stock valued at $41,000 after acquiring an additional 25 shares during the period. Security National Bank purchased a new stake in shares of Transdigm Group in the third quarter valued at $53,000. Finally, Ameritas Advisory Services LLC lifted its holdings in shares of Transdigm Group by 38.7% in the 3rd quarter. Ameritas Advisory Services LLC now owns 43 shares of the aerospace company’s stock worth $56,000 after acquiring an additional 12 shares during the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Transdigm Group Price Performance

NYSE:TDG opened at $1,286.10 on Friday. The firm has a market cap of $72.63 billion, a PE ratio of 41.38, a price-to-earnings-growth ratio of 2.77 and a beta of 0.92. The company has a 50-day moving average of $1,350.16 and a 200 day moving average of $1,345.97. Transdigm Group Incorporated has a 1-year low of $1,183.60 and a 1-year high of $1,623.82.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings data on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share (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 period last year, the company posted $7.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Sell-side analysts anticipate that Transdigm Group Incorporated will post 35.13 EPS for the current fiscal year.

Insider Activity at Transdigm Group

In other Transdigm Group news, Director Kevin M. Stein sold 36,925 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $1,425.79, for a total value of $52,647,295.75. Following the completion of the sale, the director directly owned 19,233 shares in the company, valued at $27,422,219.07. This trade represents a 65.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Robert J. Small sold 90,953 shares of the company’s stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $1,335.72, for a total value of $121,487,741.16. Following the transaction, the director directly owned 68,139 shares in the company, valued at $91,014,625.08. This represents a 57.17% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 242,485 shares of company stock valued at $331,932,850. 4.09% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts recently commented on TDG shares. Royal Bank Of Canada upped their price target on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the company a “sector perform” rating in a report on Thursday, November 13th. Robert W. Baird reaffirmed a “neutral” rating and set a $1,400.00 target price on shares of Transdigm Group in a research note on Wednesday, February 4th. Stifel Nicolaus decreased their price target on Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating for the company in a research note on Thursday, November 13th. KeyCorp cut Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. Finally, Zacks Research upgraded Transdigm Group from a “strong sell” rating to a “hold” rating in a research note on Monday, December 8th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $1,584.44.

Transdigm Group Company 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.