Transdigm Group Incorporated (NYSE:TDG) Receives $1,576.29 Average PT from Brokerages

Shares of Transdigm Group Incorporated (NYSE:TDG) have earned an average rating of “Moderate Buy” from the twenty analysts that are presently covering the firm, Marketbeat Ratings reports. Six equities research analysts have rated the stock with a hold rating, thirteen have issued a buy rating and one has given a strong buy rating to the company. The average 1-year target price among brokerages that have issued ratings on the stock in the last year is $1,576.2941.

A number of brokerages have issued reports on TDG. BNP Paribas upgraded Transdigm Group to a “strong-buy” rating in a research note on Tuesday, November 18th. BMO Capital Markets lifted their price target on Transdigm Group from $1,420.00 to $1,500.00 and gave the stock an “outperform” rating in a research report on Thursday, November 13th. Zacks Research raised shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. UBS Group raised their price objective on shares of Transdigm Group from $1,738.00 to $1,798.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Finally, Susquehanna dropped their target price on shares of Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating on the stock in a research note on Thursday, October 9th.

Insiders Place Their Bets

In other Transdigm Group news, Director Robert J. Small sold 90,953 shares of the stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $1,335.72, for a total transaction of $121,487,741.16. Following the sale, the director directly owned 68,139 shares in the company, valued at approximately $91,014,625.08. This trade represents a 57.17% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Kevin M. Stein sold 17,526 shares of the company’s stock in a transaction dated Thursday, December 4th. The shares were sold at an average price of $1,362.29, for a total transaction of $23,875,494.54. Following the transaction, the director owned 8,158 shares in the company, valued at $11,113,561.82. This represents a 68.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 147,311 shares of company stock valued at $197,017,517. Insiders own 4.09% of the company’s stock.

Institutional Investors Weigh In On Transdigm Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in TDG. Vanguard Group Inc. increased its stake in shares of Transdigm Group by 1.8% in the third quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company’s stock worth $8,982,225,000 after purchasing an additional 121,049 shares in the last quarter. Capital International Investors raised its holdings in Transdigm Group by 4.1% during the third quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock valued at $8,552,028,000 after acquiring an additional 254,750 shares during the period. State Street Corp lifted its position in shares of Transdigm Group by 1.9% in the third quarter. State Street Corp now owns 2,388,838 shares of the aerospace company’s stock valued at $3,148,536,000 after acquiring an additional 45,550 shares in the last quarter. Principal Financial Group Inc. boosted its stake in shares of Transdigm Group by 18.3% in the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock worth $3,136,719,000 after acquiring an additional 367,756 shares during the period. Finally, Capital Research Global Investors grew its position in shares of Transdigm Group by 10.2% during the third quarter. Capital Research Global Investors now owns 2,207,837 shares of the aerospace company’s stock worth $2,909,850,000 after purchasing an additional 203,997 shares in the last quarter. Institutional investors own 95.78% of the company’s stock.

Transdigm Group Price Performance

Shares of NYSE TDG opened at $1,330.97 on Monday. Transdigm Group has a 1 year low of $1,183.60 and a 1 year high of $1,623.82. The firm has a 50-day moving average of $1,319.14 and a 200 day moving average of $1,377.66. The stock has a market cap of $74.96 billion, a P/E ratio of 41.49, a price-to-earnings-growth ratio of 2.90 and a beta of 0.94.

Transdigm Group (NYSE:TDG) last announced its earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, beating analysts’ consensus estimates of $10.33 by $0.49. Transdigm Group had a net margin of 21.69% and a negative return on equity of 31.91%. The business had revenue of $2.44 billion during the quarter, compared to the consensus estimate of $2.40 billion. During the same quarter last year, the firm earned $9.83 earnings per share. The business’s revenue for the quarter was up 11.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Research analysts expect that Transdigm Group will post 35.13 earnings per share for the current fiscal year.

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.