Transdigm Group (NYSE:TDG) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on January 30th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 1/30/2026.

Transdigm Group Stock Performance

Shares of Transdigm Group stock traded up $5.73 during trading hours on Tuesday, hitting $1,292.40. The company’s stock had a trading volume of 53,271 shares, compared to its average volume of 397,698. Transdigm Group Incorporated has a 12-month low of $1,183.60 and a 12-month high of $1,623.82. The business has a 50 day moving average price of $1,348.96 and a two-hundred day moving average price of $1,339.93. The company has a market cap of $72.98 billion, a PE ratio of 41.59, a PEG ratio of 2.75 and a beta of 0.92.

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

Analyst Upgrades and Downgrades

A number of research firms recently commented on TDG. Morgan Stanley boosted their target price on Transdigm Group from $1,600.00 to $1,660.00 and gave the stock an “overweight” rating in a research report on Friday, November 14th. JPMorgan Chase & Co. boosted their price target on shares of Transdigm Group from $1,405.00 to $1,435.00 and gave the stock a “neutral” rating in a research report on Friday, November 14th. BNP Paribas Exane assumed coverage on shares of Transdigm Group in a research note on Tuesday, November 18th. They issued an “outperform” rating and a $1,775.00 price objective for the company. KeyCorp cut shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a research report on Thursday, February 5th. Finally, 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. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, Transdigm Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,584.44.

Insiders Place Their Bets

In other Transdigm Group news, Director Robert J. Small sold 90,953 shares of the stock in a transaction dated 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 of the company’s stock, 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 Securities & Exchange Commission, which is accessible through this link. Also, Director Kevin M. Stein sold 36,925 shares of the company’s stock in a transaction dated Monday, February 2nd. The stock was 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 owned 19,233 shares in the company, valued at $27,422,219.07. The trade was a 65.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 228,658 shares of company stock valued at $313,263,459 over the last 90 days. 3.20% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Transdigm Group

A number of hedge funds have recently added to or reduced their stakes in the stock. Sumitomo Mitsui Trust Group Inc. grew its stake in Transdigm Group by 2.5% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 201,736 shares of the aerospace company’s stock valued at $265,892,000 after purchasing an additional 4,870 shares during the last quarter. Citizens Financial Group Inc. RI increased its holdings in Transdigm Group by 272.4% in the 3rd quarter. Citizens Financial Group Inc. RI now owns 3,009 shares of the aerospace company’s stock worth $3,965,000 after buying an additional 2,201 shares during the period. Principal Financial Group Inc. raised its position in Transdigm Group by 18.3% during the 3rd quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock worth $3,136,719,000 after buying an additional 367,756 shares during the last quarter. WINTON GROUP Ltd purchased a new stake in shares of Transdigm Group in the 2nd quarter valued at $3,041,000. Finally, Loring Wolcott & Coolidge Fiduciary Advisors LLP MA increased its stake in shares of Transdigm Group by 311.7% in the third quarter. Loring Wolcott & Coolidge Fiduciary Advisors LLP MA now owns 1,124 shares of the aerospace company’s stock worth $1,517,000 after acquiring an additional 851 shares during the period. 95.78% of the stock is currently owned by institutional investors.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.