Capital Research Global Investors Acquires 268,824 Shares of Transdigm Group Incorporated $TDG

Capital Research Global Investors increased its holdings in Transdigm Group Incorporated (NYSE:TDG) by 12.2% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 2,476,661 shares of the aerospace company’s stock after buying an additional 268,824 shares during the period. Capital Research Global Investors’ holdings in Transdigm Group were worth $3,293,527,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Ares Financial Consulting LLC bought a new position in Transdigm Group in the 4th quarter worth approximately $25,000. Elyxium Wealth LLC bought a new stake in Transdigm Group during the 4th quarter worth approximately $25,000. MCF Advisors LLC increased its holdings in Transdigm Group by 900.0% during the 4th quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after acquiring an additional 18 shares during the period. Elevation Wealth Partners LLC increased its holdings in Transdigm Group by 1,100.0% during the 4th quarter. Elevation Wealth Partners LLC now owns 24 shares of the aerospace company’s stock worth $32,000 after acquiring an additional 22 shares during the period. Finally, Wealth Watch Advisors INC bought a new stake in Transdigm Group during the 3rd quarter worth approximately $34,000. 95.78% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction on Monday, May 18th. The shares were 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 owned 21,548 shares of the company’s stock, valued at approximately $25,444,309.36. This represents a 31.98% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $1,154.09, for a total transaction 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 $4,154,724. This trade represents a 52.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 42,096 shares of company stock valued at $51,417,454 in the last ninety days. 3.20% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research firms recently weighed in on TDG. Deutsche Bank Aktiengesellschaft upped their target price on shares of Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a report on Wednesday, May 6th. BNP Paribas Exane decreased their target price on shares of Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating on the stock in a report on Thursday, May 14th. Weiss Ratings lowered shares of Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday. Wall Street Zen raised shares of Transdigm Group from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Stifel Nicolaus decreased their price target on shares of Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Ten research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,524.18.

Transdigm Group Price Performance

Shares of NYSE:TDG opened at $1,241.05 on Friday. The company’s fifty day moving average price is $1,203.10 and its 200-day moving average price is $1,281.43. The firm has a market capitalization of $69.41 billion, a price-to-earnings ratio of 38.73, a PEG ratio of 2.17 and a beta of 0.91. Transdigm Group Incorporated has a one year low of $1,123.61 and a one year high of $1,623.82.

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