Transdigm Group Incorporated $TDG Shares Acquired by Nissay Asset Management Corp Japan

Nissay Asset Management Corp Japan boosted its position in Transdigm Group Incorporated (NYSE:TDG) by 6.4% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,143 shares of the aerospace company’s stock after buying an additional 1,341 shares during the quarter. Nissay Asset Management Corp Japan’s holdings in Transdigm Group were worth $29,495,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Elyxium Wealth LLC acquired a new stake in shares of Transdigm Group during the 4th quarter valued at approximately $25,000. Burkett Financial Services LLC acquired a new position in Transdigm Group in the second quarter worth $25,000. MCF Advisors LLC boosted its holdings in Transdigm Group by 900.0% in the fourth quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after purchasing an additional 18 shares during the period. Transamerica Financial Advisors LLC increased its stake in Transdigm Group by 1,900.0% during the fourth quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after purchasing an additional 19 shares during the last quarter. Finally, Colonial Trust Co SC raised its holdings in shares of Transdigm Group by 162.5% during the fourth quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock worth $29,000 after purchasing an additional 13 shares during the period. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insider Transactions at Transdigm Group

In other news, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $1,216.08, for a total value of $12,321,322.56. Following the completion of the sale, the director directly owned 21,548 shares of the company’s stock, valued at approximately $26,204,091.84. This represents a 31.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $1,238.76, for a total transaction of $4,831,164.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,459,536. This represents a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 38,196 shares of company stock valued at $48,027,598 in the last quarter. 3.20% of the stock is currently owned by insiders.

Transdigm Group Stock Performance

Shares of TDG stock opened at $1,184.14 on Friday. Transdigm Group Incorporated has a 1 year low of $1,123.61 and a 1 year high of $1,463.03. The firm has a market capitalization of $66.23 billion, a PE ratio of 35.93, a price-to-earnings-growth ratio of 1.98 and a beta of 0.91. The stock has a fifty day moving average of $1,257.95 and a two-hundred day moving average of $1,242.67.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, beating analysts’ consensus estimates of $10.30 by $0.57. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%.The company had revenue of $2.74 billion for the quarter, compared to analyst estimates of $2.68 billion. During the same period last year, the company earned $9.60 earnings per share. The company’s quarterly revenue was up 22.5% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. Equities research analysts predict that Transdigm Group Incorporated will post 38.81 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts have recently issued reports on the stock. UBS Group raised their price target on shares of Transdigm Group from $1,585.00 to $1,695.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Morgan Stanley downgraded shares of Transdigm Group from an “overweight” rating to an “equal weight” rating and lowered their price objective for the company from $1,680.00 to $1,345.00 in a research report on Wednesday, July 15th. Susquehanna dropped their price objective on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a research note on Wednesday, May 6th. Wall Street Zen cut shares of Transdigm Group from a “buy” rating to a “hold” rating in a report on Monday, July 20th. Finally, JPMorgan Chase & Co. upped their target price on Transdigm Group from $1,440.00 to $1,450.00 and gave the company a “neutral” rating in a report on Monday, June 15th. Six research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $1,463.71.

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.