Rep. April McClain Delaney Buys Transdigm Group Incorporated (NYSE:TDG) Shares

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on June 05th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on May 8th.

Representative April McClain Delaney also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/29/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Martin Marietta Materials (NYSE:MLM) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of EMCOR Group (NYSE:EME) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/26/2026.

Transdigm Group Price Performance

Shares of TDG stock traded up $50.10 during trading on Tuesday, reaching $1,256.38. The company’s stock had a trading volume of 395,605 shares, compared to its average volume of 394,169. Transdigm Group Incorporated has a 1-year low of $1,123.61 and a 1-year high of $1,623.82. The stock’s 50-day moving average price is $1,204.20 and its 200 day moving average price is $1,280.00. The company has a market capitalization of $70.27 billion, a price-to-earnings ratio of 39.21, a P/E/G ratio of 2.17 and a beta of 0.91.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, beating the consensus estimate of $9.46 by $0.39. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The company had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.47 billion. During the same quarter last year, the company posted $9.11 EPS. The firm’s revenue was up 18.3% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, sell-side analysts anticipate that Transdigm Group Incorporated will post 37.82 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have weighed in on TDG shares. Morgan Stanley upped their price target on Transdigm Group from $1,660.00 to $1,680.00 and gave the stock an “overweight” rating in a report on Wednesday, May 6th. UBS Group lowered their target price on shares of Transdigm Group from $1,745.00 to $1,645.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. Royal Bank Of Canada reduced their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating for the company in a research report on Wednesday, May 6th. BMO Capital Markets lowered their price objective on shares of Transdigm Group from $1,550.00 to $1,450.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 31st. Finally, Deutsche Bank Aktiengesellschaft upped their target price on shares of Transdigm Group from $1,306.00 to $1,350.00 and gave the company a “hold” rating in a report on Wednesday, May 6th. Ten equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,524.18.

Hedge Funds Weigh In On Transdigm Group

Hedge funds have recently modified their holdings of the stock. Ares Financial Consulting LLC acquired a new position in shares of Transdigm Group during the fourth quarter valued at about $25,000. Elyxium Wealth LLC acquired a new position in shares of Transdigm Group during the fourth quarter valued at about $25,000. MCF Advisors LLC increased its holdings in Transdigm Group by 900.0% in the 4th quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after buying an additional 18 shares during the period. Transamerica Financial Advisors LLC increased its holdings in Transdigm Group by 1,900.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after buying an additional 19 shares during the period. Finally, Colonial Trust Co SC increased its holdings in Transdigm Group by 162.5% in the 4th quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock worth $29,000 after buying an additional 13 shares during the period. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insider Activity at Transdigm Group

In related news, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $1,213.05, for a total value of $12,290,622.60. Following the transaction, the director owned 21,548 shares in the company, valued at approximately $26,138,801.40. This represents a 31.98% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $1,154.09, for a total transaction of $4,500,951.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,154,724. This trade represents a 52.00% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 42,096 shares of company stock worth $51,417,454. 3.20% of the stock is owned by corporate insiders.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

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.