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 22nd.

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 Stock Performance

Shares of NYSE:TDG traded up $29.13 during midday trading on Tuesday, hitting $1,235.41. The company’s stock had a trading volume of 129,536 shares, compared to its average volume of 391,819. The business’s 50 day simple moving average is $1,204.20 and its 200 day simple moving average is $1,280.00. The company has a market cap of $69.10 billion, a P/E ratio of 38.61, a price-to-earnings-growth ratio of 2.17 and a beta of 0.91. Transdigm Group Incorporated has a 12-month low of $1,123.61 and a 12-month high of $1,623.82.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share (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 in the prior year, the company earned $9.11 EPS. Transdigm Group’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 predict that Transdigm Group Incorporated will post 37.82 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in TDG. NewEdge Advisors LLC lifted its stake in shares of Transdigm Group by 0.3% in the 1st quarter. NewEdge Advisors LLC now owns 3,297 shares of the aerospace company’s stock valued at $3,822,000 after purchasing an additional 11 shares during the last quarter. Optiver Holding B.V. acquired a new stake in shares of Transdigm Group during the 1st quarter worth about $323,000. First Nebraska Trust Co purchased a new stake in Transdigm Group in the 1st quarter valued at about $225,000. Blue Fin Capital Inc. raised its holdings in Transdigm Group by 7.6% in the 1st quarter. Blue Fin Capital Inc. now owns 1,531 shares of the aerospace company’s stock valued at $1,775,000 after buying an additional 108 shares during the period. Finally, Verus Capital Partners LLC lifted its position in Transdigm Group by 4.7% in the first quarter. Verus Capital Partners LLC now owns 896 shares of the aerospace company’s stock valued at $1,038,000 after buying an additional 40 shares during the last quarter. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. Stifel Nicolaus cut their price target on Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. UBS Group dropped their target price on Transdigm Group from $1,745.00 to $1,645.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Susquehanna cut their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a research note on Wednesday, May 6th. Weiss Ratings lowered Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 2nd. Finally, Deutsche Bank Aktiengesellschaft boosted their price target on shares of Transdigm Group from $1,306.00 to $1,350.00 and gave the company a “hold” rating in a research report on Wednesday, May 6th. Ten analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,524.18.

Insider Transactions at Transdigm Group

In other news, Director W Nicholas Howley sold 10,132 shares of the business’s stock in a transaction that occurred 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 sale, the director directly owned 21,548 shares of the company’s stock, valued at approximately $25,444,309.36. The trade was a 31.98% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, COO Joel Reiss sold 3,900 shares of the company’s 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 represents a 52.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 42,096 shares of company stock valued at $51,417,454. Company insiders own 3.20% of the company’s stock.

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.

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.