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

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 7th.

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 Trading Up 2.4%

NYSE:TDG traded up $29.13 during trading hours on Tuesday, hitting $1,235.41. The company had a trading volume of 129,536 shares, compared to its average volume of 391,819. Transdigm Group Incorporated has a 1 year low of $1,123.61 and a 1 year high of $1,623.82. The company has a market cap of $69.10 billion, a P/E ratio of 38.61, a P/E/G ratio of 2.17 and a beta of 0.91. The company has a 50-day moving average of $1,204.20 and a 200 day moving average of $1,280.00.

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

Analyst Ratings Changes

A number of brokerages have commented on TDG. Jefferies Financial Group lifted their target price on shares of Transdigm Group from $1,565.00 to $1,575.00 in a research note on Monday, May 11th. Wall Street Zen raised shares of Transdigm Group from a “hold” rating to a “buy” rating in a research note on Saturday. UBS Group cut their price target on shares of 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. BNP Paribas Exane decreased their price objective on 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. Finally, BMO Capital Markets lowered their price objective on Transdigm Group from $1,550.00 to $1,450.00 and set an “outperform” rating for the company in a research report on Tuesday, March 31st. Ten equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $1,524.18.

Hedge Funds Weigh In On Transdigm Group

Several large investors have recently made changes to their positions in the stock. Empowered Funds LLC raised its position in Transdigm Group by 5.0% in the first quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock valued at $1,898,000 after purchasing an additional 65 shares during the period. Acadian Asset Management LLC boosted its position in shares of Transdigm Group by 92.3% during the first quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock worth $376,000 after buying an additional 131 shares during the period. NewEdge Advisors LLC grew its stake in shares of Transdigm Group by 152.9% in the second quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock valued at $3,138,000 after buying an additional 1,248 shares in the last quarter. Sei Investments Co. raised its holdings in shares of Transdigm Group by 25.4% in the 2nd quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock valued at $50,227,000 after buying an additional 6,697 shares during the period. Finally, Treasurer of the State of North Carolina raised its holdings in shares of Transdigm Group by 3.6% in the 2nd quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock valued at $39,264,000 after buying an additional 902 shares during the period. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Transdigm Group

In related news, Director W Nicholas Howley sold 10,132 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $1,213.05, for a total transaction of $12,290,622.60. Following the completion of the transaction, the director directly owned 21,548 shares in the company, valued at $26,138,801.40. This trade represents a 31.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction dated 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 sale, the chief operating officer owned 3,600 shares in the company, valued at $4,154,724. This trade represents a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 42,096 shares of company stock valued at $51,417,454 over the last 90 days. 3.20% of the stock is currently owned by company 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.

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.