Rep. Gilbert Ray Cisneros, Jr. Buys Transdigm Group Incorporated (NYSE:TDG) Shares

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on November 18th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

Transdigm Group Stock Performance

TDG stock opened at $1,277.51 on Friday. Transdigm Group Incorporated has a 1 year low of $1,183.60 and a 1 year high of $1,623.82. The stock has a market capitalization of $71.95 billion, a price-to-earnings ratio of 39.82, a PEG ratio of 2.79 and a beta of 0.94. The stock’s fifty day moving average is $1,315.02 and its two-hundred day moving average is $1,385.43.

Transdigm Group (NYSE:TDG) last released its quarterly earnings data on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, topping analysts’ consensus estimates of $10.33 by $0.49. The business had revenue of $2.44 billion for the quarter, compared to analysts’ expectations of $2.40 billion. Transdigm Group had a net margin of 21.69% and a negative return on equity of 31.91%. The company’s revenue for the quarter was up 11.5% compared to the same quarter last year. During the same quarter last year, the company earned $9.83 EPS. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. As a group, analysts predict that Transdigm Group Incorporated will post 35.13 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the company. Jefferies Financial Group cut their price target on Transdigm Group from $1,650.00 to $1,490.00 and set a “buy” rating on the stock in a report on Wednesday, September 17th. JPMorgan Chase & Co. lifted their target price on Transdigm Group from $1,405.00 to $1,435.00 and gave the company a “neutral” rating in a research note on Friday, November 14th. Stifel Nicolaus decreased their price target on Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating for the company in a research note on Thursday, November 13th. Morgan Stanley lifted their price objective on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a research note on Friday, November 14th. Finally, Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $1,576.29.

Insider Buying and Selling

In related news, COO Patrick Joseph Murphy sold 290 shares of Transdigm Group stock in a transaction on Monday, December 1st. The stock was sold at an average price of $1,351.06, for a total value of $391,807.40. Following the transaction, the chief operating officer directly owned 1,055 shares in the company, valued at $1,425,368.30. The trade was a 21.56% 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 on Monday, December 15th. The stock was sold at an average price of $1,290.52, for a total value of $5,033,028.00. Following the sale, the chief operating officer directly owned 3,600 shares in the company, valued at $4,645,872. This trade represents a 52.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 150,311 shares of company stock worth $200,845,727 over the last quarter. 4.09% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. MassMutual Private Wealth & Trust FSB boosted its position in shares of Transdigm Group by 2.8% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 257 shares of the aerospace company’s stock valued at $391,000 after purchasing an additional 7 shares in the last quarter. Diversified Enterprises LLC lifted its stake in Transdigm Group by 3.8% during the second quarter. Diversified Enterprises LLC now owns 193 shares of the aerospace company’s stock valued at $293,000 after purchasing an additional 7 shares during the last quarter. FSM Wealth Advisors LLC boosted its holdings in Transdigm Group by 3.8% during the second quarter. FSM Wealth Advisors LLC now owns 191 shares of the aerospace company’s stock worth $292,000 after buying an additional 7 shares in the last quarter. Fulton Bank N.A. boosted its holdings in Transdigm Group by 3.3% during the second quarter. Fulton Bank N.A. now owns 254 shares of the aerospace company’s stock worth $386,000 after buying an additional 8 shares in the last quarter. Finally, Tower Wealth Partners Inc. grew its position in Transdigm Group by 4.7% in the second quarter. Tower Wealth Partners Inc. now owns 179 shares of the aerospace company’s stock worth $272,000 after buying an additional 8 shares during the last quarter. 95.78% of the stock is owned by institutional investors and hedge funds.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.