Transdigm Group Incorporated $TDG Shares Purchased by Douglass Winthrop Advisors LLC

Douglass Winthrop Advisors LLC raised its holdings in Transdigm Group Incorporated (NYSE:TDG) by 1.6% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 104,314 shares of the aerospace company’s stock after acquiring an additional 1,665 shares during the period. Transdigm Group makes up approximately 2.4% of Douglass Winthrop Advisors LLC’s portfolio, making the stock its 15th biggest position. Douglass Winthrop Advisors LLC’s holdings in Transdigm Group were worth $137,488,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently modified their holdings of the company. Sumitomo Mitsui Trust Group Inc. increased its position in Transdigm Group by 2.5% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 201,736 shares of the aerospace company’s stock worth $265,892,000 after purchasing an additional 4,870 shares in the last quarter. Citizens Financial Group Inc. RI lifted its position in Transdigm Group by 272.4% during the third quarter. Citizens Financial Group Inc. RI now owns 3,009 shares of the aerospace company’s stock valued at $3,965,000 after buying an additional 2,201 shares in the last quarter. Principal Financial Group Inc. grew its stake in Transdigm Group by 18.3% during the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock worth $3,136,719,000 after buying an additional 367,756 shares during the period. WINTON GROUP Ltd purchased a new stake in Transdigm Group during the second quarter worth approximately $3,041,000. Finally, Envestnet Asset Management Inc. increased its position in shares of Transdigm Group by 2.4% in the third quarter. Envestnet Asset Management Inc. now owns 73,818 shares of the aerospace company’s stock worth $97,293,000 after acquiring an additional 1,706 shares in the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Analyst Upgrades and Downgrades

TDG has been the topic of several recent research reports. JPMorgan Chase & Co. lifted their target price on shares of Transdigm Group from $1,405.00 to $1,435.00 and gave the company a “neutral” rating in a report on Friday, November 14th. Stifel Nicolaus lowered their price target on Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating for the company in a report on Thursday, November 13th. KeyCorp cut Transdigm Group from an “overweight” rating to a “sector weight” rating in a research note on Thursday, February 5th. Royal Bank Of Canada upped their target price on Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a research report on Thursday, November 13th. Finally, UBS Group lowered their target price on Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $1,584.44.

Transdigm Group Price Performance

Transdigm Group stock opened at $1,258.49 on Thursday. Transdigm Group Incorporated has a 12-month low of $1,183.60 and a 12-month high of $1,623.82. The company has a market capitalization of $71.07 billion, a price-to-earnings ratio of 40.49, a price-to-earnings-growth ratio of 2.66 and a beta of 0.93. The firm’s fifty day moving average price is $1,349.45 and its 200 day moving average price is $1,325.38.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings data on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share for the quarter, beating analysts’ consensus estimates of $7.99 by $0.24. The company had revenue of $2.29 billion during the quarter, compared to analysts’ expectations of $2.26 billion. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. The firm’s revenue for the quarter was up 13.9% on a year-over-year basis. During the same period in the prior year, the company posted $7.83 EPS. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Analysts forecast that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

Insider Transactions at Transdigm Group

In other Transdigm Group news, COO Patrick Joseph Murphy sold 290 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $1,430.10, for a total transaction of $414,729.00. Following the completion of the sale, the chief operating officer owned 1,055 shares in the company, valued at $1,508,755.50. This trade represents a 21.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Michael Lisman acquired 950 shares of the company’s stock in a transaction on Friday, February 6th. The shares were acquired at an average price of $1,284.26 per share, for a total transaction of $1,220,047.00. Following the completion of the acquisition, the chief executive officer directly owned 3,259 shares in the company, valued at $4,185,403.34. The trade was a 41.14% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have sold a total of 116,548 shares of company stock valued at $162,754,991 in the last three months. 3.20% of the stock is currently owned by company insiders.

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.