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

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on May 06th, the Representative disclosed that they had bought between $15,001 and $50,000 in Transdigm Group stock on April 16th.

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

• Sold $1,001 – $15,000 in shares of Service Corporation International (NYSE:SCI) on 4/30/2026.
• Purchased $1,001 – $15,000 in shares of Markel Group (NYSE:MKL) on 4/30/2026.
• Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 4/30/2026.
• Sold $1,001 – $15,000 in shares of Clean Harbors (NYSE:CLH) on 4/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 4/29/2026.
• Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 4/29/2026.
• Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 4/24/2026.
• Purchased $1,001 – $15,000 in shares of Nasdaq (NASDAQ:NDAQ) on 4/24/2026.
• Sold $1,001 – $15,000 in shares of Fortune Brands Innovations (NYSE:FBIN) on 4/24/2026.
• Sold $15,001 – $50,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 4/24/2026.

Transdigm Group Price Performance

NYSE TDG opened at $1,242.28 on Friday. The company has a market cap of $69.48 billion, a P/E ratio of 38.77, a P/E/G ratio of 2.60 and a beta of 0.90. The stock has a 50-day moving average of $1,217.81 and a two-hundred day moving average of $1,295.83. Transdigm Group Incorporated has a 1-year low of $1,123.61 and a 1-year high of $1,623.82.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share (EPS) for the quarter, topping 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 business had revenue of $2.54 billion for the quarter, compared to analysts’ expectations of $2.47 billion. During the same quarter in the prior year, the company earned $9.11 earnings per share. The business’s quarterly revenue was up 18.3% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, analysts anticipate that Transdigm Group Incorporated will post 36.71 EPS for the current fiscal year.

Transdigm Group News Summary

Here are the key news stories impacting Transdigm Group this week:

• Positive Sentiment: Q2 results beat and guidance lift — TransDigm reported Q2 sales of $2.544B (up ~18%) and an EPS beat; management raised FY guidance, highlighting 11% organic growth and durable pricing power in sole-source aftermarket aerospace parts. This is the primary catalyst behind the positive price action. Article Title
• Positive Sentiment: Share repurchases and bullish market chatter — the company executed roughly $800M of buybacks in April (during a pullback), and social/quant commentary highlighted upside vs. fair value and the resilience of the business model, supporting sentiment. Article Title
• Positive Sentiment: UBS reiterates buy with a new $1,645 target — UBS published a new $1,645 price target and maintained a Buy rating (target trimmed from $1,745 but still implies material upside), which likely reassures growth-oriented investors. Article Title
• Neutral Sentiment: Analyst price-target adjustments — several firms trimmed targets (Stifel to $1,525; RBC to $1,350; Susquehanna to $1,350) while many ratings remain Buy/Overweight; the net effect is mixed — supportive on beat/guidance but compresses near-term upside expectations. Article Title
• Negative Sentiment: Insider and institutional selling — public data show heavy insider sales by several execs over the last six months and sizable institutional reductions (UBS AM, FMR, JPM trimmed large positions), and one reported insider reduced a stake by ~58%, which can pressure sentiment despite CEO purchases. Article Title

Institutional Investors Weigh In On Transdigm Group

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Transdigm Group in the fourth quarter valued at approximately $1,025,591,000. Principal Financial Group Inc. increased its holdings in shares of Transdigm Group by 18.3% in the 3rd quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock valued at $3,136,719,000 after acquiring an additional 367,756 shares during the period. Franklin Resources Inc. increased its holdings in shares of Transdigm Group by 161.7% in the 3rd quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company’s stock valued at $626,704,000 after acquiring an additional 293,821 shares during the period. Capital Research Global Investors raised its position in Transdigm Group by 12.2% in the 4th quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock valued at $3,293,527,000 after purchasing an additional 268,824 shares during the last quarter. Finally, Capital International Investors boosted its stake in Transdigm Group by 4.1% during the 3rd quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock worth $8,552,028,000 after purchasing an additional 254,750 shares during the period. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on TDG shares. Weiss Ratings lowered shares of Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 13th. Susquehanna cut their price objective on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a research report on Wednesday. Wells Fargo & Company started coverage on Transdigm Group in a report on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 target price for the company. KeyCorp cut Transdigm Group from an “overweight” rating to a “sector weight” rating in a research note on Thursday, February 5th. Finally, Robert W. Baird restated a “neutral” rating and set a $1,400.00 target price on shares of Transdigm Group in a research note on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,538.73.

Insider Buying and Selling at Transdigm Group

In other news, COO Joel Reiss sold 3,900 shares of the stock in a transaction dated Wednesday, April 15th. The shares were sold at an average price of $1,280.46, for a total transaction of $4,993,794.00. Following the completion of the sale, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,609,656. This represents a 52.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director W Nicholas Howley sold 10,168 shares of the firm’s stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $1,307.68, for a total value of $13,296,490.24. Following the transaction, the director directly owned 21,548 shares in the company, valued at approximately $28,177,888.64. This represents a 32.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 38,232 shares of company stock worth $48,248,925 over the last three months. 3.20% of the stock is currently owned by 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.