Goodman Advisory Group LLC Invests $3 Million in Transdigm Group Incorporated $TDG

Goodman Advisory Group LLC acquired a new stake in Transdigm Group Incorporated (NYSE:TDG) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,973 shares of the aerospace company’s stock, valued at approximately $3,000,000.

A number of other hedge funds have also recently bought and sold shares of TDG. AMS Capital Ltda grew its stake in Transdigm Group by 12.6% in the 2nd quarter. AMS Capital Ltda now owns 9,693 shares of the aerospace company’s stock worth $14,740,000 after acquiring an additional 1,081 shares during the period. FORA Capital LLC purchased a new stake in shares of Transdigm Group in the second quarter valued at $547,000. CANADA LIFE ASSURANCE Co increased its stake in Transdigm Group by 4.5% in the second quarter. CANADA LIFE ASSURANCE Co now owns 22,498 shares of the aerospace company’s stock valued at $34,239,000 after purchasing an additional 961 shares during the last quarter. MUFG Securities EMEA plc acquired a new position in Transdigm Group in the second quarter valued at $252,000. Finally, Howland Capital Management LLC boosted its stake in Transdigm Group by 3.9% in the 2nd quarter. Howland Capital Management LLC now owns 19,172 shares of the aerospace company’s stock worth $29,154,000 after buying an additional 723 shares during the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insider Buying and Selling at Transdigm Group

In related news, Director Kevin M. Stein sold 17,526 shares of the business’s stock in a transaction that occurred on Thursday, December 4th. The stock was sold at an average price of $1,362.29, for a total transaction of $23,875,494.54. Following the transaction, the director directly owned 8,158 shares of the company’s stock, valued at approximately $11,113,561.82. The trade was a 68.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $1,340.00, for a total value of $5,226,000.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,824,000. This represents a 52.00% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 149,147 shares of company stock worth $199,321,537. Insiders own 4.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on the stock. BNP Paribas raised shares of Transdigm Group to a “strong-buy” rating in a research note on Tuesday, November 18th. BNP Paribas Exane began coverage on shares of Transdigm Group in a research note on Tuesday, November 18th. They set an “outperform” rating and a $1,775.00 price target on the stock. UBS Group lifted their price target on shares of Transdigm Group from $1,738.00 to $1,798.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Susquehanna dropped their price objective on Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating for the company in a report on Thursday, October 9th. Finally, Morgan Stanley increased their target price on Transdigm Group from $1,600.00 to $1,660.00 and gave the stock an “overweight” rating in a research report on Friday, November 14th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, Transdigm Group currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,576.29.

Transdigm Group Trading Down 1.8%

Shares of TDG stock opened at $1,293.92 on Friday. The company has a market cap of $72.87 billion, a PE ratio of 40.33, a P/E/G ratio of 2.88 and a beta of 0.94. The company’s fifty day simple moving average is $1,316.13 and its 200-day simple moving average is $1,391.51. Transdigm Group Incorporated has a 52 week low of $1,183.60 and a 52 week high of $1,623.82.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $10.33 by $0.49. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The firm had revenue of $2.44 billion during the quarter, compared to the consensus estimate of $2.40 billion. During the same period in the prior year, the firm earned $9.83 EPS. The firm’s quarterly revenue was up 11.5% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Equities research analysts expect that Transdigm Group Incorporated will post 35.13 EPS for the current fiscal year.

Transdigm Group Company Profile

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.