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 Trading Down 0.8%

NYSE:TDG opened at $1,260.79 on Thursday. The company has a market capitalization of $71.01 billion, a P/E ratio of 39.30, a PEG ratio of 2.80 and a beta of 0.94. Transdigm Group Incorporated has a 12 month low of $1,183.60 and a 12 month high of $1,623.82. The firm has a fifty day simple moving average of $1,315.29 and a 200-day simple moving average of $1,387.54.

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

Hedge Funds Weigh In On Transdigm Group

Institutional investors and hedge funds have recently modified their holdings of the business. Kovitz Investment Group Partners LLC grew its holdings in Transdigm Group by 19.9% in the first quarter. Kovitz Investment Group Partners LLC now owns 2,106 shares of the aerospace company’s stock valued at $2,914,000 after purchasing an additional 350 shares during the period. Horizon Investments LLC raised its stake in shares of Transdigm Group by 4.9% during the 1st quarter. Horizon Investments LLC now owns 807 shares of the aerospace company’s stock worth $1,116,000 after buying an additional 38 shares during the period. George Kaiser Family Foundation purchased a new position in shares of Transdigm Group during the 1st quarter valued at approximately $289,000. Corient IA LLC acquired a new stake in Transdigm Group in the 1st quarter valued at $277,000. Finally, Brooklyn Investment Group grew its stake in Transdigm Group by 39.5% in the 1st quarter. Brooklyn Investment Group now owns 392 shares of the aerospace company’s stock valued at $542,000 after acquiring an additional 111 shares during the period. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Insiders Place Their Bets

In other Transdigm Group news, Director Kevin M. Stein sold 17,526 shares of the stock in a transaction on Thursday, December 4th. The shares were 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 $11,113,561.82. This trade represents a 68.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $1,340.00, for a total transaction of $5,226,000.00. Following the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at $4,824,000. This represents a 52.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 150,311 shares of company stock worth $200,845,727. Company insiders own 4.09% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on TDG. JPMorgan Chase & Co. upped their target price on Transdigm Group from $1,405.00 to $1,435.00 and gave the company a “neutral” rating in a research report on Friday, November 14th. 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. BMO Capital Markets increased their price objective on shares of Transdigm Group from $1,420.00 to $1,500.00 and gave the stock an “outperform” rating in a research note on Thursday, November 13th. BNP Paribas Exane initiated coverage on shares of Transdigm Group in a report on Tuesday, November 18th. They set an “outperform” rating and a $1,775.00 target price for the company. Finally, Susquehanna decreased their target price on shares of Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating for the company in a research report on Thursday, October 9th. One research 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. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $1,576.29.

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 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.