Transdigm Group Incorporated (NYSE:TDG) Given Consensus Rating of “Moderate Buy” by Brokerages

Shares of Transdigm Group Incorporated (NYSE:TDG) have been given a consensus recommendation of “Moderate Buy” by the twenty analysts that are covering the company, MarketBeat reports. Six research analysts have rated the stock with a hold rating, thirteen have issued a buy rating and one has issued a strong buy rating on the company. The average 12-month target price among brokers that have updated their coverage on the stock in the last year is $1,576.2941.

A number of brokerages recently issued reports on TDG. Morgan Stanley upped 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 report on Friday, November 14th. UBS Group boosted their target price 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. Stifel Nicolaus dropped their price target on shares of 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. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday, December 22nd. Finally, Zacks Research upgraded Transdigm Group from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th.

Transdigm Group Stock Performance

NYSE:TDG opened at $1,309.65 on Monday. Transdigm Group has a one year low of $1,183.60 and a one year high of $1,623.82. The stock has a market cap of $73.76 billion, a PE ratio of 40.82, a P/E/G ratio of 2.89 and a beta of 0.94. The stock has a 50 day moving average price of $1,318.87 and a 200 day moving average price of $1,379.69.

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. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The company had revenue of $2.44 billion for the quarter, compared to analyst estimates of $2.40 billion. During the same quarter in the previous year, the company posted $9.83 earnings per share. The firm’s revenue for the quarter 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. As a group, analysts predict that Transdigm Group will post 35.13 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, Director Robert J. Small sold 4,700 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $1,290.19, for a total transaction of $6,063,893.00. Following the completion of the sale, the director directly owned 5,625 shares of the company’s stock, valued at approximately $7,257,318.75. This trade represents a 45.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction dated Monday, December 15th. The shares were sold at an average price of $1,290.52, for a total transaction of $5,033,028.00. Following the completion of the transaction, the chief operating officer directly owned 3,600 shares in the company, valued at $4,645,872. The trade was a 52.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 147,311 shares of company stock worth $197,017,517 over the last ninety days. Company insiders own 4.09% of the company’s stock.

Institutional Investors Weigh In On Transdigm Group

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

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.