Joel Reiss Sells 3,900 Shares of Transdigm Group (NYSE:TDG) Stock

Transdigm Group Incorporated (NYSE:TDG) COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $1,429.92, for a total transaction of $5,576,688.00. Following the completion of the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at $5,147,712. This trade represents a 52.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website.

Joel Reiss also recently made the following trade(s):

• On Monday, December 15th, Joel Reiss sold 3,900 shares of Transdigm Group stock. The stock was sold at an average price of $1,290.52, for a total transaction of $5,033,028.00.
• On Monday, November 17th, Joel Reiss sold 3,900 shares of Transdigm Group stock. The stock was sold at an average price of $1,340.00, for a total transaction of $5,226,000.00.
• On Monday, October 20th, Joel Reiss sold 3,000 shares of Transdigm Group stock. The shares were sold at an average price of $1,279.59, for a total transaction of $3,838,770.00.

Transdigm Group Price Performance

NYSE TDG opened at $1,450.36 on Friday. The company has a market cap of $81.68 billion, a price-to-earnings ratio of 45.21, a PEG ratio of 3.18 and a beta of 0.94. The stock’s fifty day moving average price is $1,337.62 and its 200 day moving average price is $1,371.58. Transdigm Group Incorporated has a 1 year low of $1,183.60 and a 1 year high of $1,623.82.

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

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on TDG. Truist Financial cut their price objective on shares of Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating on the stock in a research note on Wednesday, October 15th. Stifel Nicolaus cut their price target on Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating on the stock in a research report on Thursday, November 13th. BMO Capital Markets boosted their price objective on Transdigm Group from $1,420.00 to $1,500.00 and gave the company an “outperform” rating in a report on Thursday, November 13th. Weiss Ratings restated a “buy (b-)” rating on shares of Transdigm Group in a research note on Monday, December 29th. Finally, UBS Group lifted their price target on Transdigm Group from $1,798.00 to $1,804.00 and gave the company a “buy” rating in a research report on Thursday. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, Transdigm Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,597.00.

Key Transdigm Group News

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

• Positive Sentiment: TransDigm agreed to acquire Jet Parts Engineering and Victor Sierra Aviation for about $2.2 billion, expanding its aerospace aftermarket footprint and adding roughly $280 million of combined 2025 revenue—a deal that can boost recurring aftermarket sales and potential margin expansion. TransDigm Announces Acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings Transdigm to Buy Jet Parts Engineering, Victor Sierra Aviation for $2.2 Billion
• Positive Sentiment: Multiple outlets reported the same deal (MSN, Crain’s), reinforcing market awareness of the acquisition and its strategic aftermarket rationale. TransDigm to buy two businesses for $2.2 billion in aerospace aftermarket push TransDigm buys two private equity-owned businesses for $2.2 billion
• Positive Sentiment: UBS raised its price target on TDG to $1,804 with a Buy rating, signaling analyst conviction and providing upside versus the recent market price—this likely supported buying interest. Benzinga
• Neutral Sentiment: Valuation pieces are circulating assessing TDG’s intrinsic value; these analyses can influence longer-term investor views but are less likely to move intraday trading than transaction or analyst news. A Look At The Intrinsic Value Of TransDigm Group Incorporated (NYSE:TDG)
• Neutral Sentiment: Industry-level notes (e.g., Zacks on aerospace stocks and earnings potential) are relevant context but do not provide company-specific catalysts beyond the announced deal and analyst move. These 2 Aerospace Stocks Could Beat Earnings
• Negative Sentiment: An SEC/insider filing shows Rep. Gilbert Ray Cisneros, Jr. sold TDG stock; while a single sale isn’t definitive, insider dispositions can be viewed negatively by some investors and may temper sentiment. Rep. Gilbert Ray Cisneros, Jr. Sells Transdigm Group Incorporated (NYSE:TDG) Stock

Institutional Inflows and Outflows

Several large investors have recently made changes to their positions in TDG. Salomon & Ludwin LLC acquired a new stake in Transdigm Group in the 3rd quarter valued at $26,000. Elevation Wealth Partners LLC raised its position in Transdigm Group by 1,100.0% during the fourth quarter. Elevation Wealth Partners LLC now owns 24 shares of the aerospace company’s stock worth $32,000 after acquiring an additional 22 shares during the period. Wealth Watch Advisors INC purchased a new position in Transdigm Group during the third quarter valued at $34,000. Central Pacific Bank Trust Division grew its position in shares of Transdigm Group by 44.4% in the fourth quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company’s stock valued at $35,000 after purchasing an additional 8 shares during the period. Finally, Bank of Jackson Hole Trust grew its position in shares of Transdigm Group by 84.6% in the second quarter. Bank of Jackson Hole Trust now owns 24 shares of the aerospace company’s stock valued at $36,000 after purchasing an additional 11 shares during the period. 95.78% of the stock is owned by institutional investors and hedge funds.

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.