Kevin Stein Sells 7,627 Shares of Transdigm Group (NYSE:TDG) Stock

Transdigm Group Incorporated (NYSE:TDG) Director Kevin Stein sold 7,627 shares of Transdigm Group stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $1,406.38, for a total transaction of $10,726,460.26. Following the completion of the sale, the director owned 8,158 shares of the company’s stock, valued at $11,473,248.04. This represents a 48.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

Transdigm Group Stock Up 1.2%

Shares of Transdigm Group stock opened at $1,450.36 on Friday. Transdigm Group Incorporated has a twelve month low of $1,183.60 and a twelve month high of $1,623.82. The company’s 50 day moving average is $1,337.62 and its 200 day moving average is $1,371.58. The company has a market cap of $81.68 billion, a price-to-earnings ratio of 45.21, a price-to-earnings-growth ratio of 3.18 and a beta of 0.94.

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

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

Hedge Funds Weigh In On Transdigm Group

Hedge funds have recently modified their holdings of the company. Salomon & Ludwin LLC bought a new position in Transdigm Group in the 3rd quarter worth $26,000. Bank of Jackson Hole Trust lifted 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 acquiring an additional 11 shares in the last quarter. Elevation Wealth Partners LLC boosted its stake in shares of Transdigm Group by 1,100.0% in 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. Central Pacific Bank Trust Division grew its position in shares of Transdigm Group by 44.4% during the fourth quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company’s stock worth $35,000 after purchasing an additional 8 shares in the last quarter. Finally, Wealth Watch Advisors INC bought a new stake in Transdigm Group during the 3rd quarter valued at approximately $34,000. 95.78% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on TDG. UBS Group upped their price target on shares of Transdigm Group from $1,798.00 to $1,804.00 and gave the company a “buy” rating in a research report on Thursday. Stifel Nicolaus cut their target price on shares of Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating for the company in a research report on Thursday, November 13th. Morgan Stanley upped their target price 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. BNP Paribas Exane started 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. Finally, Royal Bank Of Canada upped their price objective on Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a research note on Thursday, November 13th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $1,597.00.

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.