Transdigm Group Incorporated $TDG Shares Purchased by Cullen Frost Bankers Inc.

Cullen Frost Bankers Inc. increased its position in shares of Transdigm Group Incorporated (NYSE:TDG) by 322.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,230 shares of the aerospace company’s stock after buying an additional 5,520 shares during the period. Cullen Frost Bankers Inc.’s holdings in Transdigm Group were worth $9,530,000 as of its most recent filing with the SEC.

Other large investors have also modified their holdings of the company. Diversified Enterprises LLC grew its position in shares of Transdigm Group by 3.8% during the 2nd quarter. Diversified Enterprises LLC now owns 193 shares of the aerospace company’s stock valued at $293,000 after acquiring an additional 7 shares during the period. FSM Wealth Advisors LLC boosted its position in Transdigm Group by 3.8% during the second quarter. FSM Wealth Advisors LLC now owns 191 shares of the aerospace company’s stock worth $292,000 after purchasing an additional 7 shares in the last quarter. Tower Wealth Partners Inc. increased its position in shares of Transdigm Group by 4.7% in the second quarter. Tower Wealth Partners Inc. now owns 179 shares of the aerospace company’s stock valued at $272,000 after buying an additional 8 shares in the last quarter. Cassaday & Co Wealth Management LLC increased its position in shares of Transdigm Group by 4.0% in the second quarter. Cassaday & Co Wealth Management LLC now owns 208 shares of the aerospace company’s stock valued at $316,000 after buying an additional 8 shares in the last quarter. Finally, Leonard Rickey Investment Advisors P.L.L.C. increased its position in shares of Transdigm Group by 4.4% in the third quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 188 shares of the aerospace company’s stock valued at $248,000 after buying an additional 8 shares in the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Transdigm Group Trading Down 0.2%

NYSE:TDG opened at $1,417.52 on Monday. The company’s 50-day moving average price is $1,350.25 and its 200-day moving average price is $1,367.51. The company has a market cap of $79.83 billion, a P/E ratio of 44.19, a P/E/G ratio of 3.11 and a beta of 0.94. Transdigm Group Incorporated has a twelve month low of $1,183.60 and a twelve month high of $1,623.82.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings data 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 net margin of 21.69% and a negative return on equity of 31.91%. The company had revenue of $2.44 billion during the quarter, compared to analysts’ expectations of $2.40 billion. During the same quarter in the prior year, the company earned $9.83 EPS. Transdigm Group’s 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. On average, 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 recently issued reports on TDG. Morgan Stanley lifted their price target 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. Truist Financial decreased 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 report on Wednesday, October 15th. BMO Capital Markets boosted their target price 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. Stifel Nicolaus reduced 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 report on Thursday, November 13th. Finally, Zacks Research upgraded Transdigm Group from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,597.00.

Insider Buying and Selling

In other Transdigm Group news, Director Robert J. Small sold 90,953 shares of the business’s stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $1,335.72, for a total transaction of $121,487,741.16. Following the transaction, the director owned 68,139 shares of the company’s stock, valued at approximately $91,014,625.08. The trade was a 57.17% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Kevin M. Stein sold 25,000 shares of the firm’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $1,373.59, for a total value of $34,339,750.00. Following the completion of the sale, the director directly owned 8,158 shares of the company’s stock, valued at $11,205,747.22. This trade represents a 75.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 194,485 shares of company stock worth $263,363,749. 4.09% of the stock is owned by corporate insiders.

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.