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

Shares of Transdigm Group Incorporated (NYSE:TDG) have been assigned an average rating of “Moderate Buy” from the eighteen research firms that are covering the company, MarketBeat.com reports. Six investment analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has given a strong buy rating to the company. The average 1 year target price among brokers that have covered the stock in the last year is $1,584.4375.

Several research firms have issued reports on TDG. KeyCorp downgraded shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. Morgan Stanley raised 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. Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a report on Monday, December 29th. Royal Bank Of Canada increased their target price on Transdigm Group from $1,385.00 to $1,400.00 and gave the company a “sector perform” rating in a report on Thursday, November 13th. Finally, JPMorgan Chase & Co. lifted their price target on Transdigm Group from $1,405.00 to $1,435.00 and gave the stock a “neutral” rating in a research note on Friday, November 14th.

Transdigm Group Trading Down 0.8%

Shares of TDG opened at $1,286.10 on Tuesday. The firm has a market cap of $72.63 billion, a P/E ratio of 41.38, a PEG ratio of 2.75 and a beta of 0.92. Transdigm Group has a 12 month low of $1,183.60 and a 12 month high of $1,623.82. The stock’s 50 day moving average is $1,348.96 and its two-hundred day moving average is $1,339.93.

Transdigm Group (NYSE:TDG) last announced its earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share for the quarter, topping the consensus estimate of $7.99 by $0.24. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The business had revenue of $2.29 billion during the quarter, compared to the consensus estimate of $2.26 billion. During the same period in the prior year, the company posted $7.83 EPS. The business’s quarterly revenue was up 13.9% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Equities research analysts forecast that Transdigm Group will post 35.13 EPS for the current year.

Insider Buying and Selling at Transdigm Group

In related news, COO Patrick Joseph Murphy sold 290 shares of the business’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $1,430.10, for a total transaction of $414,729.00. Following the transaction, the chief operating officer directly owned 1,055 shares in the company, valued at approximately $1,508,755.50. The trade was a 21.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Michael Lisman acquired 950 shares of the business’s stock in a transaction on Friday, February 6th. The stock was acquired at an average price of $1,284.26 per share, with a total value of $1,220,047.00. Following the acquisition, the chief executive officer owned 3,259 shares in the company, valued at $4,185,403.34. The trade was a 41.14% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders sold 228,658 shares of company stock worth $313,263,459. Company insiders own 3.20% of the company’s stock.

Institutional Investors Weigh In On Transdigm Group

Large investors have recently made changes to their positions in the stock. Empowered Funds LLC boosted its stake in Transdigm Group by 5.0% during the first quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock worth $1,898,000 after buying an additional 65 shares during the last quarter. Acadian Asset Management LLC raised its holdings in shares of Transdigm Group by 92.3% during the 1st quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock worth $376,000 after acquiring an additional 131 shares during the period. Harbour Investments Inc. boosted its position in shares of Transdigm Group by 48.8% during the 2nd quarter. Harbour Investments Inc. now owns 61 shares of the aerospace company’s stock valued at $93,000 after acquiring an additional 20 shares during the last quarter. Ritholtz Wealth Management grew its holdings in shares of Transdigm Group by 21.1% in the second quarter. Ritholtz Wealth Management now owns 316 shares of the aerospace company’s stock valued at $481,000 after purchasing an additional 55 shares during the period. Finally, Signature Estate & Investment Advisors LLC increased its position in Transdigm Group by 7.7% during the second quarter. Signature Estate & Investment Advisors LLC now owns 842 shares of the aerospace company’s stock worth $1,280,000 after purchasing an additional 60 shares during the last quarter. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Transdigm Group Company Profile

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.