Transdigm Group (NYSE:TDG) Upgraded at Wells Fargo & Company

Wells Fargo & Company upgraded shares of Transdigm Group (NYSE:TDG) to a hold rating in a report released on Tuesday,Zacks.com reports.

A number of other research firms also recently commented on TDG. UBS Group cut their price objective on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Robert W. Baird restated a “neutral” rating and set a $1,400.00 target price on shares of Transdigm Group in a report on Wednesday, February 4th. Zacks Research raised Transdigm Group from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. KeyCorp downgraded Transdigm Group from an “overweight” rating to a “sector weight” rating in a research report on Thursday, February 5th. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Transdigm Group in a research note on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,563.19.

Transdigm Group Stock Down 0.6%

Shares of TDG opened at $1,165.92 on Tuesday. Transdigm Group has a 52-week low of $1,123.61 and a 52-week high of $1,623.82. The firm’s fifty day moving average is $1,278.39 and its two-hundred day moving average is $1,308.44. The stock has a market cap of $65.84 billion, a PE ratio of 37.51, a price-to-earnings-growth ratio of 2.46 and a beta of 0.98.

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

Insiders Place Their Bets

In other Transdigm Group news, CEO Michael Lisman acquired 950 shares of the stock in a transaction that occurred on Friday, February 6th. The stock was bought at an average cost of $1,284.26 per share, for a total transaction of $1,220,047.00. Following the completion of the transaction, the chief executive officer owned 3,259 shares of the company’s stock, valued at approximately $4,185,403.34. The trade was a 41.14% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, COO Patrick Joseph Murphy sold 290 shares of the firm’s stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $1,430.10, for a total value of $414,729.00. Following the sale, the chief operating officer directly owned 1,055 shares of the company’s stock, valued at approximately $1,508,755.50. This trade represents a 21.56% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 126,390 shares of company stock worth $174,477,597. 3.20% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Transdigm Group

Several large investors have recently modified their holdings of the business. Ares Financial Consulting LLC purchased a new stake in Transdigm Group in the 4th quarter valued at about $25,000. Elyxium Wealth LLC purchased a new position in Transdigm Group during the fourth quarter worth about $25,000. Salomon & Ludwin LLC acquired a new stake in shares of Transdigm Group during the third quarter valued at about $26,000. MCF Advisors LLC increased its position in shares of Transdigm Group by 900.0% during the fourth quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after acquiring an additional 18 shares during the last quarter. Finally, Transamerica Financial Advisors LLC raised its stake in shares of Transdigm Group by 1,900.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after acquiring an additional 19 shares during the period. Institutional investors and hedge funds own 95.78% of the company’s stock.

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.