Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of Transdigm Group Incorporated (NYSE:TDG)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on April 07th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on March 16th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $15,001 – $50,000 in shares of Fabrinet (NYSE:FN) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Viavi Solutions (NASDAQ:VIAV) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Advanced Energy Industries (NASDAQ:AEIS) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 3/27/2026.
• Purchased $1,001 – $15,000 in shares of StandardAero (NYSE:SARO) on 3/27/2026.
• Sold $1,001 – $15,000 in shares of MACOM Technology Solutions (NASDAQ:MTSI) on 3/27/2026.

Transdigm Group Stock Up 0.5%

TDG opened at $1,225.81 on Friday. The company has a market capitalization of $69.22 billion, a price-to-earnings ratio of 39.44, a PEG ratio of 2.54 and a beta of 0.98. The firm has a 50-day moving average price of $1,255.48 and a 200-day moving average price of $1,305.35. Transdigm Group Incorporated has a twelve month low of $1,123.61 and a twelve month high of $1,623.82.

Transdigm Group (NYSE:TDG) last posted 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. The firm had revenue of $2.29 billion during the quarter, compared to the consensus estimate 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 revenue was up 13.9% on a year-over-year basis. During the same quarter last year, the company earned $7.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. On average, sell-side analysts expect that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

Insider Activity at Transdigm Group

In related news, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $1,213.05, for a total transaction of $12,290,622.60. Following the completion of the sale, the director directly owned 21,548 shares in the company, valued at $26,138,801.40. This represents a 31.98% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Michael Lisman purchased 950 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were purchased at an average price of $1,284.26 per share, with a total value of $1,220,047.00. Following the completion of the acquisition, the chief executive officer directly owned 3,259 shares in the company, valued at $4,185,403.34. The trade was a 41.14% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders sold a total of 84,017 shares of company stock worth $115,689,693 over the last ninety days. Insiders own 3.20% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on TDG shares. UBS Group reduced their target price on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. Robert W. Baird reiterated a “neutral” rating and issued a $1,400.00 target price on shares of Transdigm Group in a research note on Wednesday, February 4th. KeyCorp downgraded shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a research note on Thursday, February 5th. Wells Fargo & Company initiated coverage on shares of Transdigm Group in a research note on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 target price for the company. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,567.40.

Hedge Funds Weigh In On Transdigm Group

A number of large investors have recently modified their holdings of the company. Sumitomo Mitsui Trust Group Inc. raised its holdings in Transdigm Group by 2.5% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 201,736 shares of the aerospace company’s stock valued at $265,892,000 after buying an additional 4,870 shares during the last quarter. Citizens Financial Group Inc. RI raised its holdings in Transdigm Group by 272.4% during the 3rd quarter. Citizens Financial Group Inc. RI now owns 3,009 shares of the aerospace company’s stock valued at $3,965,000 after buying an additional 2,201 shares during the last quarter. Principal Financial Group Inc. raised its holdings in Transdigm Group by 18.3% during the 3rd quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock valued at $3,136,719,000 after buying an additional 367,756 shares during the last quarter. WINTON GROUP Ltd bought a new stake in Transdigm Group during the 2nd quarter valued at $3,041,000. Finally, Vulcan Value Partners LLC raised its holdings in Transdigm Group by 7.8% during the 3rd quarter. Vulcan Value Partners LLC now owns 249,643 shares of the aerospace company’s stock valued at $328,977,000 after buying an additional 18,048 shares during the last quarter. 95.78% of the stock is currently owned by institutional investors.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.