Transdigm Group Incorporated (NYSE:TDG) Receives Consensus Rating of “Moderate Buy” from Brokerages

Shares of Transdigm Group Incorporated (NYSE:TDG) have been given a consensus rating of “Moderate Buy” by the eighteen research firms that are presently covering the stock, Marketbeat reports. Six analysts have rated the stock with a hold rating, eleven have given a buy rating and one has given a strong buy rating to the company. The average twelve-month price target among brokerages that have issued a report on the stock in the last year is $1,584.4375.

A number of equities analysts have recently commented on TDG shares. BNP Paribas Exane initiated coverage on shares of Transdigm Group in a report on Tuesday, November 18th. They issued an “outperform” rating and a $1,775.00 price target on the stock. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Transdigm Group in a report on Monday, December 29th. KeyCorp cut Transdigm Group from an “overweight” rating to a “sector weight” rating in a research note on Thursday, February 5th. UBS Group lowered their price target on Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. 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 1.0%

Shares of TDG opened at $1,213.92 on Friday. Transdigm Group has a 12-month low of $1,183.60 and a 12-month high of $1,623.82. The company has a market cap of $68.55 billion, a PE ratio of 39.06, a price-to-earnings-growth ratio of 2.57 and a beta of 0.93. The stock has a 50-day moving average price of $1,344.45 and a 200-day moving average price of $1,323.46.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings data 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 net margin of 20.50% and a negative return on equity of 29.07%. The company had revenue of $2.29 billion for the quarter, compared to analysts’ expectations of $2.26 billion. During the same period in the prior year, the business earned $7.83 earnings per share. Transdigm Group’s revenue for the quarter was up 13.9% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. As a group, analysts predict that Transdigm Group will post 35.13 earnings per share for the current year.

Insider Buying and Selling

In other Transdigm Group news, COO Patrick Joseph Murphy sold 290 shares of the company’s stock in a transaction that occurred 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 completion of the sale, the chief operating officer owned 1,055 shares of the company’s stock, valued at $1,508,755.50. This represents a 21.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $1,429.92, for a total transaction of $5,576,688.00. Following the transaction, the chief operating officer owned 3,600 shares in the company, valued at $5,147,712. The trade was a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 116,548 shares of company stock worth $162,754,991 over the last ninety days. Corporate insiders own 3.20% of the company’s stock.

Hedge Funds Weigh In On Transdigm Group

Institutional investors and hedge funds have recently made changes to their positions in the business. Vanguard Group Inc. boosted its position in Transdigm Group by 1.8% during the third quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company’s stock valued at $8,982,225,000 after buying an additional 121,049 shares during the period. Capital International Investors increased its holdings in shares of Transdigm Group by 0.9% in the fourth quarter. Capital International Investors now owns 6,544,423 shares of the aerospace company’s stock worth $8,702,655,000 after buying an additional 55,230 shares during the period. Capital World Investors lifted its stake in shares of Transdigm Group by 0.4% in the 4th quarter. Capital World Investors now owns 3,954,512 shares of the aerospace company’s stock valued at $5,258,898,000 after acquiring an additional 15,825 shares during the last quarter. Capital Research Global Investors boosted its holdings in Transdigm Group by 12.2% during the 4th quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock valued at $3,293,527,000 after acquiring an additional 268,824 shares during the period. Finally, State Street Corp boosted its holdings in Transdigm Group by 2.8% during the 4th quarter. State Street Corp now owns 2,456,186 shares of the aerospace company’s stock valued at $3,266,359,000 after acquiring an additional 67,348 shares during the period. Institutional investors own 95.78% of the company’s stock.

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.