Mirabella Financial Services LLP Makes New $4.43 Million Investment in Transdigm Group Incorporated $TDG

Mirabella Financial Services LLP acquired a new position in Transdigm Group Incorporated (NYSE:TDG) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor acquired 2,916 shares of the aerospace company’s stock, valued at approximately $4,434,000.

Several other large investors have also added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in Transdigm Group by 5.3% in the second quarter. Vanguard Group Inc. now owns 6,693,889 shares of the aerospace company’s stock valued at $10,178,995,000 after buying an additional 333,965 shares during the period. Geode Capital Management LLC increased its stake in Transdigm Group by 1.5% in the second quarter. Geode Capital Management LLC now owns 1,214,396 shares of the aerospace company’s stock valued at $1,837,459,000 after purchasing an additional 17,946 shares in the last quarter. Norges Bank acquired a new position in shares of Transdigm Group during the second quarter valued at about $1,275,035,000. Edgewood Management LLC boosted its position in shares of Transdigm Group by 6.2% during the 2nd quarter. Edgewood Management LLC now owns 696,211 shares of the aerospace company’s stock worth $1,058,686,000 after purchasing an additional 40,837 shares in the last quarter. Finally, Primecap Management Co. CA grew its stake in shares of Transdigm Group by 8.8% in the 2nd quarter. Primecap Management Co. CA now owns 557,923 shares of the aerospace company’s stock valued at $848,400,000 after buying an additional 45,079 shares during the period. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insiders Place Their Bets

In other Transdigm Group news, Director W Nicholas Howley sold 2,736 shares of the company’s stock in a transaction on Wednesday, October 15th. The stock was sold at an average price of $1,298.87, for a total value of $3,553,708.32. Following the completion of the transaction, the director owned 21,548 shares in the company, valued at $27,988,050.76. This represents a 11.27% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $1,340.00, for a total value of $5,226,000.00. Following the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,824,000. This represents a 52.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 40,968 shares of company stock worth $54,279,308 in the last ninety days. Company insiders own 4.09% of the company’s stock.

Wall Street Analyst Weigh In

TDG has been the topic of a number of research reports. Jefferies Financial Group dropped their price target on Transdigm Group from $1,650.00 to $1,490.00 and set a “buy” rating on the stock in a research note on Wednesday, September 17th. KeyCorp decreased their price objective on Transdigm Group from $1,700.00 to $1,600.00 and set an “overweight” rating for the company in a report on Friday, August 8th. Royal Bank Of Canada increased their target price on Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a report on Thursday, November 13th. Truist Financial lowered 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. Finally, Morgan Stanley boosted their target price on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the stock an “overweight” rating in a research report on Friday, November 14th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Transdigm Group presently has an average rating of “Moderate Buy” and a consensus target price of $1,576.29.

Transdigm Group Price Performance

TDG opened at $1,358.03 on Friday. Transdigm Group Incorporated has a fifty-two week low of $1,183.60 and a fifty-two week high of $1,623.82. The firm has a market capitalization of $76.48 billion, a P/E ratio of 42.33, a PEG ratio of 3.18 and a beta of 0.94. The company’s 50-day moving average is $1,313.14 and its 200 day moving average is $1,396.27.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings data on Wednesday, November 12th. The aerospace company reported $10.82 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 firm had revenue of $2.44 billion during the quarter, compared to analyst estimates of $2.40 billion. During the same quarter last year, the business posted $9.83 EPS. The company’s revenue for the quarter was up 11.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. On average, equities research analysts expect that Transdigm Group Incorporated will post 35.13 earnings per share for the current year.

Transdigm Group Company Profile

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.