653 Shares in Transdigm Group Incorporated $TDG Acquired by Haven Capital Group Inc.

Haven Capital Group Inc. acquired a new stake in shares of Transdigm Group Incorporated (NYSE:TDG) in the second quarter, according to the company in its most recent 13F filing with the SEC. The fund acquired 653 shares of the aerospace company’s stock, valued at approximately $993,000. Transdigm Group accounts for 0.9% of Haven Capital Group Inc.’s portfolio, making the stock its 22nd biggest holding.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Norges Bank purchased a new stake in shares of Transdigm Group during the second quarter valued at $1,275,035,000. Vanguard Group Inc. lifted its holdings in Transdigm Group by 5.3% during the 2nd 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 in the last quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its position in Transdigm Group by 1,566.7% in the 2nd quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 213,775 shares of the aerospace company’s stock valued at $325,075,000 after buying an additional 200,949 shares during the period. Bain Capital Public Equity Management II LLC bought a new position in Transdigm Group in the 1st quarter worth about $157,890,000. Finally, Sumitomo Mitsui Trust Group Inc. grew its stake in Transdigm Group by 56.9% in the 2nd quarter. Sumitomo Mitsui Trust Group Inc. now owns 196,866 shares of the aerospace company’s stock worth $299,362,000 after acquiring an additional 71,399 shares in the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Transdigm Group Price Performance

Shares of NYSE TDG opened at $1,293.92 on Friday. Transdigm Group Incorporated has a 1-year low of $1,183.60 and a 1-year high of $1,623.82. The business has a fifty day moving average price of $1,316.13 and a 200 day moving average price of $1,391.93. The stock has a market capitalization of $72.87 billion, a P/E ratio of 40.33, a price-to-earnings-growth ratio of 2.93 and a beta of 0.94.

Transdigm Group (NYSE:TDG) last posted its earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $10.33 by $0.49. The company had revenue of $2.44 billion for the quarter, compared to analyst estimates of $2.40 billion. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The firm’s quarterly revenue was up 11.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $9.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. As a group, equities research analysts anticipate that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

Insider Activity at Transdigm Group

In other news, Director W Nicholas Howley sold 2,736 shares of the stock in a transaction on Monday, November 17th. The stock was sold at an average price of $1,334.92, for a total transaction of $3,652,341.12. Following the completion of the sale, the director owned 21,548 shares in the company, valued at approximately $28,764,856.16. This represents a 11.27% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Robert J. Small sold 4,700 shares of the firm’s stock in a transaction on Wednesday, December 10th. The stock was sold at an average price of $1,290.19, for a total value of $6,063,893.00. Following the completion of the sale, the director directly owned 5,625 shares of the company’s stock, valued at $7,257,318.75. The trade was a 45.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 149,147 shares of company stock valued at $199,321,537 over the last three months. Company insiders own 4.09% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on TDG shares. Truist Financial lowered their price target on Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating for the company in a report on Wednesday, October 15th. Stifel Nicolaus lowered their target price on Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating for the company in a report on Thursday, November 13th. BNP Paribas upgraded Transdigm Group to a “strong-buy” rating in a research note on Tuesday, November 18th. BNP Paribas Exane assumed coverage on shares of Transdigm Group in a research note on Tuesday, November 18th. They issued an “outperform” rating and a $1,775.00 price objective for the company. Finally, Morgan Stanley increased 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 report on Friday, November 14th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $1,576.29.

Transdigm Group 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.