Transdigm Group Incorporated $TDG Shares Sold by Pinnacle Financial Partners Inc

Pinnacle Financial Partners Inc decreased its stake in shares of Transdigm Group Incorporated (NYSE:TDG) by 9.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 11,714 shares of the aerospace company’s stock after selling 1,257 shares during the quarter. Pinnacle Financial Partners Inc’s holdings in Transdigm Group were worth $15,439,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. 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 position 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 worth $10,178,995,000 after acquiring an additional 333,965 shares during the period. Commonwealth of Pennsylvania Public School Empls Retrmt SYS grew its stake in Transdigm Group by 1,566.7% during 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 purchasing an additional 200,949 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. increased its holdings in shares of Transdigm Group by 56.9% in the second quarter. Sumitomo Mitsui Trust Group Inc. now owns 196,866 shares of the aerospace company’s stock valued at $299,362,000 after purchasing an additional 71,399 shares during the period. Finally, Corient Private Wealth LLC raised its stake in shares of Transdigm Group by 94.6% in the second quarter. Corient Private Wealth LLC now owns 136,898 shares of the aerospace company’s stock worth $208,284,000 after purchasing an additional 66,559 shares during the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Insiders Place Their Bets

In related news, Director Robert J. Small sold 90,953 shares of the company’s stock in a transaction dated Tuesday, December 9th. The stock was sold at an average price of $1,335.72, for a total value of $121,487,741.16. Following the completion of the transaction, the director owned 68,139 shares of the company’s stock, valued at approximately $91,014,625.08. This represents a 57.17% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,824,000. The trade was a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 198,765 shares of company stock worth $268,940,280. Company insiders own 4.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on TDG shares. JPMorgan Chase & Co. upped their target price on Transdigm Group from $1,405.00 to $1,435.00 and gave the company a “neutral” rating in a research report on Friday, November 14th. Royal Bank Of Canada lifted their price objective on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the company a “sector perform” rating in a research note on Thursday, November 13th. Stifel Nicolaus dropped their price objective on shares of Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating on the stock in a report on Thursday, November 13th. BNP Paribas upgraded shares of Transdigm Group to a “strong-buy” rating in a research note on Tuesday, November 18th. Finally, Truist Financial decreased their target price on shares of Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating for the company in a research report on Wednesday, October 15th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, Transdigm Group presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,597.00.

Transdigm Group Trading Up 1.2%

Transdigm Group stock opened at $1,450.36 on Friday. The firm has a market cap of $81.68 billion, a PE ratio of 45.21, a P/E/G ratio of 3.14 and a beta of 0.94. Transdigm Group Incorporated has a 12 month low of $1,183.60 and a 12 month high of $1,623.82. The stock’s 50 day simple moving average is $1,337.62 and its two-hundred day simple moving average is $1,372.56.

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. 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 analysts’ expectations of $2.40 billion. During the same period in the previous year, the business posted $9.83 EPS. The business’s revenue was up 11.5% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. On average, equities research analysts forecast that Transdigm Group Incorporated will post 35.13 EPS for the current year.

Key Headlines Impacting Transdigm Group

Here are the key news stories impacting Transdigm Group this week:

• Positive Sentiment: TransDigm agreed to acquire Jet Parts Engineering and Victor Sierra Aviation for about $2.2 billion, expanding its aerospace aftermarket footprint and adding roughly $280 million of combined 2025 revenue—a deal that can boost recurring aftermarket sales and potential margin expansion. TransDigm Announces Acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings Transdigm to Buy Jet Parts Engineering, Victor Sierra Aviation for $2.2 Billion
• Positive Sentiment: Multiple outlets reported the same deal (MSN, Crain’s), reinforcing market awareness of the acquisition and its strategic aftermarket rationale. TransDigm to buy two businesses for $2.2 billion in aerospace aftermarket push TransDigm buys two private equity-owned businesses for $2.2 billion
• Positive Sentiment: UBS raised its price target on TDG to $1,804 with a Buy rating, signaling analyst conviction and providing upside versus the recent market price—this likely supported buying interest. Benzinga
• Neutral Sentiment: Valuation pieces are circulating assessing TDG’s intrinsic value; these analyses can influence longer-term investor views but are less likely to move intraday trading than transaction or analyst news. A Look At The Intrinsic Value Of TransDigm Group Incorporated (NYSE:TDG)
• Neutral Sentiment: Industry-level notes (e.g., Zacks on aerospace stocks and earnings potential) are relevant context but do not provide company-specific catalysts beyond the announced deal and analyst move. These 2 Aerospace Stocks Could Beat Earnings
• Negative Sentiment: An SEC/insider filing shows Rep. Gilbert Ray Cisneros, Jr. sold TDG stock; while a single sale isn’t definitive, insider dispositions can be viewed negatively by some investors and may temper sentiment. Rep. Gilbert Ray Cisneros, Jr. Sells Transdigm Group Incorporated (NYSE:TDG) 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.