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 February 13th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on January 30th. 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 $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Banco Santander (NYSE:SAN) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Leonardo (OTCMKTS:FINMF) on 2/3/2026.
• Purchased $1,001 – $15,000 in shares of Costco Wholesale (NASDAQ:COST) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of Cloudflare (NYSE:NET) on 1/30/2026.
• Purchased $1,001 – $15,000 in shares of AutoZone (NYSE:AZO) on 1/30/2026.
• Sold $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 1/30/2026.

Transdigm Group Stock Performance

Transdigm Group stock traded up $9.83 during midday trading on Friday, reaching $1,339.96. The stock had a trading volume of 218,522 shares, compared to its average volume of 418,640. The stock’s 50-day simple moving average is $1,349.97 and its 200 day simple moving average is $1,335.83. Transdigm Group Incorporated has a twelve month low of $1,183.60 and a twelve month high of $1,623.82. The stock has a market capitalization of $75.67 billion, a PE ratio of 43.11, a price-to-earnings-growth ratio of 2.85 and a beta of 0.92.

Transdigm Group (NYSE:TDG) last released its quarterly earnings data on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, topping analysts’ consensus estimates of $7.99 by $0.24. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The company had revenue of $2.29 billion for the quarter, compared to the consensus estimate of $2.26 billion. During the same period last year, the business posted $7.83 EPS. The company’s quarterly revenue 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. Equities analysts predict that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Transdigm Group news, Director Robert J. Small sold 90,953 shares of the firm’s stock in a transaction on Tuesday, December 9th. The shares were sold at an average price of $1,335.72, for a total transaction of $121,487,741.16. Following the completion of the transaction, the director directly owned 68,139 shares of the company’s stock, valued at $91,014,625.08. This trade represents a 57.17% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Kevin M. Stein sold 36,925 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $1,425.79, for a total transaction of $52,647,295.75. Following the completion of the sale, the director owned 19,233 shares in the company, valued at approximately $27,422,219.07. This trade represents a 65.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 228,658 shares of company stock worth $313,263,459 over the last quarter. 3.20% of the stock is currently owned by insiders.

Institutional Trading of Transdigm Group

Several large investors have recently modified their holdings of TDG. Ares Financial Consulting LLC purchased a new position in Transdigm Group in the fourth quarter valued at about $25,000. Elyxium Wealth LLC acquired a new position in shares of Transdigm Group in the 4th quarter valued at approximately $25,000. Salomon & Ludwin LLC purchased a new position in shares of Transdigm Group during the 3rd quarter valued at approximately $26,000. MCF Advisors LLC grew its position in shares of Transdigm Group by 900.0% during the fourth quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after buying an additional 18 shares in the last quarter. Finally, Transamerica Financial Advisors LLC increased its stake in shares of Transdigm Group by 1,900.0% in the fourth quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after buying an additional 19 shares during the last quarter. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on TDG. Zacks Research raised shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a report on Monday, December 29th. Stifel Nicolaus cut their price objective on Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating on the stock in a research report on Thursday, November 13th. KeyCorp cut Transdigm Group from an “overweight” rating to a “sector weight” rating in a research note on Thursday, February 5th. Finally, Morgan Stanley increased their target price on Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a research note on Friday, November 14th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, Transdigm Group has an average rating of “Moderate Buy” and a consensus price target of $1,584.44.

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.

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.