Transdigm Group Incorporated $TDG Holdings Boosted by CSM Advisors LLC

CSM Advisors LLC grew its holdings in Transdigm Group Incorporated (NYSE:TDG) by 888.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,591 shares of the aerospace company’s stock after purchasing an additional 1,430 shares during the period. CSM Advisors LLC’s holdings in Transdigm Group were worth $2,093,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of TDG. Salomon & Ludwin LLC acquired a new position in Transdigm Group during the third quarter valued at $26,000. Wealth Watch Advisors INC acquired a new stake in Transdigm Group during the 3rd quarter worth about $34,000. Pinnacle Holdings LLC purchased a new position in Transdigm Group during the 3rd quarter valued at about $41,000. Security National Bank purchased a new position in Transdigm Group during the 3rd quarter valued at about $53,000. Finally, Ameritas Advisory Services LLC increased its holdings in shares of Transdigm Group by 38.7% in the 3rd quarter. Ameritas Advisory Services LLC now owns 43 shares of the aerospace company’s stock valued at $56,000 after purchasing an additional 12 shares during the period. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insider Activity at Transdigm Group

In other Transdigm Group news, CEO Michael Lisman acquired 950 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was purchased at an average cost of $1,284.26 per share, for a total transaction of $1,220,047.00. Following the completion of the acquisition, the chief executive officer owned 3,259 shares of the company’s stock, valued at approximately $4,185,403.34. This trade represents a 41.14% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $1,429.92, for a total value of $5,576,688.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at $5,147,712. This represents a 52.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 112,648 shares of company stock worth $157,721,963 over the last quarter. 3.20% of the stock is currently owned by corporate insiders.

Transdigm Group Stock Performance

Shares of NYSE TDG opened at $1,247.63 on Tuesday. The stock has a market cap of $70.45 billion, a price-to-earnings ratio of 40.14, a PEG ratio of 2.55 and a beta of 0.93. The business has a 50 day simple moving average of $1,342.06 and a 200 day simple moving average of $1,321.24. Transdigm Group Incorporated has a 52 week low of $1,183.60 and a 52 week high of $1,623.82.

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. The firm had revenue of $2.29 billion for the quarter, compared to the consensus estimate of $2.26 billion. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The firm’s revenue was up 13.9% on a year-over-year basis. During the same quarter in the prior year, the company posted $7.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. On average, analysts predict that Transdigm Group Incorporated will post 35.13 EPS for the current year.

Wall Street Analysts Forecast Growth

TDG has been the subject of a number of research analyst reports. Robert W. Baird reissued a “neutral” rating and issued a $1,400.00 price target on shares of Transdigm Group in a research report on Wednesday, February 4th. BNP Paribas Exane initiated 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 on the stock. Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday, December 29th. KeyCorp lowered shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a research note on Thursday, February 5th. Finally, UBS Group lowered their price target on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, Transdigm Group presently has an average rating of “Moderate Buy” and a consensus target price of $1,584.44.

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.