Snider Financial Group Grows Position in Transdigm Group Incorporated $TDG

Snider Financial Group lifted its holdings in shares of Transdigm Group Incorporated (NYSE:TDG) by 15.3% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 3,469 shares of the aerospace company’s stock after purchasing an additional 461 shares during the quarter. Transdigm Group comprises approximately 1.2% of Snider Financial Group’s investment portfolio, making the stock its 25th biggest position. Snider Financial Group’s holdings in Transdigm Group were worth $4,613,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of TDG. Empowered Funds LLC grew its holdings in shares of Transdigm Group by 5.0% during the 1st quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock worth $1,898,000 after purchasing an additional 65 shares during the period. Acadian Asset Management LLC grew its position in Transdigm Group by 92.3% in the 1st quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock valued at $376,000 after acquiring an additional 131 shares in the last quarter. Quantbot Technologies LP purchased a new stake in Transdigm Group during the second quarter worth about $465,000. CW Advisors LLC lifted its position in shares of Transdigm Group by 8.0% during the second quarter. CW Advisors LLC now owns 271 shares of the aerospace company’s stock worth $414,000 after purchasing an additional 20 shares in the last quarter. Finally, Guggenheim Capital LLC lifted its position in shares of Transdigm Group by 7.8% during the second quarter. Guggenheim Capital LLC now owns 1,040 shares of the aerospace company’s stock worth $1,581,000 after purchasing an additional 75 shares in the last quarter. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

TDG has been the topic of several research reports. Robert W. Baird reissued a “neutral” rating and set a $1,400.00 price target on shares of Transdigm Group in a research report on Wednesday, February 4th. Weiss Ratings reissued a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday, December 29th. KeyCorp cut shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a research report on Thursday, February 5th. Wells Fargo & Company initiated coverage on shares of Transdigm Group in a research report on Wednesday, April 1st. They set an “equal weight” rating and a $1,200.00 price target on the stock. Finally, UBS Group reduced 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 research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,563.19.

Insiders Place Their Bets

In other news, COO Patrick Joseph Murphy sold 290 shares of Transdigm Group stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $1,430.10, for a total value of $414,729.00. Following the completion of the transaction, the chief operating officer owned 1,055 shares in the company, valued at approximately $1,508,755.50. This trade represents a 21.56% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Michael Lisman acquired 950 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was bought at an average price of $1,284.26 per share, with a total value of $1,220,047.00. Following the purchase, the chief executive officer directly owned 3,259 shares in the company, valued at approximately $4,185,403.34. This trade represents a 41.14% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders have sold 101,390 shares of company stock worth $140,137,847. Corporate insiders own 3.20% of the company’s stock.

Transdigm Group Stock Performance

Shares of TDG opened at $1,169.40 on Wednesday. The stock has a 50-day simple moving average of $1,263.21 and a 200-day simple moving average of $1,306.52. The stock has a market capitalization of $66.04 billion, a PE ratio of 37.63, a PEG ratio of 2.45 and a beta of 0.98. Transdigm Group Incorporated has a 1 year low of $1,123.61 and a 1 year high of $1,623.82.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings data on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $7.99 by $0.24. The business had revenue of $2.29 billion during the quarter, compared to analysts’ expectations of $2.26 billion. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The business’s quarterly revenue was up 13.9% compared to the same quarter last year. During the same quarter last year, the business posted $7.83 EPS. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Analysts predict that Transdigm Group Incorporated will post 35.13 EPS for the current year.

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.