Keybank National Association OH Has $8.43 Million Stock Holdings in Transdigm Group Incorporated $TDG

Keybank National Association OH lifted its position in shares of Transdigm Group Incorporated (NYSE:TDG) by 7.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 6,338 shares of the aerospace company’s stock after purchasing an additional 431 shares during the period. Keybank National Association OH’s holdings in Transdigm Group were worth $8,429,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also added to or reduced their stakes in the business. Gateway Investment Advisers LLC raised its stake in shares of Transdigm Group by 0.7% during the third quarter. Gateway Investment Advisers LLC now owns 1,182 shares of the aerospace company’s stock valued at $1,558,000 after acquiring an additional 8 shares during the last quarter. Tower Wealth Partners Inc. increased its holdings in Transdigm Group by 4.5% in the third quarter. Tower Wealth Partners Inc. now owns 187 shares of the aerospace company’s stock valued at $246,000 after purchasing an additional 8 shares during the period. Central Pacific Bank Trust Division raised its position in Transdigm Group by 44.4% during the 4th quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company’s stock worth $35,000 after purchasing an additional 8 shares during the last quarter. Fifth Third Wealth Advisors LLC grew its position in shares of Transdigm Group by 1.9% in the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 479 shares of the aerospace company’s stock valued at $631,000 after buying an additional 9 shares during the last quarter. Finally, Parkside Financial Bank & Trust increased its stake in shares of Transdigm Group by 5.6% in the third quarter. Parkside Financial Bank & Trust now owns 171 shares of the aerospace company’s stock valued at $225,000 after buying an additional 9 shares during the period. Institutional investors own 95.78% of the company’s stock.

Analyst Ratings Changes

Several analysts recently commented on the company. Robert W. Baird reiterated a “neutral” rating and issued a $1,400.00 target price on shares of Transdigm Group in a report on Wednesday, February 4th. KeyCorp cut shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a research report on Thursday, February 5th. Weiss Ratings lowered shares of Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 13th. UBS Group decreased their price target on Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Finally, Wells Fargo & Company began coverage on Transdigm Group in a research report on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 price objective for the company. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, Transdigm Group currently has an average rating of “Moderate Buy” and a consensus target price of $1,567.40.

Transdigm Group Stock Up 1.7%

NYSE:TDG opened at $1,161.76 on Friday. Transdigm Group Incorporated has a twelve month low of $1,123.61 and a twelve month high of $1,623.82. The company has a fifty day moving average of $1,223.02 and a 200-day moving average of $1,296.53. The firm has a market capitalization of $65.60 billion, a P/E ratio of 37.38, a P/E/G ratio of 2.41 and a beta of 0.98.

Transdigm Group (NYSE:TDG) last issued its earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $7.99 by $0.24. The business had revenue of $2.29 billion for the quarter, compared to analyst estimates of $2.26 billion. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. Transdigm Group’s revenue was up 13.9% on a year-over-year basis. During the same period in the prior year, the firm earned $7.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. On average, analysts anticipate that Transdigm Group Incorporated will post 36.71 EPS for the current fiscal year.

Insider Activity at Transdigm Group

In other news, COO Patrick Joseph Murphy sold 290 shares of the firm’s 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 sale, the chief operating officer directly owned 1,055 shares in the company, valued at $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 is available at this link. Also, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction that occurred on Wednesday, April 15th. The stock was sold at an average price of $1,280.46, for a total value of $4,993,794.00. Following the transaction, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,609,656. This trade represents a 52.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 86,522 shares of company stock worth $117,197,926. 3.20% of the stock is currently owned by insiders.

Transdigm Group 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.