Transdigm Group Incorporated $TDG Shares Bought by Goodman Advisory Group LLC

Goodman Advisory Group LLC raised its holdings in Transdigm Group Incorporated (NYSE:TDG) by 27.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 2,918 shares of the aerospace company’s stock after purchasing an additional 633 shares during the quarter. Goodman Advisory Group LLC’s holdings in Transdigm Group were worth $3,881,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of the business. Ares Financial Consulting LLC purchased a new stake in shares of Transdigm Group in the fourth quarter valued at about $25,000. Elyxium Wealth LLC purchased a new stake in shares of Transdigm Group in the fourth quarter valued at about $25,000. MCF Advisors LLC boosted its holdings in shares of Transdigm Group by 900.0% in the fourth quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after acquiring an additional 18 shares in the last quarter. Elevation Wealth Partners LLC boosted its holdings in shares of Transdigm Group by 1,100.0% in the fourth quarter. Elevation Wealth Partners LLC now owns 24 shares of the aerospace company’s stock valued at $32,000 after acquiring an additional 22 shares in the last quarter. Finally, Central Pacific Bank Trust Division boosted its holdings in shares of Transdigm Group by 44.4% in the fourth quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company’s stock valued at $35,000 after acquiring an additional 8 shares in the last quarter. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on TDG. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Transdigm Group from $1,306.00 to $1,350.00 and gave the company a “hold” rating in a report on Wednesday, May 6th. Weiss Ratings downgraded shares of Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 2nd. Susquehanna lowered their target price on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a report on Wednesday, May 6th. BNP Paribas Exane decreased their price objective on shares of Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating on the stock in a report on Thursday, May 14th. Finally, BMO Capital Markets decreased their price objective on shares of Transdigm Group from $1,550.00 to $1,450.00 and set an “outperform” rating on the stock in a report on Tuesday, March 31st. Ten equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,524.18.

Insider Activity

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $1,154.09, for a total value of $4,500,951.00. Following the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at $4,154,724. This represents a 52.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $1,180.82, for a total transaction of $11,964,068.24. Following the completion of the sale, the director directly owned 21,548 shares in the company, valued at $25,444,309.36. This trade represents a 31.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 42,096 shares of company stock worth $51,417,454 in the last ninety days. Insiders own 3.20% of the company’s stock.

Transdigm Group Trading Down 3.6%

TDG stock opened at $1,212.14 on Thursday. The company has a market cap of $67.80 billion, a P/E ratio of 37.83, a P/E/G ratio of 2.20 and a beta of 0.91. Transdigm Group Incorporated has a 52 week low of $1,123.61 and a 52 week high of $1,623.82. The company’s 50-day moving average price is $1,208.07 and its 200 day moving average price is $1,278.58.

Transdigm Group (NYSE:TDG) last released its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, topping analysts’ consensus estimates of $9.46 by $0.39. The firm had revenue of $2.54 billion for the quarter, compared to the consensus estimate of $2.47 billion. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The firm’s revenue was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $9.11 earnings per share. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, equities research analysts expect that Transdigm Group Incorporated will post 37.82 earnings per share for the current year.

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.