Transdigm Group Incorporated (NYSE:TDG) Stock Has Consensus Price Target of $1,428.40

Transdigm Group Incorporated (NYSE:TDG) has been assigned a consensus rating of “Hold” from the eighteen brokerages that are covering the stock, MarketBeat Ratings reports. Thirteen equities research analysts have rated the stock with a hold recommendation and five have assigned a buy recommendation to the company. The average 1-year target price among brokerages that have covered the stock in the last year is $1,428.40.

A number of equities analysts have recently issued reports on TDG shares. Morgan Stanley cut their price objective on shares of Transdigm Group from $1,400.00 to $1,300.00 and set an “equal weight” rating on the stock in a research report on Monday, October 19th. TD Cowen cut their price target on Transdigm Group from $1,450.00 to $1,300.00 and set a “buy” rating for the company in a research note on Friday, October 9th. Stifel Nicolaus cut Transdigm Group from a “buy” rating to a “hold” rating and cut their target price for the company from $1,525.00 to $1,405.00 in a research report on Wednesday, August 5th. Guggenheim began coverage on Transdigm Group in a research report on Tuesday, September 15th. They issued a “neutral” rating for the company. Finally, Melius Research downgraded shares of Transdigm Group from a “buy” rating to a “hold” rating and set a $1,331.00 price objective for the company. in a research report on Monday, September 14th.

Transdigm Group Stock Performance

NYSE:TDG opened at $1,176.32 on Friday. The firm has a market cap of $65.79 billion, a P/E ratio of 35.69, a P/E/G ratio of 1.63 and a beta of 0.96. The firm’s fifty day moving average is $1,130.02 and its 200-day moving average is $1,229.93. Transdigm Group has a 52 week low of $1,071.25 and a 52 week high of $1,463.03.

Transdigm Group (NYSE:TDG) last released its earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, topping the consensus estimate of $10.30 by $0.57. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%. The business had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.68 billion. During the same quarter last year, the firm posted $9.60 earnings per share. The firm’s revenue was up 22.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. As a group, sell-side analysts anticipate that Transdigm Group will post 38.81 earnings per share for the current year.

Insider Buying and Selling at Transdigm Group

In other Transdigm Group news, COO Joel Reiss sold 4,100 shares of the company’s stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $1,128.04, for a total value of $4,624,964.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares in the company, valued at $4,060,944. This represents a 53.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director W. Howley sold 10,132 shares of the firm’s stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $1,236.28, for a total value of $12,525,988.96. Following the sale, the director directly owned 21,548 shares of the company’s stock, valued at approximately $26,639,361.44. This represents a 31.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 22,032 shares of company stock worth $26,250,979. Insiders own 3.20% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the company. BlackRock Inc. bought a new stake in shares of Transdigm Group in the second quarter valued at approximately $6,489,039,000. State Street Corp lifted its holdings in shares of Transdigm Group by 1.7% in the second quarter. State Street Corp now owns 2,559,096 shares of the aerospace company’s stock worth $3,408,818,000 after buying an additional 42,490 shares in the last quarter. Soroban Capital Partners LP boosted its holdings in Transdigm Group by 14.5% in the 1st quarter. Soroban Capital Partners LP now owns 856,197 shares of the aerospace company’s stock valued at $992,298,000 after purchasing an additional 108,227 shares during the period. Stockbridge Partners LLC purchased a new position in shares of Transdigm Group during the 2nd quarter valued at $578,480,000. Finally, Primecap Management Co. CA purchased a new position in Transdigm Group during the second quarter worth about $546,425,000. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Transdigm Group Company Profile

TransDigm Group Incorporated (NYSE: TDG) is a global aerospace manufacturing company that designs, produces and supplies aircraft components, systems and related products. Its portfolio includes mechanical and electrical systems, cockpit and cabin products, airframe components, power and control systems, engine components, and other specialized equipment used in commercial, business and general aviation, and military aircraft.

The company serves aircraft manufacturers, airlines, aircraft operators, maintenance providers and defense customers.