Goodnow Investment Group LLC Makes New Investment in Transdigm Group Incorporated $TDG

Goodnow Investment Group LLC purchased a new stake in Transdigm Group Incorporated (NYSE:TDG) in the 2nd quarter, according to its most recent filing with the SEC. The fund purchased 20,482 shares of the aerospace company’s stock, valued at approximately $27,283,000. Transdigm Group comprises about 2.8% of Goodnow Investment Group LLC’s portfolio, making the stock its 14th largest position.

A number of other large investors also recently made changes to their positions in the business. Ares Financial Consulting LLC acquired a new stake in shares of Transdigm Group during the fourth quarter worth $25,000. Elyxium Wealth LLC acquired a new position in Transdigm Group in the fourth quarter valued at $25,000. Burkett Financial Services LLC purchased a new position in Transdigm Group during the second quarter worth about $25,000. MCF Advisors LLC lifted its position in Transdigm Group by 900.0% during the fourth quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after buying an additional 18 shares during the period. Finally, Transamerica Financial Advisors LLC boosted its stake in Transdigm Group by 1,900.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after buying an additional 19 shares during the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently commented on TDG shares. JPMorgan Chase & Co. upped their price objective on shares of Transdigm Group from $1,440.00 to $1,450.00 and gave the company a “neutral” rating in a research note on Monday, June 15th. Morgan Stanley cut shares of Transdigm Group from an “overweight” rating to an “equal weight” rating and decreased their target price for the stock from $1,680.00 to $1,345.00 in a research report on Wednesday, July 15th. Susquehanna lowered their target price on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a report on Wednesday, May 6th. Weiss Ratings lowered shares of Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, June 2nd. Finally, Deutsche Bank Aktiengesellschaft increased their price target on shares of Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a research note on Wednesday, May 6th. Six investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and an average price target of $1,463.71.

Transdigm Group Price Performance

NYSE TDG opened at $1,198.78 on Tuesday. The firm has a market capitalization of $67.05 billion, a P/E ratio of 36.37, a P/E/G ratio of 2.00 and a beta of 0.91. Transdigm Group Incorporated has a 1-year low of $1,123.61 and a 1-year high of $1,463.03. The business’s 50-day simple moving average is $1,268.22 and its 200-day simple moving average is $1,244.70.

Transdigm Group (NYSE:TDG) last posted its earnings results on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $10.30 by $0.57. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The firm had revenue of $2.74 billion during the quarter, compared to the consensus estimate of $2.68 billion. During the same quarter in the prior year, the company earned $9.60 EPS. The company’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. On average, equities research analysts expect that Transdigm Group Incorporated will post 38.81 EPS for the current fiscal year.

Insider Buying and Selling at Transdigm Group

In related news, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction on Monday, August 17th. The shares were sold at an average price of $1,238.76, for a total transaction of $4,831,164.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,459,536. This represents a 52.00% decrease in their position. 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 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 completion of the sale, the director 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. The disclosure for this sale is available in the SEC filing. Insiders sold 38,196 shares of company stock valued at $48,027,598 in the last three months. Company insiders own 3.20% of the company’s stock.

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.