2,401 Shares in Transdigm Group Incorporated $TDG Acquired by Sanctuary Advisors LLC

Sanctuary Advisors LLC acquired a new position in shares of Transdigm Group Incorporated (NYSE:TDG) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired 2,401 shares of the aerospace company’s stock, valued at approximately $3,198,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. BlackRock Inc. purchased a new stake in Transdigm Group during the second quarter worth $6,489,039,000. Norges Bank purchased a new position in shares of Transdigm Group in the 4th quarter valued at $1,025,591,000. Bank of New York Mellon Corp bought a new position in shares of Transdigm Group in the 2nd quarter worth $424,587,000. Capital Research Global Investors raised its position in shares of Transdigm Group by 12.2% in the 4th quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock worth $3,293,527,000 after acquiring an additional 268,824 shares in the last quarter. Finally, Deutsche Bank AG purchased a new stake in shares of Transdigm Group during the 2nd quarter worth $232,851,000. 95.78% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Transdigm Group news, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction on Monday, July 20th. The shares were sold at an average price of $1,216.08, for a total value of $12,321,322.56. Following the sale, the director directly owned 21,548 shares of the company’s stock, valued at approximately $26,204,091.84. This represents a 31.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Joel Reiss sold 3,900 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,238.76, for a total value of $4,831,164.00. Following the sale, the chief operating officer directly owned 3,600 shares in the company, valued at $4,459,536. This represents a 52.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 38,196 shares of company stock valued at $48,027,598 over the last 90 days. 3.20% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several research analysts recently commented on TDG shares. Deutsche Bank Aktiengesellschaft boosted their price objective 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. Jefferies Financial Group lifted their price target on shares of Transdigm Group from $1,565.00 to $1,575.00 in a report on Monday, May 11th. BNP Paribas Exane decreased their price objective on Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating for the company in a report on Thursday, May 14th. Wall Street Zen downgraded Transdigm Group from a “buy” rating to a “hold” rating in a research note on Monday, July 20th. Finally, JPMorgan Chase & Co. upped their target price on Transdigm Group from $1,440.00 to $1,450.00 and gave the company a “neutral” rating in a research report on Monday, June 15th. Six equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $1,463.71.

Transdigm Group Trading Down 0.5%

Shares of NYSE:TDG opened at $1,193.32 on Wednesday. Transdigm Group Incorporated has a twelve month low of $1,123.61 and a twelve month high of $1,463.03. The company has a market cap of $66.74 billion, a PE ratio of 36.21, a price-to-earnings-growth ratio of 2.00 and a beta of 0.91. The company’s 50 day moving average is $1,266.03 and its 200 day moving average is $1,244.20.

Transdigm Group (NYSE:TDG) last released its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, beating the consensus estimate of $10.30 by $0.57. The business had revenue of $2.74 billion for the quarter, compared to the consensus estimate of $2.68 billion. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The business’s revenue for the quarter was up 22.5% on a year-over-year basis. During the same period in the prior year, the firm earned $9.60 EPS. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. Equities research analysts predict that Transdigm Group Incorporated will post 38.81 earnings per share for the current fiscal 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.