Transdigm Group Incorporated $TDG Shares Purchased by Cookson Peirce & Co. Inc.

Cookson Peirce & Co. Inc. raised its holdings in Transdigm Group Incorporated (NYSE:TDG) by 383.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,865 shares of the aerospace company’s stock after acquiring an additional 1,479 shares during the quarter. Cookson Peirce & Co. Inc.’s holdings in Transdigm Group were worth $2,484,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds also recently made changes to their positions in TDG. Elyxium Wealth LLC bought a new stake in Transdigm Group during the fourth quarter worth approximately $25,000. Burkett Financial Services LLC bought a new position in shares of Transdigm Group in the second quarter valued at $25,000. MCF Advisors LLC lifted its position in shares of Transdigm Group by 900.0% during the 4th quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after acquiring an additional 18 shares during the last quarter. Transamerica Financial Advisors LLC boosted its stake in shares of Transdigm Group by 1,900.0% during the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after acquiring an additional 19 shares in the last quarter. Finally, Colonial Trust Co SC grew its holdings in shares of Transdigm Group by 162.5% in the 4th quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock worth $29,000 after acquiring an additional 13 shares during the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Analysts Set New Price Targets

TDG has been the topic of a number of recent analyst reports. Royal Bank Of Canada cut their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating on the stock in a research report on Wednesday, May 6th. Deutsche Bank Aktiengesellschaft lifted their price target on 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. Wall Street Zen downgraded Transdigm Group from a “buy” rating to a “hold” rating in a report on Monday, July 20th. Jefferies Financial Group upped their price objective on shares of Transdigm Group from $1,565.00 to $1,575.00 in a research note on Monday, May 11th. Finally, Weiss Ratings downgraded shares of Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research report on Tuesday, June 2nd. Six research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Transdigm Group currently has a consensus rating of “Hold” and a consensus price target of $1,463.71.

Transdigm Group Trading Down 0.2%

Shares of TDG stock opened at $1,184.14 on Friday. The company has a market capitalization of $66.23 billion, a price-to-earnings ratio of 35.93, a P/E/G ratio of 1.98 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 stock’s fifty day simple moving average is $1,257.95 and its 200-day simple moving average is $1,242.67.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, topping analysts’ consensus estimates of $10.30 by $0.57. The firm had revenue of $2.74 billion during the quarter, compared to analyst estimates of $2.68 billion. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%.The business’s quarterly revenue was up 22.5% compared to the same quarter last year. During the same period last year, the company posted $9.60 EPS. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. On average, sell-side analysts predict that Transdigm Group Incorporated will post 38.81 EPS for the current year.

Insider Activity at Transdigm Group

In related news, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total transaction of $12,525,988.96. Following the completion of the sale, the director directly owned 21,548 shares in the company, valued at approximately $26,639,361.44. This trade represents a 31.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the company’s 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 completion of the transaction, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,459,536. The trade was a 52.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 38,196 shares of company stock valued at $48,027,598. 3.20% of the stock is currently owned by corporate insiders.

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.