Key Points
- Transdigm COO Patrick Joseph Murphy sold 290 shares on Dec. 1 at an average $1,351.06 (≈$391,807), leaving him with 1,055 shares worth about $1.43M and representing a 21.56% reduction in his direct ownership.
- This sale continues recent insider selling (also 290 shares on Nov. 3 and 580 shares on Oct. 27), indicating a pattern of disposals over the past two months.
- Company context: Transdigm beat Q earnings (EPS $10.82 vs. $10.33) on $2.44B revenue, set FY2026 EPS guidance of 36.49–38.53, trades near $1,344, and carries a consensus analyst rating of Moderate Buy with a ~$1,576 target.
Transdigm Group Incorporated (NYSE:TDG - Get Free Report) COO Patrick Joseph Murphy sold 290 shares of Transdigm Group stock in a transaction on Monday, December 1st. The stock was sold at an average price of $1,351.06, for a total value of $391,807.40. Following the sale, the chief operating officer directly owned 1,055 shares of the company's stock, valued at approximately $1,425,368.30. This trade represents a 21.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link.
Patrick Joseph Murphy also recently made the following trade(s):
- On Monday, November 3rd, Patrick Joseph Murphy sold 290 shares of Transdigm Group stock. The shares were sold at an average price of $1,310.00, for a total value of $379,900.00.
- On Monday, October 27th, Patrick Joseph Murphy sold 580 shares of Transdigm Group stock. The stock was sold at an average price of $1,354.76, for a total value of $785,760.80.
Transdigm Group Trading Down 0.8%
Transdigm Group stock opened at $1,344.00 on Wednesday. The firm has a market capitalization of $75.69 billion, a P/E ratio of 44.61, a PEG ratio of 3.25 and a beta of 1.02. The business has a 50-day moving average of $1,311.05 and a 200-day moving average of $1,396.94. Transdigm Group Incorporated has a 1 year low of $1,183.60 and a 1 year high of $1,623.82.
Transdigm Group (NYSE:TDG - Get Free Report) last released its quarterly earnings data on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, topping the consensus estimate of $10.33 by $0.49. The business had revenue of $2.44 billion for the quarter, compared to analyst estimates of $2.40 billion. Transdigm Group had a net margin of 20.98% and a negative return on equity of 35.27%. Transdigm Group's quarterly revenue was up 11.5% compared to the same quarter last year. During the same quarter last year, the firm earned $9.83 EPS. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Research analysts anticipate that Transdigm Group Incorporated will post 35.13 EPS for the current fiscal year.
Wall Street Analyst Weigh In
TDG has been the subject of several research analyst reports. Susquehanna decreased their price target on shares of Transdigm Group from $1,500.00 to $1,450.00 and set a "neutral" rating for the company in a report on Thursday, October 9th. BNP Paribas Exane started coverage on Transdigm Group in a report on Tuesday, November 18th. They set an "outperform" rating and a $1,775.00 target price on the stock. Morgan Stanley boosted their target price on Transdigm Group from $1,600.00 to $1,660.00 and gave the company an "overweight" rating in a research note on Friday, November 14th. Jefferies Financial Group lowered their price target on Transdigm Group from $1,650.00 to $1,490.00 and set a "buy" rating for the company in a report on Wednesday, September 17th. Finally, Truist Financial cut their price objective on Transdigm Group from $1,730.00 to $1,647.00 and set a "buy" rating on the stock in a report on Wednesday, October 15th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $1,576.29.
Check Out Our Latest Analysis on Transdigm Group
Institutional Trading of Transdigm Group
Several hedge funds and other institutional investors have recently modified their holdings of TDG. Salomon & Ludwin LLC bought a new stake in shares of Transdigm Group in the third quarter valued at about $26,000. Saudi Central Bank acquired a new stake in Transdigm Group in the 1st quarter valued at approximately $30,000. Wealth Watch Advisors INC bought a new stake in Transdigm Group in the 3rd quarter valued at approximately $34,000. Bank of Jackson Hole Trust lifted its stake in Transdigm Group by 84.6% in the 2nd quarter. Bank of Jackson Hole Trust now owns 24 shares of the aerospace company's stock valued at $36,000 after acquiring an additional 11 shares in the last quarter. Finally, Hantz Financial Services Inc. boosted its position in Transdigm Group by 1,250.0% during the 2nd quarter. Hantz Financial Services Inc. now owns 27 shares of the aerospace company's stock worth $41,000 after acquiring an additional 25 shares during the last quarter. Institutional investors and hedge funds own 95.78% of the company's stock.
Transdigm Group Company Profile
(
Get Free Report)
TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.
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