Key Points
- Transdigm COO Patrick Joseph Murphy sold 290 shares on Jan. 2 at an average price of $1,329.03 for $385,418.70, leaving him with 1,055 shares—a 21.56% reduction in his holdings.
- This sale is part of a recent pattern of insider disposals by Murphy, who also sold 290 shares on Dec. 1, 290 on Nov. 3 and 580 on Oct. 27.
- Company context: TDG has a market cap of about $77 billion, a PE of 42.62, FY2026 EPS guidance of 36.490–38.530, and an average analyst rating of "Moderate Buy" with a $1,596.60 price target.
Transdigm Group Incorporated (NYSE:TDG - Get Free Report) COO Patrick Joseph Murphy sold 290 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $1,329.03, for a total value of $385,418.70. Following the sale, the chief operating officer directly owned 1,055 shares in the company, valued at $1,402,126.65. This represents a 21.56% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.
Patrick Joseph Murphy also recently made the following trade(s):
- On Monday, December 1st, Patrick Joseph Murphy sold 290 shares of Transdigm Group stock. The shares were sold at an average price of $1,351.06, for a total value of $391,807.40.
- 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 Stock Up 0.6%
TDG stock opened at $1,367.19 on Tuesday. Transdigm Group Incorporated has a 52 week low of $1,183.60 and a 52 week high of $1,623.82. The business has a 50-day simple moving average of $1,318.96 and a 200 day simple moving average of $1,375.94. The company has a market cap of $77.00 billion, a PE ratio of 42.62, a price-to-earnings-growth ratio of 3.00 and a beta of 0.94.
Transdigm Group (NYSE:TDG - Get Free Report) last released its earnings results on Wednesday, November 12th. The aerospace company reported $10.82 EPS for the quarter, beating the consensus estimate of $10.33 by $0.49. The firm had revenue of $2.44 billion for the quarter, compared to analyst estimates of $2.40 billion. Transdigm Group had a net margin of 21.69% and a negative return on equity of 31.91%. The business's quarterly revenue was up 11.5% compared to the same quarter last year. During the same period last year, the firm earned $9.83 EPS. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. On average, analysts anticipate that Transdigm Group Incorporated will post 35.13 EPS for the current fiscal year.
Institutional Investors Weigh In On Transdigm Group
Hedge funds and other institutional investors have recently bought and sold shares of the company. Norges Bank bought a new position in Transdigm Group in the second quarter valued at about $1,275,035,000. Principal Financial Group Inc. increased its stake in shares of Transdigm Group by 18.3% in the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company's stock valued at $3,136,719,000 after buying an additional 367,756 shares during the period. Vanguard Group Inc. raised its holdings in Transdigm Group by 5.3% in the 2nd quarter. Vanguard Group Inc. now owns 6,693,889 shares of the aerospace company's stock valued at $10,178,995,000 after buying an additional 333,965 shares during the last quarter. Franklin Resources Inc. boosted its position in Transdigm Group by 161.7% during the 3rd quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company's stock worth $626,704,000 after buying an additional 293,821 shares during the period. Finally, Capital International Investors grew its holdings in Transdigm Group by 4.1% during the 3rd quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company's stock worth $8,552,028,000 after acquiring an additional 254,750 shares during the last quarter. Institutional investors own 95.78% of the company's stock.
Analyst Ratings Changes
TDG has been the subject of several recent analyst reports. JPMorgan Chase & Co. upped their target price on Transdigm Group from $1,405.00 to $1,435.00 and gave the stock a "neutral" rating in a research note on Friday, November 14th. BNP Paribas raised Transdigm Group to a "strong-buy" rating in a report on Tuesday, November 18th. BMO Capital Markets raised their price objective on Transdigm Group from $1,420.00 to $1,500.00 and gave the company an "outperform" rating in a research note on Thursday, November 13th. UBS Group lifted their target price on Transdigm Group from $1,738.00 to $1,798.00 and gave the company a "buy" rating in a research report on Thursday, November 13th. Finally, Truist Financial dropped their target price on shares of Transdigm Group from $1,730.00 to $1,647.00 and set a "buy" rating for the company in a report on Wednesday, October 15th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have given a Hold rating to the company's stock. According to MarketBeat, Transdigm Group currently has an average rating of "Moderate Buy" and an average price target of $1,596.60.
View Our Latest Stock Analysis on TDG
Transdigm Group Company Profile
(
Get Free Report)
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.
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