Key Points
- W Nicholas Howley sold 10,168 Transdigm shares on Feb. 18 at an average price of $1,307.68 for about $13.30M, reducing his holding by 32% to 21,548 shares valued near $28.18M.
- Transdigm posted Q earnings of $8.23 EPS (beat) and $2.29B revenue (up 13.9%), set FY2026 guidance of 37.420–39.340 EPS, and carries a consensus "Moderate Buy" with an average price target of $1,584.44.
Transdigm Group Incorporated (NYSE:TDG - Get Free Report) Director W Nicholas Howley sold 10,168 shares of the company's stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $1,307.68, for a total value of $13,296,490.24. Following the transaction, the director directly owned 21,548 shares of the company's stock, valued at approximately $28,177,888.64. This trade represents a 32.06% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink.
Transdigm Group Stock Performance
Shares of NYSE TDG opened at $1,304.54 on Friday. Transdigm Group Incorporated has a 52 week low of $1,183.60 and a 52 week high of $1,623.82. The stock has a 50 day moving average price of $1,352.79 and a 200 day moving average price of $1,332.03. The stock has a market capitalization of $73.67 billion, a PE ratio of 41.97, a price-to-earnings-growth ratio of 2.75 and a beta of 0.92.
Transdigm Group (NYSE:TDG - Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share for the quarter, topping analysts' consensus estimates of $7.99 by $0.24. The firm had revenue of $2.29 billion for the quarter, compared to the consensus estimate of $2.26 billion. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The business's revenue was up 13.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $7.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. As a group, research analysts forecast that Transdigm Group Incorporated will post 35.13 EPS for the current year.
Institutional Investors Weigh In On Transdigm Group
A number of institutional investors have recently added to or reduced their stakes in the company. Ares Financial Consulting LLC bought a new position in shares of Transdigm Group during the 4th quarter worth approximately $25,000. Elyxium Wealth LLC bought a new position in shares of Transdigm Group in the fourth quarter valued at approximately $25,000. Salomon & Ludwin LLC purchased a new stake in shares of Transdigm Group during the third quarter valued at approximately $26,000. MCF Advisors LLC increased its position in shares of Transdigm Group by 900.0% during the fourth 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. Finally, Transamerica Financial Advisors LLC lifted its holdings in Transdigm Group by 1,900.0% during the fourth quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company's stock worth $27,000 after acquiring an additional 19 shares during the period. 95.78% of the stock is owned by institutional investors.
Analysts Set New Price Targets
A number of research analysts recently commented on TDG shares. UBS Group decreased their price target on Transdigm Group from $1,804.00 to $1,800.00 and set a "buy" rating on the stock in a research report on Wednesday, February 4th. KeyCorp cut Transdigm Group from an "overweight" rating to a "sector weight" rating in a report on Thursday, February 5th. Royal Bank Of Canada raised their price target on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the company a "sector perform" rating in a research note on Thursday, November 13th. Robert W. Baird reiterated a "neutral" rating and issued a $1,400.00 target price on shares of Transdigm Group in a report on Wednesday, February 4th. Finally, Weiss Ratings reissued a "buy (b-)" rating on shares of Transdigm Group in a research report on Monday, December 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $1,584.44.
Check Out Our Latest Stock Analysis on Transdigm Group
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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