Blair William & Co. IL Lowers Holdings in Transdigm Group Incorporated $TDG

Blair William & Co. IL trimmed its position in shares of Transdigm Group Incorporated (NYSE:TDG) by 1.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 170,230 shares of the aerospace company’s stock after selling 2,419 shares during the period. Blair William & Co. IL’s holdings in Transdigm Group were worth $226,381,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Ares Financial Consulting LLC bought a new position in shares of Transdigm Group in the fourth quarter worth approximately $25,000. Elyxium Wealth LLC bought a new stake in shares of Transdigm Group during the fourth quarter valued at approximately $25,000. 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 in the last quarter. Transamerica Financial Advisors LLC raised its holdings in Transdigm Group by 1,900.0% in 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 during the last quarter. Finally, Colonial Trust Co SC raised its holdings in 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. 95.78% of the stock is currently owned by institutional investors.

Insider Activity

In related news, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $1,154.09, for a total value of $4,500,951.00. Following the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,154,724. This trade represents a 52.00% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director W Nicholas Howley sold 10,132 shares of the business’s stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $1,180.82, for a total transaction of $11,964,068.24. Following the sale, the director owned 21,548 shares of the company’s stock, valued at $25,444,309.36. This trade represents a 31.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 28,064 shares of company stock valued at $34,276,401 in the last ninety days. Insiders own 3.20% of the company’s stock.

Transdigm Group Price Performance

TDG stock opened at $1,303.24 on Wednesday. Transdigm Group Incorporated has a 1 year low of $1,123.61 and a 1 year high of $1,623.82. The company has a market cap of $72.89 billion, a P/E ratio of 40.68, a price-to-earnings-growth ratio of 2.24 and a beta of 0.91. The stock’s fifty day moving average price is $1,216.62 and its 200-day moving average price is $1,276.50.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, beating analysts’ consensus estimates of $9.46 by $0.39. The company had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.47 billion. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.Transdigm Group’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $9.11 earnings per share. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. As a group, analysts expect that Transdigm Group Incorporated will post 37.82 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several analysts have commented on the company. Deutsche Bank Aktiengesellschaft increased their target price on Transdigm Group from $1,306.00 to $1,350.00 and gave the company a “hold” rating in a research note on Wednesday, May 6th. JPMorgan Chase & Co. boosted their price target on Transdigm Group from $1,440.00 to $1,450.00 and gave the stock a “neutral” rating in a research note on Monday. Susquehanna lowered their price target on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a report on Wednesday, May 6th. Wall Street Zen cut Transdigm Group from a “buy” rating to a “hold” rating in a research report on Sunday. Finally, Stifel Nicolaus reduced their price objective on Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating for the company in a report on Wednesday, May 6th. Ten investment analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $1,525.06.

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.