Commerzbank Aktiengesellschaft FI Makes New $970,000 Investment in Transdigm Group Incorporated $TDG

Commerzbank Aktiengesellschaft FI purchased a new stake in Transdigm Group Incorporated (NYSE:TDG) in the second quarter, HoldingsChannel reports. The firm purchased 728 shares of the aerospace company’s stock, valued at approximately $970,000.

Other large investors have also made changes to their positions in the company. Capital International Investors increased its stake in Transdigm Group by 0.9% during the 4th quarter. Capital International Investors now owns 6,544,423 shares of the aerospace company’s stock worth $8,702,655,000 after purchasing an additional 55,230 shares in the last quarter. Capital World Investors lifted its position in Transdigm Group by 0.4% during the 4th quarter. Capital World Investors now owns 3,954,512 shares of the aerospace company’s stock worth $5,258,898,000 after buying an additional 15,825 shares in the last quarter. Capital Research Global Investors raised its holdings in Transdigm Group by 12.2% during the fourth quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock worth $3,293,527,000 after acquiring an additional 268,824 shares in the last quarter. State Street Corp boosted its holdings in shares of Transdigm Group by 2.8% in the 4th quarter. State Street Corp now owns 2,456,186 shares of the aerospace company’s stock valued at $3,266,359,000 after buying an additional 67,348 shares during the last quarter. Finally, Soroban Capital Partners LP lifted its stake in Transdigm Group by 14.5% in the first quarter. Soroban Capital Partners LP now owns 856,197 shares of the aerospace company’s stock valued at $992,298,000 after acquiring an additional 108,227 shares during the last quarter. Institutional investors own 95.78% of the company’s stock.

Insiders Place Their Bets

In other news, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were 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. This trade represents a 52.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director W Nicholas Howley sold 10,132 shares of Transdigm Group stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $1,216.08, for a total value of $12,321,322.56. Following the sale, the director directly owned 21,548 shares of the company’s stock, valued at approximately $26,204,091.84. This trade represents a 31.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 28,064 shares of company stock worth $35,501,609 in the last ninety days. Insiders own 3.20% of the company’s stock.

Transdigm Group Stock Down 0.1%

Shares of TDG opened at $1,236.76 on Wednesday. The stock has a market cap of $69.17 billion, a P/E ratio of 37.52, a P/E/G ratio of 2.10 and a beta of 0.91. The business’s fifty day moving average is $1,272.09 and its 200 day moving average is $1,250.15. Transdigm Group Incorporated has a 12-month low of $1,123.61 and a 12-month high of $1,463.03.

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

Wall Street Analysts Forecast Growth

TDG has been the subject of a number of research analyst reports. Royal Bank Of Canada reduced their price objective on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating for the company in a research report on Wednesday, May 6th. JPMorgan Chase & Co. raised their price objective on Transdigm Group from $1,440.00 to $1,450.00 and gave the stock a “neutral” rating in a research note on Monday, June 15th. Susquehanna reduced their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 6th. BNP Paribas Exane decreased their target price on Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating on the stock in a research report on Thursday, May 14th. Finally, Weiss Ratings cut shares of Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, June 2nd. Six equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $1,463.71.

Transdigm Group 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.