Transdigm Group Incorporated $TDG Shares Sold by Howland Capital Management LLC

Howland Capital Management LLC lessened its stake in shares of Transdigm Group Incorporated (NYSE:TDG) by 8.9% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 19,092 shares of the aerospace company’s stock after selling 1,860 shares during the quarter. Howland Capital Management LLC’s holdings in Transdigm Group were worth $20,669,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of TDG. Kestra Private Wealth Services LLC grew its position in shares of Transdigm Group by 1.0% in the first quarter. Kestra Private Wealth Services LLC now owns 986 shares of the aerospace company’s stock valued at $1,142,000 after purchasing an additional 10 shares during the last quarter. NewEdge Advisors LLC lifted its holdings in Transdigm Group by 0.3% during the 1st quarter. NewEdge Advisors LLC now owns 3,297 shares of the aerospace company’s stock worth $3,822,000 after purchasing an additional 11 shares during the last quarter. International Assets Investment Management LLC boosted its stake in Transdigm Group by 36.1% in the 1st quarter. International Assets Investment Management LLC now owns 49 shares of the aerospace company’s stock valued at $57,000 after purchasing an additional 13 shares during the period. SBI Securities Co. Ltd. boosted its stake in Transdigm Group by 5.8% in the 3rd quarter. SBI Securities Co. Ltd. now owns 238 shares of the aerospace company’s stock valued at $258,000 after purchasing an additional 13 shares during the period. Finally, Turtle Creek Wealth Advisors LLC grew its holdings in Transdigm Group by 6.3% in the 1st quarter. Turtle Creek Wealth Advisors LLC now owns 236 shares of the aerospace company’s stock valued at $274,000 after buying an additional 14 shares in the last quarter. Institutional investors own 95.78% of the company’s stock.

Transdigm Group Price Performance

Shares of TDG opened at $1,141.55 on Friday. The firm has a 50 day simple moving average of $1,138.64 and a two-hundred day simple moving average of $1,206.58. Transdigm Group Incorporated has a one year low of $1,071.25 and a one year high of $1,463.03. The company has a market cap of $63.85 billion, a P/E ratio of 34.63, a P/E/G ratio of 1.62 and a beta of 0.96.

Transdigm Group (NYSE:TDG) last issued its earnings results on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share for the quarter, beating analysts’ consensus estimates 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 firm had revenue of $2.74 billion for the quarter, compared to the consensus estimate of $2.68 billion. During the same quarter last year, the business posted $9.60 EPS. The company’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 earnings per share for the current fiscal year.

Insider Buying and Selling at Transdigm Group

In related news, Director W. Howley sold 10,132 shares of the company’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total transaction of $12,525,988.96. Following the completion of the sale, the director directly owned 21,548 shares in the company, valued at $26,639,361.44. This represents a 31.98% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, COO Joel Reiss sold 4,100 shares of Transdigm Group stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $1,128.04, for a total value of $4,624,964.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,060,944. This represents a 53.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 22,032 shares of company stock valued at $26,250,979. 3.20% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

TDG has been the topic of several recent research reports. Stifel Nicolaus reiterated a “hold” rating and set a $1,405.00 price objective (down from $1,525.00) on shares of Transdigm Group in a research report on Wednesday, August 5th. Morgan Stanley decreased their price target on shares of Transdigm Group from $1,400.00 to $1,300.00 and set an “equal weight” rating on the stock in a research note on Monday. UBS Group raised their price target on shares of Transdigm Group from $1,585.00 to $1,695.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Wells Fargo & Company cut their price objective on shares of Transdigm Group from $1,450.00 to $1,210.00 and set an “equal weight” rating for the company in a report on Wednesday, September 30th. Finally, JPMorgan Chase & Co. cut their price objective on shares of Transdigm Group from $1,450.00 to $1,415.00 and set a “neutral” rating for the company in a report on Thursday, September 17th. Five equities research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $1,428.40.

About Transdigm Group

TransDigm Group Incorporated (NYSE: TDG) is a global aerospace manufacturing company that designs, produces and supplies aircraft components, systems and related products. Its portfolio includes mechanical and electrical systems, cockpit and cabin products, airframe components, power and control systems, engine components, and other specialized equipment used in commercial, business and general aviation, and military aircraft.

The company serves aircraft manufacturers, airlines, aircraft operators, maintenance providers and defense customers.