Insider Selling: Transdigm Group (NYSE:TDG) Director Sells $12,525,988.96 in Stock

Transdigm Group Incorporated (NYSE:TDG) Director W Nicholas Howley sold 10,132 shares of the business’s stock in a transaction on Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total value of $12,525,988.96. Following the sale, the director directly owned 21,548 shares in the company, valued at $26,639,361.44. This trade represents a 31.98% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website.

W Nicholas Howley also recently made the following trade(s):

• On Monday, July 20th, W Nicholas Howley sold 10,132 shares of Transdigm Group stock. The shares were sold at an average price of $1,216.08, for a total value of $12,321,322.56.
• On Thursday, June 18th, W Nicholas Howley sold 10,132 shares of Transdigm Group stock. The stock was sold at an average price of $1,319.55, for a total value of $13,369,680.60.

Transdigm Group Trading Up 2.1%

NYSE TDG opened at $1,204.92 on Friday. Transdigm Group Incorporated has a 1 year low of $1,123.61 and a 1 year high of $1,463.03. The company has a market cap of $67.39 billion, a PE ratio of 36.56, a PEG ratio of 1.97 and a beta of 0.91. The stock’s 50-day moving average price is $1,269.76 and its two-hundred day moving average price is $1,246.72.

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

Institutional Investors Weigh In On Transdigm Group

A number of institutional investors have recently modified their holdings of TDG. IFP Advisors Inc lifted its stake in shares of Transdigm Group by 392.9% in the 4th quarter. IFP Advisors Inc now owns 1,592 shares of the aerospace company’s stock valued at $2,117,000 after purchasing an additional 1,269 shares during the last quarter. DNB Asset Management AS increased its position in Transdigm Group by 11.6% during the fourth quarter. DNB Asset Management AS now owns 25,824 shares of the aerospace company’s stock worth $34,342,000 after buying an additional 2,685 shares during the last quarter. HighTower Advisors LLC increased its position in Transdigm Group by 8.0% during the fourth quarter. HighTower Advisors LLC now owns 17,230 shares of the aerospace company’s stock worth $22,914,000 after buying an additional 1,281 shares during 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 valued at $3,293,527,000 after buying an additional 268,824 shares in the last quarter. Finally, Pier 88 Investment Partners LLC acquired a new stake in shares of Transdigm Group in the fourth quarter worth about $3,192,000. Institutional investors and hedge funds own 95.78% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have weighed in on TDG. Royal Bank Of Canada lowered their price objective on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating on the stock in a research report on Wednesday, May 6th. UBS Group increased their target price on Transdigm Group from $1,585.00 to $1,695.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. 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. BMO Capital Markets upped their price target on Transdigm Group from $1,450.00 to $1,525.00 and gave the company an “outperform” rating in a research report on Thursday, July 2nd. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on Transdigm Group from $1,306.00 to $1,350.00 and gave the stock a “hold” rating in a research note on Wednesday, May 6th. Six investment analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $1,463.71.

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.