Keybank National Association OH Has $8.43 Million Stake in Transdigm Group Incorporated $TDG

Keybank National Association OH lifted its holdings in shares of Transdigm Group Incorporated (NYSE:TDG) by 7.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 6,338 shares of the aerospace company’s stock after acquiring an additional 431 shares during the quarter. Keybank National Association OH’s holdings in Transdigm Group were worth $8,429,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Principal Financial Group Inc. boosted its position in Transdigm Group by 18.3% during the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock worth $3,136,719,000 after purchasing an additional 367,756 shares during the period. Franklin Resources Inc. raised its position in shares of Transdigm Group by 161.7% in the third quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company’s stock valued at $626,704,000 after purchasing an additional 293,821 shares during the period. Capital International Investors lifted its stake in shares of Transdigm Group by 4.1% during the 3rd quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock worth $8,552,028,000 after buying an additional 254,750 shares during the last quarter. Capital Research Global Investors lifted its stake in shares of Transdigm Group by 10.2% during the 3rd quarter. Capital Research Global Investors now owns 2,207,837 shares of the aerospace company’s stock worth $2,909,850,000 after buying an additional 203,997 shares during the last quarter. Finally, Vanguard Group Inc. boosted its holdings in shares of Transdigm Group by 1.8% during the 3rd quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company’s stock worth $8,982,225,000 after buying an additional 121,049 shares during the period. Institutional investors own 95.78% of the company’s stock.

Analysts Set New Price Targets

TDG has been the topic of a number of research reports. Weiss Ratings lowered shares of Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 13th. Robert W. Baird restated a “neutral” rating and set a $1,400.00 price objective on shares of Transdigm Group in a report on Wednesday, February 4th. Wells Fargo & Company began coverage on Transdigm Group in a research report on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 target price on the stock. KeyCorp cut Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. Finally, UBS Group reduced their price target on Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating for the company in a research note on Wednesday, February 4th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,567.40.

Insider Buying and Selling at Transdigm Group

In other Transdigm Group news, CEO Michael Lisman bought 950 shares of the firm’s stock in a transaction on Friday, February 6th. The shares were purchased at an average price of $1,284.26 per share, for a total transaction of $1,220,047.00. Following the completion of the transaction, the chief executive officer directly owned 3,259 shares in the company, valued at approximately $4,185,403.34. The trade was a 41.14% increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, COO Patrick Joseph Murphy sold 290 shares of Transdigm Group stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $1,430.10, for a total transaction of $414,729.00. Following the sale, the chief operating officer directly owned 1,055 shares in the company, valued at $1,508,755.50. This trade represents a 21.56% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 86,522 shares of company stock valued at $117,197,926. 3.20% of the stock is currently owned by insiders.

Transdigm Group Stock Up 1.7%

Shares of NYSE:TDG opened at $1,161.76 on Friday. The company’s 50 day moving average price is $1,223.02 and its two-hundred day moving average price is $1,296.53. Transdigm Group Incorporated has a 12-month low of $1,123.61 and a 12-month high of $1,623.82. The firm has a market cap of $65.60 billion, a PE ratio of 37.38, a PEG ratio of 2.41 and a beta of 0.98.

Transdigm Group (NYSE:TDG) last released its quarterly earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share for the quarter, beating analysts’ consensus estimates of $7.99 by $0.24. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. The company had revenue of $2.29 billion during the quarter, compared to the consensus estimate of $2.26 billion. During the same period in the previous year, the business earned $7.83 earnings per share. The firm’s quarterly revenue was up 13.9% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. On average, research analysts expect that Transdigm Group Incorporated will post 36.71 EPS for the current year.

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.