M&T Bank Corp Has $7.79 Million Holdings in Transdigm Group Incorporated $TDG

M&T Bank Corp grew its stake in Transdigm Group Incorporated (NYSE:TDG) by 14.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,860 shares of the aerospace company’s stock after buying an additional 749 shares during the quarter. M&T Bank Corp’s holdings in Transdigm Group were worth $7,793,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in shares of Transdigm Group by 1.8% in the third quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company’s stock worth $8,982,225,000 after purchasing an additional 121,049 shares during the period. Capital International Investors increased its stake in shares of Transdigm Group by 4.1% in the third quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock worth $8,552,028,000 after purchasing an additional 254,750 shares during the period. State Street Corp increased its stake in shares of Transdigm Group by 1.9% in the third quarter. State Street Corp now owns 2,388,838 shares of the aerospace company’s stock worth $3,148,536,000 after purchasing an additional 45,550 shares during the period. Principal Financial Group Inc. increased its stake in shares of Transdigm Group by 18.3% in 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. Finally, Capital Research Global Investors increased its stake in shares of Transdigm Group by 10.2% in the third quarter. Capital Research Global Investors now owns 2,207,837 shares of the aerospace company’s stock worth $2,909,850,000 after purchasing an additional 203,997 shares during the period. Institutional investors and hedge funds own 95.78% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently commented on TDG. KeyCorp lowered Transdigm Group from an “overweight” rating to a “sector weight” rating in a research note on Thursday, February 5th. Wells Fargo & Company initiated coverage on Transdigm Group in a research note on Wednesday, April 1st. They set an “equal weight” rating and a $1,200.00 price target on the stock. Weiss Ratings lowered 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 target on shares of Transdigm Group in a research note on Wednesday, February 4th. Finally, UBS Group lowered their price target on Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating on the stock in a research note on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, Transdigm Group currently has a consensus rating of “Moderate Buy” and an average price target of $1,567.40.

Transdigm Group Price Performance

Shares of NYSE:TDG opened at $1,192.11 on Wednesday. The business’s fifty day moving average price is $1,220.06 and its two-hundred day moving average price is $1,296.12. Transdigm Group Incorporated has a fifty-two week low of $1,123.61 and a fifty-two week high of $1,623.82. The stock has a market capitalization of $67.32 billion, a price-to-earnings ratio of 38.36, a price-to-earnings-growth ratio of 2.43 and a beta of 0.90.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, beating analysts’ consensus estimates of $9.46 by $0.39. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The firm had revenue of $2.54 billion for the quarter, compared to analysts’ expectations of $2.47 billion. During the same period in the prior year, the business posted $9.11 earnings per share. The business’s revenue was up 18.3% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. Research analysts expect that Transdigm Group Incorporated will post 36.71 EPS for the current fiscal year.

Insider Buying and Selling at Transdigm Group

In related news, CEO Michael Lisman purchased 950 shares of the stock in a transaction on Friday, February 6th. The shares were purchased at an average cost 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 of the company’s stock, valued at approximately $4,185,403.34. The trade was a 41.14% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director W Nicholas Howley sold 10,132 shares of the business’s stock in a transaction that occurred on Monday, April 20th. The stock was sold at an average price of $1,265.06, for a total value of $12,817,587.92. Following the completion of the transaction, the director directly owned 21,548 shares in the company, valued at $27,259,512.88. The trade was a 31.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 38,232 shares of company stock worth $48,248,925 over the last three months. Company insiders own 3.20% of the company’s stock.

Key Stories Impacting Transdigm Group

Here are the key news stories impacting Transdigm Group this week:

• Positive Sentiment: Q2 results beat expectations: adjusted EPS of $9.85 topped consensus, revenue of $2.544B was above forecasts and sales rose ~18% YoY — proof of continued top?line momentum. PR Newswire: Q2 Results
• Positive Sentiment: Management raised FY2026 guidance (EPS $38.83–40.21; revenue $10.3–10.4B), modestly above consensus — suggests confidence in demand and pricing power for the year. MarketBeat: Guidance & Call
• Positive Sentiment: Solid profitability: EBITDA (As Defined) expanded and margin remained robust (52.6%), supporting cash flow generation and the ability to fund acquisitions and aftermarket growth. PR Newswire: Margins
• Neutral Sentiment: Investor materials available: slide deck and earnings presentation provide detail on segment performance, acquisition contributions (including Simmonds) and backlog — useful for modeling but not new headline news. Seeking Alpha: Presentation
• Negative Sentiment: Financial leverage and rising interest expense are notable headwinds: analysts flagged higher interest costs and elevated debt levels that can pressure margins and returns (the company reported a negative ROE metric). Investors should watch interest expense and leverage trends. Zacks: Interest Expense / Debt

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.