Northwestern Mutual Wealth Management Co. Increases Stock Position in Transdigm Group Incorporated $TDG

Northwestern Mutual Wealth Management Co. boosted its position in shares of Transdigm Group Incorporated (NYSE:TDG) by 31.4% in the second quarter, Holdings Channel.com reports. The firm owned 1,911 shares of the aerospace company’s stock after acquiring an additional 457 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Transdigm Group were worth $2,546,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Elyxium Wealth LLC purchased a new position in Transdigm Group in the 4th quarter valued at about $25,000. Burkett Financial Services LLC acquired a new position in shares of Transdigm Group in the second quarter worth about $25,000. MCF Advisors LLC lifted its stake in shares of Transdigm Group by 900.0% in the fourth quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after acquiring an additional 18 shares in the last quarter. Transamerica Financial Advisors LLC boosted its holdings in Transdigm Group by 1,900.0% in the fourth quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock valued at $27,000 after purchasing an additional 19 shares during the last quarter. Finally, Colonial Trust Co SC grew its stake in Transdigm Group by 162.5% during the 4th quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock valued at $29,000 after purchasing an additional 13 shares in the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Transdigm Group Stock Up 0.4%

NYSE:TDG opened at $1,162.19 on Friday. The business’s 50 day moving average is $1,242.41 and its two-hundred day moving average is $1,237.60. Transdigm Group Incorporated has a 52 week low of $1,123.61 and a 52 week high of $1,463.03. The company has a market cap of $65.00 billion, a PE ratio of 35.26, a P/E/G ratio of 1.92 and a beta of 0.91.

Transdigm Group (NYSE:TDG) last issued its quarterly 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. The business had revenue of $2.74 billion during the quarter, compared to the consensus estimate of $2.68 billion. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%.The business’s quarterly revenue was up 22.5% on a year-over-year basis. During the same period in the previous year, the business earned $9.60 EPS. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. As a group, sell-side analysts expect that Transdigm Group Incorporated will post 38.81 EPS for the current fiscal year.

Insider Buying and Selling at Transdigm Group

In related news, Director W. Howley sold 10,132 shares of the stock in a transaction dated Tuesday, August 18th. The shares were sold at an average price of $1,236.28, for a total transaction of $12,525,988.96. Following the sale, the director owned 21,548 shares in the company, valued at $26,639,361.44. This represents a 31.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $1,238.76, for a total transaction 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 $4,459,536. This represents a 52.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 38,196 shares of company stock valued at $48,027,598. 3.20% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

TDG has been the topic of a number of recent analyst reports. Jefferies Financial Group upped their target price on Transdigm Group from $1,565.00 to $1,575.00 in a research report on Monday, May 11th. Stifel Nicolaus restated a “hold” rating and issued a $1,405.00 price target (down from $1,525.00) on shares of Transdigm Group in a research note on Wednesday, August 5th. UBS Group upped their price target on shares of Transdigm Group from $1,585.00 to $1,695.00 and gave the company a “buy” rating in a report on Wednesday, August 5th. Morgan Stanley downgraded shares of Transdigm Group from an “overweight” rating to an “equal weight” rating and reduced their price objective for the company from $1,680.00 to $1,345.00 in a research note on Wednesday, July 15th. Finally, BMO Capital Markets raised their price objective on shares of Transdigm Group from $1,450.00 to $1,525.00 and gave the stock an “outperform” rating in a report on Thursday, July 2nd. Six analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat, Transdigm Group presently has a consensus rating of “Hold” and an average price target 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.