The Goldman Sachs Group Issues Pessimistic Forecast for Transdigm Group (NYSE:TDG) Stock Price

Transdigm Group (NYSE:TDG) had its price target decreased by equities research analysts at The Goldman Sachs Group from $1,972.00 to $1,745.00 in a research note issued on Monday, Benzinga reports. The firm presently has a “buy” rating on the aerospace company’s stock. The Goldman Sachs Group’s price target points to a potential upside of 56.02% from the company’s current price.

Several other research firms have also recently weighed in on TDG. JPMorgan Chase & Co. cut their price target on 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. Melius Research reaffirmed a “hold” rating and set a $1,331.00 price objective on shares of Transdigm Group in a report on Monday, September 14th. Morgan Stanley downgraded Transdigm Group from an “overweight” rating to an “equal weight” rating and lowered their target price for the company from $1,680.00 to $1,345.00 in a research report on Wednesday, July 15th. Guggenheim began coverage on shares of Transdigm Group in a report on Tuesday, September 15th. They issued a “neutral” rating for the company. Finally, Wells Fargo & Company cut their target price 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. Six research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $1,454.25.

Transdigm Group Stock Performance

Shares of NYSE TDG traded up $10.42 during midday trading on Monday, reaching $1,118.41. The stock had a trading volume of 129,644 shares, compared to its average volume of 392,900. The company has a market capitalization of $62.56 billion, a price-to-earnings ratio of 33.88, a price-to-earnings-growth ratio of 1.57 and a beta of 0.96. Transdigm Group has a 12-month low of $1,071.25 and a 12-month high of $1,463.03. The stock has a 50-day moving average of $1,159.95 and a 200-day moving average of $1,208.26.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share (EPS) 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 analyst estimates of $2.68 billion. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The company’s revenue was up 22.5% on a year-over-year basis. During the same period last year, the firm posted $9.60 EPS. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. As a group, analysts forecast that Transdigm Group will post 38.87 EPS for the current fiscal year.

Insider Activity

In other Transdigm Group news, Director W. Howley sold 10,132 shares of the business’s stock in a transaction that occurred 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 transaction, the director owned 21,548 shares in the company, valued at $26,639,361.44. The trade was a 31.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction dated Tuesday, September 15th. The stock was sold at an average price of $1,094.58, for a total transaction of $4,268,862.00. Following the completion of the transaction, the chief operating officer directly owned 3,600 shares in the company, valued at $3,940,488. This represents a 52.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 28,064 shares of company stock worth $33,947,338 over the last quarter. 3.20% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Transdigm Group

Institutional investors have recently bought and sold shares of the company. Burkett Financial Services LLC acquired a new stake in shares of Transdigm Group in the 2nd quarter worth $25,000. Meeder Asset Management Inc. acquired a new position in Transdigm Group in the 2nd quarter worth approximately $31,000. Trust Co. of Vermont acquired a new stake in Transdigm Group during the 2nd quarter valued at approximately $33,000. MV Capital Management Inc. acquired a new stake in Transdigm Group during the 4th quarter valued at approximately $35,000. Finally, Western Wealth Management LLC acquired a new stake in Transdigm Group during the 1st quarter valued at approximately $30,000. 95.78% of the stock is currently owned by institutional investors and hedge funds.

About Transdigm Group

TransDigm Group Incorporated is an aerospace manufacturing company that designs, produces and supplies highly engineered aircraft components, systems and related products. Its offerings include engine and airframe components, ignition systems, pumps, valves, cockpit and cabin equipment, data and control systems, and other specialized products used on commercial, business, general aviation and military aircraft.

The company serves both original equipment manufacturers and the aftermarket.