Transdigm Group (NYSE:TDG) Given New $1,350.00 Price Target at TD Cowen

Key Points

• TD Cowen raised its price target on Transdigm to $1,350 from $1,300 and maintained a Buy rating, implying 8.91% upside from the cited share price.
• Analyst sentiment is more cautious overall: five analysts rate the stock Buy and 13 Hold, with an average price target of $1,438.40.
• Transdigm beat quarterly earnings and revenue estimates, with revenue up 22.6% year over year, but its fiscal 2027 EPS guidance midpoint was below analyst consensus.

Transdigm Group (NYSE:TDG - Get Free Report) had its price objective boosted by investment analysts at TD Cowen from $1,300.00 to $1,350.00 in a research note issued on Wednesday, Benzinga reports. The brokerage currently has a "buy" rating on the aerospace company's stock. TD Cowen's target price would indicate a potential upside of 8.91% from the company's current price.

A number of other research firms also recently issued reports on TDG. Wall Street Zen downgraded Transdigm Group from a "buy" rating to a "hold" rating in a research report on Monday, July 20th. Royal Bank Of Canada raised their price objective on Transdigm Group from $1,200.00 to $1,300.00 and gave the stock a "sector perform" rating in a report on Wednesday. Morgan Stanley reduced their price objective on Transdigm Group from $1,400.00 to $1,300.00 and set an "equal weight" rating on the stock in a research note on Monday, October 19th. UBS Group boosted their target price on Transdigm Group from $1,585.00 to $1,695.00 and gave the stock a "buy" rating in a report on Wednesday, August 5th. Finally, Melius Research downgraded shares of Transdigm Group from a "buy" rating to a "hold" rating and set a $1,331.00 target price for the company. in a research report on Monday, September 14th. Five equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of "Hold" and an average price target of $1,438.40.

Transdigm Group Trading Up 1.1%

Shares of NYSE:TDG traded up $14.01 on Wednesday, reaching $1,239.55. 170,688 shares of the company were exchanged, compared to its average volume of 392,492. Transdigm Group has a 1-year low of $1,071.25 and a 1-year high of $1,463.03. The firm has a market cap of $69.33 billion, a price-to-earnings ratio of 37.57, a price-to-earnings-growth ratio of 1.74 and a beta of 0.98. The company has a 50-day moving average of $1,131.80 and a 200-day moving average of $1,221.05.

Transdigm Group (NYSE:TDG - Get Free Report) last announced its quarterly earnings data on Tuesday, November 10th. The aerospace company reported $12.44 EPS for the quarter, beating analysts' consensus estimates of $12.21 by $0.23. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%. The business had revenue of $2.99 billion during the quarter, compared to the consensus estimate of $2.95 billion. During the same quarter in the previous year, the business earned $10.82 earnings per share. The business's revenue for the quarter was up 22.6% on a year-over-year basis. Transdigm Group has set its FY 2027 guidance at 47.090-47.940 EPS. As a group, analysts forecast that Transdigm Group will post 38.81 earnings per share for the current year.

Insider Activity

In other Transdigm Group news, COO Joel Reiss sold 4,100 shares of the stock in a transaction that occurred on Thursday, October 15th. The shares were sold at an average price of $1,128.04, for a total value of $4,624,964.00. Following the completion of the sale, the chief operating officer owned 3,600 shares of the company's stock, valued at $4,060,944. This trade represents a 53.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director W. Howley sold 10,132 shares of Transdigm Group stock in a transaction that occurred on 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 position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 22,032 shares of company stock worth $26,250,979. Company insiders own 3.20% of the company's stock.

Institutional Investors Weigh In On Transdigm Group

Large investors have recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new position in shares of Transdigm Group in the second quarter worth about $6,489,039,000. State Street Corp increased its holdings in Transdigm Group by 1.7% during the 2nd quarter. State Street Corp now owns 2,559,096 shares of the aerospace company's stock worth $3,408,818,000 after purchasing an additional 42,490 shares during the last quarter. Soroban Capital Partners LP raised its position in shares of Transdigm Group by 14.5% in the 1st quarter. Soroban Capital Partners LP now owns 856,197 shares of the aerospace company's stock valued at $992,298,000 after purchasing an additional 108,227 shares in the last quarter. Aberdeen Group plc raised its position in shares of Transdigm Group by 1,057.7% in the 3rd quarter. Aberdeen Group plc now owns 473,445 shares of the aerospace company's stock valued at $512,552,000 after purchasing an additional 432,551 shares in the last quarter. Finally, Stockbridge Partners LLC purchased a new position in shares of Transdigm Group during the 2nd quarter valued at approximately $578,480,000. 95.78% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Transdigm Group

These are some of the TDG headlines that stood out recently:

• Positive Sentiment: Fiscal Q4 adjusted EPS of $12.44 topped estimates, while revenue rose 23% year over year to $2.99 billion and beat forecasts. Organic sales grew 14%, adding to evidence of solid operating demand. TransDigm fiscal 2026 results
• Positive Sentiment: RBC raised its price target to $1,300 from $1,200 while keeping a Sector Perform rating, signaling a higher valuation view but not an outright bullish recommendation. RBC raises TransDigm price target
• Negative Sentiment: Fiscal 2027 adjusted EPS guidance of $47.09–$47.94 has a midpoint below the $47.91 analyst consensus. That modest shortfall overshadowed the quarterly beat in reports of the stock’s post-earnings weakness. TransDigm profit outlook falls short

About Transdigm Group

TransDigm Group Incorporated designs, produces and supplies highly engineered components for the aerospace industry. Its products include mechanical and electromechanical systems, pumps, valves, ignition systems, batteries, power-conditioning devices and cockpit components. The company serves commercial, military and business aviation markets, supplying components for both original aircraft production and the aftermarket. Its products are used on aircraft operated around the world, and its aftermarket business provides replacement parts and related support.

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