Transdigm Group (NYSE:TDG) Price Target Lowered to $1,415.00 at JPMorgan Chase & Co.

Key Points

• JPMorgan lowered TransDigm’s price target to $1,415 from $1,450 while maintaining a “neutral” rating, implying roughly 30% upside from the prior close.
• Analyst sentiment remains cautious: five analysts rate the stock “Buy” and 13 rate it “Hold,” producing a consensus “Hold” rating and average price target of $1,452.53.
• TransDigm reported quarterly EPS of $10.87, exceeding estimates, while revenue rose 22.5% year over year to $2.74 billion. The stock traded at $1,087.40, near its 12-month low, and insiders sold $33.9 million of shares during the last quarter.

Transdigm Group (NYSE:TDG - Get Free Report) had its price objective cut by equities researchers at JPMorgan Chase & Co. from $1,450.00 to $1,415.00 in a research note issued to investors on Thursday, Benzinga reports. The firm presently has a "neutral" rating on the aerospace company's stock. JPMorgan Chase & Co.'s price target would indicate a potential upside of 30.13% from the company's previous close.

Other research analysts also recently issued reports about the stock. Guggenheim began coverage on shares of Transdigm Group in a research report on Tuesday. They issued a "neutral" rating on the stock. Wall Street Zen downgraded Transdigm Group from a "buy" rating to a "hold" rating in a research note on Monday, July 20th. UBS Group increased their target price on Transdigm Group from $1,585.00 to $1,695.00 and gave the stock a "buy" rating in a research report on Wednesday, August 5th. BMO Capital Markets boosted their price target on shares of Transdigm Group from $1,450.00 to $1,525.00 and gave the company an "outperform" rating in a report on Thursday, July 2nd. Finally, Melius Research restated a "hold" rating and set a $1,331.00 price target on shares of Transdigm Group in a research report on Monday. Five research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $1,452.53.

Transdigm Group Trading Up 0.7%

NYSE TDG traded up $7.29 during trading hours on Thursday, reaching $1,087.40. 57,591 shares of the company traded hands, compared to its average volume of 392,458. The stock has a market capitalization of $60.82 billion, a PE ratio of 33.00, a PEG ratio of 1.80 and a beta of 0.91. Transdigm Group has a 12 month low of $1,071.25 and a 12 month high of $1,463.03. The company has a 50 day moving average of $1,209.25 and a two-hundred day moving average of $1,226.64.

Transdigm Group (NYSE:TDG - Get Free Report) last released its earnings results on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share for the quarter, topping the consensus estimate of $10.30 by $0.57. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The company had revenue of $2.74 billion during the quarter, compared to the consensus estimate of $2.68 billion. During the same quarter in the previous year, the firm earned $9.60 EPS. The company's revenue was up 22.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. On average, equities research analysts anticipate that Transdigm Group will post 38.81 earnings per share for the current year.

Insider Transactions at Transdigm Group

In other news, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $1,094.58, for a total value 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 trade represents a 52.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director W. Howley sold 10,132 shares of the company'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 value of $12,525,988.96. Following the completion of the sale, the director owned 21,548 shares of the company's stock, valued at $26,639,361.44. This trade represents a 31.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 28,064 shares of company stock valued at $33,947,338 in the last quarter. 3.20% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Transdigm Group

Several hedge funds have recently modified their holdings of the stock. Elyxium Wealth LLC acquired a new stake in Transdigm Group during the 4th quarter worth 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 boosted its holdings 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 buying an additional 18 shares during the period. Western Wealth Management LLC purchased a new position in shares of Transdigm Group in the first quarter worth approximately $30,000. Finally, Meeder Asset Management Inc. purchased a new position in shares of Transdigm Group in the second quarter worth approximately $31,000. 95.78% of the stock is owned by hedge funds and other institutional investors.

About Transdigm Group

TransDigm Group Incorporated NYSE: TDG designs, produces and supplies aircraft components, systems and related aftermarket services. The company focuses primarily on proprietary aerospace products, including mechanical and electromechanical actuators, ignition systems, pumps, valves, sensors, cockpit and data-acquisition systems, power-conditioning equipment, lighting, lavatory components, seat belts and cargo-loading systems.

TransDigm serves commercial and regional airlines, business and general aviation operators, aircraft manufacturers and military customers.

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