Barbara Oil Co. Takes Position in Transdigm Group Incorporated $TDG

Key Points

• Barbara Oil Co. acquired 5,065 shares of TransDigm Group in the second quarter, valued at approximately $6.7 million and representing 2.3% of its portfolio. Institutional investors collectively own 95.78% of TDG.
• TransDigm reported quarterly EPS of $10.87, exceeding estimates of $10.30, while revenue rose 22.5% year over year to $2.74 billion. The company issued fiscal 2026 EPS guidance of $40.62–$41.46.
• Analyst sentiment is mixed, with six Buy ratings and eleven Holds producing a consensus “Hold” rating and a $1,463.71 price target. Meanwhile, company insiders sold 38,196 shares worth about $48 million during the last quarter.

Barbara Oil Co. bought a new position in Transdigm Group Incorporated (NYSE:TDG - Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The fund bought 5,065 shares of the aerospace company's stock, valued at approximately $6,711,000. Transdigm Group accounts for 2.3% of Barbara Oil Co.'s investment portfolio, making the stock its 15th biggest position.

Several other large investors have also recently modified their holdings of TDG. Ares Financial Consulting LLC purchased a new position in Transdigm Group during the fourth quarter worth $25,000. Elyxium Wealth LLC purchased a new stake in shares of Transdigm Group in the fourth quarter valued at $25,000. Burkett Financial Services LLC purchased a new stake in shares of Transdigm Group in the second quarter valued at $25,000. MCF Advisors LLC lifted its holdings in shares of Transdigm Group by 900.0% in the 4th quarter. MCF Advisors LLC now owns 20 shares of the aerospace company's stock worth $27,000 after acquiring an additional 18 shares during the last quarter. Finally, Transamerica Financial Advisors LLC lifted its holdings in shares of Transdigm Group by 1,900.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company's stock worth $27,000 after acquiring an additional 19 shares during the last quarter. Institutional investors own 95.78% of the company's stock.

Transdigm Group Trading Up 0.4%

NYSE TDG opened at $1,204.92 on Monday. The stock has a market cap of $67.39 billion, a PE ratio of 36.56, a PEG ratio of 2.00 and a beta of 0.91. Transdigm Group Incorporated has a 12 month low of $1,123.61 and a 12 month high of $1,463.03. The company's 50-day moving average price is $1,269.76 and its 200-day moving average price is $1,245.39.

Transdigm Group (NYSE:TDG - Get Free Report) last announced its quarterly earnings data 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 company 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 firm's revenue for the quarter was up 22.5% on a year-over-year basis. During the same quarter last year, the business posted $9.60 EPS. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. As a group, sell-side analysts forecast that Transdigm Group Incorporated will post 38.81 earnings per share for the current year.

Wall Street Analysts Forecast Growth

TDG has been the topic of several analyst reports. BMO Capital Markets upped 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. Jefferies Financial Group raised their price objective on shares of Transdigm Group from $1,565.00 to $1,575.00 in a research note on Monday, May 11th. BNP Paribas Exane dropped their target price on Transdigm Group from $1,800.00 to $1,750.00 and set an "outperform" rating for the company in a research report on Thursday, May 14th. Royal Bank Of Canada cut their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a "sector perform" rating on the stock in a research note on Wednesday, May 6th. Finally, Morgan Stanley downgraded Transdigm Group from an "overweight" rating to an "equal weight" rating and reduced their price target for the stock from $1,680.00 to $1,345.00 in a report on Wednesday, July 15th. Six equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Transdigm Group presently has an average rating of "Hold" and a consensus price target of $1,463.71.

Insider Buying and Selling

In other Transdigm Group news, Director W Nicholas Howley sold 10,132 shares of the firm's stock in a transaction 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 transaction, the director directly owned 21,548 shares in the company, valued at $26,639,361.44. This trade represents a 31.98% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction on Monday, August 17th. The shares were sold at an average price of $1,238.76, for a total value of $4,831,164.00. Following the sale, the chief operating officer directly owned 3,600 shares of the company's stock, valued at approximately $4,459,536. This trade represents a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 38,196 shares of company stock valued at $48,027,598 in the last quarter. 3.20% of the stock is owned by company insiders.

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.

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