Chilton Capital Management LLC Increases Holdings in Transdigm Group Incorporated (NYSE:TDG)

Chilton Capital Management LLC grew its holdings in shares of Transdigm Group Incorporated (NYSE:TDG - Free Report) by 2.6% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 30,433 shares of the aerospace company's stock after purchasing an additional 768 shares during the quarter. Transdigm Group comprises approximately 1.8% of Chilton Capital Management LLC's portfolio, making the stock its 11th biggest holding. Chilton Capital Management LLC owned 0.05% of Transdigm Group worth $42,098,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in TDG. Dynamic Advisor Solutions LLC bought a new position in Transdigm Group in the 1st quarter worth about $1,113,000. Paragon Advisors LLC boosted its position in shares of Transdigm Group by 14.2% in the first quarter. Paragon Advisors LLC now owns 1,800 shares of the aerospace company's stock valued at $2,490,000 after acquiring an additional 224 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd boosted its position in shares of Transdigm Group by 4.6% in the first quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 8,653 shares of the aerospace company's stock valued at $11,970,000 after acquiring an additional 380 shares during the period. Itau Unibanco Holding S.A. boosted its position in shares of Transdigm Group by 89.7% in the fourth quarter. Itau Unibanco Holding S.A. now owns 3,284 shares of the aerospace company's stock valued at $4,202,000 after acquiring an additional 1,553 shares during the period. Finally, Red Door Wealth Management LLC boosted its position in shares of Transdigm Group by 6.5% in the first quarter. Red Door Wealth Management LLC now owns 8,228 shares of the aerospace company's stock valued at $11,382,000 after acquiring an additional 500 shares during the period. Institutional investors own 95.78% of the company's stock.

Transdigm Group Trading Up 0.7%

Shares of TDG traded up $11.04 during mid-day trading on Friday, reaching $1,522.69. The company's stock had a trading volume of 85,248 shares, compared to its average volume of 261,888. The stock has a market cap of $85.53 billion, a PE ratio of 51.41, a P/E/G ratio of 3.25 and a beta of 1.04. The company's fifty day moving average price is $1,442.36 and its two-hundred day moving average price is $1,365.64. Transdigm Group Incorporated has a 52 week low of $1,176.31 and a 52 week high of $1,528.45.

Transdigm Group (NYSE:TDG - Get Free Report) last posted its quarterly earnings results on Tuesday, May 6th. The aerospace company reported $9.11 earnings per share for the quarter, topping the consensus estimate of $8.83 by $0.28. Transdigm Group had a net margin of 21.09% and a negative return on equity of 38.71%. The business had revenue of $2.15 billion during the quarter, compared to the consensus estimate of $2.17 billion. During the same period in the previous year, the firm posted $7.99 earnings per share. The firm's revenue for the quarter was up 12.0% on a year-over-year basis. Research analysts anticipate that Transdigm Group Incorporated will post 35.13 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have commented on TDG shares. Stifel Nicolaus started coverage on shares of Transdigm Group in a report on Tuesday, June 24th. They issued a "buy" rating and a $1,710.00 price target for the company. UBS Group lifted their price objective on Transdigm Group from $1,451.00 to $1,645.00 and gave the company a "buy" rating in a research note on Wednesday, May 7th. Susquehanna lifted their price objective on Transdigm Group from $1,250.00 to $1,300.00 and gave the company a "neutral" rating in a research note on Wednesday, April 2nd. Northcoast Research upgraded Transdigm Group from a "neutral" rating to a "buy" rating and set a $1,500.00 price target for the company in a research report on Wednesday, April 9th. Finally, The Goldman Sachs Group lifted their price target on Transdigm Group from $1,526.00 to $1,709.00 and gave the company a "buy" rating in a research report on Monday, June 23rd. Four analysts have rated the stock with a hold rating and twelve have given a buy rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $1,545.80.

Insider Transactions at Transdigm Group

In related news, Director Sean P. Hennessy sold 4,700 shares of Transdigm Group stock in a transaction on Tuesday, May 20th. The shares were sold at an average price of $1,436.52, for a total value of $6,751,644.00. Following the transaction, the director directly owned 33,713 shares of the company's stock, valued at $48,429,398.76. The trade was a 12.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Robert J. Small sold 45,700 shares of the business's stock in a transaction dated Tuesday, June 10th. The shares were sold at an average price of $1,425.01, for a total transaction of $65,122,957.00. Following the completion of the transaction, the director owned 88,419 shares in the company, valued at $125,997,959.19. The trade was a 34.07% decrease in their position. The disclosure for this sale can be found here. In the last three months, insiders have sold 142,149 shares of company stock valued at $202,651,767. 4.09% of the stock is currently owned by insiders.

Transdigm Group Profile

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.