First Trust Advisors LP Has $40.94 Million Stake in Transdigm Group Incorporated $TDG

Key Points

• First Trust Advisors LP increased its stake in Transdigm by 29% to 31,065 shares valued at $40.94 million in Q3, and the stock is heavily institutionally owned (about 95.78%) with large positions from Vanguard, Principal, State Street, Geode and Norges Bank.
• Company insiders have been net sellers recently — including COO Patrick Joseph Murphy and Director W. Nicholas Howley — with insiders selling 116,548 shares worth about $162.75 million over the last quarter (insiders now hold 3.20% of the stock).
• Transdigm beat quarterly expectations with $8.23 EPS (vs. $7.99 est.) and $2.29B revenue, set FY2026 guidance of $37.42–$39.34 EPS, and carries a consensus analyst rating of “Moderate Buy” with an average price target of $1,584.44.

First Trust Advisors LP grew its stake in shares of Transdigm Group Incorporated (NYSE:TDG - Free Report) by 29.0% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 31,065 shares of the aerospace company's stock after purchasing an additional 6,977 shares during the period. First Trust Advisors LP owned about 0.06% of Transdigm Group worth $40,944,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Vanguard Group Inc. lifted its holdings in shares of Transdigm Group by 1.8% in the third quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company's stock valued at $8,982,225,000 after purchasing an additional 121,049 shares in the last quarter. Principal Financial Group Inc. grew its holdings in Transdigm Group by 18.3% during the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company's stock worth $3,136,719,000 after buying an additional 367,756 shares in the last quarter. State Street Corp raised its position in Transdigm Group by 2.5% in the 2nd quarter. State Street Corp now owns 2,343,288 shares of the aerospace company's stock valued at $3,563,297,000 after buying an additional 56,141 shares during the last quarter. Geode Capital Management LLC raised its position in Transdigm Group by 1.5% in the 2nd quarter. Geode Capital Management LLC now owns 1,214,396 shares of the aerospace company's stock valued at $1,837,459,000 after buying an additional 17,946 shares during the last quarter. Finally, Norges Bank bought a new position in Transdigm Group during the 2nd quarter valued at $1,275,035,000. 95.78% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other Transdigm Group news, COO Patrick Joseph Murphy sold 290 shares of the stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $1,430.10, for a total transaction of $414,729.00. Following the sale, the chief operating officer owned 1,055 shares in the company, valued at $1,508,755.50. This represents a 21.56% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director W Nicholas Howley sold 10,168 shares of the firm's stock in a transaction on Wednesday, February 18th. The stock was sold at an average price of $1,307.68, for a total value of $13,296,490.24. Following the completion of the transaction, the director directly owned 21,548 shares of the company's stock, valued at $28,177,888.64. The trade was a 32.06% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 116,548 shares of company stock valued at $162,754,991. 3.20% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on the stock. Robert W. Baird reiterated a "neutral" rating and issued a $1,400.00 target price on shares of Transdigm Group in a research note on Wednesday, February 4th. Zacks Research raised shares of Transdigm Group from a "strong sell" rating to a "hold" rating in a research report on Monday, December 8th. Royal Bank Of Canada boosted their price target on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a "sector perform" rating in a report on Thursday, November 13th. Weiss Ratings reaffirmed a "buy (b-)" rating on shares of Transdigm Group in a research report on Monday, December 29th. Finally, Morgan Stanley increased their price objective on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the company an "overweight" rating in a research note on Friday, November 14th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, Transdigm Group has a consensus rating of "Moderate Buy" and an average price target of $1,584.44.

Transdigm Group Stock Down 2.7%

TDG opened at $1,224.39 on Friday. The firm has a 50-day moving average price of $1,347.32 and a 200-day moving average price of $1,324.68. Transdigm Group Incorporated has a twelve month low of $1,183.60 and a twelve month high of $1,623.82. The company has a market capitalization of $69.14 billion, a price-to-earnings ratio of 39.39, a PEG ratio of 2.64 and a beta of 0.93.

Transdigm Group (NYSE:TDG - Get Free Report) last announced its quarterly earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, beating analysts' consensus estimates of $7.99 by $0.24. The company had revenue of $2.29 billion for the quarter, compared to analysts' expectations of $2.26 billion. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. Transdigm Group's revenue was up 13.9% compared to the same quarter last year. During the same period in the prior year, the company posted $7.83 EPS. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. On average, sell-side analysts expect that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

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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