George Kaiser Family Foundation Takes $289,000 Position in Transdigm Group Incorporated $TDG

Key Points

• The George Kaiser Family Foundation invested approximately $289,000 in Transdigm Group by acquiring 209 shares in the first quarter.
• Transdigm Group's stock has received multiple buy ratings from several analysts, with price targets ranging from $1,600 to $1,839.
• In recent insider trading activity, both the COO and CFO sold significant portions of their shares, with a total of 69,872 shares sold worth over $100 million in the last three months.

George Kaiser Family Foundation acquired a new position in shares of Transdigm Group Incorporated (NYSE:TDG - Free Report) in the 1st quarter, according to its most recent disclosure with the SEC. The fund acquired 209 shares of the aerospace company's stock, valued at approximately $289,000.

Several other institutional investors have also modified their holdings of the company. Bruce G. Allen Investments LLC lifted its position in Transdigm Group by 111.1% in the first quarter. Bruce G. Allen Investments LLC now owns 19 shares of the aerospace company's stock valued at $26,000 after acquiring an additional 10 shares during the last quarter. Winch Advisory Services LLC lifted its position in Transdigm Group by 53.8% in the first quarter. Winch Advisory Services LLC now owns 20 shares of the aerospace company's stock valued at $28,000 after acquiring an additional 7 shares during the last quarter. Park Square Financial Group LLC purchased a new stake in Transdigm Group in the fourth quarter valued at $32,000. Wayfinding Financial LLC purchased a new stake in Transdigm Group in the first quarter valued at $75,000. Finally, CVA Family Office LLC lifted its position in Transdigm Group by 123.1% in the first quarter. CVA Family Office LLC now owns 58 shares of the aerospace company's stock valued at $80,000 after acquiring an additional 32 shares during the last quarter. 95.78% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

TDG has been the subject of a number of research reports. Citigroup boosted their price target on shares of Transdigm Group from $1,635.00 to $1,795.00 and gave the company a "buy" rating in a research report on Monday, July 14th. JPMorgan Chase & Co. boosted their price target on shares of Transdigm Group from $1,480.00 to $1,500.00 and gave the company a "neutral" rating in a research report on Thursday, August 7th. Susquehanna lifted their price objective on shares of Transdigm Group from $1,300.00 to $1,600.00 and gave the company a "neutral" rating in a research note on Monday, July 14th. UBS Group lifted their price objective on shares of Transdigm Group from $1,815.00 to $1,839.00 and gave the company a "buy" rating in a research note on Thursday, August 7th. Finally, Wall Street Zen upgraded shares of Transdigm Group from a "hold" rating to a "buy" rating in a research note on Saturday, May 17th. Nine investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $1,624.69.

Insider Activity at Transdigm Group

In other Transdigm Group news, Director W Nicholas Howley sold 2,736 shares of the company's stock in a transaction dated Tuesday, July 15th. The shares were sold at an average price of $1,569.86, for a total transaction of $4,295,136.96. Following the transaction, the director directly owned 21,548 shares in the company, valued at approximately $33,827,343.28. This represents a 11.27% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Sarah Wynne sold 3,200 shares of the company's stock in a transaction dated Thursday, June 12th. The stock was sold at an average price of $1,452.15, for a total transaction of $4,646,880.00. Following the transaction, the chief financial officer owned 3,400 shares in the company, valued at $4,937,310. The trade was a 48.48% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders have sold 62,172 shares of company stock valued at $89,692,367. 4.09% of the stock is owned by corporate insiders.

Transdigm Group Stock Performance

TDG traded up $6.46 on Tuesday, hitting $1,396.60. 511,858 shares of the company were exchanged, compared to its average volume of 381,499. The business's fifty day moving average is $1,501.00 and its 200 day moving average is $1,413.94. Transdigm Group Incorporated has a fifty-two week low of $1,183.60 and a fifty-two week high of $1,623.82. The firm has a market capitalization of $78.70 billion, a P/E ratio of 46.35, a price-to-earnings-growth ratio of 2.87 and a beta of 1.07.

Transdigm Group (NYSE:TDG - Get Free Report) last issued its earnings results on Tuesday, August 5th. The aerospace company reported $9.60 earnings per share for the quarter, missing the consensus estimate of $9.75 by ($0.15). Transdigm Group had a negative return on equity of 35.27% and a net margin of 20.98%.The company had revenue of $2.24 billion for the quarter, compared to analyst estimates of $2.29 billion. During the same quarter in the previous year, the company posted $9.00 earnings per share. The company's quarterly revenue was up 9.3% compared to the same quarter last year. Transdigm Group has set its FY 2025 guidance at 36.330-37.150 EPS. Analysts forecast that Transdigm Group Incorporated will post 35.13 EPS for the current fiscal year.

Transdigm Group Company 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.