Jefferies Financial Group Inc. Grows Stock Holdings in Transdigm Group Incorporated $TDG

Key Points

• Jefferies Financial Group increased its TransDigm stake by 253.5% in Q4, ending with 1,308 shares worth about $1.74 million.
• Institutional ownership remains very high, with 95.78% of TransDigm’s stock held by hedge funds and other institutional investors, even as several smaller funds also added modestly to their positions.
• Insiders have been selling shares: Director W. Nicholas Howley and COO Joel Reiss both trimmed holdings, and insiders sold 42,096 shares over the last quarter. Separately, TransDigm beat quarterly EPS and revenue estimates and raised FY 2026 guidance to 38.83–40.21 EPS.

Jefferies Financial Group Inc. grew its holdings in shares of Transdigm Group Incorporated (NYSE:TDG - Free Report) by 253.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,308 shares of the aerospace company's stock after purchasing an additional 938 shares during the period. Jefferies Financial Group Inc.'s holdings in Transdigm Group were worth $1,740,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Tower Wealth Partners Inc. boosted its position in Transdigm Group by 4.5% in the third quarter. Tower Wealth Partners Inc. now owns 187 shares of the aerospace company's stock valued at $246,000 after buying an additional 8 shares during the last quarter. Central Pacific Bank Trust Division lifted its position in Transdigm Group by 44.4% during the fourth quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company's stock valued at $35,000 after purchasing an additional 8 shares during the period. Family Legacy Inc. lifted its position in Transdigm Group by 0.3% during the fourth quarter. Family Legacy Inc. now owns 2,394 shares of the aerospace company's stock valued at $3,184,000 after purchasing an additional 8 shares during the period. Simmons Bank lifted its position in Transdigm Group by 2.3% during the third quarter. Simmons Bank now owns 404 shares of the aerospace company's stock valued at $532,000 after purchasing an additional 9 shares during the period. Finally, Patton Fund Management Inc. lifted its position in Transdigm Group by 5.7% during the fourth quarter. Patton Fund Management Inc. now owns 167 shares of the aerospace company's stock valued at $222,000 after purchasing an additional 9 shares during the period. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, Director W Nicholas Howley sold 10,132 shares of the firm's stock in a transaction on Monday, May 18th. The stock was sold at an average price of $1,180.82, for a total value of $11,964,068.24. Following the completion of the transaction, the director owned 21,548 shares in the company, valued at $25,444,309.36. This trade represents a 31.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $1,154.09, for a total transaction of $4,500,951.00. Following the completion of the sale, the chief operating officer owned 3,600 shares in the company, valued at $4,154,724. This represents a 52.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 42,096 shares of company stock valued at $51,417,454. Insiders own 3.20% of the company's stock.

Transdigm Group Trading Up 1.3%

NYSE:TDG opened at $1,242.02 on Thursday. The firm has a market cap of $69.47 billion, a PE ratio of 38.76, a price-to-earnings-growth ratio of 2.15 and a beta of 0.90. The stock has a fifty day moving average price of $1,194.81 and a 200 day moving average price of $1,284.50. Transdigm Group Incorporated has a 12-month low of $1,123.61 and a 12-month high of $1,623.82.

Transdigm Group (NYSE:TDG - Get Free Report) last released its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, topping the consensus estimate of $9.46 by $0.39. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.The company had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.47 billion. During the same quarter in the previous year, the company posted $9.11 earnings per share. The firm's revenue was up 18.3% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. Equities analysts forecast that Transdigm Group Incorporated will post 37.82 EPS for the current year.

Analysts Set New Price Targets

Several brokerages recently weighed in on TDG. TD Cowen reduced their price target on Transdigm Group from $1,565.00 to $1,450.00 and set a "buy" rating for the company in a research report on Wednesday, April 8th. KeyCorp lowered shares of Transdigm Group from an "overweight" rating to a "sector weight" rating in a research report on Thursday, February 5th. Stifel Nicolaus dropped their price target on shares of Transdigm Group from $1,650.00 to $1,525.00 and set a "buy" rating on the stock in a research report on Wednesday, May 6th. Jefferies Financial Group raised their price target on shares of Transdigm Group from $1,565.00 to $1,575.00 in a research report on Monday, May 11th. Finally, Royal Bank Of Canada dropped their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a "sector perform" rating on the stock in a research report on Wednesday, May 6th. Ten equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $1,524.18.

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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