Sumitomo Mitsui Trust Group Inc. Has $261.67 Million Stock Position in Transdigm Group Incorporated $TDG

Key Points

• Sumitomo Mitsui Trust Group trimmed its stake in Transdigm by 2.5% to 196,768 shares, a holding worth about $261.67 million (roughly 0.35% of the company).
• Financials and analyst view: Transdigm beat Q results with $8.23 EPS (vs. $7.99 est.), set FY2026 guidance of 37.420–39.340 EPS, and carries a consensus "Moderate Buy" with a $1,567.40 price target.
• Insider activity: CEO Michael Lisman bought 950 shares while insiders collectively sold 84,017 shares (~$115.7M) last quarter, leaving insiders with about 3.20% ownership.

Sumitomo Mitsui Trust Group Inc. trimmed its position in Transdigm Group Incorporated (NYSE:TDG - Free Report) by 2.5% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 196,768 shares of the aerospace company's stock after selling 4,968 shares during the quarter. Sumitomo Mitsui Trust Group Inc. owned about 0.35% of Transdigm Group worth $261,672,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Leonard Rickey Investment Advisors P.L.L.C. increased its position in Transdigm Group by 4.4% during the third quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 188 shares of the aerospace company's stock worth $248,000 after acquiring an additional 8 shares during the period. Gateway Investment Advisers LLC increased its position in Transdigm Group by 0.7% during the third quarter. Gateway Investment Advisers LLC now owns 1,182 shares of the aerospace company's stock worth $1,558,000 after acquiring an additional 8 shares during the period. Tower Wealth Partners Inc. increased its position in Transdigm Group by 4.5% during the third quarter. Tower Wealth Partners Inc. now owns 187 shares of the aerospace company's stock worth $246,000 after acquiring an additional 8 shares during the period. Central Pacific Bank Trust Division increased 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 worth $35,000 after acquiring an additional 8 shares during the period. Finally, Fifth Third Wealth Advisors LLC increased its position in Transdigm Group by 1.9% during the third quarter. Fifth Third Wealth Advisors LLC now owns 479 shares of the aerospace company's stock worth $631,000 after acquiring an additional 9 shares during the period. Institutional investors own 95.78% of the company's stock.

Analyst Ratings Changes

TDG has been the topic of a number of research reports. Robert W. Baird reaffirmed a "neutral" rating and set a $1,400.00 target price on shares of Transdigm Group in a research report on Wednesday, February 4th. KeyCorp lowered shares of Transdigm Group from an "overweight" rating to a "sector weight" rating in a research report on Thursday, February 5th. Weiss Ratings reissued a "buy (b-)" rating on shares of Transdigm Group in a report on Monday, December 29th. Wells Fargo & Company started coverage on shares of Transdigm Group in a report on Wednesday, April 1st. They issued an "equal weight" rating and a $1,200.00 price target on the stock. Finally, UBS Group lowered their price target on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a "buy" rating on the stock in a report on Wednesday, February 4th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $1,567.40.

Transdigm Group Stock Performance

TDG opened at $1,207.78 on Monday. The firm's 50-day simple moving average is $1,251.05 and its 200-day simple moving average is $1,304.81. Transdigm Group Incorporated has a twelve month low of $1,123.61 and a twelve month high of $1,623.82. The firm has a market cap of $68.20 billion, a price-to-earnings ratio of 38.86, a PEG ratio of 2.56 and a beta of 0.98.

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

Insiders Place Their Bets

In other news, CEO Michael Lisman bought 950 shares of the stock in a transaction dated Friday, February 6th. The shares were acquired at an average price of $1,284.26 per share, with a total value of $1,220,047.00. Following the acquisition, the chief executive officer owned 3,259 shares in the company, valued at $4,185,403.34. This trade represents a 41.14% increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, COO Joel Reiss sold 3,900 shares of the company's stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $1,243.70, for a total transaction of $4,850,430.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,477,320. The trade was a 52.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 84,017 shares of company stock worth $115,689,693 in the last quarter. 3.20% of the stock is owned by corporate insiders.

About Transdigm Group

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.

Want to see what other hedge funds are holding TDG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Transdigm Group Incorporated (NYSE:TDG - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.