Transdigm Group Incorporated $TDG is Vulcan Value Partners LLC's 6th Largest Position

Key Points

• Vulcan Value Partners trimmed its Transdigm stake by 3.6% in the fourth quarter, but the position still makes up about 5.8% of its portfolio and ranks as its 6th largest holding. The fund owned 240,620 shares worth roughly $320 million.
• Transdigm reported strong quarterly results, with EPS of $9.85 beating estimates and revenue of $2.54 billion topping forecasts. Revenue rose 18.3% year over year, and the company also issued FY 2026 EPS guidance of 38.83 to 40.21.
• Analyst sentiment remains mixed but constructive: several firms lowered price targets or ratings, yet the stock still has a consensus rating of “Moderate Buy” and a consensus price target of $1,524.18. Insiders have also been selling shares, including the COO and a director.

Vulcan Value Partners LLC cut its stake in Transdigm Group Incorporated (NYSE:TDG - Free Report) by 3.6% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 240,620 shares of the aerospace company's stock after selling 9,023 shares during the period. Transdigm Group makes up about 5.8% of Vulcan Value Partners LLC's holdings, making the stock its 6th largest holding. Vulcan Value Partners LLC owned approximately 0.43% of Transdigm Group worth $320,028,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also made changes to their positions in TDG. Principal Financial Group Inc. grew its position in shares of Transdigm Group by 18.3% in the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company's stock valued at $3,136,719,000 after purchasing an additional 367,756 shares in the last quarter. Franklin Resources Inc. grew its position in shares of Transdigm Group by 161.7% in the third quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company's stock valued at $626,704,000 after purchasing an additional 293,821 shares in the last quarter. Capital International Investors grew its position in shares of Transdigm Group by 4.1% in the third quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company's stock valued at $8,552,028,000 after purchasing an additional 254,750 shares in the last quarter. Capital Research Global Investors grew its position in shares of Transdigm Group by 10.2% in the third quarter. Capital Research Global Investors now owns 2,207,837 shares of the aerospace company's stock valued at $2,909,850,000 after purchasing an additional 203,997 shares in the last quarter. Finally, Vanguard Group Inc. grew its position 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. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. Weiss Ratings lowered Transdigm Group from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Monday, April 13th. Jefferies Financial Group increased their price objective on Transdigm Group from $1,565.00 to $1,575.00 in a research report on Monday, May 11th. Susquehanna lowered their price objective on Transdigm Group from $1,400.00 to $1,350.00 and set a "neutral" rating for the company in a research report on Wednesday, May 6th. Robert W. Baird reiterated a "neutral" rating and issued a $1,400.00 price objective on shares of Transdigm Group in a research report on Wednesday, February 4th. Finally, UBS Group lowered their price objective on Transdigm Group from $1,745.00 to $1,645.00 and set a "buy" rating for the company in a research report on Wednesday, May 6th. Ten research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat, Transdigm Group currently has a consensus rating of "Moderate Buy" and a consensus price target of $1,524.18.

Transdigm Group Trading Up 1.3%

Shares of NYSE TDG opened at $1,242.02 on Thursday. The stock has a market cap of $69.47 billion, a P/E ratio of 38.76, a PEG ratio of 2.15 and a beta of 0.90. Transdigm Group Incorporated has a 12-month low of $1,123.61 and a 12-month high of $1,623.82. The business's fifty day simple moving average is $1,194.81 and its 200-day simple moving average is $1,284.50.

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

Insider Buying and Selling at Transdigm Group

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

Transdigm Group Company 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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