Transdigm Group Incorporated $TDG Shares Acquired by Partners Capital Investment Group LLP

Key Points

• Partners Capital Investment Group LLP significantly increased its stake in Transdigm Group, raising its position by 92.2% during the first quarter, with holdings now valued at $11.4 million.
• Transdigm Group announced a special dividend of $90.00 per share, up from the previous special dividend of $75.00, to be paid on September 12th.
• Despite a revenue growth of 9.3% year-over-year, the company reported lower-than-expected earnings with an EPS of $9.60, missing estimates by $0.15.

Partners Capital Investment Group LLP lifted its stake in shares of Transdigm Group Incorporated (NYSE:TDG - Free Report) by 92.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,241 shares of the aerospace company's stock after purchasing an additional 3,953 shares during the quarter. Partners Capital Investment Group LLP's holdings in Transdigm Group were worth $11,400,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Bruce G. Allen Investments LLC raised its position in Transdigm Group by 111.1% during the 1st quarter. Bruce G. Allen Investments LLC now owns 19 shares of the aerospace company's stock worth $26,000 after buying an additional 10 shares during the last quarter. Winch Advisory Services LLC boosted its holdings in shares of 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 in the last quarter. Park Square Financial Group LLC acquired a new position in shares of Transdigm Group during the fourth quarter worth about $32,000. Wayfinding Financial LLC purchased a new position in Transdigm Group during the first quarter worth about $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 purchasing an additional 32 shares during the period. 95.78% of the stock is owned by institutional investors and hedge funds.

Transdigm Group Stock Performance

Transdigm Group stock opened at $1,400.8910 on Thursday. 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 $78.94 billion, a price-to-earnings ratio of 46.49, a price-to-earnings-growth ratio of 2.95 and a beta of 1.07. The stock's fifty day moving average is $1,500.42 and its two-hundred day moving average is $1,413.85.

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

Transdigm Group Increases Dividend

The firm also recently declared a special dividend, which will be paid on Friday, September 12th. Stockholders of record on Tuesday, September 2nd will be given a $90.00 dividend. This is a positive change from Transdigm Group's previous special dividend of $75.00.

Analyst Upgrades and Downgrades

TDG has been the topic of a number of analyst reports. Wall Street Zen raised Transdigm Group from a "hold" rating to a "buy" rating in a report on Saturday, May 17th. Truist Financial raised their price target on Transdigm Group from $1,553.00 to $1,730.00 and gave the company a "buy" rating in a report on Friday, July 11th. Susquehanna lifted their price target on 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. The Goldman Sachs Group upped their price objective on Transdigm Group from $1,526.00 to $1,709.00 and gave the stock a "buy" rating in a report on Monday, June 23rd. Finally, Stifel Nicolaus began coverage on Transdigm Group in a research report on Tuesday, June 24th. They issued a "buy" rating and a $1,710.00 price objective for the company. Nine investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Transdigm Group presently has an average rating of "Moderate Buy" and a consensus price target of $1,624.69.

Insider Buying and Selling at Transdigm Group

In related news, Director Robert J. Small sold 45,700 shares of the company's stock in a transaction that occurred on Tuesday, June 10th. The stock was sold at an average price of $1,425.01, for a total value of $65,122,957.00. Following the sale, the director owned 88,419 shares of the company's stock, valued at approximately $125,997,959.19. This represents a 34.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Sarah Wynne sold 1,800 shares of the firm's stock in a transaction on Friday, June 13th. The stock was sold at an average price of $1,450.00, for a total value of $2,610,000.00. Following the transaction, the chief financial officer directly owned 3,400 shares of the company's stock, valued at $4,930,000. The trade was a 34.62% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 65,172 shares of company stock valued at $93,910,577 over the last three months. Company insiders own 4.09% of the company's stock.

Transdigm Group 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.

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