Transdigm Group Incorporated $TDG Shares Bought by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. raised its stake in shares of Transdigm Group Incorporated (NYSE:TDG - Free Report) by 6.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The fund owned 121,215 shares of the aerospace company's stock after buying an additional 7,369 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.21% of Transdigm Group worth $164,677,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Ares Financial Consulting LLC acquired a new stake in Transdigm Group during the fourth quarter worth about $25,000. Elevation Wealth Partners LLC boosted its position in Transdigm Group by 1,100.0% in the 4th quarter. Elevation Wealth Partners LLC now owns 24 shares of the aerospace company's stock worth $32,000 after purchasing an additional 22 shares in the last quarter. Wealth Watch Advisors INC purchased a new stake in Transdigm Group in the 3rd quarter worth approximately $34,000. Central Pacific Bank Trust Division grew its stake in shares of Transdigm Group by 44.4% during the 4th quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company's stock worth $35,000 after purchasing an additional 8 shares during the period. Finally, JFS Wealth Advisors LLC increased its holdings in shares of Transdigm Group by 55.6% during the 4th quarter. JFS Wealth Advisors LLC now owns 28 shares of the aerospace company's stock valued at $37,000 after purchasing an additional 10 shares in the last quarter. Institutional investors and hedge funds own 95.78% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms have weighed in on TDG. UBS Group cut their price objective on shares of Transdigm Group from $1,745.00 to $1,645.00 and set a "buy" rating for the company in a report on Wednesday. Royal Bank Of Canada lowered their target price 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 note on Wednesday. Stifel Nicolaus dropped their target price on Transdigm Group from $1,650.00 to $1,525.00 and set a "buy" rating on the stock in a research report on Wednesday. Weiss Ratings lowered Transdigm Group from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Monday, April 13th. Finally, Wells Fargo & Company started coverage on Transdigm Group in a research report on Wednesday, April 1st. They set an "equal weight" rating and a $1,200.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $1,538.73.

Transdigm Group Stock Up 3.6%

Shares of NYSE:TDG opened at $1,234.25 on Thursday. Transdigm Group Incorporated has a 52-week low of $1,123.61 and a 52-week high of $1,623.82. The stock has a market cap of $69.70 billion, a P/E ratio of 38.52, a PEG ratio of 2.51 and a beta of 0.90. The business has a fifty day moving average of $1,218.86 and a two-hundred day moving average of $1,296.01.

Transdigm Group (NYSE:TDG - Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 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 analyst estimates of $2.47 billion. Transdigm Group had a negative return on equity of 26.48% and a net margin of 20.24%.The company's quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $9.11 EPS. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, equities analysts anticipate that Transdigm Group Incorporated will post 36.71 earnings per share for the current year.

Transdigm Group News Summary

Here are the key news stories impacting Transdigm Group this week:

• Positive Sentiment: Q2 results beat and guidance raise — TDG reported Q2 net sales up ~18% to $2.544B, adjusted EPS above estimates and raised FY2026 EPS and revenue guidance, supporting upside and driving the stock higher. TransDigm Group Reports Fiscal 2026 Second Quarter Results
• Neutral Sentiment: Analysts remain largely positive on the name despite cuts — firms including UBS and Stifel lowered targets but kept "buy" ratings, which suggests continued analyst conviction even after trimming upside. UBS price target cut Stifel price target cut
• Negative Sentiment: Multiple price‑target reductions — several firms (UBS, Stifel, RBC, Susquehanna) trimmed targets and some moved to neutral/sector‑perform, which can cap near‑term upside. Analyst target changes
• Negative Sentiment: Insider selling — a reported insider reduced their stake by ~58%, a signal that may concern some investors and weigh on sentiment. Insider stake reduction
• Negative Sentiment: Debt and interest‑cost pressure — coverage notes rising interest expenses and elevated leverage as risks that could limit margin expansion and investor enthusiasm despite organic growth. Zacks earnings summary

Insiders Place Their Bets

In related news, CEO Michael Lisman acquired 950 shares of the stock in a transaction that occurred on Friday, February 6th. The stock was purchased at an average price of $1,284.26 per share, with a total value of $1,220,047.00. Following the transaction, the chief executive officer owned 3,259 shares of the company's stock, valued at approximately $4,185,403.34. This trade represents a 41.14% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Also, COO Joel Reiss sold 3,900 shares of the business's stock in a transaction that occurred on Wednesday, April 15th. The shares were sold at an average price of $1,280.46, for a total value of $4,993,794.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,609,656. The trade was a 52.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 38,232 shares of company stock valued at $48,248,925 over the last 90 days. 3.20% of the stock is owned by company insiders.

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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