Transdigm Group Incorporated (NYSE:TDG) Given Consensus Recommendation of "Moderate Buy" by Analysts

Key Points

• Seventeen analysts give TransDigm a consensus recommendation of "Moderate Buy", with an average 12‑month price target of $1,567.40 and a split of eight holds, eight buys and one strong buy.
• Insiders have sold 86,522 shares valued at roughly $117.2 million over the last 90 days, reducing insider ownership to about 3.20% of the company.
• TransDigm beat quarterly estimates (EPS $8.23 vs. $7.99) with revenue up 13.9% YoY, and issued FY2026 EPS guidance of 37.420–39.340 versus a sell‑side expectation of 36.71.

Shares of Transdigm Group Incorporated (NYSE:TDG - Get Free Report) have received a consensus recommendation of "Moderate Buy" from the seventeen analysts that are currently covering the company, Marketbeat.com reports. Eight equities research analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has given a strong buy rating to the company. The average 12-month price target among analysts that have updated their coverage on the stock in the last year is $1,567.40.

TDG has been the subject of a number of analyst reports. KeyCorp lowered Transdigm Group from an "overweight" rating to a "sector weight" rating in a report on Thursday, February 5th. Wells Fargo & Company started coverage on Transdigm Group in a research note on Wednesday, April 1st. They set an "equal weight" rating and a $1,200.00 price objective for the company. UBS Group dropped their price objective on Transdigm Group from $1,804.00 to $1,800.00 and set a "buy" rating for the company in a research note on Wednesday, February 4th. Robert W. Baird reissued a "neutral" rating and set a $1,400.00 price objective on shares of Transdigm Group in a research note on Wednesday, February 4th. Finally, Weiss Ratings lowered Transdigm Group from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Monday, April 13th.

Insider Activity at Transdigm Group

In related news, COO Patrick Joseph Murphy sold 290 shares of Transdigm Group stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $1,430.10, for a total transaction of $414,729.00. Following the completion of the sale, the chief operating officer owned 1,055 shares of the company's stock, valued at approximately $1,508,755.50. This trade represents a 21.56% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director W Nicholas Howley sold 10,132 shares of Transdigm Group stock in a transaction on Monday, April 20th. The shares were sold at an average price of $1,265.06, for a total value of $12,817,587.92. Following the sale, the director directly owned 21,548 shares of the company's stock, valued at $27,259,512.88. This represents a 31.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 86,522 shares of company stock valued at $117,197,926 in the last ninety days. 3.20% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Transdigm Group

A number of large investors have recently added to or reduced their stakes in the company. Gateway Investment Advisers LLC raised 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 valued at $1,558,000 after purchasing an additional 8 shares in the last quarter. Tower Wealth Partners Inc. raised 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 valued at $246,000 after purchasing an additional 8 shares in the last quarter. Central Pacific Bank Trust Division raised 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 in the last quarter. Family Legacy Inc. raised 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 in the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC raised its position in Transdigm Group by 17.0% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 55 shares of the aerospace company's stock valued at $73,000 after purchasing an additional 8 shares in the last quarter. Hedge funds and other institutional investors own 95.78% of the company's stock.

Transdigm Group Price Performance

Transdigm Group stock opened at $1,155.75 on Friday. Transdigm Group has a one year low of $1,123.61 and a one year high of $1,623.82. The business has a fifty day moving average price of $1,223.02 and a 200-day moving average price of $1,296.55. The firm has a market capitalization of $65.27 billion, a P/E ratio of 37.19, a PEG ratio of 2.44 and a beta of 0.90.

Transdigm Group (NYSE:TDG - Get Free Report) last posted its quarterly earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, topping analysts' consensus estimates of $7.99 by $0.24. Transdigm Group had a negative return on equity of 29.07% and a net margin of 20.50%.The firm had revenue of $2.29 billion during the quarter, compared to analyst estimates of $2.26 billion. During the same period last year, the company earned $7.83 earnings per share. The business's revenue for the quarter was up 13.9% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Sell-side analysts expect that Transdigm Group will post 36.71 earnings per share for the current fiscal year.

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.

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