Transdigm Group Incorporated (NYSE:TDG) Receives Average Recommendation of "Moderate Buy" from Analysts

Key Points

• Transdigm Group has a consensus analyst rating of “Moderate Buy” from 19 covering firms, with 10 buy ratings and 9 holds. The average 12-month price target is about $1,525.06.
• Recent analyst updates were mixed but generally positive, with several firms trimming price targets while keeping favorable views; TD Cowen, BNP Paribas Exane, and others maintained buy or outperform-style ratings, while Wells Fargo and Susquehanna took more cautious stances.
• The company also saw notable insider selling, including shares sold by Director W. Nicholas Howley and COO Joel Reiss, while Transdigm reported better-than-expected quarterly earnings and revenue and raised FY2026 guidance to 38.830–40.210 EPS.

Transdigm Group Incorporated (NYSE:TDG - Get Free Report) has received a consensus rating of "Moderate Buy" from the nineteen ratings firms that are currently covering the company, Marketbeat reports. Nine research analysts have rated the stock with a hold recommendation and ten have issued a buy recommendation on the company. The average 1 year price target among analysts that have updated their coverage on the stock in the last year is $1,525.0588.

A number of equities analysts recently commented on the stock. TD Cowen dropped their price target on shares of Transdigm Group from $1,565.00 to $1,450.00 and set a "buy" rating for the company in a research note on Wednesday, April 8th. Wells Fargo & Company assumed coverage on shares of Transdigm Group in a research note on Wednesday, April 1st. They set an "equal weight" rating and a $1,200.00 price target for the company. Susquehanna dropped their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a "neutral" rating for the company in a research note on Wednesday, May 6th. BNP Paribas Exane dropped their price target on shares of Transdigm Group from $1,800.00 to $1,750.00 and set an "outperform" rating for the company in a research note on Thursday, May 14th. Finally, Weiss Ratings cut shares of Transdigm Group from a "hold (c+)" rating to a "hold (c)" rating in a research note on Tuesday, June 2nd.

Insider Transactions at Transdigm Group

In related news, Director W Nicholas Howley sold 10,132 shares of Transdigm Group stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $1,180.82, for a total transaction of $11,964,068.24. Following the completion of the sale, the director owned 21,548 shares in the company, valued at $25,444,309.36. This trade represents a 31.98% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, COO Joel Reiss sold 3,900 shares of Transdigm Group stock in a transaction dated Monday, June 15th. The shares were sold at an average price of $1,276.78, for a total transaction of $4,979,442.00. Following the sale, the chief operating officer owned 3,600 shares of the company's stock, valued at $4,596,408. The trade was a 52.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 31,964 shares of company stock valued at $39,255,843 in the last quarter. 3.20% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Transdigm Group

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Ares Financial Consulting LLC bought a new stake in shares of Transdigm Group in the 4th quarter valued at about $25,000. Elyxium Wealth LLC bought a new stake in shares of Transdigm Group in the 4th quarter valued at about $25,000. MCF Advisors LLC raised its holdings in shares of Transdigm Group by 900.0% in the 4th quarter. MCF Advisors LLC now owns 20 shares of the aerospace company's stock valued at $27,000 after purchasing an additional 18 shares in the last quarter. Transamerica Financial Advisors LLC raised its holdings in shares of Transdigm Group by 1,900.0% in the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company's stock valued at $27,000 after purchasing an additional 19 shares in the last quarter. Finally, Colonial Trust Co SC raised its holdings in shares of Transdigm Group by 162.5% in the 4th quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company's stock valued at $29,000 after purchasing an additional 13 shares in the last quarter. Institutional investors own 95.78% of the company's stock.

Transdigm Group Stock Up 0.3%

Shares of NYSE:TDG opened at $1,332.12 on Monday. Transdigm Group has a 52 week low of $1,123.61 and a 52 week high of $1,623.82. The stock has a market capitalization of $74.51 billion, a P/E ratio of 41.58, a PEG ratio of 2.31 and a beta of 0.91. The firm has a fifty day simple moving average of $1,224.66 and a two-hundred day simple moving average of $1,275.89.

Transdigm Group (NYSE:TDG - Get Free Report) last issued its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, topping analysts' consensus estimates of $9.46 by $0.39. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The business had revenue of $2.54 billion during the quarter, compared to analysts' expectations of $2.47 billion. During the same period last year, the company posted $9.11 EPS. The business's revenue was up 18.3% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. On average, analysts expect that Transdigm Group will post 37.99 earnings per share for the current year.

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.

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.