Natixis Advisors LLC Raises Stake in Transdigm Group Incorporated $TDG

Natixis Advisors LLC grew its holdings in shares of Transdigm Group Incorporated (NYSE:TDG) by 3.9% during the 3rd quarter, HoldingsChannel reports. The fund owned 58,187 shares of the aerospace company’s stock after acquiring an additional 2,203 shares during the quarter. Natixis Advisors LLC’s holdings in Transdigm Group were worth $76,691,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in TDG. Salomon & Ludwin LLC purchased a new stake in shares of Transdigm Group in the 3rd quarter valued at $26,000. Pinnacle Holdings LLC bought a new stake in shares of Transdigm Group in the 3rd quarter valued at about $41,000. Security National Bank bought a new stake in shares of Transdigm Group in the 3rd quarter valued at about $53,000. Ameritas Advisory Services LLC boosted its holdings in Transdigm Group by 38.7% during the 3rd quarter. Ameritas Advisory Services LLC now owns 43 shares of the aerospace company’s stock valued at $56,000 after acquiring an additional 12 shares during the period. Finally, Winch Advisory Services LLC boosted its holdings in Transdigm Group by 147.6% during the 3rd quarter. Winch Advisory Services LLC now owns 52 shares of the aerospace company’s stock valued at $69,000 after acquiring an additional 31 shares during the period. 95.78% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other Transdigm Group news, Director Robert J. Small sold 90,953 shares of Transdigm Group stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $1,335.72, for a total transaction of $121,487,741.16. Following the completion of the transaction, the director owned 68,139 shares in the company, valued at approximately $91,014,625.08. The trade was a 57.17% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $1,429.92, for a total value of $5,576,688.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares in the company, valued at $5,147,712. This trade represents a 52.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 212,201 shares of company stock worth $290,306,625 in the last 90 days. Corporate insiders own 3.20% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have weighed in on TDG. JPMorgan Chase & Co. boosted their price objective on Transdigm Group from $1,405.00 to $1,435.00 and gave the company a “neutral” rating in a research report on Friday, November 14th. UBS Group cut their price target on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating on the stock in a report on Wednesday, February 4th. Zacks Research upgraded shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Morgan Stanley upped their price objective on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a research note on Friday, November 14th. Finally, Royal Bank Of Canada increased their target price on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a report on Thursday, November 13th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,584.44.

Transdigm Group Price Performance

Shares of NYSE TDG opened at $1,295.09 on Monday. Transdigm Group Incorporated has a 1 year low of $1,183.60 and a 1 year high of $1,623.82. The firm has a 50-day moving average of $1,352.67 and a 200 day moving average of $1,327.66. The stock has a market cap of $73.14 billion, a P/E ratio of 41.67, a price-to-earnings-growth ratio of 2.71 and a beta of 0.93.

Transdigm Group (NYSE:TDG) last announced its quarterly earnings data on Tuesday, February 3rd. The aerospace company reported $8.23 earnings per share for the quarter, topping analysts’ consensus estimates of $7.99 by $0.24. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. The business had revenue of $2.29 billion for the quarter, compared to analysts’ expectations of $2.26 billion. During the same quarter in the prior year, the company earned $7.83 earnings per share. The business’s revenue was up 13.9% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. Research analysts expect that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

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.