Transdigm Group (NYSE:TDG) Price Target Cut to $1,350.00 by Analysts at Susquehanna

Transdigm Group (NYSE:TDG) had its price objective lowered by Susquehanna from $1,400.00 to $1,350.00 in a research report sent to investors on Wednesday morning,Benzinga reports. The firm currently has a neutral rating on the aerospace company’s stock.

A number of other equities analysts have also weighed in on TDG. UBS Group lowered their price objective on shares of Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating on the stock in a research report on Wednesday, February 4th. Robert W. Baird restated a “neutral” rating and set a $1,400.00 price objective on shares of Transdigm Group in a research report on Wednesday, February 4th. KeyCorp cut shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a research note on Thursday, February 5th. Wells Fargo & Company started 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 on the stock. Finally, Weiss Ratings cut shares of Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a report on Monday, April 13th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,538.73.

Transdigm Group Stock Up 3.6%

Shares of TDG stock opened at $1,234.25 on Wednesday. The stock’s 50-day moving average price is $1,218.86 and its 200 day moving average price is $1,296.01. The stock has a market capitalization of $69.70 billion, a PE ratio of 38.52, a price-to-earnings-growth ratio of 2.51 and a beta of 0.90. Transdigm Group has a 52-week low of $1,123.61 and a 52-week high of $1,623.82.

Transdigm Group (NYSE:TDG) last announced its earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, beating the consensus estimate of $9.46 by $0.39. The company had revenue of $2.54 billion for the quarter, compared to the consensus estimate 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 revenue was up 18.3% on a year-over-year basis. During the same period last year, the business posted $9.11 EPS. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. Analysts expect that Transdigm Group will post 36.71 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, COO Joel Reiss sold 3,900 shares of the stock in a transaction dated 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 transaction, the chief operating officer owned 3,600 shares in the company, valued at $4,609,656. This trade represents a 52.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Michael Lisman purchased 950 shares of Transdigm Group stock in a transaction dated Friday, February 6th. The shares were bought at an average price of $1,284.26 per share, with a total value of $1,220,047.00. Following the completion of the transaction, the chief executive officer owned 3,259 shares in the company, valued at approximately $4,185,403.34. This trade represents a 41.14% increase in their position. The SEC filing for this purchase provides additional information. Over the last quarter, insiders sold 38,232 shares of company stock worth $48,248,925. 3.20% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Ares Financial Consulting LLC acquired a new stake in Transdigm Group in the 4th quarter valued at about $25,000. Elyxium Wealth LLC acquired a new position in Transdigm Group during the fourth quarter worth about $25,000. MCF Advisors LLC lifted its holdings in shares of Transdigm Group by 900.0% in the fourth 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 grew its position in shares of Transdigm Group by 1,900.0% in the fourth 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 during the last quarter. Finally, Colonial Trust Co SC raised its position in shares of Transdigm Group by 162.5% during the 4th quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock worth $29,000 after purchasing an additional 13 shares during the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

More Transdigm Group News

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

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.