Transdigm Group (NYSE:TDG) Price Target Raised to $1,575.00 at Jefferies Financial Group

Transdigm Group (NYSE:TDG) had its price target lifted by stock analysts at Jefferies Financial Group from $1,565.00 to $1,575.00 in a research note issued to investors on Monday,MarketScreener reports. Jefferies Financial Group’s price objective indicates a potential upside of 30.64% from the stock’s current price.

Several other research analysts have also recently weighed in on TDG. Wells Fargo & Company started coverage on shares of Transdigm Group in a report on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 price target on the stock. Robert W. Baird reissued a “neutral” rating and issued a $1,400.00 price target on shares of Transdigm Group in a research note on Wednesday, February 4th. Royal Bank Of Canada cut their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating for the company in a research note on Wednesday, May 6th. Weiss Ratings downgraded Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Monday, April 13th. Finally, KeyCorp downgraded Transdigm Group from an “overweight” rating to a “sector weight” rating in a research report on Thursday, February 5th. Ten research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,524.18.

Transdigm Group Price Performance

Shares of Transdigm Group stock traded down $9.47 during trading hours on Monday, reaching $1,205.61. The company had a trading volume of 105,135 shares, compared to its average volume of 390,352. 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 simple moving average of $1,217.81 and a 200 day simple moving average of $1,295.83. The firm has a market cap of $67.43 billion, a PE ratio of 37.66, a price-to-earnings-growth ratio of 2.42 and a beta of 0.90.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings results 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 negative return on equity of 26.49% and a net margin of 20.24%.The firm had revenue of $2.54 billion during the quarter, compared to analyst estimates of $2.47 billion. During the same period last year, the company earned $9.11 earnings per share. The business’s revenue for the quarter 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, research analysts forecast that Transdigm Group will post 36.71 EPS for the current year.

Insider Transactions at Transdigm Group

In other Transdigm Group news, Director W Nicholas Howley sold 10,132 shares of the firm’s stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $1,265.06, for a total transaction of $12,817,587.92. Following the sale, the director owned 21,548 shares in the company, valued at $27,259,512.88. This trade represents a 31.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, COO Joel Reiss sold 3,900 shares of the firm’s 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 sale, the chief operating officer owned 3,600 shares in the company, valued at $4,609,656. 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 38,232 shares of company stock worth $48,248,925 in the last 90 days. Company insiders own 3.20% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of TDG. Norges Bank bought a new position in shares of Transdigm Group during the fourth quarter valued at about $1,025,591,000. Principal Financial Group Inc. grew its stake in shares of Transdigm Group by 18.3% during the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock valued at $3,136,719,000 after buying an additional 367,756 shares during the last quarter. Franklin Resources Inc. grew its stake in shares of Transdigm Group by 161.7% during the third quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company’s stock valued at $626,704,000 after buying an additional 293,821 shares during the last quarter. Capital Research Global Investors grew its stake in shares of Transdigm Group by 12.2% during the fourth quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock valued at $3,293,527,000 after buying an additional 268,824 shares during the last quarter. Finally, Capital International Investors grew its stake in shares of Transdigm Group by 4.1% during the third quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock valued at $8,552,028,000 after buying an additional 254,750 shares during the last quarter. 95.78% of the stock is owned by institutional investors.

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.