Transdigm Group (NYSE:TDG) Price Target Cut to $1,481.00 by Analysts at UBS Group

Transdigm Group (NYSE:TDG) had its price target reduced by stock analysts at UBS Group from $1,509.00 to $1,481.00 in a research report issued to clients and investors on Wednesday, Benzinga reports. The firm currently has a “buy” rating on the aerospace company’s stock. UBS Group‘s target price suggests a potential upside of 19.00% from the company’s current price.

Other analysts also recently issued reports about the company. JPMorgan Chase & Co. cut their price objective on Transdigm Group from $1,450.00 to $1,415.00 and set a “neutral” rating for the company in a research report on Thursday, September 17th. The Goldman Sachs Group decreased their target price on shares of Transdigm Group from $1,972.00 to $1,745.00 and set a “buy” rating on the stock in a research report on Monday, October 12th. TD Cowen increased their target price on shares of Transdigm Group from $1,300.00 to $1,350.00 and gave the stock a “buy” rating in a research note on Wednesday. BMO Capital Markets dropped their price target on shares of Transdigm Group from $1,525.00 to $1,400.00 and set an “outperform” rating for the company in a research report on Monday, September 28th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Transdigm Group in a research note on Friday, August 28th. Five analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $1,431.13.

Transdigm Group Trading Up 1.6%

Transdigm Group stock traded up $19.02 during mid-day trading on Wednesday, hitting $1,244.56. The company’s stock had a trading volume of 433,395 shares, compared to its average volume of 393,512. The stock’s fifty day moving average is $1,131.80 and its two-hundred day moving average is $1,221.05. The firm has a market capitalization of $69.61 billion, a PE ratio of 37.76, a price-to-earnings-growth ratio of 1.74 and a beta of 0.98. Transdigm Group has a 1 year low of $1,071.25 and a 1 year high of $1,463.03.

Transdigm Group (NYSE:TDG) last posted its earnings results on Tuesday, November 10th. The aerospace company reported $12.44 EPS for the quarter, beating analysts’ consensus estimates of $12.21 by $0.23. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%. The company had revenue of $2.99 billion for the quarter, compared to the consensus estimate of $2.95 billion. During the same quarter in the previous year, the business earned $10.82 earnings per share. The company’s revenue for the quarter was up 22.6% on a year-over-year basis. Transdigm Group has set its FY 2027 guidance at 47.090-47.940 EPS. On average, equities analysts expect that Transdigm Group will post 38.81 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, COO Joel Reiss sold 4,100 shares of the business’s stock in a transaction on Thursday, October 15th. The stock was sold at an average price of $1,128.04, for a total value of $4,624,964.00. Following the sale, the chief operating officer owned 3,600 shares in the company, valued at approximately $4,060,944. The trade was a 53.25% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director W. Howley sold 10,132 shares of the stock in a transaction dated Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total value of $12,525,988.96. Following the transaction, the director directly owned 21,548 shares in the company, valued at approximately $26,639,361.44. The trade was a 31.98% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 22,032 shares of company stock valued at $26,250,979 over the last ninety days. Insiders own 3.20% of the company’s stock.

Institutional Trading of Transdigm Group

A number of institutional investors and hedge funds have recently bought and sold shares of TDG. Burkett Financial Services LLC acquired a new stake in shares of Transdigm Group during the second quarter worth about $25,000. Meeder Asset Management Inc. acquired a new position in shares of Transdigm Group in the second quarter valued at approximately $31,000. Trust Co. of Vermont acquired a new position in shares of Transdigm Group in the second quarter valued at approximately $33,000. Western Wealth Management LLC purchased a new stake in Transdigm Group during the 1st quarter worth approximately $30,000. Finally, Reyes Financial Architecture Inc. purchased a new stake in Transdigm Group during the 3rd quarter worth approximately $32,000. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Transdigm Group

Investors following TDG have been watching these headlines:

• Positive Sentiment: Fiscal Q4 adjusted EPS of $12.44 and revenue of $2.99 billion topped estimates. Revenue rose 23% year over year, with organic sales up 14%. The company also projected fiscal 2027 revenue of $12.0 billion to $12.2 billion, above the $11.7 billion consensus. Article
• Positive Sentiment: Several analysts raised their price targets: TD Cowen lifted its target to $1,350 and kept a Buy rating; Morgan Stanley raised its target to $1,405 while maintaining Equal Weight; RBC increased its target to $1,300 and retained Sector Perform. TD Cowen rating information Morgan Stanley rating information RBC price target article
• Positive Sentiment: TransDigm repurchased $2.75 billion of stock during fiscal 2026, providing a substantial return of capital to shareholders. Article

About Transdigm Group

TransDigm Group Incorporated designs, produces and supplies highly engineered components for the aerospace industry. Its products include mechanical and electromechanical systems, pumps, valves, ignition systems, batteries, power-conditioning devices and cockpit components. The company serves commercial, military and business aviation markets, supplying components for both original aircraft production and the aftermarket. Its products are used on aircraft operated around the world, and its aftermarket business provides replacement parts and related support.