Transdigm Group (NYSE:TDG) Price Target Cut to $1,645.00 by Analysts at UBS Group

Transdigm Group (NYSE:TDG) had its price target cut by research analysts at UBS Group from $1,745.00 to $1,645.00 in a research note issued to investors on Wednesday,Benzinga reports. The firm currently has a “buy” rating on the aerospace company’s stock. UBS Group’s price target points to a potential upside of 33.28% from the company’s previous close.

Several other research firms have also recently issued reports on TDG. Robert W. Baird reissued a “neutral” rating and set a $1,400.00 target price on shares of Transdigm Group in a research note on Wednesday, February 4th. Royal Bank Of Canada reduced their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating on the stock in a research note on Wednesday. Stifel Nicolaus reduced their target price on Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating on the stock in a research note on Wednesday. Wells Fargo & Company initiated coverage on Transdigm Group in a research note on Wednesday, April 1st. They set an “equal weight” rating and a $1,200.00 target price on the stock. Finally, Weiss Ratings cut Transdigm Group from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Monday, April 13th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $1,538.73.

Transdigm Group Price Performance

Transdigm Group stock traded up $42.92 during trading hours on Wednesday, reaching $1,234.25. The company had a trading volume of 472,758 shares, compared to its average volume of 395,416. The company has a 50-day moving average price of $1,220.06 and a 200 day moving average price of $1,296.12. The firm has a market cap of $69.70 billion, a price-to-earnings ratio of 39.71, a P/E/G ratio of 2.43 and a beta of 0.90. Transdigm Group has a 12-month low of $1,123.61 and a 12-month high of $1,623.82.

Transdigm Group (NYSE:TDG) last announced 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 29.07% and a net margin of 20.50%.The business had revenue of $2.54 billion for the quarter, compared to analysts’ expectations of $2.47 billion. During the same period in the previous year, the firm earned $9.11 EPS. The business’s quarterly 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. As a group, research analysts expect that Transdigm Group will post 36.71 earnings per share for the current year.

Insider Buying and Selling

In other news, CEO Michael Lisman purchased 950 shares of Transdigm Group stock in a transaction that occurred on Friday, February 6th. The shares were bought at an average cost of $1,284.26 per share, with a total value of $1,220,047.00. Following the completion of the purchase, the chief executive officer directly owned 3,259 shares in the company, valued at approximately $4,185,403.34. This trade represents a 41.14% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director W Nicholas Howley sold 10,132 shares of the company’s stock in a transaction on Monday, April 20th. The stock was sold at an average price of $1,265.06, for a total value of $12,817,587.92. Following the completion of the sale, the director directly owned 21,548 shares in the company, valued at approximately $27,259,512.88. The trade was a 31.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 38,232 shares of company stock valued at $48,248,925 over the last ninety days. Company insiders own 3.20% of the company’s stock.

Institutional Investors Weigh In On Transdigm Group

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Empowered Funds LLC boosted its holdings in Transdigm Group by 5.0% in the first quarter. Empowered Funds LLC now owns 1,372 shares of the aerospace company’s stock worth $1,898,000 after acquiring an additional 65 shares in the last quarter. Acadian Asset Management LLC lifted its holdings in Transdigm Group by 92.3% in the first quarter. Acadian Asset Management LLC now owns 273 shares of the aerospace company’s stock valued at $376,000 after acquiring an additional 131 shares during the period. NewEdge Advisors LLC lifted its holdings in Transdigm Group by 152.9% in the second quarter. NewEdge Advisors LLC now owns 2,064 shares of the aerospace company’s stock valued at $3,138,000 after acquiring an additional 1,248 shares during the period. Sei Investments Co. lifted its holdings in Transdigm Group by 25.4% in the second quarter. Sei Investments Co. now owns 33,032 shares of the aerospace company’s stock valued at $50,227,000 after acquiring an additional 6,697 shares during the period. Finally, Treasurer of the State of North Carolina lifted its holdings in Transdigm Group by 3.6% in the second quarter. Treasurer of the State of North Carolina now owns 25,821 shares of the aerospace company’s stock valued at $39,264,000 after acquiring an additional 902 shares during the period. 95.78% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Transdigm Group

Here are the key news stories impacting Transdigm Group this week:

• Positive Sentiment: Q2 results and guidance raise — TDG reported Q2 revenue of $2.544B (up 18% YoY) and adjusted EPS of $9.85, beating estimates; management raised FY2026 EPS and revenue guidance (EPS 38.83–40.21, revenue $10.3–10.4B), a primary driver of the stock lift. TransDigm Group Reports Fiscal 2026 Second Quarter Results
• Neutral Sentiment: Investor materials available — Company released the earnings slide deck and hosted the conference call; these provide detail on margin drivers, segment performance and guidance assumptions for analysts and models. Slide Deck / Press Release
• Negative Sentiment: Analyst price?target trims — Stifel cut its PT from $1,650 to $1,525 (still a “buy”), RBC trimmed its PT to $1,350 and moved to “sector perform”, and Susquehanna lowered its PT to $1,350 with a “neutral” rating. These cuts cap near?term upside expectations and add selling pressure. Stifel/TickerReport
• Negative Sentiment: Insider reduced stake — A reported insider sale cut their stake by ~58%, which can be interpreted by some investors as a negative signal on insider conviction and may add downward pressure. Insider Reduced Stake (Yahoo)
• Negative Sentiment: Rising interest expense / leverage watch — Coverage notes that higher interest expense and elevated debt levels are a watch item despite strong operating results; that raises sensitivity to rates and could pressure valuation. Zacks: Q2 Analysis

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.