Transdigm Group (NYSE:TDG) Stock Acquired Rep. April McClain Delaney

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on May 06th, the Representative disclosed that they had bought between $15,001 and $50,000 in Transdigm Group stock on April 16th.

Representative April McClain Delaney also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Service Corporation International (NYSE:SCI) on 4/30/2026.
• Purchased $1,001 – $15,000 in shares of Markel Group (NYSE:MKL) on 4/30/2026.
• Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 4/30/2026.
• Sold $1,001 – $15,000 in shares of Clean Harbors (NYSE:CLH) on 4/30/2026.
• Purchased $1,001 – $15,000 in shares of Transdigm Group (NYSE:TDG) on 4/29/2026.
• Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 4/29/2026.
• Purchased $1,001 – $15,000 in shares of Packaging Corporation of America (NYSE:PKG) on 4/24/2026.
• Purchased $1,001 – $15,000 in shares of Nasdaq (NASDAQ:NDAQ) on 4/24/2026.
• Sold $1,001 – $15,000 in shares of Fortune Brands Innovations (NYSE:FBIN) on 4/24/2026.
• Sold $15,001 – $50,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 4/24/2026.

Transdigm Group Stock Up 0.7%

Shares of TDG stock opened at $1,242.28 on Friday. Transdigm Group Incorporated has a 52 week low of $1,123.61 and a 52 week high of $1,623.82. The firm has a 50 day moving average of $1,217.81 and a two-hundred day moving average of $1,295.83. The stock has a market capitalization of $69.48 billion, a PE ratio of 38.77, a P/E/G ratio of 2.60 and a beta of 0.90.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, topping analysts’ consensus estimates of $9.46 by $0.39. The business had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.47 billion. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.The company’s revenue was up 18.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $9.11 earnings per share. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. Analysts expect that Transdigm Group Incorporated will post 36.71 EPS for the current fiscal year.

Insider Activity at Transdigm Group

In other news, COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction on 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 approximately $4,609,656. This represents a 52.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction on Monday, April 20th. The shares were sold at an average price of $1,265.06, for a total transaction of $12,817,587.92. Following the completion of the transaction, the director directly 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 SEC filing for this sale provides additional information. Insiders have sold a total of 38,232 shares of company stock valued at $48,248,925 in the last 90 days. Insiders own 3.20% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the business. Ares Financial Consulting LLC acquired a new stake in shares of Transdigm Group during the 4th quarter worth about $25,000. Elyxium Wealth LLC acquired a new position in Transdigm Group in the fourth quarter valued at approximately $25,000. Salomon & Ludwin LLC acquired a new position in Transdigm Group in the third quarter valued at approximately $26,000. MCF Advisors LLC increased its stake in 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 during the last quarter. Finally, Transamerica Financial Advisors LLC raised its holdings in Transdigm Group by 1,900.0% during the fourth quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after purchasing an additional 19 shares in the last quarter. 95.78% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on TDG shares. Susquehanna reduced their price target on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a research report on Wednesday. Wells Fargo & Company assumed 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 target price on the stock. Stifel Nicolaus reduced their target price on shares of Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating on the stock in a report on Wednesday. Robert W. Baird reiterated a “neutral” rating and issued a $1,400.00 price target on shares of Transdigm Group in a research note on Wednesday, February 4th. Finally, KeyCorp cut shares of Transdigm Group from an “overweight” rating to a “sector weight” rating in a report on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $1,538.73.

About Representative McClain Delaney

April McClain-Delaney (Democratic Party) is a member of the U.S. House, representing Maryland’s 6th Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

McClain-Delaney (Democratic Party) is running for re-election to the U.S. House to represent Maryland’s 6th Congressional District. She declared candidacy for the 2026 election.

April McClain-Delaney grew up in Buhl, Idaho, where her father was a potato farmer. She obtained her bachelor’s degree in communications from Northwestern University in 1986 and her law degree from Georgetown Law Center in 1989. McClain-Delaney worked in communications law, first with the satellite firm Orion Network Systems and later as the Washington director for Common Sense Media, a nonprofit focused on technology and children. In 2022, McClain-Delaney joined the U.S. Department of Commerce under President Joe Biden (D) as deputy assistant secretary for communications and information. McClain-Delaney served on the board of the Georgetown University Law Center, the International Center for Research on Women, and the Northwestern University School of Communications.

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.