Rep. April McClain Delaney Purchases Shares of Transdigm Group Incorporated (NYSE:TDG)

Representative April McClain Delaney (Democratic-Maryland) recently bought shares of Transdigm Group Incorporated (NYSE:TDG). In a filing disclosed on June 05th, the Representative disclosed that they had bought between $1,001 and $15,000 in Transdigm Group stock on May 8th.

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

• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/29/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Martin Marietta Materials (NYSE:MLM) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of Hubbell (NYSE:HUBB) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of EMCOR Group (NYSE:EME) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/28/2026.
• Purchased $1,001 – $15,000 in shares of C.H. Robinson Worldwide (NASDAQ:CHRW) on 5/28/2026.
• Sold $1,001 – $15,000 in shares of Viking (NYSE:VIK) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/27/2026.
• Sold $1,001 – $15,000 in shares of Tractor Supply (NASDAQ:TSCO) on 5/26/2026.

Transdigm Group Price Performance

NYSE TDG traded up $29.13 on Tuesday, reaching $1,235.41. 129,536 shares of the company’s stock traded hands, compared to its average volume of 391,819. Transdigm Group Incorporated has a 12 month low of $1,123.61 and a 12 month high of $1,623.82. The stock has a 50-day simple moving average of $1,204.20 and a 200 day simple moving average of $1,280.00. The stock has a market cap of $69.10 billion, a PE ratio of 38.61, a P/E/G ratio of 2.17 and a beta of 0.91.

Transdigm Group (NYSE:TDG) last released its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 EPS for the quarter, topping the consensus estimate of $9.46 by $0.39. The firm 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 26.49% and a net margin of 20.24%.The company’s quarterly revenue was up 18.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $9.11 earnings per share. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. As a group, analysts anticipate that Transdigm Group Incorporated will post 37.82 EPS for the current year.

Analyst Ratings Changes

A number of research analysts have commented on the company. Morgan Stanley upped their price target on Transdigm Group from $1,660.00 to $1,680.00 and gave the company an “overweight” rating in a research report on Wednesday, May 6th. BMO Capital Markets cut their price objective on Transdigm Group from $1,550.00 to $1,450.00 and set an “outperform” rating on the stock in a research report on Tuesday, March 31st. Susquehanna decreased their target price on Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating for the company in a report on Wednesday, May 6th. BNP Paribas Exane dropped their price target on Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating for the company in a research note on Thursday, May 14th. Finally, TD Cowen cut their price target on shares of Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. Ten research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $1,524.18.

Hedge Funds Weigh In On Transdigm Group

Large investors have recently made changes to their positions in the business. NewEdge Advisors LLC grew its stake in shares of Transdigm Group by 0.3% in the 1st quarter. NewEdge Advisors LLC now owns 3,297 shares of the aerospace company’s stock worth $3,822,000 after buying an additional 11 shares during the last quarter. Optiver Holding B.V. bought a new stake in Transdigm Group in the first quarter worth $323,000. First Nebraska Trust Co purchased a new stake in shares of Transdigm Group in the first quarter worth $225,000. Blue Fin Capital Inc. grew its stake in shares of Transdigm Group by 7.6% in the first quarter. Blue Fin Capital Inc. now owns 1,531 shares of the aerospace company’s stock worth $1,775,000 after acquiring an additional 108 shares during the last quarter. Finally, Verus Capital Partners LLC increased its holdings in shares of Transdigm Group by 4.7% during the first quarter. Verus Capital Partners LLC now owns 896 shares of the aerospace company’s stock valued at $1,038,000 after acquiring an additional 40 shares in the last quarter. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Transdigm Group

In related news, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $1,213.05, for a total transaction of $12,290,622.60. Following the sale, the director directly owned 21,548 shares of the company’s stock, valued at approximately $26,138,801.40. This represents a 31.98% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $1,154.09, for a total transaction of $4,500,951.00. Following the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,154,724. This represents a 52.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 42,096 shares of company stock worth $51,417,454. 3.20% of the stock is currently owned by company insiders.

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.