Transdigm Group Incorporated $TDG Shares Bought by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC raised its position in shares of Transdigm Group Incorporated (NYSE:TDG) by 26.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,938 shares of the aerospace company’s stock after buying an additional 3,940 shares during the period. Janney Montgomery Scott LLC’s holdings in Transdigm Group were worth $21,949,000 as of its most recent filing with the Securities & Exchange Commission.

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

Insiders Place Their Bets

In other news, Director W Nicholas Howley sold 10,132 shares of Transdigm Group stock in a transaction on Thursday, June 18th. The shares were sold at an average price of $1,319.55, for a total transaction of $13,369,680.60. Following the completion of the sale, the director directly owned 21,548 shares of the company’s stock, valued at approximately $28,433,663.40. The trade was a 31.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction on Monday, June 15th. The stock was sold at an average price of $1,276.78, for a total transaction of $4,979,442.00. Following the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,596,408. The trade was a 52.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 42,096 shares of company stock worth $52,625,524 over the last 90 days. Company insiders own 3.20% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the stock. JPMorgan Chase & Co. upped their target price on shares of Transdigm Group from $1,440.00 to $1,450.00 and gave the stock a “neutral” rating in a research note on Monday, June 15th. Wells Fargo & Company began coverage on shares of Transdigm Group in a research report on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 price target for the company. Jefferies Financial Group boosted their price target on shares of Transdigm Group from $1,565.00 to $1,575.00 in a research note on Monday, May 11th. BMO Capital Markets reduced 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 note on Tuesday, March 31st. Finally, Deutsche Bank Aktiengesellschaft lifted their target price on Transdigm Group from $1,306.00 to $1,350.00 and gave the company a “hold” rating in a report on Wednesday, May 6th. Nine analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $1,513.56.

Transdigm Group Stock Performance

TDG stock opened at $1,326.39 on Wednesday. The company’s 50 day moving average price is $1,234.44 and its 200 day moving average price is $1,274.96. The firm has a market capitalization of $74.19 billion, a price-to-earnings ratio of 41.40, a PEG ratio of 2.31 and a beta of 0.91. Transdigm Group Incorporated has a fifty-two week low of $1,123.61 and a fifty-two week high of $1,623.82.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $9.46 by $0.39. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The company had revenue of $2.54 billion during the quarter, compared to the consensus estimate of $2.47 billion. During the same quarter in the previous year, the firm earned $9.11 earnings per share. The firm’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. Equities analysts forecast that Transdigm Group Incorporated will post 37.99 EPS for the current fiscal year.

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.