UBS Group Issues Positive Forecast for Transdigm Group (NYSE:TDG) Stock Price

Transdigm Group (NYSE:TDG) had its target price upped by equities research analysts at UBS Group from $1,738.00 to $1,798.00 in a report released on Thursday,Benzinga reports. The firm currently has a “buy” rating on the aerospace company’s stock. UBS Group’s price objective indicates a potential upside of 33.45% from the company’s previous close.

Several other brokerages have also recently issued reports on TDG. Zacks Research cut Transdigm Group from a “hold” rating to a “strong sell” rating in a research note on Monday, October 27th. Morgan Stanley reduced their target price on shares of Transdigm Group from $1,750.00 to $1,600.00 and set an “overweight” rating on the stock in a report on Wednesday, October 15th. JPMorgan Chase & Co. boosted their price target on shares of Transdigm Group from $1,480.00 to $1,500.00 and gave the stock a “neutral” rating in a report on Thursday, August 7th. BMO Capital Markets began coverage on shares of Transdigm Group in a report on Tuesday, September 30th. They issued an “outperform” rating and a $1,420.00 price objective on the stock. Finally, Susquehanna decreased their price objective on shares of Transdigm Group from $1,500.00 to $1,450.00 and set a “neutral” rating for the company in a research report on Thursday, October 9th. Twelve research analysts have rated the stock with a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $1,564.19.

Transdigm Group Price Performance

Shares of NYSE:TDG traded up $39.40 during mid-day trading on Thursday, reaching $1,347.37. 219,378 shares of the company were exchanged, compared to its average volume of 298,289. The firm has a market cap of $75.92 billion, a price-to-earnings ratio of 44.73, a P/E/G ratio of 3.25 and a beta of 1.02. Transdigm Group has a 1 year low of $1,183.60 and a 1 year high of $1,623.82. The firm’s 50-day simple moving average is $1,295.01 and its 200 day simple moving average is $1,403.54.

Transdigm Group (NYSE:TDG) last issued its quarterly earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $10.33 by $0.49. Transdigm Group had a net margin of 20.98% and a negative return on equity of 35.27%. The company had revenue of $2.44 billion for the quarter, compared to analyst estimates of $2.40 billion. During the same period in the prior year, the firm earned $9.83 earnings per share. The business’s revenue for the quarter was up 11.5% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. On average, research analysts forecast that Transdigm Group will post 35.13 earnings per share for the current fiscal year.

Insider Activity

In other Transdigm Group news, Director Robert J. Small sold 5,000 shares of the business’s stock in a transaction on Friday, September 12th. The shares were sold at an average price of $1,276.98, for a total value of $6,384,900.00. Following the transaction, the director directly owned 83,419 shares of the company’s stock, valued at approximately $106,524,394.62. The trade was a 5.65% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Kevin M. Stein sold 700 shares of the stock in a transaction dated Monday, October 27th. The stock was sold at an average price of $1,360.00, for a total transaction of $952,000.00. Following the transaction, the director directly owned 8,158 shares of the company’s stock, valued at $11,094,880. This represents a 7.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 22,802 shares of company stock valued at $29,917,993. 4.09% of the stock is currently owned by company insiders.

Institutional Trading of Transdigm Group

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Vanguard Group Inc. grew its position in Transdigm Group by 1.8% during the third quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company’s stock worth $8,982,225,000 after buying an additional 121,049 shares during the period. Capital International Investors increased its stake in Transdigm Group by 4.1% in the 3rd quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company’s stock valued at $8,552,028,000 after purchasing an additional 254,750 shares in the last quarter. Principal Financial Group Inc. raised its holdings in Transdigm Group by 18.3% during the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock worth $3,136,719,000 after purchasing an additional 367,756 shares during the last quarter. State Street Corp boosted its position in Transdigm Group by 2.5% during the second quarter. State Street Corp now owns 2,343,288 shares of the aerospace company’s stock worth $3,563,297,000 after purchasing an additional 56,141 shares in the last quarter. Finally, Capital Research Global Investors grew its holdings in Transdigm Group by 10.2% in the third quarter. Capital Research Global Investors now owns 2,207,837 shares of the aerospace company’s stock valued at $2,909,850,000 after purchasing an additional 203,997 shares during the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Transdigm Group Company Profile

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.