Transdigm Group Incorporated $TDG is Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s 8th Largest Position

Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its holdings in shares of Transdigm Group Incorporated (NYSE:TDG) by 1,566.7% in the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 213,775 shares of the aerospace company’s stock after buying an additional 200,949 shares during the quarter. Transdigm Group accounts for approximately 1.7% of Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s portfolio, making the stock its 8th biggest holding. Commonwealth of Pennsylvania Public School Empls Retrmt SYS’s holdings in Transdigm Group were worth $325,075,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. Equitable Trust Co. lifted its position in shares of Transdigm Group by 8.2% during the 2nd quarter. Equitable Trust Co. now owns 6,371 shares of the aerospace company’s stock valued at $9,688,000 after buying an additional 484 shares in the last quarter. BNP Paribas Financial Markets raised its stake in Transdigm Group by 5.4% during the 1st quarter. BNP Paribas Financial Markets now owns 104,065 shares of the aerospace company’s stock worth $143,952,000 after acquiring an additional 5,369 shares during the period. Vanguard Personalized Indexing Management LLC lifted its holdings in Transdigm Group by 30.5% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 7,077 shares of the aerospace company’s stock valued at $10,763,000 after purchasing an additional 1,656 shares in the last quarter. Radnor Capital Management LLC boosted its position in shares of Transdigm Group by 57.9% in the second quarter. Radnor Capital Management LLC now owns 1,255 shares of the aerospace company’s stock worth $1,908,000 after purchasing an additional 460 shares during the period. Finally, Interval Partners LP purchased a new stake in shares of Transdigm Group in the first quarter worth $7,475,000. 95.78% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several brokerages have recently commented on TDG. UBS Group raised their price objective on shares of Transdigm Group from $1,738.00 to $1,798.00 and gave the company a “buy” rating in a research report on Thursday. Jefferies Financial Group decreased their price target on Transdigm Group from $1,650.00 to $1,490.00 and set a “buy” rating on the stock in a report on Wednesday, September 17th. Royal Bank Of Canada boosted their price objective on Transdigm Group from $1,385.00 to $1,400.00 and gave the company a “sector perform” rating in a research report on Thursday. JPMorgan Chase & Co. increased their target price on Transdigm Group from $1,405.00 to $1,435.00 and gave the stock a “neutral” rating in a research report on Friday. Finally, Truist Financial lowered their price target on Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating on the stock in a report on Wednesday, October 15th. Twelve analysts have rated the stock with a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Transdigm Group presently has an average rating of “Moderate Buy” and an average price target of $1,563.88.

Insider Transactions at Transdigm Group

In related news, COO Joel Reiss sold 3,000 shares of the stock in a transaction dated Monday, October 20th. The shares were sold at an average price of $1,279.59, for a total value of $3,838,770.00. Following the completion of the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $4,606,524. This trade represents a 45.45% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director W Nicholas Howley sold 2,736 shares of Transdigm Group stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $1,298.87, for a total value of $3,553,708.32. Following the completion of the transaction, the director owned 21,548 shares of the company’s stock, valued at approximately $27,988,050.76. This represents a 11.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 22,802 shares of company stock worth $29,917,993. 4.09% of the stock is currently owned by corporate insiders.

Transdigm Group Trading Up 1.1%

Shares of Transdigm Group stock opened at $1,339.26 on Friday. The firm has a market cap of $75.47 billion, a PE ratio of 44.45, a PEG ratio of 3.25 and a beta of 1.02. The stock has a 50 day moving average of $1,297.21 and a 200 day moving average of $1,402.59. Transdigm Group Incorporated has a 12 month low of $1,183.60 and a 12 month high of $1,623.82.

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

Transdigm Group Increases Dividend

The firm also recently disclosed a special dividend, which was paid on Friday, September 12th. Shareholders of record on Tuesday, September 2nd were paid a $90.00 dividend. The ex-dividend date of this dividend was Tuesday, September 2nd. This is an increase from Transdigm Group’s previous special dividend of $75.00.

Transdigm Group 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.