Morgan Stanley Forecasts Strong Price Appreciation for Transdigm Group (NYSE:TDG) Stock

Transdigm Group (NYSE:TDG) had its target price raised by Morgan Stanley from $1,600.00 to $1,660.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm presently has an “overweight” rating on the aerospace company’s stock. Morgan Stanley’s price objective points to a potential upside of 23.95% from the stock’s current price.

A number of other analysts have also weighed in on TDG. Truist Financial dropped their target price on shares of Transdigm Group from $1,730.00 to $1,647.00 and set a “buy” rating for the company in a report on Wednesday, October 15th. Royal Bank Of Canada lifted their price objective on Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a research report on Thursday. KeyCorp reduced their target price on Transdigm Group from $1,700.00 to $1,600.00 and set an “overweight” rating on the stock in a research note on Friday, August 8th. UBS Group raised their price target on Transdigm Group from $1,738.00 to $1,798.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Zacks Research downgraded shares of Transdigm Group from a “hold” rating to a “strong sell” rating in a research report on Monday, October 27th. Twelve research analysts have rated the stock with a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Transdigm Group has a consensus rating of “Moderate Buy” and an average price target of $1,563.88.

Transdigm Group Stock Performance

Shares of TDG stock opened at $1,339.26 on Friday. The company has a market capitalization of $75.43 billion, a P/E ratio of 44.45, a PEG ratio of 3.25 and a beta of 1.02. Transdigm Group has a fifty-two week low of $1,183.60 and a fifty-two week high of $1,623.82. The stock has a 50 day moving average price of $1,297.21 and a two-hundred day moving average price of $1,402.56.

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

Insider Transactions at Transdigm Group

In other Transdigm Group news, Director Kevin M. Stein sold 700 shares of the company’s stock in a transaction dated Monday, October 27th. The shares were sold at an average price of $1,360.00, for a total value of $952,000.00. Following the sale, the director owned 8,158 shares in the company, valued at approximately $11,094,880. This represents a 7.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO Joel Reiss sold 3,000 shares of the firm’s stock in a transaction that occurred on Monday, October 20th. The shares were sold at an average price of $1,279.59, for a total transaction of $3,838,770.00. Following the transaction, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at $4,606,524. This represents a 45.45% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 22,802 shares of company stock worth $29,917,993. 4.09% of the stock is owned by insiders.

Institutional Trading of Transdigm Group

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Winch Advisory Services LLC increased its position in Transdigm Group by 53.8% in the 1st quarter. Winch Advisory Services LLC now owns 20 shares of the aerospace company’s stock valued at $28,000 after acquiring an additional 7 shares during the period. MassMutual Private Wealth & Trust FSB lifted its position in Transdigm Group by 2.8% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 257 shares of the aerospace company’s stock worth $391,000 after acquiring an additional 7 shares during the period. Diversified Enterprises LLC grew its stake in shares of Transdigm Group by 3.8% in the 2nd quarter. Diversified Enterprises LLC now owns 193 shares of the aerospace company’s stock valued at $293,000 after purchasing an additional 7 shares during the last quarter. FSM Wealth Advisors LLC grew its stake in shares of Transdigm Group by 3.8% in the 2nd quarter. FSM Wealth Advisors LLC now owns 191 shares of the aerospace company’s stock valued at $292,000 after purchasing an additional 7 shares during the last quarter. Finally, New Republic Capital LLC grew its stake in shares of Transdigm Group by 4.6% in the 1st quarter. New Republic Capital LLC now owns 183 shares of the aerospace company’s stock valued at $253,000 after purchasing an additional 8 shares during the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

About Transdigm Group

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.