Rep. April McClain Delaney Buys Transdigm Group Incorporated (NYSE:TDG) Stock

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 21st.

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

TDG traded up $21.86 on Tuesday, reaching $1,228.14. 31,674 shares of the company’s stock were exchanged, compared to its average volume of 390,896. The stock has a market cap of $68.69 billion, a PE ratio of 38.33, a P/E/G ratio of 2.17 and a beta of 0.91. Transdigm Group Incorporated has a twelve month low of $1,123.61 and a twelve month high of $1,623.82. The stock’s fifty day moving average price is $1,204.20 and its 200-day moving average price is $1,280.00.

Transdigm Group (NYSE:TDG) last posted its quarterly earnings results on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, topping analysts’ consensus estimates of $9.46 by $0.39. The firm had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.47 billion. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. Transdigm Group’s quarterly revenue was up 18.3% on a year-over-year basis. During the same period in the previous year, the business posted $9.11 earnings per share. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. As a group, research analysts predict that Transdigm Group Incorporated will post 37.82 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Transdigm Group

A number of institutional investors and hedge funds have recently made changes to their positions in TDG. Ares Financial Consulting LLC purchased a new stake in shares of Transdigm Group in the 4th quarter valued at approximately $25,000. Elyxium Wealth LLC purchased a new stake in Transdigm Group during the 4th quarter worth approximately $25,000. MCF Advisors LLC increased its stake in Transdigm Group by 900.0% during the 4th quarter. MCF Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after buying an additional 18 shares during the period. Transamerica Financial Advisors LLC increased its stake in Transdigm Group by 1,900.0% during the 4th quarter. Transamerica Financial Advisors LLC now owns 20 shares of the aerospace company’s stock worth $27,000 after buying an additional 19 shares during the period. Finally, Colonial Trust Co SC increased its stake in Transdigm Group by 162.5% during the 4th quarter. Colonial Trust Co SC now owns 21 shares of the aerospace company’s stock worth $29,000 after buying an additional 13 shares during the period. 95.78% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Transdigm Group

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $1,154.09, for a total value of $4,500,951.00. Following the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,154,724. This represents a 52.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction that occurred on Monday, May 18th. The shares were sold at an average price of $1,180.82, for a total transaction of $11,964,068.24. Following the completion of the sale, the director directly owned 21,548 shares in the company, valued at approximately $25,444,309.36. This represents a 31.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 42,096 shares of company stock worth $51,417,454. 3.20% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. Susquehanna lowered their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “neutral” rating on the stock in a research report on Wednesday, May 6th. UBS Group decreased their target price on shares of Transdigm Group from $1,745.00 to $1,645.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. TD Cowen decreased their target price 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. Stifel Nicolaus decreased their target price on shares of Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Finally, Weiss Ratings lowered shares of Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, June 2nd. Ten research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,524.18.

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.

Transdigm Group Company Profile

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.