Transdigm Group Incorporated $TDG Stock Holdings Raised by Mezzasalma Advisors LLC

Mezzasalma Advisors LLC grew its stake in Transdigm Group Incorporated (NYSE:TDG) by 1.2% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,632 shares of the aerospace company’s stock after purchasing an additional 32 shares during the quarter. Transdigm Group makes up approximately 1.2% of Mezzasalma Advisors LLC’s holdings, making the stock its 19th biggest holding. Mezzasalma Advisors LLC’s holdings in Transdigm Group were worth $4,002,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of TDG. Winch Advisory Services LLC lifted its holdings in Transdigm Group by 53.8% during the 1st quarter. Winch Advisory Services LLC now owns 20 shares of the aerospace company’s stock worth $28,000 after buying an additional 7 shares during the last quarter. Saudi Central Bank bought a new stake in shares of Transdigm Group in the 1st quarter valued at approximately $30,000. Park Square Financial Group LLC raised its position in shares of Transdigm Group by 36.0% during the 1st quarter. Park Square Financial Group LLC now owns 34 shares of the aerospace company’s stock valued at $47,000 after acquiring an additional 9 shares in the last quarter. Ameritas Advisory Services LLC bought a new position in Transdigm Group during the second quarter worth $47,000. Finally, Hilltop National Bank acquired a new position in Transdigm Group in the second quarter worth $71,000. 95.78% of the stock is owned by institutional investors.

Transdigm Group Trading Up 1.5%

TDG opened at $1,267.98 on Friday. The business’s 50 day moving average is $1,323.87 and its 200-day moving average is $1,403.42. The stock has a market cap of $71.45 billion, a PE ratio of 42.08, a price-to-earnings-growth ratio of 2.90 and a beta of 1.02. Transdigm Group Incorporated has a twelve month low of $1,183.60 and a twelve month high of $1,623.82.

Transdigm Group (NYSE:TDG) last posted its earnings results on Tuesday, August 5th. The aerospace company reported $9.60 EPS for the quarter, missing the consensus estimate of $9.75 by ($0.15). The business had revenue of $2.24 billion during the quarter, compared to analyst estimates of $2.29 billion. Transdigm Group had a net margin of 20.98% and a negative return on equity of 35.27%. The firm’s revenue was up 9.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $9.00 earnings per share. Transdigm Group has set its FY 2025 guidance at 36.330-37.150 EPS. As a group, analysts forecast that Transdigm Group Incorporated will post 35.13 EPS for the current year.

Transdigm Group Increases Dividend

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

Analyst Ratings Changes

A number of brokerages have 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 on the stock in a report on Wednesday. Morgan Stanley dropped their price objective on shares of Transdigm Group from $1,750.00 to $1,600.00 and set an “overweight” rating on the stock in a research note on Wednesday. Stifel Nicolaus initiated coverage on Transdigm Group in a research note on Tuesday, June 24th. They issued a “buy” rating and a $1,710.00 target price for the company. Jefferies Financial Group lowered their target price on Transdigm Group from $1,650.00 to $1,490.00 and set a “buy” rating for the company in a report on Wednesday, September 17th. Finally, UBS Group raised their price target on Transdigm Group from $1,815.00 to $1,839.00 and gave the stock a “buy” rating in a report on Thursday, August 7th. Twelve equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $1,564.56.

Insider Activity at Transdigm Group

In related news, Director Robert J. Small sold 5,000 shares of the stock in a transaction dated 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 completion of the transaction, the director owned 83,419 shares in the company, valued at $106,524,394.62. This represents a 5.65% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director W Nicholas Howley sold 2,736 shares of the business’s stock in a transaction dated Wednesday, October 15th. The stock was sold at an average price of $1,298.87, for a total transaction of $3,553,708.32. Following the sale, the director owned 21,548 shares in the company, valued at $27,988,050.76. This trade represents a 11.27% decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last three months, insiders sold 21,232 shares of company stock worth $28,755,142. 4.09% of the stock is owned by company insiders.

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.