Transdigm Group Incorporated (NYSE:TDG) Given Average Recommendation of "Moderate Buy" by Analysts

Market Beat
2025.12.04 06:40
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Transdigm Group Incorporated (NYSE:TDG) has received a "Moderate Buy" rating from 20 analysts. The stock has a 1-year price target of $1,576.29. Analysts' ratings include one "sell," five "hold," thirteen "buy," and one "strong buy." Recent price targets range from $1,450 to $1,798. The company reported strong quarterly earnings, with revenue up 11.5% year-over-year. Insiders sold shares worth $54.28 million in the last 90 days. Institutional investors have adjusted their stakes, with significant purchases by Norges Bank and Vanguard Group.

Transdigm Group Incorporated (NYSE:TDG - Get Free Report) has earned an average rating of "Moderate Buy" from the twenty analysts that are currently covering the company, Marketbeat reports. One research analyst has rated the stock with a sell rating, five have given a hold rating, thirteen have issued a buy rating and one has given a strong buy rating to the company. The average 1 year price objective among brokers that have covered the stock in the last year is $1,576.2941.

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A number of research firms have commented on TDG. Susquehanna reduced their price target on Transdigm Group from $1,500.00 to $1,450.00 and set a "neutral" rating on the stock in a research report on Thursday, October 9th. UBS Group upped their target price on Transdigm Group from $1,738.00 to $1,798.00 and gave the company a "buy" rating in a report on Thursday, November 13th. Morgan Stanley raised their price target on shares of Transdigm Group from $1,600.00 to $1,660.00 and gave the stock an "overweight" rating in a report on Friday, November 14th. Jefferies Financial Group reduced their price objective on shares of Transdigm Group from $1,650.00 to $1,490.00 and set a "buy" rating on the stock in a research note on Wednesday, September 17th. Finally, BNP Paribas upgraded shares of Transdigm Group to a "strong-buy" rating in a research report on Tuesday, November 18th.

Read Our Latest Stock Report on Transdigm Group

Transdigm Group Price Performance

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NYSE:TDG opened at $1,338.54 on Thursday. Transdigm Group has a one year low of $1,183.60 and a one year high of $1,623.82. The company has a market cap of $75.39 billion, a PE ratio of 41.73, a P/E/G ratio of 3.22 and a beta of 0.94. The firm's 50 day simple moving average is $1,311.80 and its 200 day simple moving average is $1,396.53.

Transdigm Group (NYSE:TDG - Get Free Report) last issued its quarterly earnings results on Wednesday, November 12th. The aerospace company reported $10.82 EPS for the quarter, topping analysts' consensus estimates of $10.33 by $0.49. The company had revenue of $2.44 billion for the quarter, compared to analyst estimates of $2.40 billion. Transdigm Group had a net margin of 21.69% and a negative return on equity of 31.91%. Transdigm Group's revenue was up 11.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $9.83 earnings per share. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. Equities research analysts expect that Transdigm Group will post 35.13 EPS for the current year.

Insiders Place Their Bets

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In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $1,340.00, for a total transaction of $5,226,000.00. Following the transaction, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,824,000. This represents a 52.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Robert J. Small sold 5,000 shares of the firm's stock in a transaction that occurred on Friday, September 12th. The stock was sold at an average price of $1,276.98, for a total transaction of $6,384,900.00. Following the sale, the director directly owned 83,419 shares of the company's stock, valued at approximately $106,524,394.62. This trade represents a 5.65% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 40,968 shares of company stock valued at $54,279,308 over the last 90 days. 4.09% of the stock is owned by company insiders.

Institutional Trading of Transdigm Group

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Norges Bank purchased a new position in Transdigm Group during the second quarter worth about $1,275,035,000. Principal Financial Group Inc. boosted its stake in shares of Transdigm Group by 18.3% in the 3rd quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company's stock worth $3,136,719,000 after buying an additional 367,756 shares during the last quarter. Vanguard Group Inc. grew its holdings in shares of Transdigm Group by 5.3% in the second quarter. Vanguard Group Inc. now owns 6,693,889 shares of the aerospace company's stock valued at $10,178,995,000 after acquiring an additional 333,965 shares in the last quarter. Franklin Resources Inc. lifted its holdings in Transdigm Group by 161.7% during the third quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company's stock worth $626,704,000 after acquiring an additional 293,821 shares during the period. Finally, Capital International Investors boosted its holdings in shares of Transdigm Group by 4.1% in the 3rd quarter. Capital International Investors now owns 6,489,193 shares of the aerospace company's stock worth $8,552,028,000 after buying an additional 254,750 shares during the last quarter. 95.78% of the stock is owned by institutional investors.

Transdigm Group Company Profile

(Get Free Report)

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.

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