TransDigm Group Q3 EPS Estimate Lowered by Zacks Research

TransDigm Group Incorporated (NYSE:TDG) – Zacks Research lowered their Q3 2026 EPS estimates for shares of TransDigm Group in a note issued to investors on Wednesday, January 15th. Zacks Research analyst R. Department now forecasts that the aerospace company will post earnings per share of $9.18 for the quarter, down from their previous forecast of $9.20. The consensus estimate for TransDigm Group’s current full-year earnings is $34.23 per share.

Several other research analysts have also issued reports on TDG. Truist Financial raised their target price on TransDigm Group from $1,482.00 to $1,534.00 and gave the stock a “buy” rating in a research report on Tuesday, January 14th. StockNews.com raised TransDigm Group from a “hold” rating to a “buy” rating in a research note on Wednesday, January 8th. Barclays restated an “equal weight” rating and set a $1,500.00 price target on shares of TransDigm Group in a report on Monday, January 6th. KeyCorp upped their price objective on shares of TransDigm Group from $1,440.00 to $1,500.00 and gave the company an “overweight” rating in a research note on Thursday, October 24th. Finally, Wells Fargo & Company dropped their target price on shares of TransDigm Group from $1,500.00 to $1,375.00 and set an “equal weight” rating on the stock in a report on Wednesday, December 11th. Eight analysts have rated the stock with a hold rating and eleven have assigned a buy rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $1,455.00.

TransDigm Group Stock Performance

Shares of NYSE TDG opened at $1,340.40 on Friday. The stock has a market cap of $75.37 billion, a P/E ratio of 52.36, a price-to-earnings-growth ratio of 2.84 and a beta of 1.38. The firm has a 50 day moving average price of $1,277.54 and a two-hundred day moving average price of $1,306.88. TransDigm Group has a 52-week low of $1,032.43 and a 52-week high of $1,451.32.

Institutional Trading of TransDigm Group

Several institutional investors and hedge funds have recently made changes to their positions in the company. CIBC Asset Management Inc increased its stake in TransDigm Group by 8.6% in the 3rd quarter. CIBC Asset Management Inc now owns 8,169 shares of the aerospace company’s stock valued at $11,658,000 after buying an additional 644 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in TransDigm Group by 3.0% during the third quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 274,620 shares of the aerospace company’s stock worth $391,918,000 after acquiring an additional 7,947 shares during the period. JPMorgan Chase & Co. boosted its position in TransDigm Group by 9.5% in the third quarter. JPMorgan Chase & Co. now owns 1,997,827 shares of the aerospace company’s stock worth $2,851,160,000 after purchasing an additional 173,642 shares during the last quarter. Westfield Capital Management Co. LP grew its stake in TransDigm Group by 2.4% in the 3rd quarter. Westfield Capital Management Co. LP now owns 372,061 shares of the aerospace company’s stock valued at $530,980,000 after purchasing an additional 8,655 shares during the period. Finally, Swiss National Bank increased its position in shares of TransDigm Group by 0.9% during the 3rd quarter. Swiss National Bank now owns 166,100 shares of the aerospace company’s stock valued at $237,046,000 after purchasing an additional 1,400 shares during the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Insider Buying and Selling at TransDigm Group

In related news, Director W Nicholas Howley sold 5,472 shares of the company’s stock in a transaction on Wednesday, January 15th. The stock was sold at an average price of $1,296.77, for a total transaction of $7,095,925.44. Following the completion of the sale, the director now owns 21,548 shares in the company, valued at approximately $27,942,799.96. This represents a 20.25 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, COO Joel Reiss sold 3,000 shares of the firm’s stock in a transaction on Friday, December 20th. The shares were sold at an average price of $1,257.09, for a total value of $3,771,270.00. Following the transaction, the chief operating officer now owns 3,600 shares in the company, valued at approximately $4,525,524. This trade represents a 45.45 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 86,525 shares of company stock worth $108,692,621. 4.96% of the stock is owned by corporate insiders.

TransDigm Group Company 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.