Transdigm Group (NYSE:TDG) COO Joel Reiss Sells 3,900 Shares

Transdigm Group Incorporated (NYSE:TDG) COO Joel Reiss sold 3,900 shares of the company’s stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $1,429.92, for a total value of $5,576,688.00. Following the sale, the chief operating officer owned 3,600 shares of the company’s stock, valued at approximately $5,147,712. This represents a 52.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website.

Joel Reiss also recently made the following trade(s):

• On Monday, December 15th, Joel Reiss sold 3,900 shares of Transdigm Group stock. The stock was sold at an average price of $1,290.52, for a total value of $5,033,028.00.
• On Monday, November 17th, Joel Reiss sold 3,900 shares of Transdigm Group stock. The stock was sold at an average price of $1,340.00, for a total transaction of $5,226,000.00.
• On Monday, October 20th, Joel Reiss sold 3,000 shares of Transdigm Group stock. The shares were sold at an average price of $1,279.59, for a total transaction of $3,838,770.00.

Transdigm Group Stock Up 1.2%

Shares of NYSE:TDG traded up $16.82 during trading on Friday, hitting $1,450.36. 380,033 shares of the company were exchanged, compared to its average volume of 347,594. Transdigm Group Incorporated has a 1-year low of $1,183.60 and a 1-year high of $1,623.82. The company has a market capitalization of $81.68 billion, a P/E ratio of 45.21, a price-to-earnings-growth ratio of 3.12 and a beta of 0.94. The business’s 50 day moving average is $1,337.62 and its 200-day moving average is $1,372.56.

Transdigm Group (NYSE:TDG) last released its quarterly earnings data on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, beating the consensus estimate of $10.33 by $0.49. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The company had revenue of $2.44 billion for the quarter, compared to the consensus estimate of $2.40 billion. During the same quarter last year, the business posted $9.83 EPS. Transdigm Group’s revenue for the quarter was up 11.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. As a group, sell-side analysts anticipate that Transdigm Group Incorporated will post 35.13 earnings per share for the current year.

Key Transdigm Group News

Here are the key news stories impacting Transdigm Group this week:

• Positive Sentiment: TransDigm agreed to acquire Jet Parts Engineering and Victor Sierra Aviation for about $2.2 billion, expanding its aerospace aftermarket footprint and adding roughly $280 million of combined 2025 revenue—a deal that can boost recurring aftermarket sales and potential margin expansion. TransDigm Announces Acquisition of Jet Parts Engineering and Victor Sierra Aviation Holdings Transdigm to Buy Jet Parts Engineering, Victor Sierra Aviation for $2.2 Billion
• Positive Sentiment: Multiple outlets reported the same deal (MSN, Crain’s), reinforcing market awareness of the acquisition and its strategic aftermarket rationale. TransDigm to buy two businesses for $2.2 billion in aerospace aftermarket push TransDigm buys two private equity-owned businesses for $2.2 billion
• Positive Sentiment: UBS raised its price target on TDG to $1,804 with a Buy rating, signaling analyst conviction and providing upside versus the recent market price—this likely supported buying interest. Benzinga
• Neutral Sentiment: Valuation pieces are circulating assessing TDG’s intrinsic value; these analyses can influence longer-term investor views but are less likely to move intraday trading than transaction or analyst news. A Look At The Intrinsic Value Of TransDigm Group Incorporated (NYSE:TDG)
• Neutral Sentiment: Industry-level notes (e.g., Zacks on aerospace stocks and earnings potential) are relevant context but do not provide company-specific catalysts beyond the announced deal and analyst move. These 2 Aerospace Stocks Could Beat Earnings
• Negative Sentiment: An SEC/insider filing shows Rep. Gilbert Ray Cisneros, Jr. sold TDG stock; while a single sale isn’t definitive, insider dispositions can be viewed negatively by some investors and may temper sentiment. Rep. Gilbert Ray Cisneros, Jr. Sells Transdigm Group Incorporated (NYSE:TDG) Stock

Analysts Set New Price Targets

TDG has been the subject of several analyst reports. Royal Bank Of Canada raised their price target on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the company a “sector perform” rating in a research note on Thursday, November 13th. JPMorgan Chase & Co. lifted their price objective on Transdigm Group from $1,405.00 to $1,435.00 and gave the stock a “neutral” rating in a research report on Friday, November 14th. Stifel Nicolaus dropped their target price on shares of Transdigm Group from $1,710.00 to $1,650.00 and set a “buy” rating on the stock in a research report on Thursday, November 13th. Weiss Ratings reiterated a “buy (b-)” rating on shares of Transdigm Group in a report on Monday, December 29th. Finally, UBS Group increased their price target on Transdigm Group from $1,798.00 to $1,804.00 and gave the company a “buy” rating in a research report on Thursday. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, Transdigm Group presently has an average rating of “Moderate Buy” and a consensus price target of $1,597.00.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of the stock. Sumitomo Mitsui Trust Group Inc. increased its position in shares of Transdigm Group by 2.5% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 201,736 shares of the aerospace company’s stock valued at $265,892,000 after purchasing an additional 4,870 shares during the last quarter. Citizens Financial Group Inc. RI increased its stake in shares of Transdigm Group by 272.4% during the third quarter. Citizens Financial Group Inc. RI now owns 3,009 shares of the aerospace company’s stock valued at $3,965,000 after buying an additional 2,201 shares during the period. WINTON GROUP Ltd bought a new stake in shares of Transdigm Group in the 2nd quarter valued at about $3,041,000. Osaic Holdings Inc. lifted its holdings in Transdigm Group by 51.3% during the second quarter. Osaic Holdings Inc. now owns 6,379 shares of the aerospace company’s stock worth $9,494,000 after buying an additional 2,163 shares during the period. Finally, Franklin Resources Inc. lifted its stake in shares of Transdigm Group by 1.8% during the 2nd quarter. Franklin Resources Inc. now owns 181,668 shares of the aerospace company’s stock worth $276,252,000 after purchasing an additional 3,153 shares during the last quarter. 95.78% of the stock is owned by institutional investors.

About Transdigm Group

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.