North Dakota State Investment Board Invests $2.52 Million in Transdigm Group Incorporated $TDG

Posted by Geri Gentry on May 19th, 2026

North Dakota State Investment Board purchased a new position in Transdigm Group Incorporated (NYSE:TDG – Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 1,895 shares of the aerospace company’s stock, valued at approximately $2,520,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of TDG. Principal Financial Group Inc. increased its stake in Transdigm Group by 18.3% in the third quarter. Principal Financial Group Inc. now owns 2,379,816 shares of the aerospace company’s stock valued at $3,136,719,000 after acquiring an additional 367,756 shares during the last quarter. Vulcan Value Partners LLC increased its stake in shares of Transdigm Group by 7.8% in the 3rd quarter. Vulcan Value Partners LLC now owns 249,643 shares of the aerospace company’s stock valued at $328,977,000 after purchasing an additional 18,048 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in shares of Transdigm Group by 2.4% in the 3rd quarter. Envestnet Asset Management Inc. now owns 73,818 shares of the aerospace company’s stock valued at $97,293,000 after purchasing an additional 1,706 shares during the last quarter. Thornburg Investment Management Inc. bought a new position in shares of Transdigm Group in the 3rd quarter valued at $62,785,000. Finally, Aster Capital Management DIFC Ltd bought a new position in shares of Transdigm Group in the 3rd quarter valued at $1,795,000. Institutional investors and hedge funds own 95.78% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Deutsche Bank Aktiengesellschaft lifted their price target on Transdigm Group from $1,306.00 to $1,350.00 and gave the company a “hold” rating in a research note on Wednesday, May 6th. Morgan Stanley lifted their price target on Transdigm Group from $1,660.00 to $1,680.00 and gave the company an “overweight” rating in a research note on Wednesday, May 6th. UBS Group reduced their price objective on Transdigm Group from $1,745.00 to $1,645.00 and set a “buy” rating on the stock in a research report on Wednesday, May 6th. Jefferies Financial Group upped their target price on Transdigm Group from $1,565.00 to $1,575.00 in a report on Monday, May 11th. Finally, Wells Fargo & Company started coverage on Transdigm Group in a research report on Wednesday, April 1st. They issued an “equal weight” rating and a $1,200.00 target price for the company. Ten equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $1,524.18.

View Our Latest Stock Report on Transdigm Group

Transdigm Group Price Performance

TDG opened at $1,180.27 on Tuesday. Transdigm Group Incorporated has a fifty-two week low of $1,123.61 and a fifty-two week high of $1,623.82. The firm has a market capitalization of $66.01 billion, a price-to-earnings ratio of 36.84, a PEG ratio of 2.01 and a beta of 0.90. The company’s 50 day moving average price is $1,200.84 and its two-hundred day moving average price is $1,288.54.

Transdigm Group (NYSE:TDG – Get Free Report) last posted its 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. Transdigm Group had a net margin of 20.24% and a negative return on equity of 26.49%. The firm had revenue of $2.54 billion for the quarter, compared to analyst estimates of $2.47 billion. During the same period in the previous year, the firm posted $9.11 EPS. The company’s revenue for the quarter was up 18.3% compared to the same quarter last year. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. As a group, equities research analysts predict that Transdigm Group Incorporated will post 37.82 EPS for the current year.

Insider Transactions at Transdigm Group

In other news, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction dated Monday, April 20th. The stock was sold at an average price of $1,265.06, for a total value of $12,817,587.92. Following the completion of the sale, the director owned 21,548 shares of the company’s stock, valued at approximately $27,259,512.88. This represents a 31.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the stock in a transaction dated 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 completion of the sale, the chief operating officer directly owned 3,600 shares of the company’s stock, valued at approximately $4,154,724. The trade was a 52.00% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 42,132 shares of company stock worth $52,749,876 in the last quarter. Corporate insiders own 3.20% of the company’s stock.

About Transdigm Group

(Free Report)

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.