Man Group plc Makes New Investment in Transdigm Group Incorporated $TDG

Posted by Brian Himes on Aug 27th, 2026

Man Group plc bought a new stake in Transdigm Group Incorporated (NYSE:TDG – Free Report) during the 2nd quarter, Holdings Channel.com reports. The institutional investor bought 15,303 shares of the aerospace company’s stock, valued at approximately $20,384,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Capital International Investors boosted its position in shares of Transdigm Group by 0.9% in the 4th quarter. Capital International Investors now owns 6,544,423 shares of the aerospace company’s stock worth $8,702,655,000 after buying an additional 55,230 shares in the last quarter. BlackRock Inc. purchased a new position in Transdigm Group during the 2nd quarter valued at about $6,489,039,000. Capital World Investors increased its holdings in Transdigm Group by 0.4% during the 4th quarter. Capital World Investors now owns 3,954,512 shares of the aerospace company’s stock valued at $5,258,898,000 after acquiring an additional 15,825 shares in the last quarter. Capital Research Global Investors raised its position in Transdigm Group by 12.2% during the fourth quarter. Capital Research Global Investors now owns 2,476,661 shares of the aerospace company’s stock worth $3,293,527,000 after acquiring an additional 268,824 shares during the last quarter. Finally, State Street Corp raised its position in Transdigm Group by 2.8% during the fourth quarter. State Street Corp now owns 2,456,186 shares of the aerospace company’s stock worth $3,266,359,000 after acquiring an additional 67,348 shares during the last quarter. Institutional investors and hedge funds own 95.78% of the company’s stock.

Insider Buying and Selling at Transdigm Group

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the stock in a transaction on Monday, August 17th. The stock was sold at an average price of $1,238.76, for a total transaction of $4,831,164.00. Following the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at $4,459,536. This represents a 52.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director W Nicholas Howley sold 10,132 shares of the firm’s stock in a transaction on Monday, July 20th. The stock was sold at an average price of $1,216.08, for a total value of $12,321,322.56. Following the sale, the director owned 21,548 shares in the company, valued at $26,204,091.84. This trade represents a 31.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 38,196 shares of company stock valued at $48,027,598 over the last quarter. 3.20% of the stock is currently owned by insiders.

Transdigm Group Price Performance

Transdigm Group stock opened at $1,207.28 on Thursday. The stock has a market capitalization of $67.52 billion, a P/E ratio of 36.63, a P/E/G ratio of 1.99 and a beta of 0.91. Transdigm Group Incorporated has a 12-month low of $1,123.61 and a 12-month high of $1,463.03. The firm’s 50-day moving average is $1,263.86 and its two-hundred day moving average is $1,243.80.

Transdigm Group (NYSE:TDG – Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The aerospace company reported $10.87 earnings per share for the quarter, beating analysts’ consensus estimates of $10.30 by $0.57. The business had revenue of $2.74 billion during the quarter, compared to analyst estimates of $2.68 billion. Transdigm Group had a net margin of 19.69% and a negative return on equity of 23.65%. The company’s revenue was up 22.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $9.60 earnings per share. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. As a group, analysts forecast that Transdigm Group Incorporated will post 38.81 EPS for the current year.

Wall Street Analyst Weigh In

Several analysts have recently commented on the stock. Royal Bank Of Canada lowered their price target on shares of Transdigm Group from $1,400.00 to $1,350.00 and set a “sector perform” rating on the stock in a research report on Wednesday, May 6th. UBS Group lifted their price objective on Transdigm Group from $1,585.00 to $1,695.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. Weiss Ratings lowered Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a research note on Tuesday, June 2nd. Stifel Nicolaus reiterated a “hold” rating and set a $1,405.00 target price (down from $1,525.00) on shares of Transdigm Group in a report on Wednesday, August 5th. Finally, Morgan Stanley downgraded Transdigm Group from an “overweight” rating to an “equal weight” rating and dropped their price target for the stock from $1,680.00 to $1,345.00 in a research report on Wednesday, July 15th. Six equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Transdigm Group has a consensus rating of “Hold” and a consensus target price of $1,463.71.

View Our Latest Stock Analysis on TDG

Transdigm Group Company Profile

(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.