Transdigm Group (NYSE:TDG) Sets New 1-Year Low on Insider Selling

Posted by George Bondi on Sep 18th, 2026

Transdigm Group Incorporated (NYSE:TDG – Get Free Report) reached a new 52-week low on Wednesday after an insider sold shares in the company. The company traded as low as $1,082.40 and last traded at $1,084.7960, with a volume of 439010 shares traded. The stock had previously closed at $1,111.22.

Specifically, COO Joel Reiss sold 3,900 shares of the business’s stock in a transaction on Tuesday, September 15th. The stock was sold at an average price of $1,094.58, for a total transaction of $4,268,862.00. Following the sale, the chief operating officer owned 3,600 shares in the company, valued at $3,940,488. The trade was a 52.00% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink.

Wall Street Analyst Weigh In

Several equities analysts have commented on the company. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $1,350.00 target price on shares of Transdigm Group in a research report on Wednesday. Morgan Stanley cut Transdigm Group from an “overweight” rating to an “equal weight” rating and reduced their price target for the stock from $1,680.00 to $1,345.00 in a report on Wednesday, July 15th. Melius Research reiterated a “hold” rating and issued a $1,331.00 price objective on shares of Transdigm Group in a report on Monday. JPMorgan Chase & Co. cut their target price on shares of Transdigm Group from $1,450.00 to $1,415.00 and set a “neutral” rating on the stock in a research report on Thursday. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Transdigm Group in a report on Friday, August 28th. Five equities research analysts have rated the stock with a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Transdigm Group presently has a consensus rating of “Hold” and an average price target of $1,452.53.

Get Our Latest Analysis on Transdigm Group

Key Transdigm Group News

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

Positive Sentiment: Royal Bank of Canada maintained its “sector perform” rating and set a $1,350 price target, while JPMorgan’s revised $1,415 target still implies substantial potential upside from recent levels. These targets suggest analysts see value after the recent selloff, even though neither firm is bullish. Benzinga analyst rating report
Positive Sentiment: TransDigm’s latest quarterly results provide fundamental support: revenue increased 22.5% year over year to $2.74 billion, and earnings of $10.87 per share exceeded consensus estimates of $10.30. The company also maintained fiscal 2026 EPS guidance of $40.62 to $41.46.
Neutral Sentiment: Melius Research reiterated a “hold” rating, and Guggenheim initiated coverage with a “neutral” rating. The broadly cautious analyst stance may limit near-term buying interest despite the industry’s strong long-term outlook. Melius Research reiterates Hold rating
Negative Sentiment: JPMorgan lowered its TransDigm price target to $1,415 from $1,450 while retaining a “neutral” rating. The reduction reflects less confidence in near-term upside and is a negative catalyst for a stock already trading well below its moving averages. JPMorgan lowers TransDigm price target
Negative Sentiment: COO Joel Reiss sold 3,900 shares for approximately $4.27 million, cutting his direct ownership by 52%. The transaction may raise concerns about insider conviction, although it does not necessarily indicate a change in the company’s operating outlook. SEC insider trading filing

Transdigm Group Trading Down 0.4%

The business has a 50-day simple moving average of $1,204.88 and a 200 day simple moving average of $1,225.04. The stock has a market cap of $60.20 billion, a P/E ratio of 32.65, a price-to-earnings-growth ratio of 1.79 and a beta of 0.91.

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

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Capital International Investors increased its position in shares of Transdigm Group by 0.9% during the fourth 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 during the period. BlackRock Inc. acquired a new position in Transdigm Group in the second quarter valued at $6,489,039,000. Capital World Investors boosted its position in Transdigm Group by 0.4% during the fourth 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 during the last quarter. Capital Research Global Investors grew its holdings in Transdigm Group by 12.2% during the 4th 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 period. Finally, Norges Bank bought a new position in shares of Transdigm Group in the 4th quarter worth about $1,025,591,000. Institutional investors and hedge funds own 95.78% of the company’s stock.

About Transdigm Group

(Get Free Report)

TransDigm Group Incorporated (NYSE: TDG) designs, produces and supplies aircraft components, systems and related aftermarket services. The company focuses primarily on proprietary aerospace products, including mechanical and electromechanical actuators, ignition systems, pumps, valves, sensors, cockpit and data-acquisition systems, power-conditioning equipment, lighting, lavatory components, seat belts and cargo-loading systems.

TransDigm serves commercial and regional airlines, business and general aviation operators, aircraft manufacturers and military customers.