Transdigm Group Incorporated $TDG Position Increased by Capital International Investors

Posted by Brenda Bartman on Jun 7th, 2026

Capital International Investors grew its holdings in Transdigm Group Incorporated (NYSE:TDG – Free Report) by 0.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 6,544,423 shares of the aerospace company’s stock after buying an additional 55,230 shares during the period. Transdigm Group comprises about 1.4% of Capital International Investors’ portfolio, making the stock its 15th biggest holding. Capital International Investors owned approximately 0.12% of Transdigm Group worth $8,702,655,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in TDG. Norges Bank acquired a new position in shares of Transdigm Group in the 4th quarter valued at about $1,025,591,000. Franklin Resources Inc. increased its holdings in shares of Transdigm Group by 161.7% in the 3rd quarter. Franklin Resources Inc. now owns 475,489 shares of the aerospace company’s stock valued at $626,704,000 after purchasing an additional 293,821 shares during the period. Capital Research Global Investors increased its holdings in shares of Transdigm Group by 10.2% in the 3rd quarter. Capital Research Global Investors now owns 2,207,837 shares of the aerospace company’s stock valued at $2,909,850,000 after purchasing an additional 203,997 shares during the period. Vanguard Group Inc. increased its holdings in shares of Transdigm Group by 1.8% in the 3rd quarter. Vanguard Group Inc. now owns 6,814,938 shares of the aerospace company’s stock valued at $8,982,225,000 after purchasing an additional 121,049 shares during the period. Finally, Danske Bank A S acquired a new position in shares of Transdigm Group in the 3rd quarter valued at about $93,706,000. 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, Director W Nicholas Howley sold 10,132 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $1,213.05, for a total transaction of $12,290,622.60. Following the completion of the transaction, the director directly owned 21,548 shares in the company, valued at $26,138,801.40. This represents a 31.98% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, COO Joel Reiss sold 3,900 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $1,154.09, for a total value of $4,500,951.00. Following the transaction, the chief operating officer owned 3,600 shares of the company’s stock, valued at $4,154,724. This represents a 52.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 42,096 shares of company stock valued at $51,417,454. 3.20% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms recently commented on TDG. TD Cowen dropped their price objective on Transdigm Group from $1,565.00 to $1,450.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. Jefferies Financial Group increased their price objective on Transdigm Group from $1,565.00 to $1,575.00 in a report on Monday, May 11th. Weiss Ratings downgraded Transdigm Group from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday. BNP Paribas Exane dropped their price objective on Transdigm Group from $1,800.00 to $1,750.00 and set an “outperform” rating on the stock in a report on Thursday, May 14th. Finally, Stifel Nicolaus dropped their price objective on Transdigm Group from $1,650.00 to $1,525.00 and set a “buy” rating on the stock in a report on Wednesday, May 6th. Ten investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $1,524.18.

View Our Latest Stock Analysis on TDG

Transdigm Group Trading Up 1.1%

TDG opened at $1,241.05 on Friday. Transdigm Group Incorporated has a 1-year low of $1,123.61 and a 1-year high of $1,623.82. The stock has a market capitalization of $69.41 billion, a price-to-earnings ratio of 38.73, a P/E/G ratio of 2.17 and a beta of 0.91. The business has a 50 day moving average of $1,203.10 and a 200-day moving average of $1,281.43.

Transdigm Group (NYSE:TDG – Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The aerospace company reported $9.85 earnings per share for the quarter, beating the consensus estimate of $9.46 by $0.39. The company had revenue of $2.54 billion during the quarter, compared to analysts’ expectations of $2.47 billion. Transdigm Group had a negative return on equity of 26.49% and a net margin of 20.24%.Transdigm Group’s revenue for the quarter was up 18.3% compared to the same quarter last year. During the same period in the prior year, the business earned $9.11 earnings per share. Transdigm Group has set its FY 2026 guidance at 38.830-40.210 EPS. Equities analysts predict that Transdigm Group Incorporated will post 37.82 EPS for the current year.

Transdigm Group 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.