Transdigm Group (NYSE:TDG) Given New $1,210.00 Price Target at Wells Fargo & Company

Posted by George Bondi on Sep 30th, 2026

Transdigm Group (NYSE:TDG – Get Free Report) had its price target lowered by Wells Fargo & Company from $1,450.00 to $1,210.00 in a report released on Wednesday, Benzinga reports. The brokerage currently has an “equal weight” rating on the aerospace company’s stock. Wells Fargo & Company‘s price target would suggest a potential upside of 10.93% from the company’s previous close.

A number of other brokerages also recently commented on TDG. Weiss Ratings reiterated a “hold (c)” rating on shares of Transdigm Group in a research report on Friday, August 28th. Melius Research restated a “hold” rating and issued a $1,331.00 target price on shares of Transdigm Group in a report on Monday, September 14th. BMO Capital Markets cut their target price on Transdigm Group from $1,525.00 to $1,400.00 and set an “outperform” rating on the stock in a research report on Monday. Morgan Stanley downgraded Transdigm Group from an “overweight” rating to an “equal weight” rating and reduced their target price for the company from $1,680.00 to $1,345.00 in a report on Wednesday, July 15th. Finally, JPMorgan Chase & Co. dropped their price target on Transdigm Group from $1,450.00 to $1,415.00 and set a “neutral” rating on the stock in a research note on Thursday, September 17th. Five investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $1,444.87.

Check Out Our Latest Analysis on TDG

Transdigm Group Price Performance

Shares of TDG traded down $9.01 during mid-day trading on Wednesday, hitting $1,090.78. The company’s stock had a trading volume of 40,527 shares, compared to its average volume of 394,434. The firm has a 50-day moving average price of $1,185.14 and a 200 day moving average price of $1,214.44. Transdigm Group has a fifty-two week low of $1,071.25 and a fifty-two week high of $1,463.03. The stock has a market capitalization of $61.01 billion, a price-to-earnings ratio of 33.11, a PEG ratio of 1.84 and a beta of 0.91.

Transdigm Group (NYSE:TDG – Get Free Report) last released its earnings results on Tuesday, August 4th. The aerospace company reported $10.87 EPS for the quarter, beating the consensus estimate 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 business’s quarterly revenue was up 22.5% on a year-over-year basis. During the same period in the prior year, the business earned $9.60 earnings per share. Transdigm Group has set its FY 2026 guidance at 40.620-41.460 EPS. As a group, equities analysts anticipate that Transdigm Group will post 38.87 EPS for the current fiscal year.

Insider Activity at Transdigm Group

In other Transdigm Group news, COO Joel Reiss sold 3,900 shares of the stock in a transaction that occurred on Tuesday, September 15th. The shares were sold at an average price of $1,094.58, for a total value of $4,268,862.00. Following the completion of the sale, the chief operating officer owned 3,600 shares in the company, valued at $3,940,488. This represents a 52.00% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director W. Howley sold 10,132 shares of Transdigm Group stock in a transaction on Tuesday, August 18th. The shares were sold at an average price of $1,236.28, for a total transaction of $12,525,988.96. Following the sale, the director directly owned 21,548 shares of the company’s stock, valued at $26,639,361.44. This trade represents a 31.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 28,064 shares of company stock valued at $33,947,338. 3.20% of the stock is currently owned by corporate insiders.

Institutional Trading of Transdigm Group

Several hedge funds and other institutional investors have recently modified their holdings of TDG. QRG Capital Management Inc. boosted its position in Transdigm Group by 41.4% during the second quarter. QRG Capital Management Inc. now owns 1,381 shares of the aerospace company’s stock valued at $1,839,000 after purchasing an additional 404 shares during the last quarter. Envestnet Portfolio Solutions Inc. raised its stake in shares of Transdigm Group by 18.3% during the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 246 shares of the aerospace company’s stock worth $328,000 after purchasing an additional 38 shares in the last quarter. State Street Corp raised its stake in shares of Transdigm Group by 1.7% during the 2nd quarter. State Street Corp now owns 2,559,096 shares of the aerospace company’s stock worth $3,408,818,000 after purchasing an additional 42,490 shares in the last quarter. The Manufacturers Life Insurance Company lifted its holdings in shares of Transdigm Group by 106.4% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 392,447 shares of the aerospace company’s stock valued at $522,754,000 after buying an additional 202,300 shares during the last quarter. Finally, Sequoia Financial Advisors LLC grew its stake in shares of Transdigm Group by 3.1% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 6,803 shares of the aerospace company’s stock valued at $9,062,000 after buying an additional 206 shares in the last quarter. 95.78% of the stock is currently owned by hedge funds and other institutional investors.

About Transdigm Group

(Get Free Report)

TransDigm Group Incorporated is an aerospace manufacturing company that designs, produces and supplies highly engineered aircraft components, systems and related products. Its offerings include engine and airframe components, ignition systems, pumps, valves, cockpit and cabin equipment, data and control systems, and other specialized products used on commercial, business, general aviation and military aircraft.

The company serves both original equipment manufacturers and the aftermarket.