Transdigm Group (NYSE:TDG) Stock Price Target Raised at TD Cowen

Posted by Brian Himes on Nov 11th, 2026

Transdigm Group (NYSE:TDG – Get Free Report) had its price objective increased by analysts at TD Cowen from $1,300.00 to $1,350.00 in a report issued on Wednesday, Benzinga reports. The firm currently has a “buy” rating on the aerospace company’s stock. TD Cowen‘s target price suggests a potential upside of 8.91% from the company’s current price.

Several other research analysts have also commented on TDG. Wells Fargo & Company decreased their target price on Transdigm Group from $1,450.00 to $1,210.00 and set an “equal weight” rating for the company in a research report on Wednesday, September 30th. BMO Capital Markets dropped their price target 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, September 28th. Guggenheim began coverage on Transdigm Group in a research note on Tuesday, September 15th. They set a “neutral” rating on the stock. The Goldman Sachs Group decreased their price objective on shares of Transdigm Group from $1,972.00 to $1,745.00 and set a “buy” rating for the company in a report on Monday, October 12th. Finally, Stifel Nicolaus lowered shares of Transdigm Group from a “buy” rating to a “hold” rating and lowered their target price for the company from $1,525.00 to $1,405.00 in a research note on Wednesday, August 5th. 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, the stock currently has a consensus rating of “Hold” and an average target price of $1,438.40.

Check Out Our Latest Research Report on Transdigm Group

Transdigm Group Stock Performance

Shares of TDG stock traded up $14.01 during trading hours on Wednesday, hitting $1,239.55. 170,688 shares of the company were exchanged, compared to its average volume of 392,492. The stock has a market capitalization of $69.33 billion, a price-to-earnings ratio of 37.57, a P/E/G ratio of 1.74 and a beta of 0.98. Transdigm Group has a one year low of $1,071.25 and a one year high of $1,463.03. The business’s 50-day simple moving average is $1,131.80 and its two-hundred day simple moving average is $1,221.05.

Transdigm Group (NYSE:TDG – Get Free Report) last announced its quarterly earnings data on Tuesday, November 10th. The aerospace company reported $12.44 earnings per share for the quarter, beating the consensus estimate of $12.21 by $0.23. Transdigm Group had a negative return on equity of 23.65% and a net margin of 19.69%. The firm had revenue of $2.99 billion during the quarter, compared to analyst estimates of $2.95 billion. During the same period in the previous year, the company earned $10.82 earnings per share. Transdigm Group’s quarterly revenue was up 22.6% on a year-over-year basis. Transdigm Group has set its FY 2027 guidance at 47.090-47.940 EPS. As a group, analysts anticipate that Transdigm Group will post 38.81 EPS for the current fiscal year.

Insider Activity at Transdigm Group

In other news, Director W. Howley sold 10,132 shares of the company’s stock in a transaction that occurred on Tuesday, August 18th. The stock was sold at an average price of $1,236.28, for a total transaction of $12,525,988.96. Following the completion of the transaction, the director directly owned 21,548 shares of the company’s stock, valued at approximately $26,639,361.44. This represents a 31.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Joel Reiss sold 4,100 shares of the firm’s stock in a transaction that occurred on Thursday, October 15th. The stock was sold at an average price of $1,128.04, for a total value of $4,624,964.00. Following the completion of the sale, the chief operating officer directly owned 3,600 shares in the company, valued at approximately $4,060,944. This trade represents a 53.25% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 22,032 shares of company stock valued at $26,250,979 over the last ninety days. Corporate insiders own 3.20% of the company’s stock.

Institutional Investors Weigh In On Transdigm Group

Hedge funds have recently added to or reduced their stakes in the stock. BlackRock Inc. acquired a new position in shares of Transdigm Group during the second quarter valued at $6,489,039,000. State Street Corp grew its position in shares of Transdigm Group by 1.7% during the second quarter. State Street Corp now owns 2,559,096 shares of the aerospace company’s stock worth $3,408,818,000 after acquiring an additional 42,490 shares during the last quarter. Soroban Capital Partners LP increased its holdings in shares of Transdigm Group by 14.5% in the 1st quarter. Soroban Capital Partners LP now owns 856,197 shares of the aerospace company’s stock worth $992,298,000 after acquiring an additional 108,227 shares during the period. Aberdeen Group plc increased its holdings in shares of Transdigm Group by 1,057.7% in the 3rd quarter. Aberdeen Group plc now owns 473,445 shares of the aerospace company’s stock worth $512,552,000 after acquiring an additional 432,551 shares during the period. Finally, Stockbridge Partners LLC acquired a new stake in shares of Transdigm Group in the 2nd quarter worth about $578,480,000. 95.78% of the stock is currently owned by institutional investors.

Transdigm Group Company Profile

(Get Free Report)

TransDigm Group Incorporated designs, produces and supplies highly engineered components for the aerospace industry. Its products include mechanical and electromechanical systems, pumps, valves, ignition systems, batteries, power-conditioning devices and cockpit components. The company serves commercial, military and business aviation markets, supplying components for both original aircraft production and the aftermarket. Its products are used on aircraft operated around the world, and its aftermarket business provides replacement parts and related support.