TransDigm Group (NYSE:TDG) Stock Unloaded Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently sold shares of TransDigm Group Incorporated (NYSE:TDG). In a filing disclosed on March 06th, the Representative disclosed that they had sold between $1,001 and $15,000 in TransDigm Group stock on February 4th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 2/28/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/28/2025.
• Sold $1,001 – $15,000 in shares of Block (NYSE:XYZ) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Paragon 28 (NYSE:FNA) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/26/2025.
• Purchased $1,001 – $15,000 in shares of Fiserv (NYSE:FI) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Vertiv (NYSE:VRT) on 2/25/2025.

TransDigm Group Price Performance

Shares of TDG stock traded down $4.91 during trading hours on Friday, hitting $1,339.77. The stock had a trading volume of 329,032 shares, compared to its average volume of 258,144. The firm has a market capitalization of $75.14 billion, a PE ratio of 47.26, a PEG ratio of 2.76 and a beta of 1.38. TransDigm Group Incorporated has a twelve month low of $1,136.27 and a twelve month high of $1,451.32. The stock’s 50 day moving average is $1,319.94 and its 200 day moving average is $1,326.60.

TransDigm Group (NYSE:TDG) last issued its quarterly earnings results on Tuesday, February 4th. The aerospace company reported $7.57 earnings per share for the quarter, topping the consensus estimate of $6.73 by $0.84. The firm had revenue of $2.01 billion during the quarter, compared to the consensus estimate of $2.03 billion. TransDigm Group had a negative return on equity of 42.87% and a net margin of 20.76%. The company’s revenue for the quarter was up 12.1% on a year-over-year basis. During the same period last year, the company earned $7.16 earnings per share. As a group, equities analysts predict that TransDigm Group Incorporated will post 35.13 earnings per share for the current year.

Insider Transactions at TransDigm Group

In other news, Director W Nicholas Howley sold 5,472 shares of the stock in a transaction dated Wednesday, January 15th. The stock was sold at an average price of $1,296.77, for a total transaction of $7,095,925.44. Following the transaction, the director now owns 21,548 shares of the company’s stock, valued at approximately $27,942,799.96. This represents a 20.25 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Robert J. Small sold 38,053 shares of the stock in a transaction dated Thursday, December 12th. The shares were sold at an average price of $1,248.78, for a total value of $47,519,825.34. Following the transaction, the director now directly owns 567,323 shares in the company, valued at approximately $708,461,615.94. This represents a 6.29 % decrease in their position. The disclosure for this sale can be found here. Insiders sold 121,647 shares of company stock valued at $155,847,223 in the last three months. Corporate insiders own 4.09% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft cut TransDigm Group from a “buy” rating to a “hold” rating and dropped their price target for the company from $1,444.00 to $1,348.00 in a research report on Thursday, January 2nd. StockNews.com upgraded TransDigm Group from a “hold” rating to a “buy” rating in a research report on Wednesday, January 8th. Citigroup raised their price target on TransDigm Group from $1,563.00 to $1,600.00 and gave the company a “buy” rating in a research report on Thursday, December 5th. Wells Fargo & Company upgraded TransDigm Group from an “equal weight” rating to an “overweight” rating and raised their price target for the company from $1,375.00 to $1,500.00 in a research report on Friday, February 7th. Finally, Barclays reiterated an “equal weight” rating and set a $1,500.00 price objective on shares of TransDigm Group in a research report on Monday, January 6th. Six research analysts have rated the stock with a hold rating and thirteen have assigned a buy rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $1,472.47.

Institutional Investors Weigh In On TransDigm Group

A number of hedge funds and other institutional investors have recently made changes to their positions in the company. Souders Financial Advisors raised its stake in shares of TransDigm Group by 1.0% during the 3rd quarter. Souders Financial Advisors now owns 797 shares of the aerospace company’s stock worth $1,137,000 after purchasing an additional 8 shares in the last quarter. Prosperity Financial Group Inc. raised its stake in shares of TransDigm Group by 3.6% during the 3rd quarter. Prosperity Financial Group Inc. now owns 230 shares of the aerospace company’s stock worth $328,000 after purchasing an additional 8 shares in the last quarter. Resonant Capital Advisors LLC raised its stake in shares of TransDigm Group by 1.8% during the 4th quarter. Resonant Capital Advisors LLC now owns 462 shares of the aerospace company’s stock worth $585,000 after purchasing an additional 8 shares in the last quarter. Quent Capital LLC raised its stake in shares of TransDigm Group by 6.5% during the 4th quarter. Quent Capital LLC now owns 132 shares of the aerospace company’s stock worth $167,000 after purchasing an additional 8 shares in the last quarter. Finally, Lindbrook Capital LLC raised its stake in shares of TransDigm Group by 3.6% during the 4th quarter. Lindbrook Capital LLC now owns 231 shares of the aerospace company’s stock worth $293,000 after purchasing an additional 8 shares in the last quarter. 95.78% of the stock is owned by hedge funds and other institutional investors.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About TransDigm Group

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.