OAKMONT Corp Has $34.32 Million Holdings in Transdigm Group Incorporated $TDG

OAKMONT Corp lifted its holdings in Transdigm Group Incorporated (NYSE:TDG – Free Report) by 2.3% in the fourth quarter, HoldingsChannel reports. The firm owned 25,810 shares of the aerospace company’s stock after purchasing an additional 580 shares during the quarter. Transdigm Group accounts for 5.9% of OAKMONT Corp’s portfolio, making the stock its 9th largest position. OAKMONT Corp’s holdings in Transdigm Group were worth $34,323,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of TDG. Salomon & Ludwin LLC bought a new position in Transdigm Group during the third quarter valued at $26,000. Elevation Wealth Partners LLC increased its holdings in shares of Transdigm Group by 1,100.0% in the 4th quarter. Elevation Wealth Partners LLC now owns 24 shares of the aerospace company’s stock worth $32,000 after buying an additional 22 shares during the last quarter. Wealth Watch Advisors INC purchased a new stake in shares of Transdigm Group during the 3rd quarter valued at about $34,000. Central Pacific Bank Trust Division raised its position in shares of Transdigm Group by 44.4% during the 4th quarter. Central Pacific Bank Trust Division now owns 26 shares of the aerospace company’s stock valued at $35,000 after buying an additional 8 shares in the last quarter. Finally, JFS Wealth Advisors LLC lifted its holdings in shares of Transdigm Group by 55.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 28 shares of the aerospace company’s stock valued at $37,000 after acquiring an additional 10 shares during the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Insider Transactions at Transdigm Group

In related news, COO Patrick Joseph Murphy sold 290 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $1,430.10, for a total value of $414,729.00. Following the transaction, the chief operating officer owned 1,055 shares of the company’s stock, valued at $1,508,755.50. This represents a 21.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, COO Joel Reiss sold 3,900 shares of the firm’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $1,243.70, for a total value of $4,850,430.00. Following the transaction, the chief operating officer owned 3,600 shares in the company, valued at $4,477,320. The trade was a 52.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 126,390 shares of company stock valued at $174,477,597 in the last ninety days. Corporate insiders own 3.20% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently commented on TDG shares. Wells Fargo & Company assumed coverage on Transdigm Group in a research report on Wednesday. They issued an “equal weight” rating and a $1,200.00 price target for the company. Robert W. Baird reaffirmed a “neutral” rating and issued a $1,400.00 price objective on shares of Transdigm Group in a research note on Wednesday, February 4th. UBS Group dropped their target price on Transdigm Group from $1,804.00 to $1,800.00 and set a “buy” rating for the company in a report on Wednesday, February 4th. Zacks Research raised Transdigm Group from a “strong sell” rating to a “hold” rating in a research report on Monday, December 8th. Finally, Weiss Ratings restated a “buy (b-)” rating on shares of Transdigm Group in a research report on Monday, December 29th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $1,563.19.

View Our Latest Report on Transdigm Group

Transdigm Group Price Performance

Shares of TDG opened at $1,165.92 on Friday. The firm has a market capitalization of $65.84 billion, a price-to-earnings ratio of 37.51, a PEG ratio of 2.45 and a beta of 0.98. Transdigm Group Incorporated has a 1-year low of $1,123.61 and a 1-year high of $1,623.82. The company has a 50-day moving average of $1,273.36 and a 200 day moving average of $1,307.58.

Transdigm Group (NYSE:TDG – Get Free Report) last issued its earnings results on Tuesday, February 3rd. The aerospace company reported $8.23 EPS for the quarter, topping analysts’ consensus estimates of $7.99 by $0.24. The business had revenue of $2.29 billion for the quarter, compared to the consensus estimate of $2.26 billion. Transdigm Group had a net margin of 20.50% and a negative return on equity of 29.07%. The company’s revenue for the quarter was up 13.9% compared to the same quarter last year. During the same period in the prior year, the firm earned $7.83 EPS. Transdigm Group has set its FY 2026 guidance at 37.420-39.340 EPS. On average, equities analysts anticipate that Transdigm Group Incorporated will post 35.13 earnings per share for the current fiscal 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.

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