Veritas Asset Management LLP has opened a new $188.6M position in $TDG, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 12-31-2025 report period. You can see the fund's full portfolio on Quiver Quantitative, and also track the largest institutional owners of $TDG.
$TDG Hedge Fund Activity
We have seen 498 institutional investors add shares of $TDG stock to their portfolio, and 568 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 817,918 shares (-73.8%) from their portfolio in Q4 2025, for an estimated $1,087,708,252
- SOROBAN CAPITAL PARTNERS LP added 565,543 shares (+3634.1%) to their portfolio in Q3 2025, for an estimated $745,396,984
- FMR LLC added 409,999 shares (+21.9%) to their portfolio in Q3 2025, for an estimated $540,386,881
- JPMORGAN CHASE & CO removed 269,307 shares (-21.3%) from their portfolio in Q4 2025, for an estimated $358,137,913
- CAPITAL RESEARCH GLOBAL INVESTORS added 268,824 shares (+12.2%) to their portfolio in Q4 2025, for an estimated $357,495,596
- PRINCIPAL FINANCIAL GROUP INC removed 213,293 shares (-9.0%) from their portfolio in Q4 2025, for an estimated $283,647,696
- WESTFIELD CAPITAL MANAGEMENT CO LP removed 201,704 shares (-92.6%) from their portfolio in Q4 2025, for an estimated $268,236,064
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$TDG Insider Trading Activity
$TDG insiders have traded $TDG stock on the open market 209 times in the past 6 months. Of those trades, 7 have been purchases and 202 have been sales.
Here’s a breakdown of recent trading of $TDG stock by insiders over the last 6 months:
- KEVIN M STEIN has made 0 purchases and 66 sales selling 108,560 shares for an estimated $152,128,450.
- ROBERT J SMALL has made 0 purchases and 19 sales selling 100,653 shares for an estimated $133,936,543.
- JOEL REISS (Co-Chief Operating Officer) has made 0 purchases and 71 sales selling 16,800 shares for an estimated $22,687,852.
- W NICHOLAS HOWLEY has made 0 purchases and 36 sales selling 8,208 shares for an estimated $10,714,895.
- MICHAEL LISMAN (President & CEO) has made 7 purchases buying 2,904 shares for an estimated $3,836,721 and 0 sales.
- MICHAEL GRAFF has made 0 purchases and 5 sales selling 1,760 shares for an estimated $2,467,687.
- PATRICK JOSEPH MURPHY (Co-Chief Operating Officer) has made 0 purchases and 5 sales selling 1,740 shares for an estimated $2,357,615.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$TDG Congressional Stock Trading
Members of Congress have traded $TDG stock 5 times in the past 6 months. Of those trades, 3 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $TDG stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 3 purchases worth up to $45,000 on 01/30, 11/18, 10/17 and 1 sale worth up to $15,000 on 12/24.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$TDG Analyst Ratings
Wall Street analysts have issued reports on $TDG in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Overweight" rating on 11/14/2025
- UBS issued a "Buy" rating on 11/13/2025
- Stifel issued a "Buy" rating on 11/13/2025
- BMO Capital issued a "Outperform" rating on 11/13/2025
- Truist Securities issued a "Buy" rating on 10/15/2025
To track analyst ratings and price targets for $TDG, check out Quiver Quantitative's $TDG forecast page.
$TDG Price Targets
Multiple analysts have issued price targets for $TDG recently. We have seen 9 analysts offer price targets for $TDG in the last 6 months, with a median target of $1500.0.
Here are some recent targets:
- Gavin Parsons from UBS set a target price of $1800.0 on 02/04/2026
- Kristine Liwag from Morgan Stanley set a target price of $1660.0 on 11/14/2025
- Seth Seifman from JP Morgan set a target price of $1435.0 on 11/14/2025
- Jonathan Siegmann from Stifel set a target price of $1650.0 on 11/13/2025
- Ken Herbert from RBC Capital set a target price of $1400.0 on 11/13/2025
- Michael Goldie from BMO Capital set a target price of $1500.0 on 11/13/2025
- Michael Ciarmoli from Truist Securities set a target price of $1647.0 on 10/15/2025
Note that there may be inaccuracies in these estimates due to filing errors by the funds, parsing errors by us, or other anomalies.
Check out Quiver Quantitative's $TDG ticker page for more data.
