THORNBURG INVESTMENT MANAGEMENT INC has opened a new $62.8M position in $TDG, per a new SEC 13F filing. This disclosure reflects the funds' holdings for the 09-30-2025 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 544 institutional investors add shares of $TDG stock to their portfolio, and 497 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 733,453 shares (-36.8%) from their portfolio in Q3 2025, for an estimated $966,705,723
- MORGAN STANLEY removed 469,699 shares (-33.1%) from their portfolio in Q2 2025, for an estimated $714,243,087
- PRINCIPAL FINANCIAL GROUP INC added 367,756 shares (+18.3%) to their portfolio in Q3 2025, for an estimated $484,709,763
- PRICE T ROWE ASSOCIATES INC /MD/ added 302,834 shares (+72.6%) to their portfolio in Q2 2025, for an estimated $460,501,493
- UBS GROUP AG added 205,990 shares (+58.8%) to their portfolio in Q2 2025, for an estimated $313,236,633
- COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added 200,949 shares (+1566.7%) to their portfolio in Q2 2025, for an estimated $305,571,087
- CAPITAL RESEARCH GLOBAL INVESTORS added 159,434 shares (+8.6%) to their portfolio in Q2 2025, for an estimated $242,441,717
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 153 times in the past 6 months. Of those trades, 0 have been purchases and 153 have been sales.
Here’s a breakdown of recent trading of $TDG stock by insiders over the last 6 months:
- ROBERT J SMALL has made 0 purchases and 16 sales selling 50,700 shares for an estimated $71,507,880.
- JOEL REISS (Co-Chief Operating Officer) has made 0 purchases and 58 sales selling 18,000 shares for an estimated $25,254,600.
- W NICHOLAS HOWLEY has made 0 purchases and 59 sales selling 16,416 shares for an estimated $22,949,931.
- SARAH WYNNE (Chief Financial Officer) has made 0 purchases and 4 sales selling 5,000 shares for an estimated $7,256,864.
- SEAN P HENNESSY has made 0 purchases and 5 sales selling 4,700 shares for an estimated $6,751,659.
- III JORGE L. VALLADARES has made 0 purchases and 3 sales selling 3,783 shares for an estimated $5,297,978.
- 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 2 sales selling 870 shares for an estimated $1,165,660.
- KEVIN M STEIN sold 700 shares for an estimated $952,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$TDG Congressional Stock Trading
Members of Congress have traded $TDG stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $TDG stock by members of Congress over the last 6 months:
- 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 8 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Truist Securities issued a "Buy" rating on 10/15/2025
- Morgan Stanley issued a "Overweight" rating on 10/15/2025
- BMO Capital issued a "Outperform" rating on 09/30/2025
- Keybanc issued a "Overweight" rating on 08/08/2025
- UBS issued a "Buy" rating on 08/07/2025
- Citigroup issued a "Buy" rating on 07/14/2025
- Stifel issued a "Buy" rating on 06/24/2025
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 12 analysts offer price targets for $TDG in the last 6 months, with a median target of $1600.0.
Here are some recent targets:
- Kristine Liwag from Morgan Stanley set a target price of $1600.0 on 10/15/2025
- Michael Ciarmoli from Truist Securities set a target price of $1647.0 on 10/15/2025
- Charles Minervino from Susquehanna set a target price of $1450.0 on 10/09/2025
- Michael Goldie from BMO Capital set a target price of $1420.0 on 09/30/2025
- Sheila Kahyaoglu from Jefferies set a target price of $1490.0 on 09/17/2025
- Ken Herbert from RBC Capital set a target price of $1385.0 on 09/08/2025
- Michael Leshock from Keybanc set a target price of $1600.0 on 08/08/2025
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.
