TRANSDIGM GROUP ($TDG) posted quarterly earnings results for Q1 2026 on Tuesday, February 3rd. The company reported earnings of $8.23 per share, beating estimates of $8.18 by $0.05. The company also reported revenue of $2,285,000,000, beating estimates of $2,280,463,850 by $4,536,150.
You can see Quiver Quantitative's $TDG stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
TRANSDIGM GROUP Insider Trading Activity
TRANSDIGM GROUP insiders have traded $TDG stock on the open market 187 times in the past 6 months. Of those trades, 6 have been purchases and 181 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 19 sales selling 100,653 shares for an estimated $133,936,543.
- KEVIN M STEIN has made 0 purchases and 34 sales selling 60,560 shares for an estimated $83,594,345.
- 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 48 sales selling 10,944 shares for an estimated $14,537,688.
- MICHAEL LISMAN (President & CEO) has made 6 purchases buying 1,954 shares for an estimated $2,616,673 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 4 sales selling 1,450 shares for an estimated $1,942,886.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
TRANSDIGM GROUP Hedge Fund Activity
We have seen 513 institutional investors add shares of TRANSDIGM GROUP stock to their portfolio, and 514 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
- 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
- FRANKLIN RESOURCES INC added 293,821 shares (+161.7%) to their portfolio in Q3 2025, for an estimated $387,261,954
- CAPITAL INTERNATIONAL INVESTORS added 254,750 shares (+4.1%) to their portfolio in Q3 2025, for an estimated $335,765,595
- PRINCIPAL FINANCIAL GROUP INC removed 213,293 shares (-9.0%) from their portfolio in Q4 2025, for an estimated $283,647,696
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 204,536 shares (+58.6%) to their portfolio in Q3 2025, for an estimated $269,582,538
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
TRANSDIGM GROUP Congressional Stock Trading
Members of Congress have traded $TDG stock 4 times in the past 6 months. Of those trades, 2 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 3 times. They made 2 purchases worth up to $30,000 on 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.
TRANSDIGM GROUP Analyst Ratings
Wall Street analysts have issued reports on $TDG in the last several months. We have seen 6 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
- Keybanc issued a "Overweight" rating on 08/08/2025
To track analyst ratings and price targets for TRANSDIGM GROUP, check out Quiver Quantitative's $TDG forecast page.
TRANSDIGM GROUP Price Targets
Multiple analysts have issued price targets for $TDG recently. We have seen 10 analysts offer price targets for $TDG in the last 6 months, with a median target of $1550.0.
Here are some recent targets:
- Gavin Parsons from UBS set a target price of $1804.0 on 01/15/2026
- 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
- 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
- Jonathan Siegmann from Stifel set a target price of $1650.0 on 11/13/2025
- Michael Ciarmoli from Truist Securities set a target price of $1647.0 on 10/15/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
