Congressional purchase sparks interest: Social media users highlighted a recent financial disclosure from Representative April McClain Delaney, who accumulated shares in TransDigm Group valued between $19,000 and $110,000. This move, amid sales in other holdings, drew attention from trade trackers noting her role on key committees like Science, Space, and Technology.
Strong Q2 earnings fuel optimism: Discussions also praised TransDigm's latest quarterly results, with sales surging 18% to $2.544 billion and net income up 12%, prompting raised full-year guidance. Organic growth hit 11%, underscoring pricing power in its sole-source aerospace parts amid robust air travel demand.
Buybacks and valuations noted: Chatter included the company's $800 million stock repurchase during an April dip and analyses suggesting significant upside potential compared to fair value. Overall sentiment leans bullish on the aerospace manufacturer's resilient business model.
Note: This discussion summary was generated from an AI condensation of post data.
TransDigm Group Insider Trading Activity
TransDigm Group insiders have traded $TDG stock on the open market 221 times in the past 6 months. Of those trades, 8 have been purchases and 213 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 65 sales selling 107,860 shares for an estimated $151,176,450.
- ROBERT J SMALL has made 1 purchase buying 1 shares for an estimated $1,285 and 5 sales selling 95,653 shares for an estimated $127,551,620.
- W NICHOLAS HOWLEY has made 0 purchases and 61 sales selling 33,168 shares for an estimated $42,057,045.
- JOEL REISS (Co-Chief Operating Officer) has made 0 purchases and 79 sales selling 15,600 shares for an estimated $20,646,900.
- MICHAEL LISMAN (President & CEO) has made 7 purchases buying 2,904 shares for an estimated $3,836,721 and 0 sales.
- PATRICK JOSEPH MURPHY (Co-Chief Operating Officer) has made 0 purchases and 3 sales selling 870 shares for an estimated $1,191,955.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
TransDigm Group Revenue
TransDigm Group had revenues of $2.5B in Q2 2026. This is an increase of 18.33% from the same period in the prior year.
You can track TDG financials on Quiver Quantitative's TDG stock page.
TransDigm Group Congressional Stock Trading
Members of Congress have traded $TDG stock 10 times in the past 6 months. Of those trades, 8 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 APRIL MCCLAIN DELANEY has traded it 5 times. They made 5 purchases worth up to $110,000 on 04/29, 04/20, 04/17, 04/16, 04/15 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 3 purchases worth up to $45,000 on 03/16, 01/30, 11/18 and 2 sales worth up to $30,000 on 03/25, 12/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
TransDigm Group Hedge Fund Activity
We have seen 509 institutional investors add shares of TransDigm Group stock to their portfolio, and 519 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
- FMR LLC removed 663,137 shares (-29.1%) from their portfolio in Q4 2025, for an estimated $881,872,739
- 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
- POINT72 ASSET MANAGEMENT, L.P. added 252,281 shares (+50456.2%) to their portfolio in Q4 2025, for an estimated $335,495,887
- WESTFIELD CAPITAL MANAGEMENT CO LP removed 201,704 shares (-92.6%) from their portfolio in Q4 2025, for an estimated $268,236,064
- PRIMECAP MANAGEMENT CO/CA/ removed 175,156 shares (-29.9%) from their portfolio in Q4 2025, for an estimated $232,931,206
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
TransDigm Group Analyst Ratings
Wall Street analysts have issued reports on $TDG in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 05/06/2026
- Morgan Stanley issued a "Overweight" rating on 11/14/2025
- Stifel issued a "Buy" rating on 11/13/2025
- BMO Capital issued a "Outperform" rating on 11/13/2025
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 8 analysts offer price targets for $TDG in the last 6 months, with a median target of $1467.5.
Here are some recent targets:
- Ken Herbert from RBC Capital set a target price of $1350.0 on 05/06/2026
- Charles Minervino from Susquehanna set a target price of $1350.0 on 05/06/2026
- Jonathan Siegmann from Stifel set a target price of $1525.0 on 05/06/2026
- Gavin Parsons from UBS set a target price of $1645.0 on 05/06/2026
- David Strauss from Wells Fargo set a target price of $1200.0 on 04/01/2026
- Seth Seifman from JP Morgan set a target price of $1435.0 on 11/14/2025
- Kristine Liwag from Morgan Stanley set a target price of $1660.0 on 11/14/2025
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.
