Insider Transactions: Recent regulatory filings show TransDigm executives executing substantial share sales, with one director disposing of over $12 million in stock at prevailing prices. Observers note these moves occur against a backdrop of the company's established role in aerospace components and long-cycle contracts.
Market Sentiment: Participants highlight the stock's forward earnings multiple trading below its decade-long average, prompting comments on potential entry points for quality names in the sector. Broader portfolio updates continue to reference TransDigm alongside other industrial and defense holdings.
Regulatory Interest: Disclosures from congressional trades have included positions in the aerospace supplier, underscoring ongoing attention to its exposure in aircraft systems and defense demand.
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 198 times in the past 6 months. Of those trades, 2 have been purchases and 196 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 60 sales selling 100,669 shares for an estimated $141,385,402.
- 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 47 sales selling 30,432 shares for an estimated $38,404,711.
- JOEL REISS (Co-Chief Operating Officer) has made 0 purchases and 81 sales selling 15,600 shares for an estimated $19,921,863.
- MICHAEL LISMAN (President & CEO) purchased 950 shares for an estimated $1,220,047
- 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 insider transaction endpoint.
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.
You can access data on TDG stock through the Quiver Quantitative API.
TransDigm Group Congressional Stock Trading
Members of Congress have traded $TDG stock 9 times in the past 6 months. Of those trades, 7 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 4 times. They made 2 purchases worth up to $30,000 on 03/16, 01/30 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 Congress trades endpoint.
TransDigm Group Hedge Fund Activity
We have seen 513 institutional investors add shares of TransDigm Group stock to their portfolio, and 593 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL INTERNATIONAL INVESTORS removed 1,049,728 shares (-16.0%) from their portfolio in Q1 2026, for an estimated $1,216,592,762
- CAPITAL WORLD INVESTORS added 711,979 shares (+18.0%) to their portfolio in Q1 2026, for an estimated $825,155,181
- CAPITAL RESEARCH GLOBAL INVESTORS added 666,848 shares (+26.9%) to their portfolio in Q1 2026, for an estimated $772,850,158
- BLACKROCK, INC. added 302,960 shares (+7.0%) to their portfolio in Q1 2026, for an estimated $351,118,521
- JPMORGAN CHASE & CO removed 269,307 shares (-21.3%) from their portfolio in Q4 2025, for an estimated $358,137,913
- FMR LLC removed 260,754 shares (-16.1%) from their portfolio in Q1 2026, for an estimated $302,203,455
- FRANKLIN RESOURCES INC removed 233,083 shares (-61.9%) from their portfolio in Q1 2026, for an estimated $270,133,873
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 13F endpoint.
TransDigm Group Analyst Ratings
Wall Street analysts have issued reports on $TDG in the last several months. We have seen 1 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
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 5 analysts offer price targets for $TDG in the last 6 months, with a median target of $1350.0.
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
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.
