TransDigm Group (NYSE:TDG) Shares Unloaded Rep. Josh Gottheimer

Representative Josh Gottheimer (D-New Jersey) recently sold shares of TransDigm Group Incorporated (NYSE:TDG). In a filing disclosed on February 10th, the Representative disclosed that they had sold between $1,001 and $15,000 in TransDigm Group stock on January 16th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Tesla (NASDAQ:TSLA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Alibaba Group (NYSE:BABA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Twilio (NYSE:TWLO) on 1/31/2025.
• Sold $1,001 – $15,000 in shares of ICF International (NASDAQ:ICFI) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Mastercard (NYSE:MA) on 1/31/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 1/30/2025.
• Purchased $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 1/30/2025.

TransDigm Group Trading Down 0.6 %

Shares of TDG opened at $1,353.69 on Thursday. The company’s fifty day simple moving average is $1,299.18 and its 200 day simple moving average is $1,316.98. TransDigm Group Incorporated has a 1-year low of $1,100.86 and a 1-year high of $1,451.32. The company has a market cap of $75.91 billion, a price-to-earnings ratio of 47.75, a PEG ratio of 2.86 and a beta of 1.40.

TransDigm Group (NYSE:TDG) last announced its quarterly earnings data on Tuesday, February 4th. The aerospace company reported $7.57 EPS for the quarter, beating analysts’ consensus estimates of $6.73 by $0.84. The company had revenue of $2.01 billion during the quarter, compared to the consensus estimate of $2.03 billion. TransDigm Group had a net margin of 20.76% and a negative return on equity of 42.87%. The company’s quarterly revenue was up 12.1% on a year-over-year basis. During the same quarter last year, the firm posted $7.16 EPS. As a group, research analysts forecast that TransDigm Group Incorporated will post 34.11 earnings per share for the current year.

Hedge Funds Weigh In On TransDigm Group

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. First Personal Financial Services bought a new position in shares of TransDigm Group in the third quarter worth $29,000. Erste Asset Management GmbH bought a new position in TransDigm Group in the 3rd quarter valued at about $29,000. Capital Advisors Ltd. LLC raised its position in shares of TransDigm Group by 200.0% in the 4th quarter. Capital Advisors Ltd. LLC now owns 24 shares of the aerospace company’s stock valued at $30,000 after buying an additional 16 shares in the last quarter. Trust Co. of Vermont lifted its holdings in shares of TransDigm Group by 150.0% during the 4th quarter. Trust Co. of Vermont now owns 25 shares of the aerospace company’s stock worth $32,000 after acquiring an additional 15 shares during the period. Finally, Versant Capital Management Inc boosted its position in shares of TransDigm Group by 225.0% during the 4th quarter. Versant Capital Management Inc now owns 26 shares of the aerospace company’s stock worth $33,000 after acquiring an additional 18 shares in the last quarter. 95.78% of the stock is owned by institutional investors and hedge funds.

Insider Activity at TransDigm Group

In related news, COO Joel Reiss sold 3,000 shares of the company’s stock in a transaction on Tuesday, January 21st. The stock was sold at an average price of $1,359.06, for a total transaction of $4,077,180.00. Following the completion of the sale, the chief operating officer now directly owns 3,600 shares in the company, valued at $4,892,616. This represents a 45.45 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Kevin M. Stein sold 20,000 shares of TransDigm Group stock in a transaction dated Thursday, December 12th. The shares were sold at an average price of $1,248.07, for a total value of $24,961,400.00. Following the completion of the transaction, the chief executive officer now owns 8,158 shares in the company, valued at approximately $10,181,755.06. This represents a 71.03 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 89,525 shares of company stock valued at $112,769,801 over the last three months. 4.09% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Deutsche Bank Aktiengesellschaft lowered TransDigm Group from a “buy” rating to a “hold” rating and dropped their price objective for the company from $1,444.00 to $1,348.00 in a research note on Thursday, January 2nd. Wells Fargo & Company upgraded TransDigm Group from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $1,375.00 to $1,500.00 in a research note on Friday, February 7th. Citigroup lifted their price objective on shares of TransDigm Group from $1,563.00 to $1,600.00 and gave the stock a “buy” rating in a research report on Thursday, December 5th. Truist Financial increased their price objective on shares of TransDigm Group from $1,482.00 to $1,534.00 and gave the company a “buy” rating in a research report on Tuesday, January 14th. Finally, KeyCorp lifted their target price on shares of TransDigm Group from $1,440.00 to $1,500.00 and gave the stock an “overweight” rating in a report on Thursday, October 24th. Seven equities research analysts have rated the stock with a hold rating and twelve have given a buy rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $1,462.35.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

About TransDigm Group

TransDigm Group Incorporated designs, produces, and supplies aircraft components in the United States and internationally. The Power & Control segment offers mechanical/electro-mechanical actuators and controls, ignition systems and engine technology, specialized pumps and valves, power conditioning devices, specialized AC/DC electric motors and generators, batteries and chargers, databus and power controls, sensor products, switches and relay panels, hoists, winches and lifting devices, and cargo loading and handling systems.