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

Representative Josh Gottheimer (D-New Jersey) recently sold shares of TransDigm Group Incorporated (NYSE:TDG). In a filing disclosed on March 06th, the Representative disclosed that they had sold between $1,001 and $15,000 in TransDigm Group stock on February 4th. 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 The Goldman Sachs Group (NYSE:GS) on 2/28/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 2/28/2025.
• Sold $1,001 – $15,000 in shares of Block (NYSE:XYZ) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of Paragon 28 (NYSE:FNA) on 2/27/2025.
• Sold $1,001 – $15,000 in shares of KKR & Co. Inc. (NYSE:KKR) on 2/26/2025.
• Purchased $1,001 – $15,000 in shares of Fiserv (NYSE:FI) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Blackstone (NYSE:BX) on 2/26/2025.
• Sold $1,001 – $15,000 in shares of Vertiv (NYSE:VRT) on 2/25/2025.

TransDigm Group Trading Down 0.4 %

Shares of TransDigm Group stock opened at $1,339.77 on Friday. The firm has a market capitalization of $75.14 billion, a PE ratio of 47.26, a price-to-earnings-growth ratio of 2.76 and a beta of 1.38. The business’s 50-day moving average price is $1,319.94 and its 200-day moving average price is $1,326.72. TransDigm Group Incorporated has a 12 month low of $1,136.27 and a 12 month high of $1,451.32.

TransDigm Group (NYSE:TDG) last issued its earnings results on Tuesday, February 4th. The aerospace company reported $7.57 earnings per share for the quarter, beating the consensus estimate of $6.73 by $0.84. The company had revenue of $2.01 billion during the quarter, compared to analysts’ expectations of $2.03 billion. TransDigm Group had a negative return on equity of 42.87% and a net margin of 20.76%. TransDigm Group’s quarterly revenue was up 12.1% compared to the same quarter last year. During the same period in the prior year, the business posted $7.16 EPS. As a group, analysts predict that TransDigm Group Incorporated will post 35.13 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, COO Joel Reiss sold 3,000 shares of TransDigm Group stock in a transaction that occurred on Tuesday, January 21st. The shares were sold at an average price of $1,359.06, for a total transaction of $4,077,180.00. Following the sale, the chief operating officer now owns 3,600 shares of the company’s stock, valued at approximately $4,892,616. The trade was a 45.45 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Robert J. Small sold 38,053 shares of TransDigm Group stock in a transaction that occurred on Thursday, December 12th. The shares were sold at an average price of $1,248.78, for a total transaction of $47,519,825.34. Following the sale, the director now directly owns 567,323 shares in the company, valued at approximately $708,461,615.94. The trade was a 6.29 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 121,647 shares of company stock valued at $155,847,223 in the last ninety days. 4.09% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. UBS Group upgraded TransDigm Group from a “neutral” rating to a “buy” rating and set a $1,595.00 price objective for the company in a report on Monday, February 24th. Wells Fargo & Company upgraded TransDigm Group from an “equal weight” rating to an “overweight” rating and raised their target price for the company from $1,375.00 to $1,500.00 in a research note on Friday, February 7th. StockNews.com upgraded TransDigm Group from a “hold” rating to a “buy” rating in a research note on Wednesday, January 8th. Barclays restated an “equal weight” rating and issued a $1,500.00 target price on shares of TransDigm Group in a research note on Monday, January 6th. Finally, Truist Financial raised their target price on TransDigm Group from $1,482.00 to $1,534.00 and gave the company a “buy” rating in a research note on Tuesday, January 14th. Six investment analysts have rated the stock with a hold rating and thirteen have given a buy rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,472.47.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. First Personal Financial Services purchased a new position in TransDigm Group in the 3rd quarter valued at about $29,000. Erste Asset Management GmbH purchased a new position in TransDigm Group in the 3rd quarter worth approximately $29,000. Capital Advisors Ltd. LLC lifted its stake in TransDigm Group by 200.0% in the 4th quarter. Capital Advisors Ltd. LLC now owns 24 shares of the aerospace company’s stock worth $30,000 after purchasing an additional 16 shares in the last quarter. Trust Co. of Vermont lifted its stake in TransDigm Group by 150.0% in the 4th quarter. Trust Co. of Vermont now owns 25 shares of the aerospace company’s stock worth $32,000 after purchasing an additional 15 shares in the last quarter. Finally, Park Square Financial Group LLC purchased a new position in TransDigm Group in the 4th quarter worth approximately $32,000. 95.78% of the stock is owned by hedge funds and other institutional investors.

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.