SecBot

SecBot
NYSE· Aircraft Parts & Auxiliary Equipment, NEC· Inc. DE· CIK 0001260221

TDG

TransDigm Group INC
$1,089.95 ▼ -0.66%
Prev close $1,097.24
Market cap$59.8B
ConsensusHold
12-mo target$1,484.37 (+36.2%)
▲ Neutral
Analyst conviction 5/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)34 New Institutional Positions16 Institutional ExitsCongressional Activity (2) Industrials & Manufacturing
Snapshot
The big-picture read on TDG right now — valuation, ownership and activity at a glance.
Market Cap
$59.8B
Cap Size
Large Cap
Analyst Consensus
Buy (52%)
Inst. Holders
50 funds
Inst. Value
$57.0B
Inst. Activity
34 buys / 16 sells
Insider Activity
$0.00 buy / $10.8M sell
Insider Net $
-$10.8M
Social Sentiment
50° Neutral
SEC Reports
17
Press Releases
1
Congressional
9 trades
Price chart 30d -5.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 m_and_a
TransDigm Completes Acquisition of Prince & Izant
CLEVELAND, Sept. 28, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced t
Sep 18, 2026 Insider
Howley W Nicholas was granted 126 shares
Director @ $1,085.00 ($136.7K)
Sep 18, 2026 Insider
Krasik Irina Igorevna was granted 13 shares
Director @ $1,085.00 ($14.1K)
Sep 18, 2026 Insider
SMALL ROBERT J was granted 52 shares
Director @ $1,085.00 ($56.4K)
Sep 14, 2026 SEC
TransDigm Group announced that its wholly-owned subsidiary, TransDigm Inc., has commenced a cash tender offer for any an
8-K — Impact 3/10
Sep 14, 2026 SEC
TransDigm announced a planned $2.5 billion senior secured notes offering by its subsidiary, TransDigm Inc., to refinance
8-K — Impact 4/10
Aug 25, 2026 Congress
April McClain Delaney sell
$100,001 - $250,000 — House
Aug 20, 2026 SEC
Director W. Nicholas Howley exercised and sold a large block of shares (10,132 options exercised, ~9,900 shares sold for
CLUSTER — Impact 2/10
Analyst ratings buy % -28.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Hold 52% rate it Buy or better · 27 analysts
Strong Buy 5 19% Buy 9 33% Hold 12 44% Sell 1 4% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 30, 2026Wells FargoMAINTAINEqual-Weight 54%
Sep 28, 2026BMO CapitalMAINTAINOutperform 53%
Sep 17, 2026JP MorganMAINTAINNeutral 55%
Sep 16, 2026RBC CapitalREITERATESector Perform 55%
Sep 15, 2026GuggenheimINITIATENeutral 52%
Aug 5, 2026UBSMAINTAINBuy 55%
Aug 5, 2026StifelDOWNGRADEHold 54%
Jul 15, 2026Morgan StanleyDOWNGRADEEqual-Weight 55%
Jul 2, 2026BMO CapitalMAINTAINOutperform 53%
May 6, 2026UBSMAINTAINBuy 55%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202659121052%
Aug 1, 202669111056%
Jul 1, 2026610101059%
Jun 1, 2026610101059%
May 1, 2026611101061%
Apr 1, 2026611101061%
Mar 1, 202671191064%
Feb 1, 202671271070%
Price targets
Where 19 covering analysts think TDG trades over the next 12 months.
$1,484.37 +36.2% upside Strong Buy
Current$1,089.95 Low$1,210.00 Median$1,415.00 High$1,972.00 19 analysts
$1,210.00$1,972.00
Analyst rating Buy· 2.1/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
4 mentions 2 bullish 2 bearish 0 neutral
Recent posts
stocks Bearish 5mo ago
2026 YTD which tickers have you realized losses, or expect to realize losses soon? Yes, losses
▲ 1 · 💬 0· ⚡ 0.5
stocks Bullish 6mo ago
What separates TDG from other defense stocks?
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
17 SEC filing reports analyzed · 6 bullish, 0 bearish, 1 mixed, 10 neutral · avg impact 4.5/10.Plus 1 press releases.
NEUTRAL8-K3/10
TransDigm Group announced that its wholly-owned subsidiary, TransDigm Inc., has commenced a cash ten
Sep 14, 2026
NEUTRAL8-K4/10
TransDigm announced a planned $2.5 billion senior secured notes offering by its subsidiary, TransDig
Sep 14, 2026
NEUTRALCLUSTER2/10
Director W. Nicholas Howley exercised and sold a large block of shares (10,132 options exercised, ~9
Aug 20, 2026
BULLISHPRESS-RELEASE7/10
TransDigm Group reported fiscal Q3 2026 adjusted EPS of $10.87 (5.2% beat vs $10.33 consensus) on ne
Aug 4, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
m_and_a
TransDigm Completes Acquisition of Prince & Izant
CLEVELAND, Sept. 28, 2026 /PRNewswire/ -- TransDigm Group Incorporated (NYSE: TDG) today announced that it has successfully completed its acquisition
Sep 7, 2026
dark_pool
Dark Pool: TDG — 0.4M shares, 30,437 trades
Week starting 2026-09-07. Total ATS volume: 380,942 shares across 30,437 trades.
Sep 2, 2026
ftd
FTD: TDG — 4,240 shares ($4.9M) failed to deliver
Settlement: 20260902, Price: $1155.76, FTD Value: $4,900,422.4, TRANSDIGM GROUP INCORPORATED C
Aug 31, 2026
dark_pool
Dark Pool: TDG — 0.5M shares, 37,010 trades
Week starting 2026-08-31. Total ATS volume: 500,039 shares across 37,010 trades.
Aug 24, 2026
dark_pool
Dark Pool: TDG — 0.7M shares, 38,530 trades
Week starting 2026-08-24. Total ATS volume: 650,699 shares across 38,530 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$12.18$11.20–$12.5812.6%+0.2%15↑ 2↓$2.9B19
Next Q$9.52$9.01–$9.9315.7%-1.7%3↑ 2↓$2.6B6
Current FY$41.20$40.75–$41.7510.4%+0.0%19↑ 0↓$10.5B21
Next FY$48.32$45.45–$50.9017.3%-0.3%19↑ 0↓$11.6B21
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$12.178—
7d ago$12.183-0.005
30d ago$12.152+0.026
60d ago$11.642+0.536
90d ago$11.671+0.507
Institutional ownership
Which big funds own TDG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $57.0B total value (42,770,660 shares) as of 2026-Q2. Top holders: Capital, BlackRock,, Capital. Net buying activity: 34 institutions added/increased vs 16 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
Capital International Investors5,062,682$6.7B11.8%—
BlackRock, Inc.4,871,505$6.5B11.4%—
Capital World Investors4,274,109$5.7B10.0%—
VANGUARD CAPITAL MANAGEMENT LLC3,653,511$4.9B8.5%—
Capital Research Global Investors3,119,490$4.2B7.3%—
VANGUARD PORTFOLIO MANAGEMENT LLC2,580,994$3.4B6.0%—
STATE STREET CORP2,559,096$3.4B6.0%—
PRINCIPAL FINANCIAL GROUP INC1,709,129$2.3B4.0%—
GEODE CAPITAL MANAGEMENT, LLC1,286,385$1.7B3.0%—
FMR LLC1,091,534$1.5B2.6%—
Recent position changes
FundActionPrevCurrentChangeValue
NORGES BANKNEW—781,731—$1.0B
MANUFACTURERS LIFE INSURANCE COMPANY, THEDOUBLED190,147392,447+106.4%$522.8M
Select Equity Group, L.P.DOUBLED47,943353,230+636.8%$470.5M
AMERIPRISE FINANCIAL INCTRIM143,882105,396-26.7%$140.4M
Third Point LLCDOUBLED25,00079,000+216.0%$105.2M
BARCLAYS PLCTRIM107,35964,282-40.1%$85.6M
Holocene Advisors, LPDOUBLED24,09449,202+104.2%$65.5M
PFA Pension, ForsikringsaktieselskabTRIM68,33247,672-30.2%$63.5M
CAPITAL FUND MANAGEMENT S.A.ADD29,58544,921+51.8%$59.8M
APG Asset Management N.V.ADD36,89947,075+27.6%$54.8M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$10.8M — $0.00 bought, $10.8M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 18, 2026Howley W NicholasDirectorAWARD126$1,085.00$136.7K
Sep 18, 2026Krasik Irina IgorevnaDirectorAWARD13$1,085.00$14.1K
Sep 18, 2026SMALL ROBERT JDirectorAWARD52$1,085.00$56.4K
Sep 18, 2026Palmer PeterDirectorAWARD34$1,085.00$36.9K
Sep 18, 2026BARR DAVIDDirectorAWARD46$1,085.00$49.9K
Sep 18, 2026CRONIN JANE M.DirectorAWARD34$1,085.00$36.9K
Sep 18, 2026Santana MicheleDirectorAWARD34$1,085.00$36.9K
Sep 18, 2026MCCULLOUGH GARY EDirectorAWARD41$1,085.00$44.5K
Sep 18, 2026HENNESSY SEAN PDirectorAWARD46$1,085.00$49.9K
Sep 18, 2026Graff MichaelDirectorAWARD34$1,085.00$36.9K
Congressional trades
TDG trades disclosed by members of Congress, with disclosure delay.
3 members · 8 buys / 1 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Aug 25, 2026April McClain DelaneyDHOUSESELL$100,001 - $250,000TransDigm Group IncSep 10, 2026(17d)
Jul 28, 2026April McClain DelaneyDHOUSEBUY$1,001 - $15,000TransDigm Group IncAug 4, 2026(8d)
Apr 29, 2026April McClain DelaneyDHOUSEBUY$1,001 - $15,000TransDigm Group IncMay 7, 2026(9d)
Apr 20, 2026April McClain DelaneyDHOUSEBUY$1,001 - $15,000TransDigm Group IncMay 7, 2026(18d)
Apr 17, 2026April McClain DelaneyDHOUSEBUY$1,001 - $15,000TransDigm Group IncMay 7, 2026(21d)
Apr 16, 2026April McClain DelaneyDHOUSEBUY$15,001 - $50,000TransDigm Group IncMay 7, 2026(22d)
Apr 15, 2026April McClain DelaneyDHOUSEBUY$1,001 - $15,000TransDigm Group IncMay 7, 2026(23d)
Mar 27, 2026Alan ArmstrongRSENATEBUY$1,001 - $15,000TransDigm Group IncJul 22, 2026(117d)
Jan 30, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000TransDigm Group IncFeb 16, 2026(18d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for TDG.
Shares short
1,067,135
Settlement Sep 15, 2026
Change vs prior
+18.7%
Semi-monthly cycle
Days to cover
3.2
At avg daily volume
Of shares outstanding
≈1.9%
Estimate — not % of float
All TDG filing & press-release reports (18)