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

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 0.8 %

Shares of NYSE TDG traded down $10.23 during trading hours on Wednesday, hitting $1,351.14. 177,439 shares of the company traded hands, compared to its average volume of 257,556. The company’s 50 day moving average price is $1,298.24 and its 200 day moving average price is $1,316.72. TransDigm Group Incorporated has a 12 month low of $1,100.86 and a 12 month high of $1,451.32. The stock has a market capitalization of $75.78 billion, a price-to-earnings ratio of 47.57, a price-to-earnings-growth ratio of 2.86 and a beta of 1.40.

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

Institutional Investors Weigh In On TransDigm Group

Hedge funds and other institutional investors have recently bought and sold shares of the company. First Personal Financial Services acquired a new position in shares of TransDigm Group during the third quarter worth $29,000. Erste Asset Management GmbH acquired a new position in TransDigm Group during the 3rd quarter valued at about $29,000. Capital Advisors Ltd. LLC raised its stake in TransDigm Group by 200.0% in the fourth 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 during the last quarter. Trust Co. of Vermont boosted its holdings in TransDigm Group by 150.0% in the fourth quarter. Trust Co. of Vermont now owns 25 shares of the aerospace company’s stock worth $32,000 after acquiring an additional 15 shares in the last quarter. Finally, Versant Capital Management Inc grew its stake in shares of TransDigm Group by 225.0% during the fourth quarter. Versant Capital Management Inc now owns 26 shares of the aerospace company’s stock worth $33,000 after acquiring an additional 18 shares during the last quarter. Hedge funds and other institutional investors own 95.78% of the company’s stock.

Insider Activity

In other TransDigm Group news, Director Robert J. Small sold 38,053 shares of the business’s stock in a transaction dated Thursday, December 12th. The stock was sold at an average price of $1,248.78, for a total transaction of $47,519,825.34. Following the sale, the director now 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO Joel Reiss sold 3,000 shares of the company’s stock in a transaction on Friday, December 20th. The shares were sold at an average price of $1,257.09, for a total transaction of $3,771,270.00. Following the completion of the sale, the chief operating officer now directly owns 3,600 shares in the company, valued at approximately $4,525,524. The trade was a 45.45 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 89,525 shares of company stock worth $112,769,801 over the last 90 days. 4.09% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

TDG has been the subject of several analyst reports. Barclays reissued an “equal weight” rating and issued a $1,500.00 price objective on shares of TransDigm Group in a research note on Monday, January 6th. KeyCorp boosted their price objective on TransDigm Group from $1,440.00 to $1,500.00 and gave the company an “overweight” rating in a report on Thursday, October 24th. Truist Financial increased their target price on TransDigm Group from $1,482.00 to $1,534.00 and gave the stock a “buy” rating in a research note on Tuesday, January 14th. Wells Fargo & Company raised shares of TransDigm Group from an “equal weight” rating to an “overweight” rating and boosted their price objective for the company from $1,375.00 to $1,500.00 in a research report on Friday, February 7th. Finally, StockNews.com raised shares of TransDigm Group from a “hold” rating to a “buy” rating in a research report on Wednesday, January 8th. Seven analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target 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.