TransDigm Group Incorporated (TDG) is down 3.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The catalyst is not fully clear, but the pullback appears tied to investor caution ahead of TransDigm’s scheduled third-quarter earnings report on August 4, 2026, along with lingering concerns after the company abandoned its planned Stellant Systems acquisition in July. This could also reflect continued sensitivity to TransDigm’s leverage-heavy acquisition model after debt was raised earlier this year to help finance that deal.
Details:
TransDigm had previously scheduled its fiscal third-quarter earnings report and conference call for Tuesday, August 4, 2026, which can pressure shares as investors de-risk ahead of results.In July, the company said it elected to withdraw from its proposed acquisition of Stellant Systems, ending a deal that had been part of its 2026 acquisition plans.Earlier in 2026, TransDigm completed new debt offerings and term loans that were intended in part to fund the Stellant purchase, leaving investors to reassess capital allocation after the transaction was terminated.The stock has been coming off a period of strong performance, so a modest down day may also reflect profit-taking in the absence of a fresh positive catalyst.Sources:
SEC, TransDigm Group, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TDG Insider Trading Activity
$TDG insiders have traded $TDG stock on the open market 241 times in the past 6 months. Of those trades, 2 have been purchases and 239 have been sales.
Here’s a breakdown of recent trading of $TDG stock by insiders over the last 6 months:
- W NICHOLAS HOWLEY has made 0 purchases and 125 sales selling 70,960 shares for an estimated $90,835,159.
- JOEL REISS (Co-Chief Operating Officer) has made 0 purchases and 114 sales selling 19,500 shares for an estimated $24,073,998.
- MICHAEL LISMAN (President & CEO) purchased 950 shares for an estimated $1,220,047
- ROBERT J SMALL purchased 1 shares for an estimated $1,285
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
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$TDG Hedge Fund Activity
We have seen 497 institutional investors add shares of $TDG stock to their portfolio, and 492 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
- CURATED WEALTH PARTNERS LLC added 983,393 shares (+343843.7%) to their portfolio in Q2 2026, for an estimated $1,309,918,811
- 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
- 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.
$TDG Congressional Stock Trading
Members of Congress have traded $TDG stock 14 times in the past 6 months. Of those trades, 13 have been purchases and 1 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 11 times. They made 11 purchases worth up to $200,000 on 07/28, 05/22, 05/21, 05/13, 05/08, 05/07, 04/29, 04/20, 04/17, 04/16, 04/15 and 0 sales.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/16 and 1 sale worth up to $15,000 on 03/25.
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.
$TDG 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 $TDG, check out Quiver Quantitative's $TDG forecast page.
$TDG Price Targets
Multiple analysts have issued price targets for $TDG recently. We have seen 6 analysts offer price targets for $TDG in the last 6 months, with a median target of $1437.5.
Here are some recent targets:
- Michael Goldie from BMO Capital set a target price of $1525.0 on 07/02/2026
- 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.
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TransDigm Slides Ahead of Scheduled Q3 Report as M&A Overhang Lingers
TransDigm Group Incorporated (TDG) is down 3.2% today. Here is some analysis on what might have caused this price movement.
Analysis: The catalyst is not fully clear, but the pullback appears tied to investor caution ahead of TransDigm’s scheduled third-quarter earnings report on August 4, 2026, along with lingering concerns after the company abandoned its planned Stellant Systems acquisition in July. This could also reflect continued sensitivity to TransDigm’s leverage-heavy acquisition model after debt was raised earlier this year to help finance that deal.
Details:
Sources:
SEC, TransDigm Group, Investing.com
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$TDG Insider Trading Activity
$TDG insiders have traded $TDG stock on the open market 241 times in the past 6 months. Of those trades, 2 have been purchases and 239 have been sales.
Here’s a breakdown of recent trading of $TDG stock by insiders over the last 6 months:
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.
$TDG Hedge Fund Activity
We have seen 497 institutional investors add shares of $TDG stock to their portfolio, and 492 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
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.
$TDG Congressional Stock Trading
Members of Congress have traded $TDG stock 14 times in the past 6 months. Of those trades, 13 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $TDG stock by members of Congress over the last 6 months:
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.
$TDG 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:
To track analyst ratings and price targets for $TDG, check out Quiver Quantitative's $TDG forecast page.
$TDG Price Targets
Multiple analysts have issued price targets for $TDG recently. We have seen 6 analysts offer price targets for $TDG in the last 6 months, with a median target of $1437.5.
Here are some recent targets:
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.
Read full article here »