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

Posted by Brian Himes on Feb 12th, 2025

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 Price Performance

NYSE:TDG opened at $1,362.91 on Wednesday. The company has a market cap of $76.43 billion, a price-to-earnings ratio of 48.07, a PEG ratio of 2.86 and a beta of 1.40. TransDigm Group Incorporated has a 1 year low of $1,100.86 and a 1 year high of $1,451.32. The stock’s 50 day simple moving average is $1,296.16 and its two-hundred day simple moving average is $1,315.82.

TransDigm Group (NYSE:TDG – Get Free Report) last issued its earnings results on Tuesday, February 4th. The aerospace company reported $7.57 EPS for the quarter, topping analysts’ consensus estimates of $6.73 by $0.84. TransDigm Group had a net margin of 20.76% and a negative return on equity of 42.87%. The business had revenue of $2.01 billion for the quarter, compared to the consensus estimate of $2.03 billion. During the same period in the prior year, the firm earned $7.16 EPS. The company’s revenue for the quarter was up 12.1% compared to the same quarter last year. As a group, analysts anticipate that TransDigm Group Incorporated will post 34.11 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on TDG shares. Barclays restated 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. Citigroup increased their target price on shares of TransDigm Group from $1,563.00 to $1,600.00 and gave the stock a “buy” rating in a research note on Thursday, December 5th. Deutsche Bank Aktiengesellschaft cut shares of TransDigm Group from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $1,444.00 to $1,348.00 in a research report on Thursday, January 2nd. Wells Fargo & Company upgraded shares of TransDigm Group from an “equal weight” rating to an “overweight” rating and lifted their target price for the company from $1,375.00 to $1,500.00 in a research report on Friday, February 7th. Finally, KeyCorp upped their price target on shares of TransDigm Group from $1,440.00 to $1,500.00 and gave the stock an “overweight” rating in a research report on Thursday, October 24th. Seven research analysts have rated the stock with a hold rating and twelve have assigned a buy rating to the company’s stock. Based on data from MarketBeat.com, TransDigm Group has an average rating of “Moderate Buy” and an average price target of $1,462.35.

Get Our Latest Research Report on TransDigm Group

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Signature Estate & Investment Advisors LLC boosted its stake in TransDigm Group by 24.7% in the 4th quarter. Signature Estate & Investment Advisors LLC now owns 666 shares of the aerospace company’s stock valued at $844,000 after buying an additional 132 shares in the last quarter. EntryPoint Capital LLC acquired a new position in TransDigm Group in the fourth quarter valued at about $525,000. Dudley Capital Management LLC grew its stake in TransDigm Group by 8.5% during the fourth quarter. Dudley Capital Management LLC now owns 230 shares of the aerospace company’s stock worth $291,000 after buying an additional 18 shares during the last quarter. Interchange Capital Partners LLC increased its holdings in shares of TransDigm Group by 16.8% during the fourth quarter. Interchange Capital Partners LLC now owns 243 shares of the aerospace company’s stock worth $308,000 after buying an additional 35 shares in the last quarter. Finally, Vanguard Group Inc. raised its stake in shares of TransDigm Group by 1.3% in the fourth quarter. Vanguard Group Inc. now owns 6,270,803 shares of the aerospace company’s stock valued at $7,946,863,000 after acquiring an additional 79,284 shares during the last quarter. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at TransDigm Group

In related news, CEO Kevin M. Stein sold 20,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the chief executive officer now owns 8,158 shares of the company’s stock, valued at $10,181,755.06. This trade represents a 71.03 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Robert J. Small sold 38,053 shares of TransDigm Group stock in a transaction on Thursday, December 12th. The shares were sold at an average price of $1,248.78, for a total value of $47,519,825.34. Following the completion of the sale, the director now directly owns 567,323 shares of the company’s stock, valued at $708,461,615.94. This trade represents a 6.29 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 89,525 shares of company stock valued at $112,769,801 in the last three months. 4.09% of the stock is owned by corporate insiders.

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

(Get Free Report)

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.