Spire Wealth Management Has $818,000 Holdings in Transdigm Group Incorporated $TDG

11 Jan 2026, 06:02 by Teresa Graham · The Cerbat Gem

Spire Wealth Management trimmed its position in shares of Transdigm Group Incorporated (NYSE:TDG – Free Report) by 83.6% during the third quarter, HoldingsChannel reports. The institutional investor owned 621 shares of the aerospace company’s stock after selling 3,173 shares during the period. Spire Wealth Management’s holdings in Transdigm Group were worth $818,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in shares of Transdigm Group by 5.3% during the 2nd quarter. Vanguard Group Inc. now owns 6,693,889 shares of the aerospace company’s stock worth $10,178,995,000 after acquiring an additional 333,965 shares in the last quarter. State Street Corp lifted its stake in Transdigm Group by 2.5% during the second quarter. State Street Corp now owns 2,343,288 shares of the aerospace company’s stock worth $3,563,297,000 after purchasing an additional 56,141 shares during the last quarter. Geode Capital Management LLC boosted its holdings in shares of Transdigm Group by 1.5% in the 2nd quarter. Geode Capital Management LLC now owns 1,214,396 shares of the aerospace company’s stock valued at $1,837,459,000 after purchasing an additional 17,946 shares in the last quarter. Norges Bank bought a new position in shares of Transdigm Group in the 2nd quarter valued at $1,275,035,000. Finally, Edgewood Management LLC raised its holdings in shares of Transdigm Group by 6.2% during the 2nd quarter. Edgewood Management LLC now owns 696,211 shares of the aerospace company’s stock worth $1,058,686,000 after buying an additional 40,837 shares in the last quarter. 95.78% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research firms have issued reports on TDG. Morgan Stanley lifted their target price on Transdigm Group from $1,600.00 to $1,660.00 and gave the company an “overweight” rating in a research report on Friday, November 14th. BNP Paribas raised shares of Transdigm Group to a “strong-buy” rating in a report on Tuesday, November 18th. Royal Bank Of Canada upped their price objective on shares of Transdigm Group from $1,385.00 to $1,400.00 and gave the stock a “sector perform” rating in a research report on Thursday, November 13th. JPMorgan Chase & Co. raised their target price on shares of Transdigm Group from $1,405.00 to $1,435.00 and gave the company a “neutral” rating in a research report on Friday, November 14th. Finally, Zacks Research upgraded shares of Transdigm Group from a “strong sell” rating to a “hold” rating in a report on Monday, December 8th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Transdigm Group currently has an average rating of “Moderate Buy” and an average target price of $1,596.60.

Get Our Latest Analysis on Transdigm Group

Insiders Place Their Bets

In other news, Director Kevin M. Stein sold 25,000 shares of the business’s stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $1,373.59, for a total value of $34,339,750.00. Following the transaction, the director owned 8,158 shares in the company, valued at approximately $11,205,747.22. The trade was a 75.40% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Robert J. Small sold 90,953 shares of the stock in a transaction on Tuesday, December 9th. The stock was sold at an average price of $1,335.72, for a total transaction of $121,487,741.16. Following the sale, the director owned 68,139 shares of the company’s stock, valued at approximately $91,014,625.08. This trade represents a 57.17% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 189,974 shares of company stock worth $256,190,840. 4.09% of the stock is currently owned by insiders.

Key Headlines Impacting Transdigm Group

Here are the key news stories impacting Transdigm Group this week:

Positive Sentiment: Zacks Research nudged up multiple near‑term and multi‑year EPS forecasts (small raises to Q2–Q4 2026, Q1 2027, FY2026 to $35.64 and FY2027 to $42.36), which slightly improves expected profitability and supports valuation at current rich multiples. Zacks / MarketBeat TDG estimates
Neutral Sentiment: Analysts maintained a “Hold” stance and issued mixed longer‑range revisions (some Q4‑Q3 2027 bumps but a downshift for Q1 2028). These are incremental modeling changes — important for estimates but unlikely to trigger a large directional move alone. Zacks / MarketBeat rating details
Neutral Sentiment: Context pieces note TDG’s share performance has outpaced its underlying earnings growth over the last five years, highlighting valuation/ multiple‑expansion risk even as earnings rise — a reminder for valuation‑sensitive investors. TransDigm outperforms earnings growth (Yahoo)
Neutral Sentiment: Institutional ownership remains very high (~95.8%); several funds adjusted positions recently. High institutional ownership can damp volatility but also concentrate selling/ buying flows when large holders act. MarketBeat institutional note
Negative Sentiment: Material insider sale: Director Kevin M. Stein sold 17,373 shares (~$24.45M at ~ $1,407.25/share), trimming his holding by ~68%. Large, disclosed director sales often create near‑term downward pressure and can spook some investors even if sales are for personal/liquidity reasons. SEC filing for insider sale
Negative Sentiment: Media aggregation of insider transactions emphasized total disclosed director sales (~$34.3M in some reports), which can amplify market reaction beyond the single filing. Investors should watch for follow‑on insider activity or corporate commentary. InsiderTrades: Kevin M. Stein sale

Transdigm Group Stock Up 1.1%

Shares of NYSE:TDG opened at $1,392.02 on Friday. The firm has a market cap of $78.40 billion, a P/E ratio of 43.39, a P/E/G ratio of 3.05 and a beta of 0.94. Transdigm Group Incorporated has a 12-month low of $1,183.60 and a 12-month high of $1,623.82. The business has a fifty day simple moving average of $1,324.41 and a 200 day simple moving average of $1,374.34.

Transdigm Group (NYSE:TDG – Get Free Report) last issued its quarterly earnings results on Wednesday, November 12th. The aerospace company reported $10.82 earnings per share for the quarter, beating the consensus estimate of $10.33 by $0.49. Transdigm Group had a negative return on equity of 31.91% and a net margin of 21.69%.The company had revenue of $2.44 billion during the quarter, compared to analysts’ expectations of $2.40 billion. During the same quarter in the prior year, the firm posted $9.83 earnings per share. The business’s quarterly revenue was up 11.5% on a year-over-year basis. Transdigm Group has set its FY 2026 guidance at 36.490-38.530 EPS. As a group, equities research analysts expect that Transdigm Group Incorporated will post 35.13 EPS for the current year.

Transdigm Group Profile

(Free Report)

TransDigm Group Incorporated is a designer, producer and supplier of engineered aircraft components and systems for commercial and military aerospace applications. The company’s product portfolio covers a broad range of mission-critical parts and subsystems, including mechanical and electromechanical components, ignition and fuel system parts, sensors and actuators, cockpit and cabin systems, and other safety-critical hardware. TransDigm supplies original equipment manufacturers (OEMs) as well as the aftermarket, providing spare parts, repair and overhaul services and component support throughout an asset’s life cycle.