TransDigm Group INC, listed as TDG, has announced that Director Howley W Nicholas engaged in a series of transactions on August 15, 2025. Specifically, he purchased 2,736 shares at $140.92 per share, while simultaneously selling 1,600 shares at various prices ranging from $1,391.77 to $1,402.58 per share. Notably, the sales transactions totaled 1,600 shares.
TransDigm Group Inc. (TDG), a prominent aerospace components manufacturer, has seen notable insider activity with Director W Nicholas Howley engaging in a series of transactions on August 15, 2025. According to SEC filings, Howley purchased 2,736 shares at $140.92 per share while simultaneously selling 1,600 shares at various prices ranging from $1,391.77 to $1,402.58 per share.
The total value of the shares sold by Howley was approximately $2.2 million, based on the average selling price of $1,398.77 per share. The transactions represent a significant shift in Howley's stake in the company, reducing his holdings by 11.27% from 21,548 shares to 19,948 shares. The purchase of 2,736 shares, however, increased his total holding to $3.3 million.
These transactions come at a time when TransDigm Group has been reporting mixed earnings. In the most recent quarter, the company reported earnings per share (EPS) of $9.60, which was a miss compared to the consensus estimate of $9.75. Despite this, the company showed a revenue increase of 9.3% year-over-year, indicating ongoing growth despite tough comparisons.
Additionally, institutional investors have been modifying their holdings in Transdigm Group. HighTower Advisors LLC, for instance, reduced its stake by 18.4% in the first quarter, while other hedge funds such as Winch Advisory Services LLC, Rothschild Investment LLC, and Balefire LLC have increased their holdings [1].
The stock has seen a mixed reaction from analysts, with some upgrading their ratings to "buy" while others maintaining a "neutral" stance. The consensus rating currently stands at "Moderate Buy" with an average target price of $1,624.69 [1].
Investors should closely monitor these transactions and the company's ongoing performance to gauge the impact on its stock price and valuation. As always, thorough research and analysis are essential for making informed investment decisions.
References:
[1] https://www.marketbeat.com/instant-alerts/filing-hightower-advisors-llc-lowers-stake-in-transdigm-group-incorporated-nysetdg-2025-08-16/
Comments
No comments yet