TransDigm (TDG) Insider Nicholas Howley Buys $2M of Stock

Nicholas Howley, an insider at TransDigm Group Incorporated, purchased 30,396 shares of the company on June 18, 2026. The shares were bought at an average price of $66.47 each, bringing the total value of the transaction to approximately $2.02 million. This insider move was not part of a pre-arranged trading plan.

Other Institutional Activity in TransDigm Group

Several institutional investors have been active in TransDigm Group recently. Capital International Investors reduced its holdings by 1,049,728 shares, leaving it with 5,494,695 shares valued at about $6.37 billion, a 16% decrease. In contrast, Capital World Investors increased its position by 711,979 shares, resulting in 4,666,491 shares worth approximately $5.41 billion, marking an 18% increase. BlackRock, Inc. also grew its stake by 302,960 shares, ending with 4,601,252 shares valued at around $5.33 billion, a 7% increase. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both opened new positions, holding 3,669,729 shares and 2,573,087 shares, respectively, valued at $4.25 billion and $2.98 billion.

TransDigm Group Incorporated Stock Up 14.8%

Shares of NYSE:TDG traded near $1,296.71 on Tuesday. TransDigm Group, with a market cap of approximately $74.3 billion, has a P/E ratio of 41.5 and a forward P/E of 28.3. The stock's 52-week range is between $1,123.61 and $1,623.83. It has a 50-day moving average of $1,219.66 and a 200-day moving average of $1,282.72. The company has a current ratio of 3.52 and a quick ratio of 2.43, indicating healthy liquidity.

Recent Earnings

In its most recent earnings report, TransDigm Group reported revenue of $9.5 billion, reflecting a growth rate of 18.3%. The company achieved a net margin of 21.9% and an EPS of $32.01. Investors can look forward to the next earnings release on August 4, 2026.

Insider Buying and Selling at TransDigm Group Incorporated

On June 18, Nicholas Howley, an insider at TransDigm Group, bought 30,396 shares at $66.47 each, totaling about $2.02 million. On the same day, he also sold 30,396 shares at an average price of $1,319.55. Additionally, Joel Reiss, Co-Chief Operating Officer, purchased 3,900 shares on June 15 at $284.97 and sold the same number of shares at $1,276.78.

Analysts Set New Price Targets

On May 6, 2026, UBS and Stifel both maintained their buy ratings on TransDigm Group, setting price targets of $1,645 and $1,525, respectively. RBC Capital and Susquehanna maintained hold ratings with a $1,350 target. The consensus among analysts is a buy recommendation, with an average target price of $1,524.50 based on 20 opinions.

About TransDigm Group

TransDigm Group Incorporated, headquartered in Cleveland, Ohio, is a leading supplier of aircraft components in the Aerospace & Defense sector. The company designs and manufactures a wide range of components, including mechanical and electro-mechanical actuators, ignition systems, and power conditioning devices. It serves various clients, such as airlines, military agencies, and airframe manufacturers. Established in 1993, TransDigm employs about 16,500 people under the leadership of CEO Michael J. Lisman.

Bottom Line

Nicholas Howley's recent purchase of TransDigm Group shares highlights ongoing interest in the company. With a strong market position in aerospace components and positive analyst outlooks, TransDigm remains a key player in the Industrials sector. Insider transactions like these are closely watched by investors, though it's important to remember that they don't necessarily predict future stock performance.