Analysts See 20% Upside To TransDigm Group Incorporated (TDG)
Recent analyst updates include Jefferies on February 8, cutting its price target to $1,565 from $1,635, citing recent quarter results, which it described as ‘relatively unimpressive’.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | AltaRock Partners Mark Massey | 969,400 | $1,289,156,590 | -1% | 25.28% |
| 2. | Soroban Capital Partners Eric W. Mandelblatt | 747,970 | $985,839,419 | +29% | 6.88% |
| 3. | Windacre Partnership Snehal Amin | 566,100 | $752,828,085 | -8% | 8.07% |
| 4. | Stockbridge Partners Sharlyn C. Heslam | 434,280 | $577,527,258 | -18% | 12.71% |
| 5. | Point72 Asset Management Steve Cohen | 252,781 | $336,160,813 | +50457% | 0.38% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,284.26 | 950 | $1,220,047.76 | 3,259 | 2026-02-06 | Filing | |
| $1,344.76 | 104 | $139,855.07 | 1,954 | 2025-11-14 | Filing | |
| $1,342.93 | 384 | $515,686.46 | 1,850 | 2025-11-14 | Filing | |
| $1,341.49 | 521 | $698,916.50 | 1,466 | 2025-11-14 | Filing | |
| $1,338.56 | 290 | $388,181.76 | 945 | 2025-11-14 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $1,312.04 | 130 | $170,564.80 | 21,548 | 2026-02-18 | Filing | |
| $1,311.07 | 2,738 | $3,589,705.01 | 21,678 | 2026-02-18 | Filing | |
| $1,310.58 | 1,154 | $1,512,412.32 | 24,416 | 2026-02-18 | Filing | |
| $1,309.22 | 1,210 | $1,584,161.28 | 25,570 | 2026-02-18 | Filing | |
| $1,308.14 | 973 | $1,272,818.18 | 26,780 | 2026-02-18 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,799,539 | $9,042,366,940 | 0.13% | |
| 2. | 6,544,423 | $8,702,655,463 | 1.36% | |
| 3. | 4,298,292 | $5,716,083,676 | 0.1% | |
| 4. | 3,954,512 | $5,258,897,882 | 0.72% | |
| 5. | 2,476,661 | $3,293,527,397 | 0.61% |