TransDigm Group Incorporated (NYSE:TDG) emerges as the second-largest position of EULAV Asset Management. The company's earnings and revenue estimates were outperformed in Q1, leading Wells Fargo to upgrade TDG. However, the stock performance relatively underperformed. Many are adjusting their stakes in TDG; NatWest Group, abrdn plc and Chicago Partners Investment reduced their stakes while Triasima Portfolio Management, Trust Point, U.S. Capital Wealth Advisors and McHugh Group took new positions or increase their holdings in the company. The company's future earning prospects show promise as TDG updates its timescales for 2025. TransDigm Group also declared a special cash dividend of $75.00 per share, announced successful completion of incremental debt and boosts stock buybacks having invested $315 Million in Q1 2025. Shareholders have seen a solid return over the past five years. Despite a solid projected position, there is a negative sentiment near-term, and Barclays has decided to downgrade TDG.
Transdigm Group TDG News Analytics from Tue, 06 Aug 2024 07:00:00 GMT to Sat, 08 Feb 2025 13:56:27 GMT -
Rating 6
- Innovation 3
- Information 8
- Rumor -6
