The value of investments held by institutional investors in TransDigm Group Incorporated (TDG) declined by 3.9% last week, even though there have been long-term gains. Various wealth and investment management firms, such as Burling Wealth Partners, have taken new positions in TransDigm, while others like Voya Investment Management, have reduced their stakes. Jim Cramer recommended GE over TransDigm, but analysts are optimistic about TDG’s rapid growth, especially amid Boeing's troubles. Moreover, TDG is considered one of the top defense stock picks in the Goldman Sachs portfolio.
TransDigm Group’s earnings have not escaped the attention of investors, and the firm has seen a relative strength rating upgrade. TDG's stock saw a 6.1% increase this week, despite its earnings growth lagging behind the five-year shareholder returns. TransDigm is heavily dominated by institutional owners, consisting 82% of all shares. Finally, despite a slight decline in the last quarter, TDG has shown robust financial performance and continues to dominate the aerospace aftermarket and is still considered a buy despite the premium valuation.
Transdigm Group TDG News Analytics from Wed, 17 Jul 2024 07:00:00 GMT to Sat, 26 Apr 2025 11:37:50 GMT - Rating 7 - Innovation 3 - Information 8 - Rumor -2
