Ampfield Management L.P. and
State of Alaska Department of Revenue have decreased their stock positions in
Transdigm Group Incorporated (TDG). However, several entities such as
Vaughan Nelson Investment Management L.P., Janney Montgomery Scott LLC, and
Chicago Capital LLC have expanded their investments in the company. A new CEO has been appointed and a special cash dividend of
$90.00 per share has been declared. Despite TDG's stock decline, it has been considered a strategic entry point. Meanwhile,
BMO Capital has initiated coverage of TDG and rated it as
Outperform, alongside a slashed price target by Jefferies. The group is achieving
high returns on its capital and some suggest it may be undervalued. TDG's valuation has been evaluated after recent sector movements, share price drift, major debt refinancing, and term loan restructuring. New acquisitions have been announced, including
Servotronics, Inc. and
Simmonds Precision Products, Inc. of
Goodrich Corporation from
RTX Corporation. The massive special dividend could define its capital allocation strategy while the stock faces scrutiny after a 13% monthly pullback.
Transdigm Group TDG News Analytics from Mon, 16 Dec 2024 08:00:00 GMT to Sat, 04 Oct 2025 13:42:51 GMT -
Rating 2
- Innovation 1
- Information 9
- Rumor -5
