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Scholtz & Company Has Increased Holding in Air Products And Chemicals (APD) by $554,320 as Stock Declined; As Transdigm Group (TDG) Shares Rose, Shareholder Talara Capital Management Has Decreased Holding

TransDigm Group Incorporated (NYSE:TDG) Logo

David Zusman decreased its stake in Transdigm Group Inc (TDG) by 17.44% based on its latest 2017Q4 regulatory filing with the SEC. Talara Capital Management Llc sold 10,613 shares as the company’s stock rose 12.74% while stock markets declined. The hedge fund run by David Zusman held 50,252 shares of the military and government and technical company at the end of 2017Q4, valued at $13.80M, down from 60,865 at the end of the previous reported quarter. Talara Capital Management Llc who had been investing in Transdigm Group Inc for a number of months, seems to be less bullish one the $17.60 billion market cap company. The stock increased 0.61% or $2.03 during the last trading session, reaching $335.75. About 251,278 shares traded. TransDigm Group Incorporated (NYSE:TDG) has risen 54.52% since May 25, 2017 and is uptrending. It has outperformed by 42.97% the S&P500.

Scholtz & Company Llc increased its stake in Air Products And Chemicals Inc (APD) by 17.72% based on its latest 2017Q4 regulatory filing with the SEC. Scholtz & Company Llc bought 3,380 shares as the company’s stock declined 2.93% with the market. The institutional investor held 22,455 shares of the basic industries company at the end of 2017Q4, valued at $3.68M, up from 19,075 at the end of the previous reported quarter. Scholtz & Company Llc who had been investing in Air Products And Chemicals Inc for a number of months, seems to be bullish on the $36.41B market cap company. The stock decreased 0.54% or $0.9 during the last trading session, reaching $166.09. About 591,691 shares traded. Air Products and Chemicals, Inc. (NYSE:APD) has risen 16.71% since May 25, 2017 and is uptrending. It has outperformed by 5.16% the S&P500.

Talara Capital Management Llc, which manages about $249.36M and $188.65M US Long portfolio, upped its stake in Halliburton Co (NYSE:HAL) by 17,508 shares to 299,785 shares, valued at $14.65 million in 2017Q4, according to the filing.

More important recent TransDigm Group Incorporated (NYSE:TDG) news were published by: Seekingalpha.com which released: “TransDigm Group (TDG) Q2 2018 Results – Earnings Call Transcript” on May 01, 2018, also Globenewswire.com published article titled: “Recent Analysis Shows DTE Energy, Transdigm Group, Ringcentral, Resonant, Hudson Technologies, and Houghton …”, Streetinsider.com published: “Lone Pine’s 13F Shows New Stake in Dollar Tree (DLTR), Square (SQ), T-Mobile (TMUS) (more…)” on May 15, 2018. More interesting news about TransDigm Group Incorporated (NYSE:TDG) was released by: Streetinsider.com and their article: “TransDigm Group (TDG) Names Kevin Stein as President and CEO and W. Nicholas Howley as Executive Chairman” with publication date: April 30, 2018.

Among 20 analysts covering Transdigm Group Incorporated (NYSE:TDG), 11 have Buy rating, 1 Sell and 8 Hold. Therefore 55% are positive. Transdigm Group Incorporated had 83 analyst reports since August 4, 2015 according to SRatingsIntel. As per Tuesday, September 5, the company rating was maintained by Jefferies. The stock of TransDigm Group Incorporated (NYSE:TDG) has “Outperform” rating given on Thursday, October 6 by Robert W. Baird. The stock of TransDigm Group Incorporated (NYSE:TDG) earned “Hold” rating by Jefferies on Wednesday, September 20. The stock of TransDigm Group Incorporated (NYSE:TDG) earned “Equal-Weight” rating by Morgan Stanley on Friday, February 9. The stock of TransDigm Group Incorporated (NYSE:TDG) earned “Outperform” rating by Wolfe Research on Friday, November 20. As per Tuesday, February 6, the company rating was maintained by RBC Capital Markets. The stock of TransDigm Group Incorporated (NYSE:TDG) has “Buy” rating given on Wednesday, February 7 by SunTrust. JP Morgan downgraded the stock to “Neutral” rating in Wednesday, December 16 report. As per Wednesday, August 23, the company rating was maintained by Robert W. Baird. The firm earned “Equal-Weight” rating on Thursday, February 8 by Stephens.

Analysts await TransDigm Group Incorporated (NYSE:TDG) to report earnings on August, 14. They expect $4.01 EPS, up 25.31% or $0.81 from last year’s $3.2 per share. TDG’s profit will be $210.25 million for 20.93 P/E if the $4.01 EPS becomes a reality. After $3.63 actual EPS reported by TransDigm Group Incorporated for the previous quarter, Wall Street now forecasts 10.47% EPS growth.

Investors sentiment increased to 1 in Q4 2017. Its up 0.07, from 0.93 in 2017Q3. It increased, as 27 investors sold TDG shares while 130 reduced holdings. 43 funds opened positions while 114 raised stakes. 55.96 million shares or 1.17% less from 56.62 million shares in 2017Q3 were reported. Marble Arch Invs LP has invested 4.2% of its portfolio in TransDigm Group Incorporated (NYSE:TDG). Teacher Retirement Systems Of Texas has 0.03% invested in TransDigm Group Incorporated (NYSE:TDG) for 14,128 shares. State Of Wisconsin Invest Board, Wisconsin-based fund reported 47,272 shares. Jpmorgan Chase Co holds 0% or 33,330 shares in its portfolio. Fjarde Ap reported 15,901 shares. Altarock Prtn Limited Liability Company owns 579,531 shares. Citadel Advsrs Limited Liability reported 10,580 shares stake. 165,968 were accumulated by Parametric Associates Llc. 1,328 are held by Stratos Wealth Prtnrs. Royal Bancorp Of Canada has invested 0% in TransDigm Group Incorporated (NYSE:TDG). Nomura Hldgs has 8,204 shares for 0% of their portfolio. Dekabank Deutsche Girozentrale holds 6,211 shares. Amalgamated Bankshares reported 0.05% in TransDigm Group Incorporated (NYSE:TDG). Pub Sector Pension Inv Board owns 7,409 shares for 0.01% of their portfolio. Us Bancshares De accumulated 0.14% or 161,263 shares.

Since January 16, 2018, it had 1 insider buy, and 17 insider sales for $46.98 million activity. On Monday, April 16 the insider Valladares Jorge sold $3.12 million. Howley W Nicholas sold 9,500 shares worth $2.80M. Stein Kevin M bought 1,347 shares worth $399,774. On Monday, April 16 the insider Laubenthal Raymond F sold $3.79 million. Shares for $1.51 million were sold by Jones Roger. 15,900 TransDigm Group Incorporated (NYSE:TDG) shares with value of $4.75 million were sold by Peacock Douglas W.

Scholtz & Company Llc, which manages about $132.60M and $137.94M US Long portfolio, decreased its stake in Nutrisystem Inc (NASDAQ:NTRI) by 16,720 shares to 45,370 shares, valued at $2.39M in 2017Q4, according to the filing. It also reduced its holding in Neogenomics Inc (NASDAQ:NEO) by 43,875 shares in the quarter, leaving it with 174,700 shares, and cut its stake in Potash Corporation Of Saskatch (NYSE:POT).

Among 21 analysts covering Air Products & Chemicals (NYSE:APD), 16 have Buy rating, 0 Sell and 5 Hold. Therefore 76% are positive. Air Products & Chemicals had 61 analyst reports since August 4, 2015 according to SRatingsIntel. The firm earned “Neutral” rating on Monday, April 18 by Citigroup. Monness Crespi & Hardt upgraded the shares of APD in report on Wednesday, December 21 to “Buy” rating. The company was maintained on Tuesday, November 7 by Susquehanna. The stock of Air Products and Chemicals, Inc. (NYSE:APD) earned “Buy” rating by Credit Suisse on Monday, January 29. J.P. Morgan upgraded the stock to “Buy” rating in Friday, February 9 report. The stock of Air Products and Chemicals, Inc. (NYSE:APD) earned “Buy” rating by BMO Capital Markets on Tuesday, March 27. The stock of Air Products and Chemicals, Inc. (NYSE:APD) earned “Buy” rating by Citigroup on Tuesday, January 30. The firm earned “Neutral” rating on Friday, January 22 by Bank of America. The rating was upgraded by Citigroup to “Buy” on Monday, December 5. The firm has “Buy” rating by Goldman Sachs given on Thursday, October 8.

TransDigm Group Incorporated (NYSE:TDG) Institutional Positions Chart

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