KLA announced a 10-for-1 forward stock split in May 2026 along with a fiscal Q3 earnings beat and about a 21% dividend increase, while Booking completed a 25-for-1 split earlier in 2026. Investors are now searching for the next high-priced megacap to follow. ASML, Eli Lilly, and TransDigm Group are frequently mentioned because they trade at very high nominal prices and have strong long-term charts, yet none has announced a split. TransDigm is considered least likely due to its history of returning cash through special dividends and buybacks and management’s preference for leveraged equity returns rather than stock-split optics. Lilly is next, with strong recent earnings and major product revenue driving interest.
"KLA announced a 10-for-1 forward stock split in May 2026 alongside a fiscal Q3 earnings beat and a roughly 21% dividend hike, with the stock trading in the $1,800 range. Earlier in the year, Booking Holdings ( NASDAQ: BKNG) completed a 25-for-1 split announced in February 2026, taking shares from north of $4,000 down to roughly $155."
"Here is the countdown from least likely to most likely. 3. Least Likely: TransDigm The stock trades at $1,198.09 with a market cap of about $67 billion. The Cleveland-based maker of proprietary aerospace components just posted adjusted Q2 FY26 EPS of $9.85 on revenue of $2.54 billion, up 18.3% year over year."
"The bull case for a split is simple: TransDigm carries the highest nominal price of the three, options chains are expensive, and the stock is 98.6% institutionally owned, suggesting management could court retail interest. The bear case is overwhelming. TransDigm returns cash through massive special dividends and aggressive buybacks ($723 million repurchased in Q2 at an average of $1,201) and has never split. Management openly prefers leveraged equity returns to cosmetic financial engineering."
"Shares closed at $1,018.87, with a market cap of roughly $908 billion, knocking on the door of the trillion-dollar club. Q1 FY26 was a blowout: EPS of $8.55 on revenue of $19.80 billion, with Mounjaro at $8.66 billion and Zepbound"
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