Corsair Capital Management L.P. Invests $605,000 in Teledyne Technologies Incorporated $TDY

Corsair Capital Management L.P. purchased a new stake in Teledyne Technologies Incorporated (NYSE:TDY) in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 1,000 shares of the scientific and technical instruments company’s stock, valued at approximately $605,000.

A number of other institutional investors have also recently modified their holdings of the business. OMERS ADMINISTRATION Corp lifted its holdings in Teledyne Technologies by 17.8% in the first quarter. OMERS ADMINISTRATION Corp now owns 6,689 shares of the scientific and technical instruments company’s stock valued at $4,047,000 after acquiring an additional 1,010 shares during the period. Themes Management Co LLC boosted its position in shares of Teledyne Technologies by 70.1% during the 1st quarter. Themes Management Co LLC now owns 2,295 shares of the scientific and technical instruments company’s stock worth $1,388,000 after purchasing an additional 946 shares in the last quarter. Bradley Foster & Sargent Inc. CT grew its stake in shares of Teledyne Technologies by 1.9% during the 1st quarter. Bradley Foster & Sargent Inc. CT now owns 5,397 shares of the scientific and technical instruments company’s stock worth $3,265,000 after purchasing an additional 103 shares during the period. Lombard Odier Asset Management Switzerland SA acquired a new position in shares of Teledyne Technologies during the 1st quarter worth $2,880,000. Finally, Waverly Advisors LLC increased its holdings in shares of Teledyne Technologies by 7.5% in the 1st quarter. Waverly Advisors LLC now owns 7,030 shares of the scientific and technical instruments company’s stock valued at $4,253,000 after purchasing an additional 489 shares in the last quarter. 91.58% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts recently commented on TDY shares. Barclays boosted their price objective on shares of Teledyne Technologies from $614.00 to $640.00 and gave the stock an “equal weight” rating in a report on Friday. Needham & Company LLC increased their target price on shares of Teledyne Technologies from $735.00 to $750.00 and gave the company a “buy” rating in a report on Thursday. Jefferies Financial Group upgraded shares of Teledyne Technologies to a “strong-buy” rating in a research report on Wednesday, June 10th. Citigroup boosted their price target on Teledyne Technologies from $677.00 to $680.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 1st. Finally, Stifel Nicolaus upped their price target on Teledyne Technologies from $750.00 to $775.00 and gave the stock a “buy” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, three have issued a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, Teledyne Technologies has a consensus rating of “Moderate Buy” and an average target price of $715.83.

Key Stories Impacting Teledyne Technologies

Here are the key news stories impacting Teledyne Technologies this week:

• Positive Sentiment: Teledyne reported better-than-expected Q2 results, with EPS of $6.28 beating estimates and revenue of $1.66 billion topping forecasts, while revenue rose 9.8% year over year. The company also raised its guidance, which is helping reinforce optimism around the stock. Article Title
• Positive Sentiment: Analysts have been raising their forecasts following the upbeat earnings report, including Stifel, which increased its price target to $775 and maintained a buy rating, and Needham, which lifted its target to $750 with a buy rating. Article Title
• Positive Sentiment: Teledyne announced a five-year partnership between its Raymarine and FLIR Marine businesses and the Royal National Lifeboat Institution, expanding its marine technology footprint and adding another potential long-term commercial relationship. Article Title
• Neutral Sentiment: Some coverage suggests the stock is trading at a premium to fair value, and Barclays kept an equal-weight rating even while raising its target to $640, which implies limited upside from current levels. Article Title
• Neutral Sentiment: Other valuation-focused articles are questioning whether TDY is still undervalued after the earnings-driven rally, indicating the market is reassessing the stock’s multiple rather than reacting to a new fundamental setback. Article Title

Teledyne Technologies Stock Performance

NYSE TDY opened at $655.40 on Monday. Teledyne Technologies Incorporated has a fifty-two week low of $483.02 and a fifty-two week high of $693.38. The stock has a market cap of $30.36 billion, a price-to-earnings ratio of 31.65, a price-to-earnings-growth ratio of 3.06 and a beta of 0.92. The business has a fifty day moving average of $627.85 and a 200-day moving average of $630.12. The company has a quick ratio of 1.39, a current ratio of 2.18 and a debt-to-equity ratio of 0.19.

Teledyne Technologies (NYSE:TDY) last posted its quarterly earnings data on Wednesday, July 22nd. The scientific and technical instruments company reported $6.28 EPS for the quarter, beating analysts’ consensus estimates of $5.79 by $0.49. The business had revenue of $1.66 billion for the quarter, compared to analyst estimates of $1.58 billion. Teledyne Technologies had a return on equity of 10.56% and a net margin of 15.29%.The business’s revenue for the quarter was up 9.8% compared to the same quarter last year. During the same quarter last year, the company earned $5.20 earnings per share. Teledyne Technologies has set its FY 2026 guidance at 24.450-24.650 EPS and its Q3 2026 guidance at 6.050-6.150 EPS. As a group, analysts predict that Teledyne Technologies Incorporated will post 24.71 earnings per share for the current fiscal year.

Teledyne Technologies Profile

Teledyne Technologies (NYSE: TDY), headquartered in Thousand Oaks, California, is a diversified industrial technology company that designs, manufactures and supports sophisticated electronic systems, instruments and imaging products. Founded in 1960 by Henry Singleton and George Kozmetsky, Teledyne has grown into a multinational provider of high-performance equipment and software for commercial, scientific and government customers. Its offerings are used in markets that include aerospace and defense, marine, industrial manufacturing, environmental monitoring and scientific research.

The company operates through businesses that develop precision instrumentation, digital imaging products, engineered systems and aerospace and defense electronics.