Strs Ohio Sells 17,629 Shares of Teledyne Technologies Incorporated $TDY

Strs Ohio lessened its stake in Teledyne Technologies Incorporated (NYSE:TDY) by 33.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 35,112 shares of the scientific and technical instruments company’s stock after selling 17,629 shares during the period. Strs Ohio’s holdings in Teledyne Technologies were worth $20,577,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. SBI Securities Co. Ltd. increased its position in shares of Teledyne Technologies by 75.9% during the second quarter. SBI Securities Co. Ltd. now owns 51 shares of the scientific and technical instruments company’s stock valued at $26,000 after purchasing an additional 22 shares during the period. Rexford Capital Inc. acquired a new stake in Teledyne Technologies during the second quarter worth $29,000. First Horizon Advisors Inc. boosted its stake in Teledyne Technologies by 52.9% during the second quarter. First Horizon Advisors Inc. now owns 78 shares of the scientific and technical instruments company’s stock worth $40,000 after buying an additional 27 shares in the last quarter. TruNorth Capital Management LLC bought a new stake in Teledyne Technologies in the 3rd quarter valued at $46,000. Finally, AdvisorNet Financial Inc raised its stake in shares of Teledyne Technologies by 51.9% in the 2nd quarter. AdvisorNet Financial Inc now owns 82 shares of the scientific and technical instruments company’s stock valued at $42,000 after buying an additional 28 shares in the last quarter. 91.58% of the stock is currently owned by institutional investors.

Key Headlines Impacting Teledyne Technologies

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

• Positive Sentiment: Q4 results and guidance beat — Teledyne reported stronger-than-expected Q4 results (EPS $6.30 vs. $5.83 est.) with revenue up ~7.3% and raised FY2026 guidance, which triggered a big rally and a new 52‑week high. Teledyne Hits New 52-Week High
• Positive Sentiment: Analysts and price‑target upgrades — Multiple firms raised targets and reiterated buy ratings (Needham to $700, Stifel to $720), providing institutional support and upside thesis linked to defense and imaging exposure. Analyst Price Target Coverage
• Positive Sentiment: Bullish research thesis — MarketBeat highlighted sustained momentum and a case for a move toward $700, citing margin expansion, FCF improvement and institutional accumulation as structural tailwinds. Teledyne Accelerates to Maximum Velocity
• Positive Sentiment: Defense spending tailwind — Coverage that calls TDY out among beneficiaries of renewed U.S. defense priorities reinforces upside potential from Aerospace & Defense contract ramps. Zacks Defense Spending Article
• Neutral Sentiment: Morgan Stanley initiates coverage — New coverage can broaden investor interest; initial stance/details matter for direction but the initiation itself is a neutral catalyst until a rating/target is published. Morgan Stanley Initiates Coverage
• Neutral Sentiment: Mixed analyst commentary — Several roundup pieces note differing views across tech/defense analysts; this creates some short‑term debate about valuation vs. growth, which can amplify volatility. Globe & Mail Analyst Roundup
• Negative Sentiment: Selective analyst caution — Barclays moved its target modestly higher but kept an “equal weight” rating, implying limited near‑term upside from current levels and giving traders a reason to trim positions. Barclays Price Target Note
• Negative Sentiment: Valuation and profit‑taking risk — After a rapid multi‑day run to new highs, TDY’s premium valuation (P/E in the 30s, elevated PEG) and heavy recent institutional flows make short‑term pullbacks more likely as investors lock in gains.

Teledyne Technologies Stock Performance

NYSE:TDY opened at $610.66 on Friday. The stock has a market capitalization of $28.67 billion, a P/E ratio of 32.29, a price-to-earnings-growth ratio of 2.63 and a beta of 1.03. The company has a current ratio of 1.64, a quick ratio of 1.20 and a debt-to-equity ratio of 0.19. Teledyne Technologies Incorporated has a 1 year low of $419.00 and a 1 year high of $630.76. The firm has a 50 day moving average of $525.63 and a 200-day moving average of $540.33.

Teledyne Technologies (NYSE:TDY) last released its quarterly earnings results on Wednesday, January 21st. The scientific and technical instruments company reported $6.30 earnings per share for the quarter, beating analysts’ consensus estimates of $5.83 by $0.47. Teledyne Technologies had a return on equity of 10.08% and a net margin of 14.63%.The firm had revenue of $1.61 billion during the quarter, compared to analysts’ expectations of $1.57 billion. During the same period last year, the firm posted $5.52 EPS. The business’s revenue was up 7.3% on a year-over-year basis. Teledyne Technologies has set its FY 2026 guidance at 23.450-23.850 EPS and its Q1 2026 guidance at 5.40-5.500 EPS. As a group, sell-side analysts anticipate that Teledyne Technologies Incorporated will post 21.55 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

TDY has been the topic of several recent research reports. Stifel Nicolaus lifted their target price on shares of Teledyne Technologies from $645.00 to $720.00 and gave the company a “buy” rating in a research report on Thursday. Barclays lifted their price objective on Teledyne Technologies from $579.00 to $599.00 and gave the company an “equal weight” rating in a report on Thursday. Weiss Ratings reissued a “buy (b-)” rating on shares of Teledyne Technologies in a report on Monday, December 29th. Citigroup raised their target price on Teledyne Technologies from $567.00 to $604.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 13th. Finally, Needham & Company LLC upped their price target on Teledyne Technologies from $615.00 to $700.00 and gave the company a “buy” rating in a research report on Thursday. Six investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $627.88.

Teledyne Technologies Company 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.