Lbp Am Sa Has $16.42 Million Holdings in Teledyne Technologies Incorporated $TDY

Lbp Am Sa grew its stake in Teledyne Technologies Incorporated (NYSE:TDY) by 21.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,022 shares of the scientific and technical instruments company’s stock after acquiring an additional 4,908 shares during the period. Lbp Am Sa’s holdings in Teledyne Technologies were worth $16,422,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. SBI Securities Co. Ltd. increased its holdings in shares of Teledyne Technologies by 75.9% in 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 in the last quarter. Rexford Capital Inc. bought a new position in Teledyne Technologies in the 2nd quarter valued at $29,000. First Horizon Advisors Inc. increased its stake in shares of Teledyne Technologies by 52.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 78 shares of the scientific and technical instruments company’s stock valued at $40,000 after buying an additional 27 shares during the period. TruNorth Capital Management LLC bought a new stake in shares of Teledyne Technologies during the third quarter worth $46,000. Finally, AdvisorNet Financial Inc raised its position in shares of Teledyne Technologies by 51.9% during the second quarter. AdvisorNet Financial Inc now owns 82 shares of the scientific and technical instruments company’s stock worth $42,000 after acquiring an additional 28 shares during the last quarter. 91.58% of the stock is owned by institutional investors.

Teledyne Technologies Price Performance

Teledyne Technologies stock opened at $610.66 on Monday. The company has a current ratio of 1.64, a quick ratio of 1.08 and a debt-to-equity ratio of 0.19. The firm has a market capitalization of $28.67 billion, a P/E ratio of 32.29, a PEG ratio of 2.61 and a beta of 1.03. The business has a 50-day moving average of $525.63 and a 200-day moving average of $540.48. Teledyne Technologies Incorporated has a 1 year low of $419.00 and a 1 year high of $630.76.

Teledyne Technologies (NYSE:TDY) last announced 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. The business had revenue of $1.61 billion for the quarter, compared to the consensus estimate of $1.57 billion. Teledyne Technologies had a net margin of 14.63% and a return on equity of 10.08%. Teledyne Technologies’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same period last year, the company posted $5.52 EPS. 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. On average, equities analysts anticipate that Teledyne Technologies Incorporated will post 21.55 EPS for the current year.

Teledyne Technologies News Summary

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.

Analyst Ratings Changes

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

About Teledyne Technologies

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.