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

Lbp Am Sa boosted its position in shares of Teledyne Technologies Incorporated (NYSE:TDY) by 21.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm 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 owned approximately 0.06% of Teledyne Technologies worth $16,422,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Hennion & Walsh Asset Management Inc. increased its position in shares of Teledyne Technologies by 3.2% during the third quarter. Hennion & Walsh Asset Management Inc. now owns 636 shares of the scientific and technical instruments company’s stock valued at $373,000 after purchasing an additional 20 shares during the period. Cresset Asset Management LLC boosted its stake in Teledyne Technologies by 2.5% during the second quarter. Cresset Asset Management LLC now owns 830 shares of the scientific and technical instruments company’s stock worth $425,000 after buying an additional 20 shares in the last quarter. Fourpath Capital Management LLC boosted its stake in Teledyne Technologies by 3.0% during the second quarter. Fourpath Capital Management LLC now owns 714 shares of the scientific and technical instruments company’s stock worth $366,000 after buying an additional 21 shares in the last quarter. Nvest Financial LLC increased its holdings in Teledyne Technologies by 1.3% in the 2nd quarter. Nvest Financial LLC now owns 1,634 shares of the scientific and technical instruments company’s stock valued at $837,000 after buying an additional 21 shares during the period. Finally, SBI Securities Co. Ltd. raised its stake in shares of Teledyne Technologies by 75.9% in the 2nd quarter. SBI Securities Co. Ltd. now owns 51 shares of the scientific and technical instruments company’s stock valued at $26,000 after buying an additional 22 shares in the last quarter. Institutional investors own 91.58% of the company’s stock.

Key Teledyne Technologies News

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 Upgrades and Downgrades

Several analysts have recently weighed in on TDY shares. 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. Morgan Stanley started coverage on shares of Teledyne Technologies in a research note on Wednesday, January 21st. They set an “equal weight” rating and a $620.00 price target for the company. Needham & Company LLC lifted their price objective on Teledyne Technologies from $615.00 to $700.00 and gave the company a “buy” rating in a report on Thursday. Weiss Ratings reiterated a “buy (b-)” rating on shares of Teledyne Technologies in a research note on Monday, December 29th. Finally, Barclays raised their target price on Teledyne Technologies from $579.00 to $599.00 and gave the stock an “equal weight” rating in a research report on Thursday. Six analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, Teledyne Technologies presently has an average rating of “Moderate Buy” and an average price target of $627.88.

Teledyne Technologies Stock Performance

NYSE:TDY opened at $610.66 on Monday. The stock has a market capitalization of $28.67 billion, a P/E ratio of 32.29, a price-to-earnings-growth ratio of 2.61 and a beta of 1.03. The company has a current ratio of 1.64, a quick ratio of 1.08 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 $540.48.

Teledyne Technologies (NYSE:TDY) last released its quarterly earnings results on Wednesday, January 21st. The scientific and technical instruments company reported $6.30 EPS for the quarter, topping 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 business had revenue of $1.61 billion for the quarter, compared to analyst estimates of $1.57 billion. During the same period in the prior year, the company earned $5.52 EPS. Teledyne Technologies’s revenue for the quarter 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.

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.