Teledyne Technologies Incorporated $TDY Shares Purchased by Sterling Capital Management LLC

Sterling Capital Management LLC grew its stake in Teledyne Technologies Incorporated (NYSE:TDY) by 122.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,081 shares of the scientific and technical instruments company’s stock after buying an additional 1,696 shares during the period. Sterling Capital Management LLC’s holdings in Teledyne Technologies were worth $1,870,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the company. Yousif Capital Management LLC boosted its position in shares of Teledyne Technologies by 5.0% in the third quarter. Yousif Capital Management LLC now owns 4,559 shares of the scientific and technical instruments company’s stock valued at $2,766,000 after acquiring an additional 218 shares during the period. Compass Wealth Management LLC bought a new position in Teledyne Technologies in the third quarter worth $150,000. Root Financial Partners LLC bought a new position in Teledyne Technologies in the third quarter worth $81,000. Cardinal Capital Management boosted its stake in Teledyne Technologies by 2.1% during the third quarter. Cardinal Capital Management now owns 7,762 shares of the scientific and technical instruments company’s stock worth $4,710,000 after buying an additional 159 shares in the last quarter. Finally, Axxcess Wealth Management LLC boosted its stake in Teledyne Technologies by 59.8% during the third quarter. Axxcess Wealth Management LLC now owns 759 shares of the scientific and technical instruments company’s stock worth $461,000 after buying an additional 284 shares in the last quarter. 91.58% of the stock is owned by institutional investors.

More Teledyne Technologies News

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

• Positive Sentiment: Record quarterly performance lifted guidance. Teledyne reported third-quarter earnings of $6.72 per share, above the $6.17 consensus estimate, while revenue of $1.68 billion exceeded expectations of $1.65 billion and increased 9.4% year over year. Management also raised its 2026 outlook following record profit and sales. Teledyne Technologies Q3 Earnings Lift Guidance After Record Profit
• Positive Sentiment: Analysts raised valuation targets after the results. Stifel lifted its target to $795 from $775 and retained a Buy rating; Needham raised its target to $775 from $760 and assigned a Buy rating; and BNP Paribas increased its target to $780 from $760. These targets imply substantial potential upside from the referenced trading level. Stifel Price Target Needham Price Target BNP Paribas Price Target
• Positive Sentiment: Digital imaging growth remains an upside driver. Bank of America reiterated its Buy rating, citing the record quarter, raised 2026 guidance and continued growth in digital imaging as reasons for further upside. Bank of America Rating
• Neutral Sentiment: Analyst sentiment is not unanimous across technology stocks, but the TDY-specific coverage provided is predominantly constructive, with multiple target increases following the earnings release. Analyst Sentiment Article

Insider Activity

In other news, Director Simon Lorne sold 6,449 shares of Teledyne Technologies stock in a transaction that occurred on Wednesday, August 12th. The shares were sold at an average price of $680.34, for a total transaction of $4,387,512.66. Following the completion of the sale, the director owned 55,783 shares in the company, valued at $37,951,406.22. The trade was a 10.36% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 1.36% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on TDY shares. Barclays upped their target price on shares of Teledyne Technologies from $614.00 to $640.00 and gave the company an “equal weight” rating in a research note on Friday, July 24th. Needham & Company LLC raised their price target on shares of Teledyne Technologies from $760.00 to $775.00 and gave the stock a “buy” rating in a research note on Friday. Zacks Research downgraded Teledyne Technologies from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 25th. Weiss Ratings reiterated a “buy (b)” rating on shares of Teledyne Technologies in a research note on Wednesday, August 19th. Finally, Stifel Nicolaus increased their target price on Teledyne Technologies from $775.00 to $795.00 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 assigned a Buy rating and four have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $729.17.

Teledyne Technologies Stock Up 0.0%

Shares of NYSE:TDY opened at $625.65 on Monday. The company has a quick ratio of 1.51, a current ratio of 2.31 and a debt-to-equity ratio of 0.18. The firm has a market cap of $29.01 billion, a P/E ratio of 28.59, a P/E/G ratio of 2.30 and a beta of 0.89. Teledyne Technologies Incorporated has a 12 month low of $483.02 and a 12 month high of $697.67. The company’s 50-day moving average price is $616.98 and its two-hundred day moving average price is $631.14.

Teledyne Technologies (NYSE:TDY) last posted its quarterly earnings data on Wednesday, October 21st. The scientific and technical instruments company reported $6.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.17 by $0.55. Teledyne Technologies had a return on equity of 10.89% and a net margin of 15.75%. The firm had revenue of $1.68 billion for the quarter, compared to the consensus estimate of $1.65 billion. During the same quarter in the prior year, the business earned $5.57 EPS. The business’s revenue for the quarter was up 9.4% compared to the same quarter last year. As a group, research analysts forecast that Teledyne Technologies Incorporated will post 25.59 EPS for the current fiscal year.

Teledyne Technologies Profile

Teledyne Technologies Incorporated (NYSE: TDY) is an industrial technology company that develops and manufactures sophisticated electronic, digital imaging, aerospace and defense products. Its offerings are used in commercial, industrial, scientific, government and defense applications where sensing, imaging, measurement and data processing are important.

The company’s businesses include digital imaging sensors and cameras, scientific instruments, environmental and marine monitoring systems, aerospace and defense electronics, communications equipment, data-acquisition systems and engineered components.