Teledyne Technologies Incorporated $TDY Stake Raised by Themes Management Co LLC

Themes Management Co LLC raised its holdings in Teledyne Technologies Incorporated (NYSE:TDY) by 70.1% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,295 shares of the scientific and technical instruments company’s stock after acquiring an additional 946 shares during the quarter. Themes Management Co LLC’s holdings in Teledyne Technologies were worth $1,388,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in TDY. Jones Financial Companies Lllp lifted its stake in Teledyne Technologies by 874.5% during the first quarter. Jones Financial Companies Lllp now owns 1,949 shares of the scientific and technical instruments company’s stock valued at $970,000 after purchasing an additional 1,749 shares during the last quarter. Empowered Funds LLC grew its position in Teledyne Technologies by 78.6% in the first quarter. Empowered Funds LLC now owns 1,552 shares of the scientific and technical instruments company’s stock worth $772,000 after buying an additional 683 shares during the last quarter. Focus Partners Wealth increased its holdings in shares of Teledyne Technologies by 48.4% in the first quarter. Focus Partners Wealth now owns 834 shares of the scientific and technical instruments company’s stock valued at $416,000 after buying an additional 272 shares in the last quarter. Arrowstreet Capital Limited Partnership bought a new position in shares of Teledyne Technologies in the second quarter valued at $5,590,000. Finally, Cresset Asset Management LLC lifted its position in shares of Teledyne Technologies by 2.5% during the 2nd quarter. Cresset Asset Management LLC now owns 830 shares of the scientific and technical instruments company’s stock valued at $425,000 after acquiring an additional 20 shares during the last quarter. Institutional investors own 91.58% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on TDY shares. Citigroup lifted their target price on Teledyne Technologies from $677.00 to $680.00 and gave the stock a “neutral” rating in a report on Wednesday, July 1st. Stifel Nicolaus upped their price target on Teledyne Technologies from $750.00 to $775.00 and gave the company a “buy” rating in a research report on Thursday. Barclays increased their price objective on Teledyne Technologies from $614.00 to $640.00 and gave the stock an “equal weight” rating in a research note on Friday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Teledyne Technologies in a research note on Friday, May 22nd. Finally, Needham & Company LLC upped their target price on Teledyne Technologies from $735.00 to $750.00 and gave the company a “buy” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $715.83.

Teledyne Technologies Trading Up 0.6%

Teledyne Technologies stock opened at $655.40 on Friday. The company’s fifty day simple moving average is $627.85 and its 200-day simple moving average is $629.38. The company has a quick ratio of 1.16, a current ratio of 2.18 and a debt-to-equity ratio of 0.19. Teledyne Technologies Incorporated has a 12 month low of $483.02 and a 12 month high of $693.38. The stock has a market cap of $30.36 billion, a P/E ratio of 31.65, a P/E/G ratio of 3.09 and a beta of 0.92.

Teledyne Technologies (NYSE:TDY) last announced its quarterly earnings data on Wednesday, July 22nd. The scientific and technical instruments company reported $6.28 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.79 by $0.49. The business had revenue of $1.66 billion during 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%.Teledyne Technologies’s quarterly revenue was up 9.8% compared to the same quarter last year. During the same period 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, sell-side analysts forecast that Teledyne Technologies Incorporated will post 24.71 EPS for the current fiscal year.

Key Headlines 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 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.