Teledyne Technologies Incorporated $TDY Stock: Robeco Institutional Asset Management B.V. Boosts Position

Robeco Institutional Asset Management B.V. increased its position in shares of Teledyne Technologies Incorporated (NYSE:TDY) by 308.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,786 shares of the scientific and technical instruments company’s stock after acquiring an additional 26,265 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Teledyne Technologies were worth $21,108,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the company. Diversify Advisory Services LLC boosted its holdings in Teledyne Technologies by 1.0% during the 3rd quarter. Diversify Advisory Services LLC now owns 3,013 shares of the scientific and technical instruments company’s stock valued at $1,868,000 after acquiring an additional 29 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd grew its position in Teledyne Technologies by 1.4% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 27,830 shares of the scientific and technical instruments company’s stock valued at $16,888,000 after acquiring an additional 382 shares in the last quarter. Pension & Wealth Management Advisors Inc. purchased a new stake in Teledyne Technologies during the third quarter worth about $28,000. V Square Quantitative Management LLC increased its stake in Teledyne Technologies by 22.0% during the third quarter. V Square Quantitative Management LLC now owns 615 shares of the scientific and technical instruments company’s stock worth $373,000 after purchasing an additional 111 shares during the period. Finally, Assenagon Asset Management S.A. lifted its position in shares of Teledyne Technologies by 235.7% during the third quarter. Assenagon Asset Management S.A. now owns 209,781 shares of the scientific and technical instruments company’s stock worth $127,297,000 after purchasing an additional 147,297 shares in the last quarter. Institutional investors and hedge funds own 91.58% of the company’s stock.

Insider Activity

In related news, Director Simon Lorne sold 6,449 shares of the business’s stock in a transaction 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 transaction, the director owned 55,783 shares in the company, valued at approximately $37,951,406.22. The trade was a 10.36% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Company insiders own 1.36% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have recently commented on TDY shares. Stifel Nicolaus raised their price objective on shares of Teledyne Technologies from $775.00 to $795.00 and gave the company a “buy” rating in a research note on Thursday. Barclays upped their target price on shares of Teledyne Technologies from $614.00 to $640.00 and gave the stock an “equal weight” rating in a research note on Friday, July 24th. Morgan Stanley increased their target price on shares of Teledyne Technologies from $680.00 to $715.00 and gave the stock an “equal weight” rating in a report on Thursday, August 13th. Citigroup increased their target price on shares of Teledyne Technologies from $677.00 to $680.00 and gave the stock a “neutral” rating in a report on Wednesday, July 1st. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Teledyne Technologies in a research report on Wednesday, August 19th. One equities research 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’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $729.17.

Teledyne Technologies Price Performance

Shares of NYSE TDY opened at $625.65 on Friday. The stock’s 50-day moving average is $616.98 and its two-hundred day moving average is $631.15. The company has a debt-to-equity ratio of 0.18, a current ratio of 2.31 and a quick ratio of 1.39. Teledyne Technologies Incorporated has a 1-year low of $483.02 and a 1-year high of $697.67. The company has a market cap of $29.01 billion, a price-to-earnings ratio of 24.72, a price-to-earnings-growth ratio of 2.61 and a beta of 0.89.

Teledyne Technologies (NYSE:TDY) last announced its quarterly earnings data on Wednesday, October 21st. The scientific and technical instruments company reported $6.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.17 by $0.55. The business had revenue of $1.68 billion during the quarter, compared to analysts’ expectations of $1.65 billion. Teledyne Technologies had a return on equity of 10.89% and a net margin of 15.75%. The business’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same quarter last year, the business posted $5.57 EPS. Analysts forecast that Teledyne Technologies Incorporated will post 25.56 EPS for the current fiscal year.

Key Stories Impacting Teledyne Technologies

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

Teledyne Technologies Company 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.