Themes Management Co LLC Has $1.39 Million Stock Holdings in Teledyne Technologies Incorporated $TDY

Themes Management Co LLC lifted its holdings in shares of Teledyne Technologies Incorporated (NYSE:TDY) by 70.1% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,295 shares of the scientific and technical instruments company’s stock after purchasing 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 SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the business. Jones Financial Companies Lllp lifted its stake in shares of Teledyne Technologies by 874.5% in the 1st 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 boosted its holdings 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 purchasing an additional 683 shares in the last quarter. Focus Partners Wealth increased its position in Teledyne Technologies by 48.4% during the first quarter. Focus Partners Wealth now owns 834 shares of the scientific and technical instruments company’s stock worth $416,000 after buying an additional 272 shares during the last quarter. Arrowstreet Capital Limited Partnership bought a new position in Teledyne Technologies during the second quarter valued at about $5,590,000. Finally, Cresset Asset Management LLC raised its holdings 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 valued at $425,000 after buying an additional 20 shares in the last quarter. Institutional investors own 91.58% of the company’s stock.

Trending Headlines about 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

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on TDY. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Teledyne Technologies in a research report on Friday, May 22nd. Stifel Nicolaus raised their price objective on Teledyne Technologies from $750.00 to $775.00 and gave the company a “buy” rating in a research note on Thursday. Barclays boosted their target price on Teledyne Technologies from $614.00 to $640.00 and gave the stock an “equal weight” rating in a report on Friday. Citigroup upped their target price on Teledyne Technologies from $677.00 to $680.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 1st. Finally, Needham & Company LLC increased their price target on Teledyne Technologies from $735.00 to $750.00 and gave the company a “buy” rating in a report on Thursday. One 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 company. According to MarketBeat, Teledyne Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $715.83.

Teledyne Technologies Stock Up 0.6%

TDY stock opened at $655.40 on Friday. The stock has a market capitalization of $30.36 billion, a price-to-earnings ratio of 31.65, a price-to-earnings-growth ratio of 3.09 and a beta of 0.92. The company has a 50-day moving average of $627.85 and a two-hundred day moving average of $629.38. Teledyne Technologies Incorporated has a 52-week low of $483.02 and a 52-week high of $693.38. The company has a debt-to-equity ratio of 0.19, a current ratio of 2.18 and a quick ratio of 1.16.

Teledyne Technologies (NYSE:TDY) last posted its quarterly earnings data on Wednesday, July 22nd. The scientific and technical instruments company reported $6.28 earnings per share for the quarter, topping the consensus estimate of $5.79 by $0.49. Teledyne Technologies had a return on equity of 10.56% and a net margin of 15.29%.The business had revenue of $1.66 billion during the quarter, compared to analysts’ expectations of $1.58 billion. During the same quarter in the previous year, the firm earned $5.20 EPS. The firm’s revenue was up 9.8% compared to the same quarter last year. 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, equities research analysts anticipate that Teledyne Technologies Incorporated will post 24.71 EPS for the current year.

Teledyne Technologies Company 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.