Teledyne Technologies Incorporated $TDY Holdings Raised by Fayez Sarofim & Co

Key Points

• Fayez Sarofim & Co raised its stake in Teledyne Technologies by 1.3% to 154,584 shares (about $90.6 million), and institutional investors now own roughly 91.58% of the company.
• Corporate insiders have been net sellers recently — including the Vice Chairman selling 2,500 shares at an average of $630.46 and the Director selling 2,469 shares at $621 — with insiders offloading 11,500 shares (~$7.21M) in the past 90 days.
• Teledyne beat quarterly estimates with $6.30 EPS (vs. $5.83 est.) and $1.61B revenue (up 7.3% YoY), provided FY2026 EPS guidance of 23.45–23.85, and counts a consensus analyst rating of "Moderate Buy" with an average target around $650.33.

Fayez Sarofim & Co increased its stake in Teledyne Technologies Incorporated (NYSE:TDY - Free Report) by 1.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 154,584 shares of the scientific and technical instruments company's stock after purchasing an additional 1,912 shares during the quarter. Fayez Sarofim & Co owned about 0.33% of Teledyne Technologies worth $90,592,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. SBI Securities Co. Ltd. raised its position in shares of Teledyne Technologies by 75.9% during the 2nd quarter. SBI Securities Co. Ltd. now owns 51 shares of the scientific and technical instruments company's stock worth $26,000 after buying an additional 22 shares in the last quarter. Abich Financial Wealth Management LLC bought a new position in shares of Teledyne Technologies in the third quarter valued at approximately $26,000. Rexford Capital Inc. acquired a new position in shares of Teledyne Technologies during the second quarter valued at approximately $29,000. Banque Cantonale Vaudoise acquired a new position in shares of Teledyne Technologies during the third quarter valued at approximately $43,000. Finally, TruNorth Capital Management LLC bought a new stake in Teledyne Technologies during the third quarter worth approximately $46,000. Institutional investors and hedge funds own 91.58% of the company's stock.

Insider Activity

In other Teledyne Technologies news, Vice Chairman Jason Vanwees sold 2,500 shares of the firm's stock in a transaction dated Tuesday, February 3rd. The shares were sold at an average price of $630.46, for a total value of $1,576,150.00. Following the completion of the transaction, the insider directly owned 2,644 shares in the company, valued at $1,666,936.24. This trade represents a 48.60% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Michael T. Smith sold 2,469 shares of Teledyne Technologies stock in a transaction that occurred on Thursday, January 29th. The stock was sold at an average price of $621.00, for a total transaction of $1,533,249.00. Following the completion of the transaction, the director directly owned 47,328 shares in the company, valued at approximately $29,390,688. This trade represents a 4.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 11,500 shares of company stock worth $7,214,750. Corporate insiders own 1.50% of the company's stock.

Teledyne Technologies Stock Performance

TDY opened at $639.41 on Monday. The firm has a market cap of $29.61 billion, a PE ratio of 33.81, a P/E/G ratio of 3.16 and a beta of 0.99. The company has a quick ratio of 1.08, a current ratio of 1.64 and a debt-to-equity ratio of 0.19. The business has a fifty day simple moving average of $627.08 and a 200-day simple moving average of $566.63. Teledyne Technologies Incorporated has a fifty-two week low of $419.00 and a fifty-two week high of $693.38.

Teledyne Technologies (NYSE:TDY - Get Free Report) last announced its earnings results on Wednesday, January 21st. The scientific and technical instruments company reported $6.30 earnings per share (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 company had revenue of $1.61 billion for the quarter, compared to analyst estimates of $1.57 billion. During the same period in the previous year, the firm earned $5.52 earnings per share. Teledyne Technologies's revenue for the quarter was up 7.3% compared to the same quarter last year. 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, equities analysts predict that Teledyne Technologies Incorporated will post 21.55 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have weighed in on TDY. Jefferies Financial Group upped their target price on Teledyne Technologies from $710.00 to $770.00 and gave the stock a "buy" rating in a research report on Monday, February 23rd. Morgan Stanley boosted their price objective on Teledyne Technologies from $620.00 to $680.00 and gave the stock an "equal weight" rating in a research note on Wednesday, March 4th. Weiss Ratings restated a "buy (b-)" rating on shares of Teledyne Technologies in a report on Monday, December 29th. Barclays raised their target price on Teledyne Technologies from $579.00 to $599.00 and gave the company an "equal weight" rating in a research note on Thursday, January 22nd. Finally, Stifel Nicolaus lifted their target price on Teledyne Technologies from $645.00 to $720.00 and gave the stock a "buy" rating in a report on Thursday, January 22nd. Seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Teledyne Technologies has a consensus rating of "Moderate Buy" and an average target price of $650.33.

About Teledyne Technologies

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.

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