Teledyne Technologies Incorporated $TDY Shares Purchased by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management increased its Teledyne Technologies position by 308.2% in the third quarter, acquiring 26,265 additional shares and bringing its holdings to 34,786 shares valued at approximately $21.1 million.
• Teledyne reported strong quarterly results, with EPS of $6.72 and revenue of $1.68 billion, exceeding analyst expectations; revenue rose 9.4% year over year. Institutional investors and hedge funds own 91.58% of the company.
• Analyst sentiment remains generally positive, with a consensus “Moderate Buy” rating and an average price target of $729.17, although one director sold 6,449 shares at an average price of $680.34.

Robeco Institutional Asset Management B.V. lifted its position in Teledyne Technologies Incorporated (NYSE:TDY - Free Report) by 308.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 34,786 shares of the scientific and technical instruments company's stock after purchasing an additional 26,265 shares during the quarter. Robeco Institutional Asset Management B.V. owned about 0.08% of Teledyne Technologies worth $21,108,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of TDY. Diversify Advisory Services LLC lifted its holdings in shares of Teledyne Technologies by 1.0% in 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 buying an additional 29 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd grew its holdings in Teledyne Technologies by 1.4% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 27,830 shares of the scientific and technical instruments company's stock worth $16,888,000 after acquiring an additional 382 shares during the period. Pension & Wealth Management Advisors Inc. acquired a new stake in Teledyne Technologies during the third quarter worth about $28,000. V Square Quantitative Management LLC grew its holdings 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 acquiring an additional 111 shares during the period. Finally, Assenagon Asset Management S.A. raised its position in 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 valued at $127,297,000 after acquiring an additional 147,297 shares in the last quarter. Institutional investors and hedge funds own 91.58% of the company's stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on TDY. Zacks Research lowered shares of Teledyne Technologies from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, August 25th. Barclays upped their price objective on shares of Teledyne Technologies from $614.00 to $640.00 and gave the stock an "equal weight" rating in a research report on Friday, July 24th. Stifel Nicolaus increased their target price on shares of Teledyne Technologies from $775.00 to $795.00 and gave the stock a "buy" rating in a research note on Thursday. Citigroup raised their target price on Teledyne Technologies from $677.00 to $680.00 and gave the company a "neutral" rating in a research report on Wednesday, July 1st. Finally, Weiss Ratings restated a "buy (b)" rating on shares of Teledyne Technologies in a research note on Wednesday, August 19th. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $729.17.

Insider Buying and Selling at Teledyne Technologies

In other news, Director Simon Lorne sold 6,449 shares of the firm's 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. This trade represents a 10.36% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.36% of the stock is currently owned by company insiders.

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

Teledyne Technologies Trading Up 0.8%

TDY opened at $625.65 on Friday. The firm has a market capitalization 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. The company's 50 day simple moving average is $616.98 and its two-hundred day simple moving average is $631.15. Teledyne Technologies Incorporated has a 1-year low of $483.02 and a 1-year high of $697.67. 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 (NYSE:TDY - Get Free Report) last issued its earnings results on Wednesday, October 21st. The scientific and technical instruments company reported $6.72 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $6.17 by $0.55. Teledyne Technologies had a return on equity of 10.89% and a net margin of 15.75%. The business had revenue of $1.68 billion during the quarter, compared to the consensus estimate of $1.65 billion. During the same period last year, the company earned $5.57 EPS. The company's revenue for the quarter was up 9.4% on a year-over-year basis. Analysts expect that Teledyne Technologies Incorporated will post 25.56 EPS for the current fiscal year.

About Teledyne Technologies

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.

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