Delta Global Management LP Makes New $2.59 Million Investment in Teledyne Technologies Incorporated $TDY

Delta Global Management LP acquired a new stake in shares of Teledyne Technologies Incorporated (NYSE:TDY) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 4,422 shares of the scientific and technical instruments company’s stock, valued at approximately $2,591,000.

A number of other hedge funds have also recently modified their holdings of TDY. SBI Securities Co. Ltd. grew its position in shares of Teledyne Technologies by 75.9% in 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 during the period. Abich Financial Wealth Management LLC purchased a new position in Teledyne Technologies during the 3rd quarter valued at about $26,000. Rexford Capital Inc. purchased a new position in Teledyne Technologies during the 2nd quarter valued at about $29,000. Banque Cantonale Vaudoise bought a new stake in Teledyne Technologies during the third quarter worth about $43,000. Finally, TruNorth Capital Management LLC purchased a new stake in Teledyne Technologies in the third quarter worth about $46,000. Institutional investors own 91.58% of the company’s stock.

Insider Buying and Selling at Teledyne Technologies

In other news, Vice Chairman Jason Vanwees sold 2,500 shares of the business’s stock in a transaction on Tuesday, February 3rd. The stock was 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 owned 2,644 shares in the company, valued at $1,666,936.24. The trade was a 48.60% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Michael T. Smith sold 2,469 shares of the company’s stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $621.00, for a total value of $1,533,249.00. Following the transaction, the director directly owned 47,328 shares in the company, valued at approximately $29,390,688. The trade was a 4.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 11,500 shares of company stock worth $7,214,750. Company insiders own 1.50% of the company’s stock.

Teledyne Technologies Stock Down 1.1%

Shares of Teledyne Technologies stock opened at $639.41 on Monday. The company has a 50-day simple moving average of $627.08 and a two-hundred day simple moving average of $566.63. The stock has a market capitalization of $29.61 billion, a PE ratio of 33.81, a price-to-earnings-growth ratio of 3.16 and a beta of 0.99. Teledyne Technologies Incorporated has a 52-week low of $419.00 and a 52-week high of $693.38. The company has a debt-to-equity ratio of 0.19, a quick ratio of 1.08 and a current ratio of 1.64.

Teledyne Technologies (NYSE:TDY) last posted its quarterly earnings results on Wednesday, January 21st. The scientific and technical instruments company reported $6.30 EPS for the quarter, beating analysts’ consensus estimates of $5.83 by $0.47. The firm had revenue of $1.61 billion for the quarter, compared to analysts’ expectations of $1.57 billion. Teledyne Technologies had a net margin of 14.63% and a return on equity of 10.08%. The business’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same quarter in the prior year, the company posted $5.52 earnings per share. 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. On average, analysts anticipate that Teledyne Technologies Incorporated will post 21.55 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on TDY shares. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Teledyne Technologies in a research note on Monday, December 29th. Stifel Nicolaus upped their price target on Teledyne Technologies from $645.00 to $720.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Citigroup raised their price objective on Teledyne Technologies from $567.00 to $604.00 and gave the company a “neutral” rating in a research report on Tuesday, January 13th. Jefferies Financial Group lifted their price objective on Teledyne Technologies from $710.00 to $770.00 and gave the company a “buy” rating in a research note on Monday, February 23rd. Finally, Barclays boosted their target price on Teledyne Technologies from $579.00 to $599.00 and gave the stock an “equal weight” rating in a report on Thursday, January 22nd. Seven analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $650.33.

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.