GHP Investment Advisors Inc. Grows Stake in Teledyne Technologies Incorporated $TDY

GHP Investment Advisors Inc. grew its holdings in shares of Teledyne Technologies Incorporated (NYSE:TDY) by 2.7% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 35,365 shares of the scientific and technical instruments company’s stock after buying an additional 941 shares during the period. Teledyne Technologies accounts for 0.9% of GHP Investment Advisors Inc.’s portfolio, making the stock its 29th biggest position. GHP Investment Advisors Inc. owned approximately 0.08% of Teledyne Technologies worth $20,725,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Hennion & Walsh Asset Management Inc. increased its position in Teledyne Technologies by 3.2% during the 3rd quarter. Hennion & Walsh Asset Management Inc. now owns 636 shares of the scientific and technical instruments company’s stock valued at $373,000 after purchasing an additional 20 shares during the period. Cresset Asset Management LLC boosted its stake in shares of Teledyne Technologies by 2.5% during the 2nd quarter. Cresset Asset Management LLC now owns 830 shares of the scientific and technical instruments company’s stock valued at $425,000 after purchasing an additional 20 shares in the last quarter. Fourpath Capital Management LLC raised its stake in Teledyne Technologies by 3.0% in the second quarter. Fourpath Capital Management LLC now owns 714 shares of the scientific and technical instruments company’s stock worth $366,000 after buying an additional 21 shares in the last quarter. Nvest Financial LLC lifted its holdings in Teledyne Technologies by 1.3% in the second quarter. Nvest Financial LLC now owns 1,634 shares of the scientific and technical instruments company’s stock worth $837,000 after buying an additional 21 shares during the period. Finally, SBI Securities Co. Ltd. lifted its holdings in Teledyne Technologies by 75.9% in the second 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. Institutional investors own 91.58% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on TDY shares. Weiss Ratings reissued a “buy (b-)” rating on shares of Teledyne Technologies in a research report 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. Barclays increased their price objective on Teledyne Technologies from $579.00 to $599.00 and gave the stock an “equal weight” rating in a report on Thursday. Needham & Company LLC boosted their target price on shares of Teledyne Technologies from $615.00 to $700.00 and gave the company a “buy” rating in a report on Thursday. Finally, Morgan Stanley started coverage on shares of Teledyne Technologies in a research note on Wednesday. They issued an “equal weight” rating and a $620.00 price target for the company. Six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, Teledyne Technologies has an average rating of “Moderate Buy” and an average target price of $627.88.

Trending Headlines about Teledyne Technologies

Here are the key news stories impacting Teledyne Technologies this week:

• Positive Sentiment: Q4 results and guidance beat — Teledyne reported stronger-than-expected Q4 results (EPS $6.30 vs. $5.83 est.) with revenue up ~7.3% and raised FY2026 guidance, which triggered a big rally and a new 52‑week high. Teledyne Hits New 52-Week High
• Positive Sentiment: Analysts and price‑target upgrades — Multiple firms raised targets and reiterated buy ratings (Needham to $700, Stifel to $720), providing institutional support and upside thesis linked to defense and imaging exposure. Analyst Price Target Coverage
• Positive Sentiment: Bullish research thesis — MarketBeat highlighted sustained momentum and a case for a move toward $700, citing margin expansion, FCF improvement and institutional accumulation as structural tailwinds. Teledyne Accelerates to Maximum Velocity
• Positive Sentiment: Defense spending tailwind — Coverage that calls TDY out among beneficiaries of renewed U.S. defense priorities reinforces upside potential from Aerospace & Defense contract ramps. Zacks Defense Spending Article
• Neutral Sentiment: Morgan Stanley initiates coverage — New coverage can broaden investor interest; initial stance/details matter for direction but the initiation itself is a neutral catalyst until a rating/target is published. Morgan Stanley Initiates Coverage
• Neutral Sentiment: Mixed analyst commentary — Several roundup pieces note differing views across tech/defense analysts; this creates some short‑term debate about valuation vs. growth, which can amplify volatility. Globe & Mail Analyst Roundup
• Negative Sentiment: Selective analyst caution — Barclays moved its target modestly higher but kept an “equal weight” rating, implying limited near‑term upside from current levels and giving traders a reason to trim positions. Barclays Price Target Note
• Negative Sentiment: Valuation and profit‑taking risk — After a rapid multi‑day run to new highs, TDY’s premium valuation (P/E in the 30s, elevated PEG) and heavy recent institutional flows make short‑term pullbacks more likely as investors lock in gains.

Teledyne Technologies Trading Down 1.8%

NYSE TDY opened at $610.66 on Friday. Teledyne Technologies Incorporated has a 12 month low of $419.00 and a 12 month high of $630.76. The company has a current ratio of 1.64, a quick ratio of 1.20 and a debt-to-equity ratio of 0.19. The stock’s fifty day moving average price is $525.63 and its 200-day moving average price is $540.16. The stock has a market cap of $28.67 billion, a P/E ratio of 32.29, a P/E/G ratio of 2.67 and a beta of 1.03.

Teledyne Technologies (NYSE:TDY) last posted its quarterly earnings results on Wednesday, January 21st. The scientific and technical instruments company reported $6.30 earnings per share (EPS) for the quarter, topping the consensus estimate of $5.83 by $0.47. Teledyne Technologies had a return on equity of 10.08% and a net margin of 14.63%.The firm had revenue of $1.61 billion during the quarter, compared to analyst estimates of $1.57 billion. During the same quarter in the previous year, the firm earned $5.52 EPS. Teledyne Technologies’s quarterly revenue 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 forecast that Teledyne Technologies Incorporated will post 21.55 EPS for the current fiscal year.

Teledyne Technologies 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.