Allstate Corp Acquires New Position in Teledyne Technologies Incorporated $TDY

Allstate Corp bought a new position in Teledyne Technologies Incorporated (NYSE:TDY) in the third quarter, HoldingsChannel reports. The fund bought 1,633 shares of the scientific and technical instruments company’s stock, valued at approximately $957,000.

Other institutional investors also recently modified their holdings of the company. SBI Securities Co. Ltd. increased its stake in shares of 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 acquiring an additional 22 shares during the last quarter. Rexford Capital Inc. acquired a new position in Teledyne Technologies in the 2nd quarter worth about $29,000. First Horizon Advisors Inc. increased its position in Teledyne Technologies by 52.9% in the 2nd quarter. First Horizon Advisors Inc. now owns 78 shares of the scientific and technical instruments company’s stock worth $40,000 after purchasing an additional 27 shares during the last quarter. AdvisorNet Financial Inc raised its stake in shares of Teledyne Technologies by 51.9% during the 2nd quarter. AdvisorNet Financial Inc now owns 82 shares of the scientific and technical instruments company’s stock worth $42,000 after purchasing an additional 28 shares in the last quarter. Finally, Assetmark Inc. lifted its holdings in shares of Teledyne Technologies by 193.1% during the 2nd quarter. Assetmark Inc. now owns 85 shares of the scientific and technical instruments company’s stock valued at $44,000 after buying an additional 56 shares during the last quarter. Institutional investors and hedge funds own 91.58% of the company’s stock.

Teledyne Technologies Stock Performance

Shares of TDY opened at $622.92 on Thursday. The company has a market capitalization of $29.25 billion, a PE ratio of 36.07, a price-to-earnings-growth ratio of 2.41 and a beta of 1.03. The company has a debt-to-equity ratio of 0.20, a current ratio of 1.79 and a quick ratio of 1.20. Teledyne Technologies Incorporated has a one year low of $419.00 and a one year high of $627.60. The company’s fifty day moving average price is $521.11 and its 200 day moving average price is $538.92.

Teledyne Technologies (NYSE:TDY) last issued its quarterly earnings results on Wednesday, January 21st. The scientific and technical instruments company reported $6.30 earnings per share (EPS) for the quarter, beating the consensus estimate of $5.83 by $0.47. The company had revenue of $1.61 billion for the quarter, compared to the consensus estimate of $1.57 billion. Teledyne Technologies had a return on equity of 9.95% and a net margin of 13.62%.The firm’s revenue was up 7.3% compared to the same quarter last year. During the same period last year, the business 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. As a group, analysts expect that Teledyne Technologies Incorporated will post 21.55 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research firms recently commented on TDY. Stifel Nicolaus increased their price objective on Teledyne Technologies from $626.00 to $645.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. Barclays decreased their target price on shares of Teledyne Technologies from $584.00 to $579.00 and set an “equal weight” rating for the company in a research report on Monday, January 12th. Morgan Stanley assumed coverage on shares of Teledyne Technologies in a report on Wednesday. They set an “equal weight” rating and a $620.00 price target on the stock. Weiss Ratings reiterated a “buy (b-)” rating on shares of Teledyne Technologies in a report on Monday, December 29th. Finally, Needham & Company LLC increased their target price on shares of Teledyne Technologies from $585.00 to $615.00 and gave the stock a “buy” rating in a research report on Thursday, October 23rd. Six equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $605.38.

Key Teledyne Technologies News

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

• Positive Sentiment: Q4 results beat consensus: non‑GAAP EPS $6.30 vs. $5.83 expected and revenue $1.61B vs. ~$1.57B consensus; company set FY2026 EPS guidance of $23.45–23.85 and Q1 EPS guidance of $5.40–5.50. This combination of a beat plus clear guidance is the primary catalyst for the rally. Investing.com article
• Positive Sentiment: Defense and aerospace electronics were standout drivers — segment sales surged roughly 40%, helping overall revenue and margins and supporting confidence in out-year earnings. Investors.com article
• Positive Sentiment: Operational strength: company reported record quarterly and full‑year sales, solid operating profit expansion and strong operating cash flow ($379M in Q4). These fundamentals underpin the positive investor reaction. Press release
• Positive Sentiment: Product wins / mission exposure: Teledyne’s detectors launched on NASA’s BlackCAT CubeSat, highlighting space imaging revenue potential and technology validation. BusinessWire article
• Neutral Sentiment: New coverage: Morgan Stanley initiated coverage with an “equal weight” rating and a $620 target — essentially in line with current levels, so this is less likely to move the stock materially.
• Neutral Sentiment: Full earnings call and transcript available — provides detail on segment trends (digital imaging, instrumentation, aerospace/defense) for investors who want to re‑cast estimates. Earnings call transcript
• Negative Sentiment: Insider selling and some balance‑sheet notes are being highlighted by data providers (notable insider sales reported and cash balance down year‑over‑year), which could give cautious investors pause on valuation despite the beat. QuiverQuant article

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.