Allstate Corp Acquires New Holdings in Teledyne Technologies Incorporated $TDY

Allstate Corp bought a new stake in shares of Teledyne Technologies Incorporated (NYSE:TDY) in the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 1,633 shares of the scientific and technical instruments company’s stock, valued at approximately $957,000.

Several other large investors also recently made changes to their positions in TDY. Dodge & Cox acquired a new position in shares of Teledyne Technologies during the second quarter worth approximately $767,307,000. Norges Bank bought a new stake in Teledyne Technologies during the 2nd quarter valued at $317,986,000. Vanguard Group Inc. boosted its position in Teledyne Technologies by 2.2% during the 2nd quarter. Vanguard Group Inc. now owns 5,841,524 shares of the scientific and technical instruments company’s stock worth $2,992,671,000 after acquiring an additional 123,229 shares during the period. Marshall Wace LLP grew its stake in shares of Teledyne Technologies by 582.0% in the second quarter. Marshall Wace LLP now owns 82,649 shares of the scientific and technical instruments company’s stock worth $42,342,000 after purchasing an additional 70,531 shares in the last quarter. Finally, State Street Corp increased its holdings in shares of Teledyne Technologies by 2.2% during the second quarter. State Street Corp now owns 2,143,419 shares of the scientific and technical instruments company’s stock valued at $1,098,095,000 after purchasing an additional 46,916 shares during the period. Institutional investors and hedge funds own 91.58% of the company’s stock.

Key Headlines Impacting Teledyne Technologies

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

Teledyne Technologies Trading Up 10.0%

Teledyne Technologies stock opened at $622.92 on Thursday. Teledyne Technologies Incorporated has a 52 week low of $419.00 and a 52 week high of $627.60. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.20 and a current ratio of 1.79. The firm has a market capitalization of $29.25 billion, a price-to-earnings ratio of 36.07, a P/E/G ratio of 2.41 and a beta of 1.03. The company has a 50 day moving average price of $521.11 and a 200 day moving average price of $538.92.

Teledyne Technologies (NYSE:TDY) last released its earnings results on Wednesday, January 21st. The scientific and technical instruments company reported $6.30 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $5.83 by $0.47. The company had revenue of $1.61 billion during the quarter, compared to analyst estimates of $1.57 billion. Teledyne Technologies had a return on equity of 9.95% and a net margin of 13.62%.The company’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 earned $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. Research analysts forecast that Teledyne Technologies Incorporated will post 21.55 EPS for the current year.

Wall Street Analysts Forecast Growth

TDY has been the subject of several research analyst reports. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Teledyne Technologies in a report on Monday, December 29th. Morgan Stanley assumed coverage on shares of Teledyne Technologies in a research report on Wednesday. They set an “equal weight” rating and a $620.00 price target on the stock. Citigroup increased their price objective on shares of Teledyne Technologies from $567.00 to $604.00 and gave the company a “neutral” rating in a report on Tuesday, January 13th. Needham & Company LLC raised their price objective on shares of Teledyne Technologies from $585.00 to $615.00 and gave the company a “buy” rating in a research note on Thursday, October 23rd. Finally, Barclays cut their target price on 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. Six research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, Teledyne Technologies has an average rating of “Moderate Buy” and an average target price of $605.38.

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.