Teledyne Technologies (NYSE:TDY) Coverage Initiated by Analysts at Morgan Stanley

Morgan Stanley began coverage on shares of Teledyne Technologies (NYSE:TDY) in a report published on Wednesday, MarketBeat Ratings reports. The brokerage issued an equal weight rating and a $620.00 price objective on the scientific and technical instruments company’s stock.

TDY has been the subject of a number of other research reports. Stifel Nicolaus boosted their price target on Teledyne Technologies from $626.00 to $645.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. Needham & Company LLC boosted their target price on Teledyne Technologies from $585.00 to $615.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Barclays dropped 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 report on Monday, January 12th. Citigroup lifted their price target 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. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Teledyne Technologies in a research note on Monday, December 29th. Six analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $605.38.

Teledyne Technologies Price Performance

Shares of NYSE TDY opened at $622.92 on Wednesday. The business has a fifty day moving average price of $521.11 and a two-hundred day moving average price of $538.92. The stock has a market capitalization of $29.25 billion, a PE ratio of 36.07, a P/E/G 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 has a fifty-two week low of $419.00 and a fifty-two week high of $627.60.

Teledyne Technologies (NYSE:TDY) last issued its quarterly earnings results on Wednesday, January 21st. The scientific and technical instruments company reported $6.30 EPS for the quarter, topping analysts’ consensus estimates of $5.83 by $0.47. Teledyne Technologies had a return on equity of 9.95% and a net margin of 13.62%.The company had revenue of $1.61 billion for the quarter, compared to analysts’ expectations of $1.57 billion. During the same quarter last year, the business earned $5.52 earnings per share. Teledyne Technologies’s revenue was up 7.3% on a year-over-year basis. 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 predict that Teledyne Technologies will post 21.55 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Teledyne Technologies

Several institutional investors have recently added to or reduced their stakes in TDY. Abich Financial Wealth Management LLC acquired a new position in Teledyne Technologies during the 3rd quarter worth approximately $26,000. SBI Securities Co. Ltd. increased its holdings in shares of Teledyne Technologies by 75.9% during the second quarter. SBI Securities Co. Ltd. now owns 51 shares of the scientific and technical instruments company’s stock valued at $26,000 after acquiring an additional 22 shares in the last quarter. Thurston Springer Miller Herd & Titak Inc. acquired a new position in shares of Teledyne Technologies during the fourth quarter worth approximately $28,000. Rexford Capital Inc. bought a new position in shares of Teledyne Technologies in the 2nd quarter worth $29,000. Finally, Banque Cantonale Vaudoise acquired a new stake in Teledyne Technologies in the 3rd quarter valued at $43,000. 91.58% of the stock is owned by institutional investors and hedge funds.

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.