Madison Asset Management LLC Makes New Investment in Teledyne Technologies Incorporated $TDY
Madison Asset Management LLC has acquired a new stake in Teledyne Technologies Incorporated (NYSE:TDY), purchasing 183,824 shares valued at approximately $122.59 million. This investment makes Teledyne Technologies the 18th largest holding in Madison Asset Management's portfolio, representing about 1.5% of their total assets. Other institutional investors have also recently adjusted their holdings in TDY, while a director sold 6,449 shares.
7,133 Shares in Teledyne Technologies Incorporated $TDY Bought by NewEdge Wealth LLC
NewEdge Wealth LLC acquired 7,133 shares of Teledyne Technologies (NYSE:TDY) in the second quarter, totaling approximately $4.76 million. Institutional investors now own 91.58% of the company. Teledyne Technologies recently surpassed quarterly EPS and revenue estimates and provided positive fiscal 2026 EPS guidance, leading analysts to maintain a "Moderate Buy" rating with an average price target of $721.67.
Danske Bank A S Invests $24.71 Million in Teledyne Technologies Incorporated $TDY
Danske Bank A S has acquired a new position in Teledyne Technologies Incorporated, purchasing 37,057 shares valued at approximately $24.71 million. This investment makes Danske Bank A S an approximate 0.08% owner of Teledyne Technologies. Other institutional investors have also adjusted their holdings in Teledyne, and recent insider selling by a director was reported.
Diversify Advisory Services LLC Buys New Shares in Teledyne Technologies Incorporated $TDY
Diversify Advisory Services LLC has acquired a new stake of 2,984 shares in Teledyne Technologies Incorporated, valued at approximately $1.945 million. Other institutional investors have also adjusted their holdings in TDY. Analysts currently have a "Moderate Buy" consensus rating for Teledyne Technologies, with a target price of $721.67.
BlackRock Inc. Purchases New Position in Teledyne Technologies Incorporated $TDY
BlackRock Inc. has acquired a new stake in Teledyne Technologies Incorporated, purchasing over 4.1 million shares valued at approximately $2.75 billion, representing 8.90% of the company. Other institutional investors have also adjusted their positions in Teledyne, which recently reported stronger-than-expected Q2 earnings. Analyst ratings for Teledyne Technologies remain largely positive, with several firms reiterating "buy" or "strong-buy" recommendations and raising price targets.
Teledyne Technologies Inc. stock underperforms Wednesday when compared to competitors
Shares of Teledyne Technologies Inc. (TDY) fell by 2.46% to $648.63 on Wednesday, despite a positive trading session for the broader market where the S&P 500 Index and Dow Jones Industrial Average both rose. This marked the third consecutive day of losses for Teledyne Technologies Inc.
Novanta (NOVT) Reports Strong Growth And Outlook, Is The Premium Already Priced In?
Novanta (NOVT) recently reported strong Q2 2026 results with double-digit revenue growth guidance, yet experienced a post-earnings share price decline. Despite this, the stock maintains strong year-to-date momentum. While a "most popular narrative" suggests the stock is 14% undervalued at $182 per share due to its acquisition strategy and recurring revenue, an opposing view highlights significant valuation risk given its high P/E ratio of 96.2x compared to the industry average of 30.7x.
Teledyne Technologies stock holds near $666 after Varex deal
Teledyne Technologies stock is trading near $666.39 following its $1.1 billion all-cash acquisition of Varex Imaging. The deal expands Teledyne's medical imaging footprint and comes after a strong July 22 quarter where revenue and EPS beat expectations. Analysts have a "Moderate Buy" rating with a consensus price target of $721.67.
Mitsubishi UFJ Asset Management Co. Ltd. Makes New $89.19 Million Investment in Teledyne Technologies Incorporated $TDY
Mitsubishi UFJ Asset Management Co. Ltd. has acquired a new stake in Teledyne Technologies Incorporated (NYSE:TDY), purchasing 133,739 shares valued at approximately $89.19 million during the second quarter. This investment makes them a significant institutional holder of Teledyne Technologies stock. The article also details recent analyst ratings, insider trading activity, and financial performance of Teledyne Technologies.
Pzena Investment Management LLC Invests $45.31 Million in Varex Imaging $VREX
Pzena Investment Management LLC has acquired a new stake of 4.34 million shares in Varex Imaging (NASDAQ:VREX), valued at approximately $45.31 million, making it a 10.32% owner of the company. Despite Varex beating earnings per share estimates, its revenue fell short, and analysts currently have a cautious "Reduce" rating with a target price below its current trading price. Several other institutional investors also adjusted their holdings in Varex Imaging during recent quarters.
Teledyne Technologies Inc. stock underperforms Tuesday when compared to competitors
Shares of Teledyne Technologies Inc. (TDY) fell by 1.81% on Tuesday, closing at $665.00. This underperformance occurred during a generally negative trading session, as the S&P 500 Index and Dow Jones Industrial Average also experienced declines. This marks the second consecutive day of losses for Teledyne Technologies' stock.
Teledyne Technologies stock holds above $670 as investors digest recent gains
Teledyne Technologies (TDY) stock is trading in the high $670s as of mid-August 2026, supported by solid year-to-date performance and recent institutional interest. Despite a modest year-to-date decline of 1.86%, the stock has shown a 32.61% gain over a longer comparative horizon, indicating a consolidation phase after strong prior gains. Institutional buying and the company's strong fundamentals in diversified industrial and aerospace markets are contributing to investor confidence.
How Novanta’s Upgraded 2026 Outlook and Riverpoint Deal Will Impact Novanta (NOVT) Investors
Novanta Inc. (NOVT) reported strong Q2 2026 results and upgraded its full-year 2026 GAAP revenue guidance to US$1,130 million to US$1,140 million, now including contributions from its Riverpoint Medical acquisition. This update reinforces Novanta's strategy of leveraging acquisitions for growth in medical and precision technologies. Investors are advised to consider the company's acquisition-dependent investment narrative and potential risks associated with integration execution.
Rice Hall James & Associates LLC Purchases New Position in Varex Imaging $VREX
Rice Hall James & Associates LLC has acquired a new position in Varex Imaging (NASDAQ:VREX), purchasing 1.45 million shares valued at approximately $15.1 million, representing a 3.43% stake. Despite this acquisition and Varex Imaging exceeding quarterly EPS estimates, analyst sentiment remains cautious with a "Reduce" consensus rating and a target price of $16.88. Several other institutional investors also adjusted their holdings in the company during recent quarters.
39,360 Shares in Teledyne Technologies Incorporated $TDY Acquired by Grandfield & Dodd LLC
Grandfield & Dodd LLC has acquired a new stake of 39,360 shares in Teledyne Technologies Incorporated (NYSE:TDY), valued at approximately $26.25 million, making it their 23rd biggest holding. Other institutional investors also adjusted their positions in Teledyne Technologies, which recently reported strong quarterly earnings, beating consensus estimates. Analysts have a "Moderate Buy" rating on the stock with an average target price of $721.67, and insider selling activity was also reported.
Teledyne Technologies Inc (TDY) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Teledyne Technologies Inc (TDY), noting its current price momentum score of 3.16 within the Electronic Equipment & Parts industry. It highlights the stock's trading range between resistance at $701.46 and support at $624.74, suggesting suitability for range-bound swing trading. The analysis includes a breakdown of various technical indicators and moving averages, concluding with a neutral signal based on these metrics.
Old West Investment Management LLC Buys Shares of 4,260 Teledyne Technologies Incorporated $TDY
Old West Investment Management LLC recently acquired 4,260 shares of Teledyne Technologies (NYSE:TDY) for approximately $2.84 million, marking a new position in the company. Teledyne Technologies reported strong quarterly earnings, beating estimates with $6.28 EPS and a 9.8% year-over-year revenue increase to $1.66 billion, and provided optimistic fiscal 2026 EPS guidance. Analysts maintain a "Moderate Buy" rating for TDY with an average price target of $721.67, while institutional investors collectively own 91.58% of the company's stock.
Teledyne Technologies stock holds at $680 as defense radar milestone highlights growth
Teledyne Technologies' stock remains steady at $680, supported by institutional interest and a "Moderate Buy" consensus rating with a $721.67 target price. The company achieved a significant operational milestone by shipping its 3,000th Ranger surveillance radar system and participated in defense exercises, underscoring its role in defense and sensing markets. Long-term projections anticipate $7.4 billion in revenue and $1.2 billion in earnings by 2029, driven by its diversified portfolio across various high-tech segments.
Diamond Hill Capital Management LLC Investment Advisor Buys Shares of 44,202 Teledyne Technologies Incorporated $TDY
Diamond Hill Capital Management LLC has acquired 44,202 shares of Teledyne Technologies (NYSE: TDY) for approximately $29.5 million, representing a 0.10% stake in the company. This investment comes as Teledyne reported strong quarterly earnings, exceeding estimates with $6.28 EPS and a 9.8% revenue increase, and provided optimistic fiscal 2026 guidance. Analysts maintain a "Moderate Buy" rating, with an average price target of $721.67, suggesting potential upside from its current trading price of around $680.
Did Teledyne’s (TDY) End‑to‑End Space Defense Showcase Subtly Reframe Its Aerospace Investment Narrative?
Teledyne Technologies recently showcased its extensive imaging, sensing, power, and electronics solutions at the 2026 Space and Missile Defense Symposium, highlighting its support for critical U.S. national security and space missions. This demonstration of end-to-end capabilities reinforces Teledyne's role as a key supplier in defense and aerospace, though risks like margin pressure and trade uncertainty persist. The company projects significant revenue and earnings growth by 2029, with fair value estimates suggesting a potential 11% upside.
Strategic Consolidation in Medical Imaging: Analysis of Teledyne Technologies' Acquisition of Varex Imaging
Teledyne Technologies will acquire Varex Imaging for $1.1 billion in an all-cash deal, paying $18.90 per share, a 52.3% premium. This acquisition strategically expands Teledyne's digital imaging portfolio by integrating Varex's specialized X-ray sources, high-radiation detectors, and photon-counting technologies, bridging critical technical gaps. The deal, funded by Teledyne's existing credit facility, addresses Varex's undervalued market position and aims to create a unified source-to-detector imaging solution for OEMs.
Assenagon Asset Management S.A. Sells 372,475 Shares of Varex Imaging $VREX
Assenagon Asset Management S.A. significantly reduced its stake in Varex Imaging (NASDAQ:VREX) by 80.6% in the second quarter, selling 372,475 shares and retaining 89,412 shares valued at $933,000. This move contrasts with other institutional investors like LSV Asset Management, Millennium Management, and Qube Research & Technologies, which increased their positions. Despite Varex Imaging beating EPS expectations, the stock holds a consensus "Reduce" rating and an average price target of $16.88 from analysts, indicating mixed sentiment and cautious outlook.
Weekly Buzz: LNTH, CBLL Win FDA Nod; AURA Cuts Jobs; TDY Buys VREX; CGEM, DFTX Meet Trial Goals
This weekly roundup of the global biopharma sector highlights significant events including regulatory approvals, corporate restructuring, and clinical trial successes. Key approvals were granted to Lantheus, Akeso, Galderma, Rhythm Pharmaceuticals, Acarix, Ceribell, Labcorp, and Bavarian Nordic. Additionally, the article covers workforce reductions at Aura Biosciences, Schrödinger, and aTyr Pharma, major deals and acquisitions involving RTW Bio, Mereo BioPharma, Teledyne, Jazz Pharmaceuticals, and Oculis, and positive clinical trial readouts for Cullinan, NeOnc Technologies, Definium Therapeutics, and Silence Therapeutics.
Teledyne to Acquire Varex Imaging
Teledyne Technologies Inc. will acquire Varex Imaging Corp. in a deal unanimously approved by both companies' Boards of Directors. Varex specializes in X-ray sources and digital detectors for medical, inspection, and security applications, complementing Teledyne's existing healthcare market presence with minimal product overlap. The transaction is expected to close in early 2027, subject to regulatory and shareholder approvals.
Why Is Teledyne Technologies (TDY) Paying a 52% Premium for Varex (VREX)?
Teledyne Technologies (TDY) is acquiring Varex Imaging (VREX) for $18.90 per share, a 52% premium, valuing the transaction at $1.1 billion. The acquisition aims to fill gaps in Teledyne's imaging portfolio, particularly in specialized X-ray technologies and high-radiation applications, strengthening its Digital Imaging segment. While the strategic fit is clear, the economic rationale is less defined, with concerns about Varex's recent earnings quality and lower operating margins compared to Teledyne's existing businesses.
Inside Teledyne’s Bold Bet on the Future of Medical Imaging
Teledyne Technologies announced the acquisition of Varex Imaging Corporation for $1.1 billion, an all-cash deal at $18.90 per share. This strategic move allows Teledyne to expand its presence in high-margin healthcare diagnostics and industrial non-destructive inspection by integrating Varex’s specialized X-ray tube and detector hardware into its existing sensor portfolio. The acquisition is seen as a smart capital allocation strategy, leveraging Varex’s undervalued market position and critical photon-counting technology to strengthen Teledyne's competitive moat and drive future growth.
Teledyne technologies director sells $321,342 in shares
Wesley W. von Schack, a director at Teledyne Technologies Inc. (NYSE:TDY), sold 468 shares of the company's common stock for $321,342, with each share priced at $686.63. This sale occurred on August 12, 2026, as the stock traded near its 52-week high, having delivered a strong 34% year-to-date return. Following the transaction, Mr. von Schack beneficially owns 10,902 shares.
Inside Teledyne's Bold Bet on the Future of Medical Imaging
Teledyne Technologies announced its acquisition of Varex Imaging for $1.1 billion in an all-cash deal, aiming to significantly expand its presence in medical imaging and industrial inspection. This strategic move integrates Varex's specialized X-ray tube and detector technologies, including photon-counting capabilities, into Teledyne's existing sensor portfolio. The acquisition is expected to enhance Teledyne's competitive edge through vertical integration and is being funded entirely through its credit facility.
This Insider Has Just Sold Shares In Teledyne Technologies
An independent director at Teledyne Technologies (NYSE: TDY) recently sold approximately US$4.4 million worth of shares at an average price of US$680, reducing their total holding by 11%. While this is the largest insider sale in the past year, no insider buying has occurred within the same period. Despite this, insiders still own about 0.9% of the company, valued at US$294 million.
This Insider Has Just Sold Shares In Teledyne Technologies
An independent director at Teledyne Technologies (NYSE:TDY) recently sold shares worth approximately US$4.4 million, reducing their holding by 11%. While this insider selling at near current prices raises some caution, the company has not seen any insider buying in the last year. Despite the lack of insider purchases, Teledyne Technologies does have a good level of insider ownership (0.9% of the company) and is experiencing earnings growth.
Teledyne Technologies (TDY) Director VON SCHACK WESLEY W Sells 468 Shares
Teledyne Technologies (TDY) Director VON SCHACK WESLEY W sold 468 shares for approximately $321,342.84, with the company's stock currently appearing Modestly Overvalued according to GuruFocus's GF Value. The insider selling trend, combined with the stock trading at a premium to its historical and industry valuation metrics, suggests a cautious outlook, though some gurus are still adding to their positions.
Teledyne technologies director sells $321,342 in shares
A director at Teledyne Technologies Inc. (NYSE:TDY), Wesley W. von Schack, sold 468 shares of company stock for a total of $321,342 on August 12, 2026. This transaction occurred near the stock's 52-week high, with the company also recently reporting strong second-quarter results, exceeding analyst expectations, and receiving credit rating upgrades and increased price targets from analysts.
Teledyne Technologies Insider Sold Shares Worth $321,343, According to a Recent SEC Filing
An insider at Teledyne Technologies recently sold shares valued at $321,343, as detailed in a recent SEC filing. This transaction follows other recent news for the company, including analyst target price adjustments and an announcement to acquire Varex Imaging Corporation for $1.1 billion. Teledyne Technologies specializes in digital imaging, test and measurement instruments, aerospace and defense electronics, and engineering systems.
Fitch upgrades Teledyne Technologies rating on strong cash flow
Fitch Ratings has upgraded Teledyne Technologies Inc.'s Long-Term Issuer Default Rating to 'BBB+' from 'BBB', reflecting the company's strong financial profile, robust free cash flow generation, and disciplined capital allocation. The upgrade also considers Teledyne's advanced technology, diversified market exposure, and solid market positions, alongside its conservative balance sheet management. The company's recent acquisition of Varex Imaging Corporation is viewed as consistent with its strategy to expand technological capabilities and diversification.
Fitch upgrades Teledyne Technologies rating on strong cash flow
Fitch Ratings has upgraded Teledyne Technologies Inc.’s Long-Term Issuer Default Rating to ’BBB+’ from ’BBB’, citing the company's strong financial profile and free cash flow generation. The upgrade also reflects Teledyne's advanced technology content, diversified market exposure, and solid market positions. Fitch expects the company to maintain a conservative balance sheet and continue with disciplined capital allocation, even with strategic acquisitions like Varex Imaging Corporation.
Teledyne Marine Deploys Gavia UUV In AUKUS Exercise Lanternfish 2026
Teledyne Marine participated in Exercise Lanternfish 2026, an AUKUS Pillar 2 exercise, deploying its Gavia unmanned undersea vehicle (UUV) to advance seabed warfare capabilities and protect critical undersea infrastructure. Working with the UK Royal Navy and Royal Australian Navy, Teledyne Marine provided technical expertise and specialized Gavia modules, including a new Acoustic Intelligence (ACINT) module, for multi-vehicle undersea domain awareness demonstrations. This collaboration strengthens allied efforts in detecting and monitoring threats to undersea infrastructure, aligning with the AUKUS Pillar 2 goal of accelerating advanced undersea, autonomous, and sensing capabilities among the US, UK, and Australia.
Teledyne Technologies Inc. stock underperforms Thursday when compared to competitors
Teledyne Technologies Inc. (TDY) shares fell 1.87% on Thursday, closing at $673.66, despite a positive overall trading day for the broader market. The S&P 500 Index and Dow Jones Industrial Average both saw gains. Teledyne's stock finished 3.44% below its 52-week high.
Should You Buy, Hold or Sell AXON Stock Post Q2 Earnings Release?
Axon Enterprise (AXON) reported mixed Q2 2026 results, with earnings narrowly missing estimates but revenues exceeding expectations due to strong performance in its Connected Devices and Software & Services segments. The company raised its full-year revenue outlook, driven by demand for products like TASER 10 and Axon Body 4, and growth in its Dedrone platform. Despite strong market outperformance, concerns persist regarding escalating costs, high debt levels, and a stretched valuation, leading to a Zacks Rank #3 (Hold) recommendation.
Teledyne Marine Advances Allied Undersea Capabilities During AUKUS Exercise Lanternfish
Teledyne Marine participated in Exercise Lanternfish 2026, an AUKUS Pillar 2 exercise aimed at enhancing seabed warfare capabilities and protecting critical undersea infrastructure. The company supported the U.K. Royal Navy and Royal Australian Navy, deploying its Gavia unmanned undersea vehicle (UUV) with specialized modules, including a new Acoustic Intelligence (ACINT) module. This collaboration strengthens allied efforts in undersea domain awareness and reflects progress toward shared undersea capabilities among the United States, United Kingdom, and Australia.
What Could Teledyne Technologies (TDY) Defense Showcase Mean For Its Growth Case?
Teledyne Technologies (TDY) recently showcased its advanced national security, space, and missile defense solutions at the 2026 Space and Missile Defense Symposium, highlighting its critical role in U.S. defense programs. This presentation reinforces the company's focus on defense and space exposure as a key driver for earnings visibility. Investors should monitor upcoming quarterly results, order disclosures, and management commentary on integration costs and supply chain impacts to assess the growth implications.
Morgan Stanley Adjusts PT on Teledyne Technologies to $715 From $680, Maintains Equalweight Rating
Morgan Stanley has increased its price target for Teledyne Technologies (TDY) to $715 from $680, while maintaining an Equalweight rating on the stock. This adjustment reflects a revised outlook from the firm on the company's valuation. Teledyne Technologies specializes in electronic and technical subsystems, with a significant portion of its sales coming from digital imaging software and test and measurement instruments.
What Could Teledyne Technologies (TDY) Defense Showcase Mean For Its Growth Case?
Teledyne Technologies showcased its defense, space, and missile defense solutions at a recent symposium, emphasizing its role in U.S. national security programs. This showcase reinforces the company's focus on defense and space exposure as a key driver for earnings visibility. Investors should monitor upcoming quarterly results and order disclosures, particularly book-to-bill trends in Digital Imaging and Aerospace and Defense Electronics, as well as management commentary on integration costs and supply chain impacts.
What Could Teledyne Technologies (TDY) Defense Showcase Mean For Its Growth Case?
Teledyne Technologies (NYSE: TDY) recently showcased its national security, space, and missile defense solutions at a symposium, highlighting advanced imaging sensors and radiation-hardened semiconductors. This event reinforces the company's defense and space exposure as a key driver for earnings visibility. Investors should monitor upcoming quarterly results, book-to-bill trends in Digital Imaging and Aerospace, and any management comments on integration costs or supply chain impacts for these critical programs.
Simon Lorne Sells 6,449 Shares of Teledyne Technologies (NYSE:TDY) Stock
Director Simon Lorne sold 6,449 shares of Teledyne Technologies (NYSE:TDY) stock for approximately $4.39 million on August 12th, reducing his direct ownership by 10.36%. Teledyne shares traded up 0.5% to $685.17, near their 12-month high, after reporting strong quarterly earnings and revenue that exceeded analyst expectations. The company maintains a "Moderate Buy" consensus rating from analysts with an average price target of $715.83, and institutional investors hold a significant 91.58% stake.
Teledyne Technologies Director Sold Shares Worth Over $4.3M
Lorne Simon M, a Director at Teledyne Technologies, reported selling shares of the company's common stock on August 12, 2026. The transactions were executed in multiple trades at various weighted average prices, totaling $4,387,532. After these sales, Lorne Simon M directly owns 55,783 shares, including restricted stock units.
Teledyne director Simon Lorne sells $4.39m in company stock
Teledyne director Simon Lorne sold 6,449 shares of company stock for approximately $4.39 million, holding 55,783 shares directly afterward. This sale occurred as Teledyne's stock is near its 52-week high and follows a strong Q2 2026 earnings report that surpassed analyst expectations, leading to raised price targets from Stifel and Needham.
Teledyne Technologies (TDY) lists option-based common stock for potential sale
Teledyne Technologies Inc. has filed a Form 144 notice regarding the potential sale of common stock acquired through prior option exercises. The filing identifies multiple blocks of shares stemming from option grants in 2011 and 2013, with cash exercises occurring in 2021, 2022, and 2023. The approximate sale timeframe for these shares extends until August 12, 2026, with Georgeson Securities Corp connected to the transaction.
Will Strength in Connected Devices Unit Continue to Drive AXON's Growth?
Axon Enterprise, Inc. (AXON) is experiencing significant growth in its Connected Devices segment, driven by strong demand for its TASER devices, the adoption of its latest body cameras, and increased sales of counter-drone equipment. The company's TASER 10 products and Axon Body 4 cameras are performing well, contributing to a 34.6% year-over-year revenue increase in the segment for Q2 2026. Despite a high forward price-to-earnings ratio, Axon is expected to maintain momentum as public safety agencies continue to adopt integrated hardware and software solutions.
TELEDYNE TECHNOLOGIES INC SEC Filing (Aug 12, 2026)
This article reports on an SEC Form 144 filing by Teledyne Technologies Inc. (TDY) on August 12, 2026, which details the proposed sale of 468 shares of common stock acquired through restricted stock vesting on April 24, 2025. The filing indicates a neutral impact and sentiment, with the shares to be sold through Fidelity Brokerage Services LLC on the NYSE. The article also provides recent news and other SEC filings related to Teledyne Technologies.
Teledyne FLIR Defense Delivers 3,000th Ranger® Series Radar
Teledyne FLIR Defense has announced the shipment of its 3,000th Ranger® series surveillance radar system from its Laval, Quebec facility. These advanced radar systems are widely used globally for border security, defense, and counter-unmanned aircraft systems, having been deployed in over 40 countries. The Ranger radars, fully designed and built in Canada, are recognized for their fast scan rates and continuous innovation, including recent software upgrades for improved tracking and AI-enabled processing.
