TELEDYNE TECHNOLOGIES INC
In the published model solve dated 2026-Q2, anchored at $621.96, TELEDYNE TECHNOLOGIES INC (TDY) is priced for +21.7% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 11, 2026 from SEC EDGAR filings.
• Teledyne is a diversified technology conglomerate spanning four segments (Digital Imaging, Instrumentation, Aerospace and Defense Electronics, and Engineered Systems), with digital imaging the largest at $816.9 million of Q1 2026 sales and a book-to-bill of 1.38. [Source: Q1 2026 earnings release] • The biggest issue is price, not business quality: no valuation method reaches the current $634.31, and the stock trades at the very top of its aerospace-and-defense peer distribution. • Watch the a
Is TDY overvalued? See what's priced in →
821 institutional managers reported holding TDY in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 52%. 112 opened new positions that quarter. Held by Vanguard Group, BlackRock, T. Rowe Price, among others. On the short side, 1.6M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (5.7 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
TDY's share count grew 8.9% over the past five years even with $759.80M spent on repurchases. It pays no dividend. Cash returned over the past three years: $759.80M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at TDY over the trailing three years. Absence is a fact about the company, not a signal. 18 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
TDY's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-01 | +1.9% | +2.6% |
| 2023-10-28 | -3.6% | +20.4% |
| 2024-02-24 | +0.3% | -13.4% |
| 2024-04-30 | +3.4% | +0.8% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
TDY's latest 8-K filings: 2026-08-10 (items 7.01, 9.01); 2026-07-22 (items 2.02, 9.01); 2026-04-23 (items 5.02, 5.03, 5.07, 8.01, 9.01); 2026-04-22 (items 2.02, 9.01); 2026-02-26 (items 1.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 11, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.