Lanark Financial 13F: Adds $1M to TDY Stake

On October 26, 2026, Lanark Financial boosted its position in Teledyne Technologies Incorporated (TDY) by 1,659 shares, increasing its total to 2,404 shares valued at about $1.46 million. This information comes from the fund's latest Form 13F filing with the SEC, covering the quarter ending September 30, 2026.

In this filing, Lanark's stake grew significantly, with a reported value of $1,458,771, reflecting a 222.7% increase from the previous 745 shares held. Lanark Financial ranks 30th among its reported positions, which collectively total around $273.3 million.

TDY Teledyne Technologies Incorporated

$642.36 ▲ +23.82% year to date

1M 3M YTD

Daily close · Oct 26, 2026

Where Teledyne Technologies Fits in Lanark Financial's Portfolio

Teledyne now accounts for 0.53% of Lanark Financial's overall portfolio. The boost in shares indicates a growing confidence in Teledyne's performance, especially given the significant increase in their holdings.

Other Institutional Activity in Teledyne Technologies

Several other institutional investors have made moves in Teledyne Technologies. Morgan Stanley holds 511 shares, while Aristotle Capital Management reduced its stake by 109,298 shares, leaving it with 1,597,930 shares. FIL LTD added 222,221 shares, ending with 1,834,853 shares, and Dodge & Cox Inc. increased its holdings slightly by 8,503 shares to 1,612,837 shares.

Teledyne Technologies Incorporated Stock Holds Steady

On the filing date, Teledyne Technologies closed at $645.47, while its recent trading price is around $625.41, which is about 3.1% lower since the filing. The stock is currently below its 50-day moving average of $617.57 but above its 52-week low of $483.02, showing some resilience in the market.

Recent Earnings

Teledyne Technologies reported trailing twelve-month revenue of about $6.52 billion and an EPS of $21.84. The company has shown a revenue growth of 9.4% year-over-year, which is a positive sign for investors. The next earnings report is scheduled for January 20, 2027.

Insider Buying and Selling at Teledyne Technologies Incorporated

Insider trading activity has been notable, with several directors selling shares recently. For instance, Director Michael T. Smith sold 4,000 shares at an average price of $621 on January 29, 2026, totaling about $2.48 million. Another officer, Jason Vanwees, sold 7,500 shares on February 3, 2026, valued at approximately $4.73 million. These sales were made before the recent filing and do not imply any negative outlook for the company.

Analysts Set New Price Targets

Analysts have been maintaining positive views on Teledyne Technologies. On October 26, 2026, Barclays maintained an Equal-Weight rating with a target of $646. Earlier, Needham and Stifel both reaffirmed their Buy ratings with targets of $775 and $795 respectively. Overall, the consensus rating remains positive, with a mean price target of $769.25.

About Teledyne Technologies

Teledyne Technologies Incorporated provides advanced technologies for various industrial markets. They offer products in digital imaging, sensors, and semiconductors, serving customers in the U.S. and globally. This strategic boost by Lanark Financial suggests confidence in Teledyne's growth potential in these sectors.

Bottom Line

As Lanark Financial continues to grow its stake in Teledyne Technologies, investors will be watching for the company's next earnings report on January 20, 2027. The stock's recent performance and analysts' ratings will also be key indicators moving forward.