Morgan Stanley 13F: New $328K Stake in TDY

Morgan Stanley has taken a new position in Teledyne Technologies Incorporated (NYSE:TDY), according to its latest Form 13F filing with the SEC. The investment bank acquired 511 shares of the scientific and technical instruments company, valued at around $320,494 as of the reporting period.

What Changed in Morgan Stanley's Teledyne Technologies Position

Morgan Stanley opened a new position in Teledyne Technologies by purchasing 511 shares, marking a significant entry into the company's stock. This acquisition was valued at approximately $320,494, reflecting the firm's interest in the technology sector.

Other Institutional Activity in Teledyne Technologies

BlackRock, Inc. increased its holdings in Teledyne by 51,464 shares, ending with 4,059,125 shares worth about $2.46 billion, a 1.3% increase. Price T Rowe Associates Inc. added 625,156 shares, growing its stake by 22.3% to 3,432,151 shares valued at approximately $2.08 billion. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both opened new positions, acquiring 3,030,782 and 2,379,328 shares, respectively. State Street Corp slightly reduced its position by 5,224 shares, holding 2,190,705 shares worth about $1.33 billion.

Teledyne Technologies Incorporated Stock Up 6.3%

As of Friday, shares of Teledyne Technologies traded near $627.19. The company has a market cap of approximately $29.1 billion, with a P/E ratio of 31.7 and a forward P/E of 24.1. Its beta is 0.939, indicating lower volatility compared to the market. The stock's 52-week range is between $483.02 and $693.38. Teledyne's 50-day moving average sits at $627.20, while its 200-day moving average is $589.68.

Recent Earnings

Teledyne Technologies reported revenue of $6.23 billion, with a growth rate of 7.6%. Its net margin stands at 14.99%, and the return on equity is 9.05%. The company is expected to announce its next earnings on April 22, 2026.

Insider Buying and Selling at Teledyne Technologies Incorporated

On April 22, 2026, several insiders made stock purchases. Stephen Finis Blackwood, Executive VP and CFO, acquired 2,470 shares. Melanie Susan Cibik, EVP, General Counsel, CCO & Secretary, bought 2,138 shares. Cynthia Belak, Senior VP and Controller, purchased 1,255 shares. Jason Vanwees, Vice Chairman, made both purchases and sales, buying 126 shares and selling 126 and 65 shares.

Analysts Set New Price Targets

On April 24, 2026, Barclays maintained a 'hold' rating with a price target of $614. Stifel and Needham both maintained 'buy' ratings with targets of $750 and $735, respectively, on April 23. The consensus among 13 analysts is a 'buy' recommendation with a mean target price of $736.85.

About Teledyne Technologies

Teledyne Technologies Incorporated, headquartered in Thousand Oaks, California, operates in the technology sector, focusing on scientific and technical instruments. The company provides a range of products, including digital imaging sensors, infrared and X-ray products, and electronic test and measurement equipment. Led by CEO George C. Bobb III, Teledyne employs about 15,800 people worldwide, serving markets in the U.S., Europe, and Asia.

Bottom Line

Morgan Stanley's new position in Teledyne Technologies highlights the investment bank's interest in the technology sector. While 13F filings offer a snapshot of past holdings, they don't necessarily reflect current positions. Investors often track these filings to gauge institutional sentiment and market trends.