TDY TELEDYNE TECHNOLOGIES INC

2026Q2 · CUSIP 879360105 · Sector: Industrials

Piling in

Net holder growth ranks near the top of the market

Funds that own it

866

Institutions that reported holding it to the SEC

Net increase in holders

+20

Last quarter 846 → now 866

How unusual is that

Top 20%

Stronger buying than 83% of US stocks

What the filings say, in one paragraph

866 funds held TDY at the end of 2026Q2, up 20 from the quarter before. That is stronger buying than 83.1% of US stocks — among the most piled-into names this quarter. On the business itself, revenue over the last 12 months was $6.4B(YoY +7.9%), the P/E is 29.3x, return on equity is 8.9%. TDY has had 26 buying rushes in its history, and the price moved +5.5% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Industrials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

What happened after each past buying rush 26 times in its history

Quarter of the rush	How unusual then	Price, next 3 months	Price, next 6 months
2026Q2	Top 20%	—	—
2026Q1	Top 10%	+6.1%	—
2025Q3	Top 10%	+4.9%	+33.4%
2025Q1	Top 10%	+3.7%	+9.3%
2024Q4	Top 10%	+2.0%	+1.9%
2024Q2	Top 20%	+6.4%	+14.4%
2023Q4	Top 10%	-3.6%	-6.0%
2023Q2	Top 20%	+0.4%	-1.8%
2022Q4	Top 20%	-0.1%	-4.8%
2022Q1	Top 20%	-2.3%	+3.2%
2021Q4	Top 20%	+13.7%	-8.3%
2021Q2	Top 1% in the market	-4.9%	-0.5%
2021Q1	Top 20%	+4.9%	+12.3%
2019Q4	Top 10%	-28.9%	-19.1%
2019Q3	Top 5%	+3.7%	+13.4%
2019Q2	Top 20%	+4.9%	+14.1%
2019Q1	Top 10%	+15.5%	+25.0%
2018Q3	Top 20%	-9.7%	+2.4%
2018Q2	Top 20%	+5.5%	-5.5%
2018Q1	Top 20%	+1.8%	+18.4%
2017Q4	Top 20%	-3.6%	+2.2%
2017Q2	Top 20%	+8.1%	+21.5%
2016Q4	Top 20%	-5.1%	-5.1%
2016Q3	Top 20%	+3.0%	+11.3%
2014Q4	Top 20%	+7.5%	+4.1%
2014Q3	Top 20%	-5.4%	-4.7%

Show all 26 events

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾

Of them, large funds

304

Change in large funds

+22

Total value they hold

$29.8B

Funds buying for the first time

122

Funds that sold out entirely

102

Price change that quarter

-1.8%

Funds holding puts (bearish)

Funds holding calls (bullish)

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)

29.3

EPS (TTM)

$20.68

EPS YoY

+14.0%

Revenue (TTM)

$6.4B

Revenue YoY

+7.9%

Net margin

15.3%

ROE

8.9%

Debt ratio

28.5%

FCF (TTM)

$1.1B

Dividend (TTM)

No dividend

Quarterly Revenue & EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow

Latest quarter $204M (2026-03-29)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-28 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.