Insider Trading January 29, 2026

Teledyne Director Sells $2.48M in Stock as Company Posts Record Quarter and Board Changes

Michael T. Smith reduces holdings after two transactions; Teledyne posts stronger-than-expected Q4 results and sees analyst target upgrades

By Ajmal Hussain TDY
Teledyne Director Sells $2.48M in Stock as Company Posts Record Quarter and Board Changes
TDY

Michael T. Smith, a director at Teledyne Technologies, sold 4,000 shares across two transactions on January 28 and 29, 2026, at $621 per share for proceeds of $2.48 million. The company also reported record fourth-quarter earnings and revenue, prompting analysts to raise price targets. Teledyne announced executive compensation decisions and board changes, including the planned retirement of director Kenneth C. Dahlberg in 2026.

Key Points

  • Director Michael T. Smith sold 4,000 Teledyne shares on January 28 and 29, 2026, at $621 per share, generating $2.48 million in proceeds.
  • Teledyne reported record fourth-quarter results with EPS of $6.30 and quarterly sales of $1.61 billion, a 7.3% year-over-year increase that beat expectations.
  • Analysts raised price targets - Stifel to $720 (Buy) citing 23.9% non-GAAP margins, and TD Cowen to $650 noting growth potential in unmanned and space businesses; the company also announced executive compensation decisions and board changes.

Director Michael T. Smith of Teledyne Technologies (NYSE:TDY) completed sales totaling 4,000 shares of the company's common stock across two trades executed on January 28 and January 29, 2026. Each share was sold at $621, producing aggregate proceeds of approximately $2.48 million.

The disposition was split between the two dates - 1,531 shares were sold on January 28 and a further 2,469 shares were sold on January 29. After these transactions, Smith retains direct ownership of 47,128 shares, a holding that includes 468 Restricted Stock Units. The record also notes that Smith's wife owns 200 shares for which he disclaims beneficial ownership.

Separately, Teledyne reported a strong fourth quarter. The company posted earnings per share of $6.30, above the forecasted $5.84. Quarterly sales reached an all-time high of $1.61 billion, representing a 7.3% increase from the prior year and exceeding the expected $1.57 billion.

Market analysts responded to Teledyne's quarterly performance with upward adjustments to their targets. Stifel raised its price objective to $720 while keeping a Buy rating and citing the company’s record non-GAAP margins of 23.9%. TD Cowen increased its target to $650, highlighting the potential for expansion driven by Teledyne’s unmanned and space businesses in 2026 and beyond.

In addition to financial results and analyst responses, Teledyne announced executive compensation decisions and forthcoming changes to its board. Among those changes is the planned retirement of director Kenneth C. Dahlberg in 2026, a move that will reduce the number of Class III directors on the board. These governance and compensation actions were disclosed alongside the quarterly results.

The combination of insider sales, record operating results, analyst target increases, and corporate governance activity marks a period of notable developments for Teledyne Technologies. The facts above reflect the transactions, financial performance, and board-level planning as reported for the company in late January 2026.

Risks

  • Planned retirement of director Kenneth C. Dahlberg in 2026 will reduce the number of Class III directors, representing a near-term change in board composition that may affect governance.
  • Executive compensation decisions and board changes introduce governance transitions that could create uncertainty as the company implements new leadership and pay structures.
  • Expectations for growth in Teledyne’s unmanned and space businesses are forward-looking drivers cited by analysts for expansion in 2026 and beyond, indicating reliance on future execution to meet raised projections.

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