Csenge Advisory Group Invests $679,000 in Keysight Technologies Inc. $KEYS

Csenge Advisory Group bought a new stake in shares of Keysight Technologies Inc. (NYSE:KEYS) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,940 shares of the scientific and technical instruments company’s stock, valued at approximately $679,000.

Several other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Keysight Technologies by 0.5% during the fourth quarter. Vanguard Group Inc. now owns 21,525,694 shares of the scientific and technical instruments company’s stock worth $4,373,806,000 after buying an additional 101,856 shares during the last quarter. BlackRock Inc. acquired a new position in shares of Keysight Technologies during the second quarter valued at about $7,030,806,000. Price T Rowe Associates Inc. MD grew its holdings in shares of Keysight Technologies by 0.5% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 17,419,811 shares of the scientific and technical instruments company’s stock valued at $3,539,532,000 after buying an additional 85,693 shares during the last quarter. State Street Corp increased its position in shares of Keysight Technologies by 2.5% during the fourth quarter. State Street Corp now owns 8,191,895 shares of the scientific and technical instruments company’s stock worth $1,664,511,000 after acquiring an additional 200,279 shares in the last quarter. Finally, Boston Partners increased its position in shares of Keysight Technologies by 3.4% during the third quarter. Boston Partners now owns 4,870,268 shares of the scientific and technical instruments company’s stock worth $851,525,000 after acquiring an additional 160,728 shares in the last quarter. Institutional investors own 84.58% of the company’s stock.

Key Headlines Impacting Keysight Technologies

Here are the key news stories impacting Keysight Technologies this week:

• Positive Sentiment: Results exceeded expectations: Fiscal Q3 revenue rose 36.5% year over year to $1.85 billion, while adjusted earnings of $3.07 per share surpassed consensus estimates near $2.46–$2.48. Commercial communications and AI-related demand supported the performance. Keysight Technologies Reports Third Quarter 2026 Results
• Positive Sentiment: Raised outlook: Keysight forecast fourth-quarter revenue of approximately $1.9 billion to $2.0 billion and EPS of $3.34 to $3.40, both above Wall Street expectations. The company also lifted fiscal 2026 guidance to about $7.1 billion in revenue and $11.46 EPS. Keysight raises fiscal 2026 outlook
• Positive Sentiment: AI demand remains a major growth catalyst: Management said AI data-center and connectivity demand is accelerating into fiscal 2027. Orders exceeded $2 billion, with a strong backlog and book-to-bill ratio indicating potential revenue momentum beyond the current year. KEYS earnings call highlights AI demand and supply limits
• Positive Sentiment: Analysts increased price targets: JPMorgan raised its target to $425 and maintained an “overweight” rating, while Robert W. Baird lifted its target to $410 and reiterated “outperform,” signaling continued confidence in Keysight’s growth prospects.
• Neutral Sentiment: Supply constraints could limit how quickly Keysight converts its expanding order pipeline into reported revenue, creating a near-term execution risk even as demand remains robust.
• Negative Sentiment: Valuation and expectations are demanding: With the stock trading at a high earnings multiple and having recently approached its annual high, investors may be selling the news or requiring an even stronger upside surprise. The post-earnings decline suggests that strong results and guidance were at least partly anticipated.

Insider Buying and Selling at Keysight Technologies

In other news, SVP Ingrid A. Estrada sold 2,000 shares of the company’s stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $340.87, for a total value of $681,740.00. Following the completion of the sale, the senior vice president owned 105,861 shares of the company’s stock, valued at approximately $36,084,839.07. This represents a 1.85% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James Cullen sold 3,000 shares of the stock in a transaction on Tuesday, June 2nd. The shares were sold at an average price of $346.58, for a total transaction of $1,039,740.00. Following the transaction, the director directly owned 21,821 shares in the company, valued at approximately $7,562,722.18. This represents a 12.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 5,507 shares of company stock worth $1,904,669 over the last ninety days. Insiders own 0.40% of the company’s stock.

Analyst Ratings Changes

KEYS has been the subject of several recent analyst reports. Truist Financial upped their target price on Keysight Technologies from $376.00 to $400.00 and gave the company a “hold” rating in a report on Wednesday. Weiss Ratings cut Keysight Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, July 28th. Wells Fargo & Company boosted their price objective on Keysight Technologies from $390.00 to $405.00 and gave the stock an “overweight” rating in a research report on Wednesday. Morgan Stanley upped their price objective on Keysight Technologies from $400.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, JPMorgan Chase & Co. raised their target price on Keysight Technologies from $400.00 to $425.00 and gave the company an “overweight” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat.com, Keysight Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $392.83.

Keysight Technologies Price Performance

KEYS opened at $320.47 on Thursday. The company has a current ratio of 1.90, a quick ratio of 1.51 and a debt-to-equity ratio of 0.29. The stock has a market capitalization of $54.77 billion, a P/E ratio of 44.02, a PEG ratio of 1.94 and a beta of 1.22. The stock has a 50-day moving average price of $334.04 and a 200-day moving average price of $314.64. Keysight Technologies Inc. has a 12-month low of $152.85 and a 12-month high of $374.96.

Keysight Technologies (NYSE:KEYS) last announced its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, beating analysts’ consensus estimates of $2.48 by $0.59. The company had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $1.75 billion. Keysight Technologies had a return on equity of 24.77% and a net margin of 19.08%.Keysight Technologies’s revenue for the quarter was up 36.5% compared to the same quarter last year. During the same period last year, the firm posted $1.72 EPS. Keysight Technologies has set its Q4 2026 guidance at 3.340-3.400 EPS and its FY 2026 guidance at 11.460-11.460 EPS. Equities analysts predict that Keysight Technologies Inc. will post 9.03 earnings per share for the current fiscal year.

Keysight Technologies Company Profile

Keysight Technologies is a global provider of electronic design, test, measurement and optimization solutions for communications, electronics and related industries. The company was formed as a corporate spin-off from Agilent Technologies in 2014; its origins trace back to the electronic measurement business that was part of Hewlett‑Packard before Agilent. Keysight develops hardware and software used throughout the product development lifecycle, from design and simulation to prototype validation and manufacturing test.

Keysight’s product portfolio includes electronic test and measurement instruments such as oscilloscopes, network and spectrum analyzers, signal generators, vector network analyzers and modular PXI-based systems, together with software platforms for simulation, automated test and data analysis.