Empirical Asset Management LLC Takes Position in Keysight Technologies Inc. $KEYS

Empirical Asset Management LLC acquired a new position in shares of Keysight Technologies Inc. (NYSE:KEYS) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 1,661 shares of the scientific and technical instruments company’s stock, valued at approximately $581,000.

Several other institutional investors have also recently added to or reduced their stakes in KEYS. Annis Gardner Whiting Capital Advisors LLC lifted its holdings in Keysight Technologies by 15.0% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 222 shares of the scientific and technical instruments company’s stock valued at $63,000 after purchasing an additional 29 shares in the last quarter. Kera Capital Partners Inc. grew its holdings in shares of Keysight Technologies by 0.9% during the first quarter. Kera Capital Partners Inc. now owns 3,276 shares of the scientific and technical instruments company’s stock worth $925,000 after buying an additional 30 shares in the last quarter. Cornerstone Planning Group LLC grew its holdings in shares of Keysight Technologies by 36.1% during the first quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company’s stock worth $32,000 after buying an additional 30 shares in the last quarter. KCM Investment Advisors LLC raised its position in shares of Keysight Technologies by 1.3% in the first quarter. KCM Investment Advisors LLC now owns 2,333 shares of the scientific and technical instruments company’s stock valued at $659,000 after buying an additional 30 shares during the last quarter. Finally, WPG Advisers LLC raised its position in shares of Keysight Technologies by 16.5% in the first quarter. WPG Advisers LLC now owns 219 shares of the scientific and technical instruments company’s stock valued at $62,000 after buying an additional 31 shares during the last quarter. Institutional investors and hedge funds own 84.58% of the company’s stock.

Keysight Technologies News Roundup

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

• Positive Sentiment: Keysight posted fiscal Q3 EPS of $3.07, well above the $2.46–$2.48 analyst consensus and up from $1.72 a year earlier. Revenue reached $1.85 billion, exceeding the $1.75 billion estimate and increasing 36.5% year over year. Keysight Q3 earnings and revenue estimates
• Positive Sentiment: The company issued fiscal Q4 EPS guidance of $3.34–$3.40 and revenue guidance of $1.9–$2.0 billion, both above consensus expectations of $2.63 EPS and $1.8 billion in revenue. Full-year fiscal 2026 guidance also exceeded estimates, with EPS of $11.46 versus $10.00 expected and revenue of $7.1 billion versus $6.9 billion expected. Keysight forecasts quarterly profit above estimates
• Positive Sentiment: Management cited strong demand tied to the rapid buildout of AI data centers, supporting investor confidence in Keysight’s testing, measurement and software portfolio. Keysight reports third-quarter results
• Neutral Sentiment: Keysight is scheduled to host a Digital Intermediate Frequency Interoperability Consortium PlugFest Showcase in October, highlighting its involvement in digital satellite communications infrastructure. DIFI PlugFest Showcase Day
• Negative Sentiment: Despite the earnings beats and higher guidance, shares initially rose and later decreased, suggesting profit-taking or that investors had already priced in much of the improvement. The reports do not identify a specific operational weakness; Keysight’s elevated valuation leaves the stock sensitive to high expectations. Stocks making the biggest moves after hours

Keysight Technologies Price Performance

Keysight Technologies stock opened at $341.35 on Wednesday. Keysight Technologies Inc. has a 1 year low of $152.85 and a 1 year high of $374.96. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.51 and a current ratio of 1.90. The firm has a 50 day moving average price of $334.12 and a 200 day moving average price of $313.94. The company has a market cap of $58.34 billion, a price-to-earnings ratio of 56.14, a PEG ratio of 2.04 and a beta of 1.22.

Keysight Technologies (NYSE:KEYS) last posted its quarterly earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, topping analysts’ consensus estimates of $2.48 by $0.59. The company had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.75 billion. Keysight Technologies had a net margin of 17.25% and a return on equity of 21.58%. Keysight Technologies’s revenue was up 36.5% on a year-over-year basis. During the same quarter last year, the firm posted $1.72 earnings per share. 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. Sell-side analysts predict that Keysight Technologies Inc. will post 9.03 earnings per share for the current year.

Insider Buying and Selling

In related news, SVP Ingrid A. Estrada sold 2,000 shares of Keysight Technologies stock in a transaction on Tuesday, June 30th. The stock was sold at an average price of $340.87, for a total value of $681,740.00. Following the transaction, the senior vice president owned 105,861 shares in the company, valued at approximately $36,084,839.07. This trade represents a 1.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satish Dhanasekaran sold 507 shares of the business’s stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $361.32, for a total value of $183,189.24. Following the sale, the chief executive officer directly owned 121,391 shares of the company’s stock, valued at approximately $43,860,996.12. This trade represents a 0.42% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 5,507 shares of company stock valued at $1,904,669. 0.40% of the stock is currently owned by company insiders.

Analyst Ratings Changes

KEYS has been the topic of a number of analyst reports. JPMorgan Chase & Co. raised their target price on shares of Keysight Technologies from $360.00 to $390.00 and gave the stock an “overweight” rating in a research report on Thursday, May 21st. The Goldman Sachs Group reiterated a “buy” rating on shares of Keysight Technologies in a report on Wednesday, May 20th. Wells Fargo & Company increased their price target on Keysight Technologies from $300.00 to $390.00 and gave the stock an “overweight” rating in a research note on Wednesday, May 20th. Barclays raised their price objective on Keysight Technologies from $320.00 to $387.00 and gave the stock an “overweight” rating in a report on Wednesday, May 20th. Finally, UBS Group upped their target price on Keysight Technologies from $340.00 to $420.00 and gave the company a “buy” rating in a research note on Wednesday, May 20th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $371.92.

About Keysight Technologies

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.