Heartland Advisors Inc. Takes Position in Keysight Technologies Inc. $KEYS

Heartland Advisors Inc. purchased a new stake in Keysight Technologies Inc. (NYSE:KEYS) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 39,354 shares of the scientific and technical instruments company’s stock, valued at approximately $13,777,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its position in shares of Keysight Technologies by 0.5% in 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 period. BlackRock Inc. purchased a new stake in Keysight Technologies in the 2nd quarter worth about $7,030,806,000. Price T Rowe Associates Inc. MD boosted its position in Keysight Technologies by 0.5% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 17,419,811 shares of the scientific and technical instruments company’s stock worth $3,539,532,000 after acquiring an additional 85,693 shares during the period. State Street Corp grew its stake in Keysight Technologies by 2.5% during the 4th quarter. State Street Corp now owns 8,191,895 shares of the scientific and technical instruments company’s stock valued at $1,664,511,000 after acquiring an additional 200,279 shares in the last quarter. Finally, Boston Partners increased its holdings in shares of Keysight Technologies by 3.4% in the 3rd quarter. Boston Partners now owns 4,870,268 shares of the scientific and technical instruments company’s stock valued at $851,525,000 after purchasing an additional 160,728 shares during the period. 84.58% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts recently commented on KEYS shares. Robert W. Baird boosted their price objective on shares of Keysight Technologies from $385.00 to $410.00 and gave the company an “outperform” rating in a research report on Wednesday. Wells Fargo & Company boosted their price target on shares of Keysight Technologies from $390.00 to $405.00 and gave the company an “overweight” rating in a report on Wednesday. The Goldman Sachs Group reiterated a “buy” rating on shares of Keysight Technologies in a report on Wednesday, May 20th. Susquehanna upped their target price on Keysight Technologies from $425.00 to $440.00 and gave the stock a “positive” rating in a research report on Wednesday. Finally, UBS Group lifted their price target on Keysight Technologies from $420.00 to $440.00 and gave the company a “buy” rating in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $392.83.

Key Stories Impacting Keysight Technologies

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

• Positive Sentiment: Strong results and raised outlook: Keysight reported fiscal third-quarter EPS of $3.07, well above the $2.48 consensus, while revenue reached $1.85 billion versus expectations of $1.75 billion. Revenue increased 36.5% year over year, and management issued upbeat fourth-quarter guidance. Keysight Technologies Gains Attention After Results Update
• Positive Sentiment: AI growth opportunity: Analysts view Keysight’s testing and measurement equipment as a potential durable beneficiary of AI data-center and networking investment, supporting the company’s raised outlook. Keysight Raised Its Outlook
• Positive Sentiment: Multiple growth drivers: Coverage highlights momentum in AI infrastructure, advanced semiconductors, 6G, automotive technology and energy-transition applications, particularly within Keysight’s Electronic Industrial Solutions Group. Keysight Focuses on AI Infrastructure Keysight Rides on EISG Strength
• Positive Sentiment: Analyst support: JPMorgan and Robert W. Baird commentary points to further price appreciation, reinforcing bullish sentiment following the earnings update. JPMorgan Forecasts Strong Price Appreciation Baird Analyst Expects Keysight Stock to Rise
• Neutral Sentiment: Additional analyst coverage remains focused on whether AI-related equipment demand can sustain Keysight’s growth, with broader market attention supporting visibility but not necessarily creating a new company-specific catalyst. Analyst Insights on Keysight Technologies
• Negative Sentiment: Valuation and technical factors could temper enthusiasm: KEYS trades at a forward-looking premium, and its recent retreat has left the shares below the 50-day moving average, potentially encouraging profit-taking despite strong fundamentals. Why Keysight Technologies Is in Focus

Insider Buying and Selling

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

Keysight Technologies Trading Down 0.2%

Shares of NYSE:KEYS opened at $315.95 on Friday. The company has a current ratio of 2.02, a quick ratio of 1.51 and a debt-to-equity ratio of 0.28. The stock has a market capitalization of $54.00 billion, a PE ratio of 43.40, a P/E/G ratio of 1.80 and a beta of 1.22. Keysight Technologies Inc. has a 1 year low of $158.79 and a 1 year high of $374.96. The firm has a fifty day moving average price of $332.86 and a 200 day moving average price of $315.34.

Keysight Technologies (NYSE:KEYS) last posted its earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, beating the consensus estimate of $2.48 by $0.59. The company had revenue of $1.85 billion for the quarter, compared to analyst estimates of $1.75 billion. Keysight Technologies had a return on equity of 24.34% and a net margin of 19.08%.The business’s revenue was up 36.5% compared to the same quarter last year. During the same period last year, the company earned $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. Analysts expect that Keysight Technologies Inc. will post 9.03 EPS for the current fiscal year.

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.