Meeder Advisory Services Inc. acquired a new stake in Keysight Technologies Inc. (NYSE:KEYS – Free Report) in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 4,102 shares of the scientific and technical instruments company’s stock, valued at approximately $1,436,000.
A number of other hedge funds also recently made changes to their positions in the business. Vanguard Group Inc. increased 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. purchased a new position in Keysight Technologies in the second quarter valued at about $7,030,806,000. Price T Rowe Associates Inc. MD grew its position in shares of 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 valued at $3,539,532,000 after acquiring an additional 85,693 shares during the period. State Street Corp grew its position in shares of 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 during the period. Finally, Boston Partners increased its stake in shares of Keysight Technologies by 3.4% during the 3rd quarter. Boston Partners now owns 4,870,268 shares of the scientific and technical instruments company’s stock worth $851,525,000 after purchasing an additional 160,728 shares during the last quarter. 84.58% of the stock is currently owned by institutional investors.
Trending Headlines about 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.
Keysight Technologies Stock Performance
Keysight Technologies (NYSE:KEYS – Get Free Report) last released 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. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.77%. The business had revenue of $1.85 billion during the quarter, compared to analyst estimates of $1.75 billion. During the same period in the previous year, the business earned $1.72 EPS. Keysight Technologies’s revenue was up 36.5% compared to the same quarter last year. 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. On average, sell-side analysts anticipate that Keysight Technologies Inc. will post 9.03 earnings per share for the current year.
Insider Activity
In other news, Director James Cullen sold 3,000 shares of Keysight Technologies stock in a transaction 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 transaction, 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Ingrid A. Estrada sold 2,000 shares of the business’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 sale, the senior vice president owned 105,861 shares in the company, valued at approximately $36,084,839.07. The trade was a 1.85% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 5,507 shares of company stock worth $1,904,669. 0.40% of the stock is owned by corporate insiders.
Wall Street Analysts Forecast Growth
A number of equities research analysts recently commented on KEYS shares. Weiss Ratings cut shares of Keysight Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. The Goldman Sachs Group reissued a “buy” rating on shares of Keysight Technologies in a research report on Wednesday, May 20th. JPMorgan Chase & Co. boosted their target price on Keysight Technologies from $400.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday. Robert W. Baird upped their price target on Keysight Technologies from $385.00 to $410.00 and gave the company an “outperform” rating in a research report on Wednesday. Finally, Barclays increased their price target on Keysight Technologies from $387.00 to $429.00 and gave the stock an “overweight” rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, Keysight Technologies presently has a consensus rating of “Moderate Buy” and a consensus price target of $392.83.
Read Our Latest Stock Report on KEYS
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.
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