Pallas Capital Advisors LLC Takes $589,000 Position in Keysight Technologies Inc. $KEYS

Pallas Capital Advisors LLC purchased a new position in shares of Keysight Technologies Inc. (NYSE:KEYS) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,683 shares of the scientific and technical instruments company’s stock, valued at approximately $589,000.

A number of other hedge funds have also recently added to or reduced their stakes in KEYS. Vanguard Group Inc. grew its holdings in shares of Keysight Technologies by 0.5% during the 4th 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 purchasing an additional 101,856 shares in the last quarter. Price T Rowe Associates Inc. MD raised its stake in Keysight Technologies by 0.5% in 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 purchasing an additional 85,693 shares in the last quarter. State Street Corp lifted its position in 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 purchasing an additional 200,279 shares during the period. Boston Partners lifted its position in 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 purchasing an additional 160,728 shares during the period. Finally, Capital World Investors grew its stake in Keysight Technologies by 6.5% during the fourth quarter. Capital World Investors now owns 3,940,767 shares of the scientific and technical instruments company’s stock worth $800,732,000 after buying an additional 240,058 shares in the last quarter. Institutional investors own 84.58% of the company’s stock.

Insider Transactions at Keysight Technologies

In other Keysight Technologies news, SVP Ingrid A. Estrada sold 2,000 shares of the stock in a transaction that occurred on Tuesday, June 30th. The shares were sold at an average price of $340.87, for a total transaction 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 transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James Cullen sold 3,000 shares of the firm’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 transaction of $1,039,740.00. Following the transaction, the director owned 21,821 shares of the company’s stock, valued at approximately $7,562,722.18. The trade was a 12.09% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 5,507 shares of company stock worth $1,904,669 over the last ninety days. 0.40% of the stock is owned by insiders.

Key Stories 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.

Analysts Set New Price Targets

Several research firms have commented on KEYS. Weiss Ratings lowered shares of Keysight Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. JPMorgan Chase & Co. increased their price target on shares of Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday. UBS Group boosted their price objective on shares of Keysight Technologies from $420.00 to $440.00 and gave the company a “buy” rating in a research report on Wednesday. Zacks Research upgraded Keysight Technologies from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, April 29th. Finally, Citigroup reaffirmed a “buy” rating on shares of Keysight Technologies in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $392.83.

Keysight Technologies Price Performance

Shares of NYSE:KEYS opened at $320.47 on Thursday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.51 and a current ratio of 1.90. Keysight Technologies Inc. has a 52 week low of $152.85 and a 52 week high of $374.96. The firm has a market cap of $54.77 billion, a PE ratio of 44.02, a price-to-earnings-growth ratio of 1.94 and a beta of 1.22. The firm’s fifty day moving average is $334.04 and its 200-day moving average is $314.64.

Keysight Technologies (NYSE:KEYS) last posted 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 business had revenue of $1.85 billion during the quarter, compared to the consensus estimate of $1.75 billion. Keysight Technologies had a return on equity of 24.77% and a net margin of 19.08%.Keysight Technologies’s quarterly revenue was up 36.5% on a year-over-year basis. During the same period in the prior year, the business 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.

Keysight Technologies 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.