Heartland Advisors Inc. Buys New Position in Keysight Technologies Inc. $KEYS

Heartland Advisors Inc. bought a new stake in Keysight Technologies Inc. (NYSE:KEYS) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm bought 39,354 shares of the scientific and technical instruments company’s stock, valued at approximately $13,777,000.

A number of other large investors also recently modified their holdings of the business. Quarry LP bought a new stake in shares of Keysight Technologies in the fourth quarter valued at approximately $25,000. IMG Wealth Management Inc. bought a new position in Keysight Technologies during the second quarter worth $29,000. Cornerstone Planning Group LLC increased its position in 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 acquiring an additional 30 shares during the period. Virtus Advisers LLC acquired a new position in Keysight Technologies during the 2nd quarter valued at $35,000. Finally, Oslo Pensjonsforsikring AS acquired a new position in Keysight Technologies during the 1st quarter valued at $44,000. 84.58% of the stock is currently owned by institutional investors and hedge funds.

Keysight Technologies News Summary

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 Activity

In related news, Director James Cullen sold 3,000 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were 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 owned 21,821 shares of the company’s stock, valued at $7,562,722.18. This represents a 12.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Satish Dhanasekaran sold 507 shares of the firm’s stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $361.32, for a total transaction of $183,189.24. Following the transaction, the chief executive officer owned 121,391 shares of the company’s stock, valued at approximately $43,860,996.12. This 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 three months, insiders have sold 5,507 shares of company stock worth $1,904,669. Corporate insiders own 0.40% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the stock. Zacks Research raised shares of Keysight Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, April 29th. Wall Street Zen downgraded shares of Keysight Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 1st. Barclays upped their price objective on shares of Keysight Technologies from $387.00 to $429.00 and gave the company an “overweight” rating in a research report on Wednesday. Wells Fargo & Company increased their target price on shares of Keysight Technologies from $390.00 to $405.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Citigroup reissued a “buy” rating on shares of Keysight Technologies in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, Keysight Technologies has an average rating of “Moderate Buy” and a consensus price target of $392.83.

Keysight Technologies Stock Down 0.2%

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

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. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. The firm had revenue of $1.85 billion for the quarter, compared to the consensus estimate of $1.75 billion. During the same quarter in the previous year, the company earned $1.72 earnings per share. The business’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. Analysts predict that Keysight Technologies Inc. will post 9.03 earnings per share for the current 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.