William Blair Investment Management LLC Takes $13.42 Million Position in Keysight Technologies Inc. $KEYS

William Blair Investment Management LLC acquired a new stake in shares of Keysight Technologies Inc. (NYSE:KEYS) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 38,348 shares of the scientific and technical instruments company’s stock, valued at approximately $13,424,000.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Quarry LP bought a new stake in shares of Keysight Technologies in the 4th quarter worth approximately $25,000. IMG Wealth Management Inc. acquired a new stake in Keysight Technologies in the second quarter worth $29,000. Cornerstone Planning Group LLC lifted its stake in Keysight Technologies by 36.1% in the first quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company’s stock valued at $32,000 after buying an additional 30 shares during the last quarter. Virtus Advisers LLC bought a new stake in Keysight Technologies in the second quarter valued at $35,000. Finally, Oslo Pensjonsforsikring AS acquired a new position in shares of Keysight Technologies during the first quarter valued at $44,000. 84.58% of the stock is currently owned by institutional investors and hedge funds.

Keysight Technologies Stock Performance

KEYS stock opened at $315.95 on Friday. The company has a market capitalization of $54.00 billion, a P/E ratio of 43.40, a PEG ratio of 1.80 and a beta of 1.22. The company has a 50-day simple moving average of $332.86 and a 200 day simple moving average of $315.34. Keysight Technologies Inc. has a fifty-two week low of $158.79 and a fifty-two week high of $374.96. The company has a quick ratio of 1.51, a current ratio of 2.02 and a debt-to-equity ratio of 0.28.

Keysight Technologies (NYSE:KEYS) last released its earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 EPS for the quarter, beating the consensus estimate 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 analysts’ expectations of $1.75 billion. During the same quarter last year, the company earned $1.72 EPS. Keysight Technologies’s quarterly revenue was up 36.5% on a year-over-year basis. 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 fiscal year.

Analyst Upgrades and Downgrades

KEYS has been the subject of several recent research reports. Citigroup restated a “buy” rating on shares of Keysight Technologies in a research report on Wednesday. Wells Fargo & Company boosted 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. JPMorgan Chase & Co. upped their target price on shares of Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday. Morgan Stanley raised their price target on shares of Keysight Technologies from $400.00 to $425.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Robert W. Baird boosted their price objective on Keysight Technologies from $385.00 to $410.00 and gave the stock an “outperform” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Keysight Technologies currently has a consensus rating of “Moderate Buy” and a consensus price target of $392.83.

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, CEO Satish Dhanasekaran sold 507 shares of the firm’s stock in a transaction that occurred on Thursday, June 25th. The shares were 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 in the company, valued at $43,860,996.12. This trade represents a 0.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Ingrid A. Estrada sold 2,000 shares of the business’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 in the company, valued at approximately $36,084,839.07. The trade was a 1.85% decrease in their position. 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. Insiders sold 5,507 shares of company stock worth $1,904,669 over the last three months. Corporate insiders own 0.40% of the company’s stock.

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.