E Fund Management Co. Ltd. bought a new position in Keysight Technologies Inc. (NYSE:KEYS – Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 4,687 shares of the scientific and technical instruments company’s stock, valued at approximately $1,641,000.
Other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. increased its stake in Keysight Technologies by 0.5% in 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 acquiring an additional 101,856 shares during the last quarter. BlackRock Inc. bought a new position in shares of Keysight Technologies during the second quarter valued at approximately $7,030,806,000. Price T Rowe Associates Inc. MD increased 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 worth $3,539,532,000 after purchasing an additional 85,693 shares during the period. State Street Corp increased its stake in Keysight Technologies by 2.5% in the 4th 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 buying an additional 200,279 shares during the period. Finally, Boston Partners raised its stake in shares of 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 valued at $851,525,000 after acquiring an additional 160,728 shares in the last quarter. Hedge funds and other institutional investors own 84.58% of the company’s stock.
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.
Keysight Technologies Stock Performance
Keysight Technologies (NYSE:KEYS – Get Free Report) last released its earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 EPS for the quarter, topping the consensus estimate of $2.48 by $0.59. The firm had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $1.75 billion. Keysight Technologies had a return on equity of 24.77% and a net margin of 19.08%.Keysight Technologies’s revenue for the quarter was up 36.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.72 EPS. 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. Equities research analysts forecast that Keysight Technologies Inc. will post 9.03 EPS for the current year.
Insiders Place Their Bets
In other Keysight Technologies news, SVP Ingrid A. Estrada sold 2,000 shares of the company’s stock in a transaction 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 transaction, the senior vice president owned 105,861 shares in the company, valued at approximately $36,084,839.07. This represents a 1.85% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James Cullen sold 3,000 shares of the company’s stock in a transaction dated 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 in the company, valued at $7,562,722.18. The trade was a 12.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 5,507 shares of company stock valued at $1,904,669. 0.40% of the stock is owned by company insiders.
Analyst Ratings Changes
KEYS has been the subject of a number of recent research reports. The Goldman Sachs Group reissued a “buy” rating on shares of Keysight Technologies in a research note on Wednesday, May 20th. Robert W. Baird lifted their target price on shares of Keysight Technologies from $385.00 to $410.00 and gave the stock an “outperform” rating in a research note on Wednesday. Zacks Research raised Keysight Technologies from a “hold” rating to a “strong-buy” rating in a report on Wednesday, April 29th. Weiss Ratings downgraded shares of Keysight Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, July 28th. Finally, Truist Financial boosted their price target on Keysight Technologies from $376.00 to $400.00 and gave the company a “hold” rating in a report on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $392.83.
Check Out Our Latest Stock Analysis 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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