NFJ Investment Group LLC Makes New Investment in Keysight Technologies Inc. $KEYS

NFJ Investment Group LLC bought a new stake in shares of Keysight Technologies Inc. (NYSE:KEYS) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The fund bought 21,118 shares of the scientific and technical instruments company’s stock, valued at approximately $7,393,000.

Other hedge funds also recently modified their holdings of the company. Virtus Advisers LLC acquired a new stake in shares of Keysight Technologies in the second quarter worth $35,000. LaSalle St. Investment Advisors LLC purchased a new position in shares of Keysight Technologies during the second quarter valued at $202,000. Mystic Asset Management Inc. acquired a new position in Keysight Technologies during the second quarter valued at $608,000. Advisors Capital Management LLC acquired a new position in Keysight Technologies during the second quarter valued at $601,000. Finally, PCM Encore LLC purchased a new stake in Keysight Technologies in the 2nd quarter worth about $288,000. Hedge funds and other institutional investors own 84.58% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. UBS Group raised their price objective on Keysight Technologies from $420.00 to $440.00 and gave the stock a “buy” rating in a research report on Wednesday. Weiss Ratings downgraded Keysight Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, July 28th. Robert W. Baird increased their price target on shares of Keysight Technologies from $385.00 to $410.00 and gave the stock an “outperform” rating in a research report on Wednesday. Barclays raised their price target on shares of Keysight Technologies from $387.00 to $429.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, Wells Fargo & Company boosted their price target on shares of Keysight Technologies from $390.00 to $405.00 and gave the company an “overweight” rating in a report on Wednesday. One investment 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 stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $392.83.

Keysight Technologies News Roundup

Here are the key news stories impacting Keysight Technologies this week:

• Positive Sentiment: Keysight reported a strong fiscal Q3, with earnings of $3.07 per share versus the $2.48 consensus estimate and revenue of approximately $1.85 billion, up 36.5% year over year and ahead of expectations. Demand was supported by AI infrastructure, connectivity and commercial communications. Keysight Q3 Earnings Beat Estimates
• Positive Sentiment: The company raised its fiscal 2026 outlook and expects fourth-quarter revenue of $1.93 billion to $1.95 billion. Analysts cited a growing AI-related order pipeline, orders above $2 billion, a strong backlog and favorable book-to-bill trends as potential sources of continued growth. Keysight Raises Fiscal 2026 Outlook
• Positive Sentiment: JPMorgan raised its price target to $425 from $400 and maintained an overweight rating, while Robert W. Baird increased its target to $410 from $385 and retained an outperform rating. The revisions indicate that analysts see additional upside from AI infrastructure, semiconductor, automotive and energy-transition demand. Analysts Offer Insights on Keysight
• Neutral Sentiment: Keysight’s Electronic Industrial Solutions Group is benefiting from secular demand tied to AI, advanced semiconductors, automotive technology and the energy transition, supporting the longer-term growth narrative. Keysight EISG Segment Outlook
• Negative Sentiment: Management warned that supply-chain limitations could restrict how quickly the expanding order pipeline converts into revenue. That caution appears to be offsetting the earnings beat and upbeat outlook in the near term. Keysight Supply Chain Constraints
• Negative Sentiment: The stock remains richly valued, with a reported price-to-earnings ratio above 43, leaving less room for execution disappointments. Investors may also be taking profits after the recent rally and focusing on the gap between strong demand and near-term supply capacity.

Insider Transactions at Keysight Technologies

In related news, Director James Cullen sold 3,000 shares of Keysight Technologies stock in a transaction on 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 sale, 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Satish Dhanasekaran sold 507 shares of the company’s stock in a transaction on Thursday, June 25th. The stock was sold at an average price of $361.32, for a total transaction of $183,189.24. Following the completion of the sale, the chief executive officer owned 121,391 shares of the company’s stock, valued at $43,860,996.12. This represents a 0.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 5,507 shares of company stock worth $1,904,669 in the last 90 days. 0.40% of the stock is owned by insiders.

Keysight Technologies Trading Down 1.4%

Shares of NYSE KEYS opened at $315.06 on Friday. The stock has a market cap of $53.84 billion, a price-to-earnings ratio of 43.28, a PEG ratio of 1.82 and a beta of 1.22. The business has a 50 day simple moving average of $333.54 and a 200 day simple moving average of $315.33. Keysight Technologies Inc. has a 52 week low of $157.73 and a 52 week high of $374.96. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.51 and a current ratio of 2.02.

Keysight Technologies (NYSE:KEYS) last issued its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, beating the consensus estimate of $2.48 by $0.59. The firm had revenue of $1.85 billion for the quarter, compared to analyst estimates of $1.75 billion. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. The company’s revenue for the quarter was up 36.5% on a year-over-year basis. During the same quarter last year, the firm earned $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. On average, research analysts predict that Keysight Technologies Inc. will post 9.03 earnings per share for the current fiscal year.

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.