Thompson Investment Management Inc. decreased its position in Keysight Technologies Inc. (NYSE:KEYS – Free Report) by 5.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 44,925 shares of the scientific and technical instruments company’s stock after selling 2,763 shares during the period. Keysight Technologies makes up about 1.1% of Thompson Investment Management Inc.’s portfolio, making the stock its 27th biggest holding. Thompson Investment Management Inc.’s holdings in Keysight Technologies were worth $9,128,000 at the end of the most recent reporting period.
Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in Keysight Technologies during the 2nd quarter worth about $316,690,000. Allspring Global Investments Holdings LLC increased its holdings in shares of Keysight Technologies by 2,290.3% in the third quarter. Allspring Global Investments Holdings LLC now owns 1,421,437 shares of the scientific and technical instruments company’s stock valued at $246,051,000 after purchasing an additional 1,361,969 shares during the period. Woodline Partners LP purchased a new position in shares of Keysight Technologies in the third quarter worth about $208,891,000. Man Group plc raised its stake in shares of Keysight Technologies by 164.3% in the second quarter. Man Group plc now owns 1,010,399 shares of the scientific and technical instruments company’s stock worth $165,564,000 after purchasing an additional 628,082 shares during the last quarter. Finally, AQR Capital Management LLC lifted its holdings in shares of Keysight Technologies by 2,004.8% during the second quarter. AQR Capital Management LLC now owns 572,836 shares of the scientific and technical instruments company’s stock worth $93,865,000 after purchasing an additional 545,620 shares during the period. Hedge funds and other institutional investors own 84.58% of the company’s stock.
Insider Transactions at Keysight Technologies
In related news, SVP Ingrid A. Estrada sold 2,000 shares of the firm’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $237.68, for a total transaction of $475,360.00. Following the sale, the senior vice president owned 107,861 shares in the company, valued at approximately $25,636,402.48. This trade represents a 1.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Jeffrey K. Li sold 2,000 shares of Keysight Technologies stock in a transaction on Tuesday, March 24th. The shares were sold at an average price of $297.19, for a total transaction of $594,380.00. Following the completion of the transaction, the senior vice president directly owned 34,499 shares of the company’s stock, valued at $10,252,757.81. The trade was a 5.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 41,223 shares of company stock worth $11,716,951. Insiders own 0.40% of the company’s stock.
Keysight Technologies Stock Down 0.0%
Keysight Technologies (NYSE:KEYS – Get Free Report) last released its quarterly earnings data on Monday, February 23rd. The scientific and technical instruments company reported $2.17 EPS for the quarter, topping the consensus estimate of $2.00 by $0.17. The business had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.54 billion. Keysight Technologies had a return on equity of 19.26% and a net margin of 16.84%.The business’s quarterly revenue was up 23.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.82 EPS. Keysight Technologies has set its FY 2026 guidance at 8.590- EPS and its Q2 2026 guidance at 2.270-2.330 EPS. As a group, sell-side analysts expect that Keysight Technologies Inc. will post 6.32 EPS for the current year.
Wall Street Analyst Weigh In
A number of brokerages recently commented on KEYS. Barclays upped their target price on Keysight Technologies from $232.00 to $320.00 and gave the company an “overweight” rating in a research report on Tuesday, February 24th. Morgan Stanley lifted their price objective on shares of Keysight Technologies from $227.00 to $268.00 and gave the company an “equal weight” rating in a research note on Tuesday, February 24th. Citigroup upped their price objective on shares of Keysight Technologies from $282.00 to $320.00 and gave the company a “buy” rating in a report on Monday, March 23rd. Zacks Research upgraded shares of Keysight Technologies from a “hold” rating to a “strong-buy” rating in a research note on Monday, March 2nd. Finally, Wall Street Zen raised shares of Keysight Technologies from a “hold” rating to a “buy” rating in a report on Saturday, February 28th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and three have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $298.82.
Get Our Latest Stock Report on Keysight Technologies
Keysight Technologies News Roundup
Here are the key news stories impacting Keysight Technologies this week:
- Positive Sentiment: Street bullishness: a recent price‑target lift (reported broadly) signals stronger analyst conviction on growth and supports upside to the stock’s valuation. Keysight Technologies (KEYS) price target increased by 34.51% to 308.18
- Positive Sentiment: Manufacturing expansion: Keysight is starting test‑equipment manufacturing in Chennai, India — a move that can lower costs, improve supply resilience and help win business in semiconductors, defense and global customers. Taiwan-based Keysight launches local manufacturing in India, accelerating global innovation
- Positive Sentiment: Demand and product momentum: recent coverage highlights new test solutions (automotive Ethernet, AI/HPC interconnects) and growing secular demand in automotive, AI and data‑center testing — supportive for revenue growth and margin leverage. How The Keysight Technologies (KEYS) Story Is Evolving With New Growth Drivers And Valuation Views
- Positive Sentiment: Talent / long‑term demand: Keysight launched hands‑on semiconductor teaching labs for universities, which can deepen the customer pipeline and create long‑term equipment demand. Keysight launches new hands‑on semiconductor teaching labs for universities
- Neutral Sentiment: Analyst notes and valuation context: analysts are debating how much of the AI/defense tailwinds are already priced in; several firms have raised targets but valuation (high P/E) remains a focus for debate. How The Keysight Technologies (KEYS) Story Is Evolving With New Growth Drivers And Valuation Views
- Neutral Sentiment: Trading context: volume is below average and the shares sit near the 12‑month high — this can make intraday moves less liquid and amplify reactions to news.
- Negative Sentiment: Clustered insider selling: CEO Satish Dhanasekaran sold ~1,667 shares (~$500k); the CFO and an SVP also disclosed sizable sales the same week. While insiders remain large holders, clustered sales are prompting short‑term concern and likely added selling pressure. Keysight Technologies (NYSE:KEYS) CEO Sells $500,100.00 in Stock
- Negative Sentiment: Profit‑taking risk: after a sizable run toward the year high and with a rich P/E, some investors appear to be trimming positions, which is consistent with the observed downward move.
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.
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