Pallas Capital Advisors LLC Takes $589,000 Position in Keysight Technologies Inc. $KEYS

Pallas Capital Advisors LLC bought a new stake in shares of Keysight Technologies Inc. (NYSE:KEYS) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 1,683 shares of the scientific and technical instruments company’s stock, valued at approximately $589,000.

Several other large investors have also added to or reduced their stakes in the business. Annis Gardner Whiting Capital Advisors LLC increased its holdings in Keysight Technologies by 15.0% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 222 shares of the scientific and technical instruments company’s stock worth $63,000 after purchasing an additional 29 shares in the last quarter. Kera Capital Partners Inc. boosted its holdings in shares of Keysight Technologies by 0.9% during the 1st quarter. Kera Capital Partners Inc. now owns 3,276 shares of the scientific and technical instruments company’s stock worth $925,000 after buying an additional 30 shares in the last quarter. Cornerstone Planning Group LLC grew its position in shares of Keysight Technologies by 36.1% during the 1st quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company’s stock worth $32,000 after buying an additional 30 shares during the period. KCM Investment Advisors LLC increased its stake in shares of Keysight Technologies by 1.3% in the 1st quarter. KCM Investment Advisors LLC now owns 2,333 shares of the scientific and technical instruments company’s stock valued at $659,000 after acquiring an additional 30 shares in the last quarter. Finally, WPG Advisers LLC lifted its position in shares of Keysight Technologies by 16.5% during the 1st quarter. WPG Advisers LLC now owns 219 shares of the scientific and technical instruments company’s stock valued at $62,000 after acquiring an additional 31 shares during the period. Institutional investors and hedge funds own 84.58% of the company’s stock.

Insider Activity at Keysight Technologies

In other Keysight Technologies news, SVP Ingrid A. Estrada sold 2,000 shares of the firm’s stock in a transaction 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 completion of the sale, the senior vice president directly owned 105,861 shares of the company’s stock, valued at $36,084,839.07. This trade represents a 1.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satish Dhanasekaran sold 507 shares of Keysight Technologies stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $361.32, for a total value of $183,189.24. Following the completion of the sale, the chief executive officer directly owned 121,391 shares of the company’s stock, valued at approximately $43,860,996.12. This trade represents a 0.42% 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. Over the last 90 days, insiders sold 5,507 shares of company stock worth $1,904,669. 0.40% of the stock is owned by company insiders.

Key Headlines 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

Shares of KEYS stock opened at $320.47 on Thursday. The firm has a 50-day moving average of $334.04 and a 200-day moving average of $314.64. The company has a market cap of $54.77 billion, a P/E ratio of 44.02, a P/E/G ratio of 1.94 and a beta of 1.22. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.90 and a quick ratio of 1.51. Keysight Technologies Inc. has a one year low of $152.85 and a one year high of $374.96.

Keysight Technologies (NYSE:KEYS) last released its quarterly earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, topping the consensus estimate of $2.48 by $0.59. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.77%. The business had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $1.75 billion. During the same period in the previous year, the company earned $1.72 earnings per share. The firm’s revenue for the quarter 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. Equities research analysts forecast that Keysight Technologies Inc. will post 9.03 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the stock. Robert W. Baird raised their price target on shares of Keysight Technologies from $385.00 to $410.00 and gave the stock an “outperform” rating in a report on Wednesday. Wall Street Zen downgraded Keysight Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 1st. Wells Fargo & Company boosted their target price on Keysight Technologies from $390.00 to $405.00 and gave the company an “overweight” rating in a research report on Wednesday. Truist Financial upped their price target on Keysight Technologies from $376.00 to $400.00 and gave the stock a “hold” rating in a research note on Wednesday. Finally, Barclays boosted their price objective on Keysight Technologies from $387.00 to $429.00 and gave the company an “overweight” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $392.83.

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.