Madison Asset Management LLC Invests $139.37 Million in Keysight Technologies Inc. $KEYS

Madison Asset Management LLC bought a new stake in 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 fund bought 398,124 shares of the scientific and technical instruments company’s stock, valued at approximately $139,371,000. Keysight Technologies makes up 1.7% of Madison Asset Management LLC’s portfolio, making the stock its 11th largest holding. Madison Asset Management LLC owned about 0.23% of Keysight Technologies as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently bought and sold shares of KEYS. Annis Gardner Whiting Capital Advisors LLC raised its holdings in shares of 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 valued at $63,000 after purchasing an additional 29 shares during the last quarter. Kera Capital Partners Inc. boosted its holdings in Keysight Technologies by 0.9% during the first quarter. Kera Capital Partners Inc. now owns 3,276 shares of the scientific and technical instruments company’s stock worth $925,000 after purchasing an additional 30 shares during the last quarter. Cornerstone Planning Group LLC grew its position 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 purchasing an additional 30 shares in the last quarter. KCM Investment Advisors LLC grew its position in Keysight Technologies by 1.3% in the first quarter. KCM Investment Advisors LLC now owns 2,333 shares of the scientific and technical instruments company’s stock valued at $659,000 after purchasing an additional 30 shares in the last quarter. Finally, WPG Advisers LLC increased its stake in Keysight Technologies by 16.5% in the 1st quarter. WPG Advisers LLC now owns 219 shares of the scientific and technical instruments company’s stock valued at $62,000 after buying an additional 31 shares during the last quarter. Institutional investors and hedge funds own 84.58% of the company’s stock.

Analyst Ratings Changes

KEYS has been the topic of several analyst reports. Zacks Research raised shares of Keysight Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, April 29th. Truist Financial raised their price objective on Keysight Technologies from $376.00 to $400.00 and gave the company a “hold” rating in a report on Wednesday. Morgan Stanley upped their target price on Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday. UBS Group increased their price target on Keysight Technologies from $420.00 to $440.00 and gave the company a “buy” rating in a research report on Wednesday. Finally, Robert W. Baird upped their price objective on Keysight Technologies from $385.00 to $410.00 and gave the stock an “outperform” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $392.83.

Keysight Technologies Price Performance

Shares of NYSE KEYS opened at $320.47 on Thursday. Keysight Technologies Inc. has a 1-year low of $152.85 and a 1-year high of $374.96. The company has a current ratio of 1.90, a quick ratio of 1.51 and a debt-to-equity ratio of 0.29. The firm has a market cap of $54.77 billion, a P/E ratio of 44.02, a price-to-earnings-growth ratio of 1.94 and a beta of 1.22. The business’s 50 day moving average is $334.04 and its 200-day moving average is $314.64.

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

Insider Buying and Selling at Keysight Technologies

In other news, CEO Satish Dhanasekaran sold 507 shares of the company’s stock in a transaction that occurred on 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 transaction, 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 transaction was disclosed in a filing with the SEC, which is available through this hyperlink. 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 transaction of $681,740.00. Following the sale, the senior vice president directly owned 105,861 shares in the company, valued at $36,084,839.07. The trade was a 1.85% 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 sold 5,507 shares of company stock valued at $1,904,669 in the last three months. Corporate insiders own 0.40% of the company’s stock.

More Keysight Technologies News

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.

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.