Granite Investment Partners LLC Takes $4 Million Position in Keysight Technologies Inc. $KEYS

Granite Investment Partners LLC purchased a new position in shares of Keysight Technologies Inc. (NYSE:KEYS) during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 22,864 shares of the scientific and technical instruments company’s stock, valued at approximately $3,999,000.

Several other institutional investors and hedge funds have also recently modified their holdings of KEYS. Haven Private LLC raised its holdings in Keysight Technologies by 1.7% in the 2nd quarter. Haven Private LLC now owns 4,041 shares of the scientific and technical instruments company’s stock valued at $662,000 after acquiring an additional 67 shares during the period. Prospera Financial Services Inc raised its holdings in Keysight Technologies by 3.7% in the 3rd quarter. Prospera Financial Services Inc now owns 1,889 shares of the scientific and technical instruments company’s stock valued at $330,000 after acquiring an additional 67 shares in the last quarter. BlackDiamond Wealth Management LLC lifted its position in Keysight Technologies by 3.9% during the second quarter. BlackDiamond Wealth Management LLC now owns 1,796 shares of the scientific and technical instruments company’s stock worth $295,000 after purchasing an additional 68 shares during the period. Advisors Capital Management LLC lifted its holdings in shares of Keysight Technologies by 3.5% during the 3rd quarter. Advisors Capital Management LLC now owns 2,077 shares of the scientific and technical instruments company’s stock worth $363,000 after acquiring an additional 71 shares during the period. Finally, Atlantic Union Bankshares Corp boosted its holdings in shares of Keysight Technologies by 36.2% in the 3rd quarter. Atlantic Union Bankshares Corp now owns 286 shares of the scientific and technical instruments company’s stock valued at $50,000 after purchasing an additional 76 shares in the last quarter. 84.58% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

KEYS has been the subject of a number of research analyst reports. Wall Street Zen cut Keysight Technologies from a “buy” rating to a “hold” rating in a report on Saturday, January 31st. Jefferies Financial Group boosted their target price on Keysight Technologies from $195.00 to $220.00 and gave the stock a “hold” rating in a research note on Wednesday, December 10th. Susquehanna raised their price target on shares of Keysight Technologies from $215.00 to $225.00 and gave the company a “positive” rating in a research note on Tuesday, November 25th. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Keysight Technologies in a report on Tuesday. Finally, Robert W. Baird increased their price objective on shares of Keysight Technologies from $230.00 to $257.00 and gave the company an “outperform” rating in a research note on Friday. Eight research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $224.09.

Key Headlines Impacting Keysight Technologies

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

• Positive Sentiment: Q1 results and beats — multiple outlets report Keysight beat EPS and revenue expectations for Q1, with one summary noting a $0.17 EPS beat and revenue above estimates, supporting the view of continued top-line strength. Article Title
• Positive Sentiment: Raised guidance — Keysight raised Q2 EPS guidance to roughly $2.27–$2.33 (vs. ~ $1.80 consensus) and lifted FY26 targets (EPS and revenue), citing strong data-center-led demand; this beat-the-street guidance is the main reason for the rally. Article Title
• Positive Sentiment: Market reaction — reports show the stock jumped notably in after-hours/early trading on the stronger guidance and results, reflecting investor enthusiasm. Article Title
• Positive Sentiment: Secures advanced wireless test role — Keysight participated with Samsung and KT to verify 6G X‑MIMO operation in the 7 GHz band, underscoring its positioning in next‑gen wireless test equipment and potential future revenue streams. Article Title
• Positive Sentiment: Product/market tailwinds — coverage highlights Keysight’s test tools for high‑speed links in AI data centers, which aligns with management’s commentary that data‑center and AI demand is a growth engine. Article Title
• Neutral Sentiment: Analyst and metric breakdowns — Zacks and other outlets posted detailed comparisons of Keysight’s quarter vs. estimates and year‑ago metrics; useful for due diligence but not new catalyst information. Article Title
• Neutral Sentiment: Official filing/press release — company press release and slide deck provide the formal results and management commentary for model updates. Article Title
• Negative Sentiment: Conflicting EPS reports — at least one summary (MarketBeat) lists an EPS outcome below consensus, which could create short‑term confusion/volatility among investors parsing differing reported figures. Article Title

Keysight Technologies Stock Performance

Keysight Technologies stock opened at $245.01 on Tuesday. The business has a 50 day moving average of $217.16 and a 200-day moving average of $190.81. The company has a market capitalization of $42.02 billion, a P/E ratio of 50.10, a P/E/G ratio of 2.54 and a beta of 1.20. Keysight Technologies Inc. has a 1 year low of $121.43 and a 1 year high of $248.00. The company has a debt-to-equity ratio of 0.43, a current ratio of 2.35 and a quick ratio of 1.78.

Keysight Technologies (NYSE:KEYS) last posted its earnings results on Monday, November 24th. The scientific and technical instruments company reported $1.91 earnings per share for the quarter, topping analysts’ consensus estimates of $1.83 by $0.08. Keysight Technologies had a net margin of 15.71% and a return on equity of 19.30%. The firm had revenue of $1.42 billion for the quarter, compared to analyst estimates of $1.39 billion. During the same period in the previous year, the firm posted $1.65 EPS. The company’s revenue for the quarter was up 10.1% compared to the same quarter last year. On average, equities research analysts predict that Keysight Technologies Inc. will post 6.32 earnings per share for the current year.

Keysight Technologies announced that its Board of Directors has approved a stock buyback plan on Monday, November 24th that authorizes the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization authorizes the scientific and technical instruments company to purchase up to 4.9% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s board of directors believes its stock is undervalued.

Insider Activity at Keysight Technologies

In related news, CEO Satish Dhanasekaran sold 12,528 shares of the firm’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $196.42, for a total transaction of $2,460,749.76. Following the completion of the transaction, the chief executive officer directly owned 132,361 shares of the company’s stock, valued at $25,998,347.62. This trade represents a 8.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Jeffrey K. Li sold 3,934 shares of the company’s stock in a transaction dated Wednesday, December 3rd. The shares were sold at an average price of $200.84, for a total value of $790,104.56. Following the completion of the sale, the senior vice president owned 36,699 shares in the company, valued at $7,370,627.16. This trade represents a 9.68% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 78,784 shares of company stock valued at $15,841,737 in the last quarter. Insiders own 0.40% of the company’s stock.

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.