Varma Mutual Pension Insurance Co Purchases New Shares in Keysight Technologies Inc. $KEYS

Varma Mutual Pension Insurance Co acquired a new stake in Keysight Technologies Inc. (NYSE:KEYS) in the 2nd quarter, according to the company in its most recent filing with the SEC. The fund acquired 50,700 shares of the scientific and technical instruments company’s stock, valued at approximately $17,749,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of KEYS. Vanguard Group Inc. grew its holdings in shares of Keysight Technologies by 0.5% during the fourth quarter. Vanguard Group Inc. now owns 21,525,694 shares of the scientific and technical instruments company’s stock worth $4,373,806,000 after purchasing an additional 101,856 shares during the last quarter. BlackRock Inc. bought a new position in shares of Keysight Technologies in the second quarter valued at about $7,030,806,000. Price T Rowe Associates Inc. MD raised its holdings in shares of Keysight Technologies by 0.5% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 17,419,811 shares of the scientific and technical instruments company’s stock valued at $3,539,532,000 after buying an additional 85,693 shares during the last quarter. State Street Corp lifted its position in Keysight Technologies by 2.5% during the 4th quarter. State Street Corp now owns 8,191,895 shares of the scientific and technical instruments company’s stock worth $1,664,511,000 after buying an additional 200,279 shares in the last quarter. Finally, Boston Partners lifted its position in Keysight Technologies by 3.4% during the 3rd quarter. Boston Partners now owns 4,870,268 shares of the scientific and technical instruments company’s stock worth $851,525,000 after buying an additional 160,728 shares in the last quarter. Institutional investors and hedge funds own 84.58% of the company’s stock.

Key Headlines Impacting Keysight Technologies

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

• Positive Sentiment: Strong results and raised outlook: Keysight reported fiscal third-quarter EPS of $3.07, well above the $2.48 consensus, while revenue reached $1.85 billion versus expectations of $1.75 billion. Revenue increased 36.5% year over year, and management issued upbeat fourth-quarter guidance. Keysight Technologies Gains Attention After Results Update
• Positive Sentiment: AI growth opportunity: Analysts view Keysight’s testing and measurement equipment as a potential durable beneficiary of AI data-center and networking investment, supporting the company’s raised outlook. Keysight Raised Its Outlook
• Positive Sentiment: Multiple growth drivers: Coverage highlights momentum in AI infrastructure, advanced semiconductors, 6G, automotive technology and energy-transition applications, particularly within Keysight’s Electronic Industrial Solutions Group. Keysight Focuses on AI Infrastructure Keysight Rides on EISG Strength
• Positive Sentiment: Analyst support: JPMorgan and Robert W. Baird commentary points to further price appreciation, reinforcing bullish sentiment following the earnings update. JPMorgan Forecasts Strong Price Appreciation Baird Analyst Expects Keysight Stock to Rise
• Neutral Sentiment: Additional analyst coverage remains focused on whether AI-related equipment demand can sustain Keysight’s growth, with broader market attention supporting visibility but not necessarily creating a new company-specific catalyst. Analyst Insights on Keysight Technologies
• Negative Sentiment: Valuation and technical factors could temper enthusiasm: KEYS trades at a forward-looking premium, and its recent retreat has left the shares below the 50-day moving average, potentially encouraging profit-taking despite strong fundamentals. Why Keysight Technologies Is in Focus

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the stock. JPMorgan Chase & Co. increased their price objective on shares of Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a report on Wednesday. Susquehanna upped their target price on shares of Keysight Technologies from $425.00 to $440.00 and gave the stock a “positive” rating in a research report on Wednesday. Weiss Ratings upgraded shares of Keysight Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday. Truist Financial increased their price target on shares of Keysight Technologies from $376.00 to $400.00 and gave the company a “hold” rating in a research note on Wednesday. Finally, Wall Street Zen lowered shares of Keysight Technologies from a “strong-buy” rating to a “buy” rating in a report on Saturday, August 1st. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $392.83.

Insider Transactions at Keysight Technologies

In related news, CEO Satish Dhanasekaran sold 507 shares of the stock in a transaction that occurred on Thursday, June 25th. The shares were sold at an average price of $361.32, for a total value of $183,189.24. Following the sale, the chief executive officer directly owned 121,391 shares in the company, valued at $43,860,996.12. This trade represents a 0.42% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James Cullen sold 3,000 shares of Keysight Technologies stock in a transaction that occurred on Tuesday, June 2nd. The stock was sold at an average price of $346.58, for a total transaction of $1,039,740.00. Following the transaction, the director directly owned 21,821 shares in the company, valued at $7,562,722.18. The trade was a 12.09% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 5,507 shares of company stock worth $1,904,669. 0.40% of the stock is currently owned by company insiders.

Keysight Technologies Stock Down 0.2%

NYSE:KEYS opened at $315.95 on Friday. Keysight Technologies Inc. has a 12-month low of $158.79 and a 12-month high of $374.96. The company has a quick ratio of 1.51, a current ratio of 2.02 and a debt-to-equity ratio of 0.28. The firm has a market capitalization of $54.00 billion, a P/E ratio of 43.40, a P/E/G ratio of 1.80 and a beta of 1.22. The stock’s fifty day simple moving average is $332.86 and its 200-day simple moving average is $315.34.

Keysight Technologies (NYSE:KEYS) last released its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 EPS for the quarter, beating analysts’ consensus estimates of $2.48 by $0.59. Keysight Technologies had a return on equity of 24.34% and a net margin of 19.08%.The business had revenue of $1.85 billion during the quarter, compared to the consensus estimate of $1.75 billion. During the same quarter in the prior year, the company posted $1.72 earnings per share. The firm’s 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 expect that Keysight Technologies Inc. will post 9.03 earnings per share for the current year.

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.