Osterweis Capital Management Inc. Invests $14.82 Million in Keysight Technologies Inc. $KEYS

Osterweis Capital Management Inc. purchased a new stake in shares of Keysight Technologies Inc. (NYSE:KEYS) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 42,323 shares of the scientific and technical instruments company’s stock, valued at approximately $14,816,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. AQR Capital Management LLC boosted its position in Keysight Technologies by 92.6% in the 1st quarter. AQR Capital Management LLC now owns 27,216 shares of the scientific and technical instruments company’s stock valued at $3,965,000 after buying an additional 13,085 shares during the last quarter. Integrated Wealth Concepts LLC raised its position in shares of Keysight Technologies by 5.0% during the first quarter. Integrated Wealth Concepts LLC now owns 2,581 shares of the scientific and technical instruments company’s stock worth $387,000 after acquiring an additional 122 shares during the last quarter. Empowered Funds LLC raised its position in shares of Keysight Technologies by 30.0% during the first quarter. Empowered Funds LLC now owns 10,652 shares of the scientific and technical instruments company’s stock worth $1,595,000 after acquiring an additional 2,461 shares during the last quarter. Geneos Wealth Management Inc. lifted its stake in shares of Keysight Technologies by 66.5% during the first quarter. Geneos Wealth Management Inc. now owns 393 shares of the scientific and technical instruments company’s stock valued at $59,000 after acquiring an additional 157 shares during the period. Finally, Sivia Capital Partners LLC acquired a new position in shares of Keysight Technologies during the second quarter valued at $254,000. Institutional investors and hedge funds own 84.58% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Satish Dhanasekaran sold 507 shares of the company’s stock in a transaction 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 completion of the sale, the chief executive officer owned 121,391 shares in the company, valued at $43,860,996.12. This represents a 0.42% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, 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 the firm’s stock in a transaction on Tuesday, June 2nd. The stock was sold at an average price of $346.58, for a total value of $1,039,740.00. Following the sale, 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 SEC filing for this sale provides additional information. Over the last three months, insiders have sold 7,507 shares of company stock worth $2,533,989. Company insiders own 0.40% of the company’s stock.

Wall Street Analyst Weigh In

KEYS has been the subject of a number of research reports. Wells Fargo & Company lifted their price objective on Keysight Technologies from $390.00 to $405.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 19th. The Goldman Sachs Group restated a “buy” rating on shares of Keysight Technologies in a research report on Wednesday, May 20th. Truist Financial raised their target price on shares of Keysight Technologies from $376.00 to $400.00 and gave the company a “hold” rating in a research note on Wednesday, August 19th. Zacks Research upgraded shares of Keysight Technologies from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, April 29th. Finally, Wall Street Zen downgraded shares of Keysight Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 1st. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and two 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 target price of $392.83.

Keysight Technologies Stock Performance

Shares of KEYS stock opened at $310.69 on Tuesday. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.02 and a quick ratio of 1.62. The stock has a market cap of $53.10 billion, a PE ratio of 42.68, a price-to-earnings-growth ratio of 1.80 and a beta of 1.22. The stock has a 50-day moving average of $331.94 and a 200-day moving average of $316.57. Keysight Technologies Inc. has a one year low of $158.79 and a one year high of $374.96.

Keysight Technologies (NYSE:KEYS) last released its quarterly earnings data 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. The business had revenue of $1.85 billion for the quarter, compared to analyst estimates of $1.75 billion. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. Keysight Technologies’s quarterly revenue was up 36.5% compared to the same quarter last year. During the same quarter last year, the firm earned $1.72 EPS. 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. As a group, sell-side analysts expect that Keysight Technologies Inc. will post 9.03 earnings per share for the current year.

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.