398,124 Shares in Keysight Technologies Inc. $KEYS Acquired by Madison Asset Management LLC

Madison Asset Management LLC bought a new stake in Keysight Technologies Inc. (NYSE:KEYS) during the 2nd quarter, Holdings Channel.com reports. The firm bought 398,124 shares of the scientific and technical instruments company’s stock, valued at approximately $139,371,000. Keysight Technologies comprises about 1.7% of Madison Asset Management LLC’s portfolio, making the stock its 11th largest position.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Quarry LP bought a new position in Keysight Technologies during the 4th quarter worth approximately $25,000. IMG Wealth Management Inc. bought a new stake in shares of Keysight Technologies in the 2nd quarter valued at $29,000. Cornerstone Planning Group LLC boosted its stake in shares of Keysight Technologies by 36.1% in the 1st 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 during the last quarter. Oslo Pensjonsforsikring AS bought a new position in Keysight Technologies during the first quarter worth $44,000. Finally, Entrust Financial LLC bought a new position in Keysight Technologies during the fourth quarter worth $45,000. Institutional investors and hedge funds own 84.58% of the company’s stock.

Insider Buying and Selling

In other Keysight Technologies news, SVP Ingrid A. Estrada sold 2,000 shares of Keysight Technologies stock in a transaction on Tuesday, June 30th. The shares were sold at an average price of $340.87, for a total transaction of $681,740.00. Following the transaction, the senior vice president directly owned 105,861 shares of the company’s stock, valued at $36,084,839.07. The trade was a 1.85% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director James Cullen sold 3,000 shares of the stock in a transaction dated Tuesday, June 2nd. The shares were sold at an average price of $346.58, for a total transaction of $1,039,740.00. Following the completion of the sale, the director owned 21,821 shares of the company’s stock, valued at approximately $7,562,722.18. This represents a 12.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 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 corporate insiders.

Key Stories 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 Price Performance

KEYS stock opened at $320.47 on Thursday. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.51 and a current ratio of 1.90. The business has a 50-day simple moving average of $334.04 and a two-hundred day simple moving average of $314.64. The company has a market capitalization 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. Keysight Technologies Inc. has a 52-week low of $152.85 and a 52-week high of $374.96.

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

Analysts Set New Price Targets

A number of analysts have commented on KEYS shares. UBS Group upped their price target on shares of Keysight Technologies from $420.00 to $440.00 and gave the company a “buy” rating in a research report on Wednesday. Wells Fargo & Company upped 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. Citigroup reiterated a “buy” rating on shares of Keysight Technologies in a report on Wednesday. Barclays increased their price target on Keysight Technologies from $387.00 to $429.00 and gave the stock an “overweight” rating in a report on Wednesday. Finally, Morgan Stanley raised their price objective on shares of Keysight Technologies from $400.00 to $425.00 and gave the stock an “overweight” rating in a research report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, Keysight Technologies currently has an average rating of “Moderate Buy” and a consensus price target of $392.83.

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.