NFJ Investment Group LLC Acquires New Holdings in Keysight Technologies Inc. $KEYS

NFJ Investment Group LLC bought a new stake in shares of Keysight Technologies Inc. (NYSE:KEYS) in the second quarter, according to its most recent Form 13F filing with the SEC. The fund bought 21,118 shares of the scientific and technical instruments company’s stock, valued at approximately $7,393,000.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Belpointe Asset Management LLC bought a new position in Keysight Technologies in the 4th quarter valued at about $1,123,000. Oppenheimer Asset Management Inc. acquired a new position in Keysight Technologies during the 2nd quarter valued at about $11,917,000. Comerica Bank raised its position in shares of Keysight Technologies by 57.2% during the 4th quarter. Comerica Bank now owns 52,506 shares of the scientific and technical instruments company’s stock worth $10,669,000 after buying an additional 19,104 shares in the last quarter. Jefferies Financial Group Inc. acquired a new stake in shares of Keysight Technologies in the 4th quarter worth approximately $9,739,000. Finally, Sequoia Financial Advisors LLC lifted its stake in shares of Keysight Technologies by 11.1% in the 4th quarter. Sequoia Financial Advisors LLC now owns 39,009 shares of the scientific and technical instruments company’s stock worth $7,926,000 after acquiring an additional 3,882 shares during the period. Institutional investors own 84.58% of the company’s stock.

Trending Headlines about Keysight Technologies

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

• Positive Sentiment: Keysight reported a strong fiscal Q3, with earnings of $3.07 per share versus the $2.48 consensus estimate and revenue of approximately $1.85 billion, up 36.5% year over year and ahead of expectations. Demand was supported by AI infrastructure, connectivity and commercial communications. Keysight Q3 Earnings Beat Estimates
• Positive Sentiment: The company raised its fiscal 2026 outlook and expects fourth-quarter revenue of $1.93 billion to $1.95 billion. Analysts cited a growing AI-related order pipeline, orders above $2 billion, a strong backlog and favorable book-to-bill trends as potential sources of continued growth. Keysight Raises Fiscal 2026 Outlook
• Positive Sentiment: JPMorgan raised its price target to $425 from $400 and maintained an overweight rating, while Robert W. Baird increased its target to $410 from $385 and retained an outperform rating. The revisions indicate that analysts see additional upside from AI infrastructure, semiconductor, automotive and energy-transition demand. Analysts Offer Insights on Keysight
• Neutral Sentiment: Keysight’s Electronic Industrial Solutions Group is benefiting from secular demand tied to AI, advanced semiconductors, automotive technology and the energy transition, supporting the longer-term growth narrative. Keysight EISG Segment Outlook
• Negative Sentiment: Management warned that supply-chain limitations could restrict how quickly the expanding order pipeline converts into revenue. That caution appears to be offsetting the earnings beat and upbeat outlook in the near term. Keysight Supply Chain Constraints
• Negative Sentiment: The stock remains richly valued, with a reported price-to-earnings ratio above 43, leaving less room for execution disappointments. Investors may also be taking profits after the recent rally and focusing on the gap between strong demand and near-term supply capacity.

Wall Street Analysts Forecast Growth

KEYS has been the topic of a number of research analyst reports. Wall Street Zen lowered shares of Keysight Technologies from a “strong-buy” rating to a “buy” rating in a research note on Saturday, August 1st. Weiss Ratings downgraded Keysight Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, July 28th. Wells Fargo & Company increased their price target on Keysight Technologies from $390.00 to $405.00 and gave the company an “overweight” rating in a research note on Wednesday. Citigroup reiterated a “buy” rating on shares of Keysight Technologies in a research report on Wednesday. Finally, Truist Financial boosted their price objective on Keysight Technologies from $376.00 to $400.00 and gave the stock a “hold” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $392.83.

Keysight Technologies Stock Down 1.4%

NYSE KEYS opened at $315.06 on Friday. Keysight Technologies Inc. has a 12 month low of $157.73 and a 12 month high of $374.96. The company has a market capitalization of $53.84 billion, a P/E ratio of 43.28, a PEG ratio of 1.82 and a beta of 1.22. The company’s 50 day simple moving average is $333.54 and its 200 day simple moving average is $315.33. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.02 and a quick ratio of 1.51.

Keysight Technologies (NYSE:KEYS) last issued its earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share for the quarter, topping analysts’ consensus estimates of $2.48 by $0.59. The firm had revenue of $1.85 billion during the quarter, compared to analysts’ expectations of $1.75 billion. Keysight Technologies had a net margin of 19.08% and a return on equity of 24.34%. The firm’s revenue for the quarter was up 36.5% compared to the same quarter last year. During the same period last year, the firm posted $1.72 earnings per share. 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 fiscal year.

Insider Buying and Selling

In other news, SVP Ingrid A. Estrada sold 2,000 shares of the business’s stock in a transaction 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 of the company’s stock, valued at $36,084,839.07. The trade was a 1.85% decrease in their ownership of the stock. The sale was disclosed in a document filed 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, 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 sale, the chief executive officer directly owned 121,391 shares of the company’s stock, valued at approximately $43,860,996.12. This represents a 0.42% 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 have sold 5,507 shares of company stock worth $1,904,669 in the last three months. 0.40% of the stock is currently owned by insiders.

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.