Johnson Financial Group Inc. Acquires Shares of 2,442 Keysight Technologies Inc. $KEYS

Johnson Financial Group Inc. acquired a new position in shares of Keysight Technologies Inc. (NYSE:KEYS) during the second quarter, Holdings Channel reports. The fund acquired 2,442 shares of the scientific and technical instruments company’s stock, valued at approximately $855,000.

Several other institutional investors have also recently made changes to their positions in KEYS. BlackRock Inc. purchased a new stake in shares of Keysight Technologies in the second quarter valued at about $7,030,806,000. Norges Bank purchased a new position in Keysight Technologies during the fourth quarter worth about $435,542,000. Focus Partners Wealth grew its position in Keysight Technologies by 3,941.3% in the 4th quarter. Focus Partners Wealth now owns 1,406,286 shares of the scientific and technical instruments company’s stock worth $285,743,000 after purchasing an additional 1,371,488 shares in the last quarter. Woodline Partners LP bought a new stake in Keysight Technologies in the 3rd quarter worth about $208,891,000. Finally, M&T Bank Corp increased its stake in Keysight Technologies by 9,349.0% in the 4th quarter. M&T Bank Corp now owns 1,048,176 shares of the scientific and technical instruments company’s stock valued at $212,979,000 after buying an additional 1,037,083 shares during the last quarter. Institutional investors 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: 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 Stock Performance

NYSE:KEYS opened at $320.47 on Thursday. The company has a market capitalization of $54.77 billion, a P/E ratio of 44.02, a P/E/G ratio of 1.94 and a beta of 1.22. The business has a fifty day simple moving average of $334.04 and a two-hundred day simple moving average of $314.64. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.90 and a quick ratio of 1.51. Keysight Technologies Inc. has a 1 year low of $152.85 and a 1 year high of $374.96.

Keysight Technologies (NYSE:KEYS) last issued its quarterly earnings results 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 24.77% and a net margin of 19.08%.The firm had revenue of $1.85 billion for the quarter, compared to analysts’ expectations of $1.75 billion. During the same quarter in the prior year, the firm earned $1.72 EPS. The business’s revenue for the quarter 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. On average, analysts expect that Keysight Technologies Inc. will post 9.03 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have commented on KEYS. Citigroup reissued a “buy” rating on shares of Keysight Technologies in a research report on Wednesday. Robert W. Baird lifted their price target on Keysight Technologies from $385.00 to $410.00 and gave the stock an “outperform” rating in a report on Wednesday. Wall Street Zen cut Keysight Technologies from a “strong-buy” rating to a “buy” rating in a research report on Saturday, August 1st. Barclays upped their price objective on Keysight Technologies from $387.00 to $429.00 and gave the company an “overweight” rating in a research note on Wednesday. Finally, Susquehanna boosted their price target on shares of Keysight Technologies from $425.00 to $440.00 and gave the stock a “positive” rating in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat.com, Keysight Technologies presently has an average rating of “Moderate Buy” and a consensus target price of $392.83.

Insider Buying and Selling at Keysight Technologies

In other Keysight Technologies news, SVP Ingrid A. Estrada sold 2,000 shares of the stock in a transaction dated Tuesday, June 30th. The shares were sold at an average price of $340.87, for a total transaction of $681,740.00. Following the completion of the transaction, the senior vice president owned 105,861 shares in the company, valued at $36,084,839.07. This trade represents 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 through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Satish Dhanasekaran sold 507 shares of Keysight Technologies stock in a transaction dated Thursday, June 25th. The stock was sold at an average price of $361.32, for a total transaction of $183,189.24. Following the completion of the transaction, the chief executive officer owned 121,391 shares of the company’s stock, valued at $43,860,996.12. The trade was a 0.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 5,507 shares of company stock valued at $1,904,669 over the last three months. 0.40% of the stock is currently owned by insiders.

Keysight Technologies Company 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.