16,614 Shares in Keysight Technologies Inc. $KEYS Acquired by First National Bank of Omaha

Key Points

• First National Bank of Omaha acquired 16,614 Keysight shares during the second quarter, valued at approximately $5.8 million. Institutional investors collectively own 84.58% of the company.
• Keysight reported fiscal Q3 EPS of $3.07 and revenue of $1.85 billion, beating estimates and representing 36.5% year-over-year revenue growth. The company also issued stronger-than-expected Q4 and full-year 2026 guidance, supported by AI data-center demand.
• Wall Street maintains a “Moderate Buy” consensus with an average price target of $371.92, while shares recently traded near $341.35. Insiders sold 5,507 shares worth about $1.9 million over the past 90 days, and the stock’s elevated valuation may leave it sensitive to high expectations.

First National Bank of Omaha bought a new stake in Keysight Technologies Inc. (NYSE:KEYS - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 16,614 shares of the scientific and technical instruments company's stock, valued at approximately $5,816,000.

Other hedge funds have also recently added to or reduced their stakes in the company. Quarry LP bought a new stake in shares of Keysight Technologies in the 4th quarter valued at $25,000. IMG Wealth Management Inc. bought a new position in Keysight Technologies during the second quarter worth $29,000. Cornerstone Planning Group LLC lifted its holdings in Keysight Technologies by 36.1% in the first quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company's stock valued at $32,000 after buying an additional 30 shares during the period. Oslo Pensjonsforsikring AS bought a new stake in Keysight Technologies during the first quarter valued at $44,000. Finally, Entrust Financial LLC bought a new stake in Keysight Technologies during the fourth quarter valued at $45,000. Institutional investors own 84.58% of the company's stock.

Keysight Technologies Price Performance

Shares of NYSE KEYS opened at $341.35 on Wednesday. The stock has a market cap of $58.34 billion, a price-to-earnings ratio of 56.14, a PEG ratio of 2.04 and a beta of 1.22. The company has a debt-to-equity ratio of 0.29, a quick ratio of 1.51 and a current ratio of 1.90. Keysight Technologies Inc. has a fifty-two week low of $152.85 and a fifty-two week high of $374.96. The firm's 50-day simple moving average is $334.12 and its 200 day simple moving average is $313.94.

Keysight Technologies (NYSE:KEYS - Get Free Report) last announced its quarterly earnings results on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.48 by $0.59. Keysight Technologies had a return on equity of 21.58% and a net margin of 17.25%.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. Keysight Technologies's 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. As a group, research analysts anticipate that Keysight Technologies Inc. will post 9.03 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the company. Robert W. Baird lifted their price objective on Keysight Technologies from $375.00 to $385.00 and gave the stock an "outperform" rating in a research report on Wednesday, May 20th. Citigroup raised their target price on Keysight Technologies from $320.00 to $396.00 and gave the stock a "buy" rating in a research note on Thursday, May 21st. Susquehanna boosted their price target on Keysight Technologies from $415.00 to $425.00 and gave the company a "positive" rating in a research note on Wednesday, May 20th. JPMorgan Chase & Co. increased their price target on Keysight Technologies from $360.00 to $390.00 and gave the stock an "overweight" rating in a report on Thursday, May 21st. Finally, Wall Street Zen downgraded shares of Keysight Technologies from a "strong-buy" rating to a "buy" rating in a research report on Saturday, August 1st. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $371.92.

Insider Activity

In related news, SVP Ingrid A. Estrada sold 2,000 shares of the firm's 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 sale, the senior vice president owned 105,861 shares in the company, valued at approximately $36,084,839.07. This trade represents a 1.85% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through 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 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 sale, the director owned 21,821 shares of the company's stock, valued at approximately $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. Insiders sold a total of 5,507 shares of company stock valued at $1,904,669 in the last ninety days. 0.40% of the stock is currently owned by insiders.

Key Headlines Impacting Keysight Technologies

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

• Positive Sentiment: Keysight posted fiscal Q3 EPS of $3.07, well above the $2.46–$2.48 analyst consensus and up from $1.72 a year earlier. Revenue reached $1.85 billion, exceeding the $1.75 billion estimate and increasing 36.5% year over year. Keysight Q3 earnings and revenue estimates
• Positive Sentiment: The company issued fiscal Q4 EPS guidance of $3.34–$3.40 and revenue guidance of $1.9–$2.0 billion, both above consensus expectations of $2.63 EPS and $1.8 billion in revenue. Full-year fiscal 2026 guidance also exceeded estimates, with EPS of $11.46 versus $10.00 expected and revenue of $7.1 billion versus $6.9 billion expected. Keysight forecasts quarterly profit above estimates
• Positive Sentiment: Management cited strong demand tied to the rapid buildout of AI data centers, supporting investor confidence in Keysight’s testing, measurement and software portfolio. Keysight reports third-quarter results
• Neutral Sentiment: Keysight is scheduled to host a Digital Intermediate Frequency Interoperability Consortium PlugFest Showcase in October, highlighting its involvement in digital satellite communications infrastructure. DIFI PlugFest Showcase Day
• Negative Sentiment: Despite the earnings beats and higher guidance, shares initially rose and later decreased, suggesting profit-taking or that investors had already priced in much of the improvement. The reports do not identify a specific operational weakness; Keysight’s elevated valuation leaves the stock sensitive to high expectations. Stocks making the biggest moves after hours

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.

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