191,109 Shares in Keysight Technologies Inc. $KEYS Bought by Northwestern Mutual Wealth Management Co.

Key Points

• Northwestern Mutual acquired 191,109 Keysight shares worth approximately $66.9 million in the second quarter, giving it a 0.11% stake. Institutional investors collectively own 84.58% of the company.
• Keysight reported strong quarterly results, with EPS of $3.07 versus the $2.48 consensus and revenue of $1.85 billion, up 36.5% year over year. The company also issued upbeat fourth-quarter and fiscal-year guidance.
• Analysts remain bullish: several firms raised their price targets, and the stock has a “Moderate Buy” consensus rating with an average target of $392.83. However, shares trade at a relatively high P/E of 43.40 and recently fell below their 50-day moving average, while insiders have reported net selling.

Northwestern Mutual Wealth Management Co. acquired a new position in Keysight Technologies Inc. (NYSE:KEYS - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 191,109 shares of the scientific and technical instruments company's stock, valued at approximately $66,902,000. Northwestern Mutual Wealth Management Co. owned 0.11% of Keysight Technologies at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. AQR Capital Management LLC boosted its holdings in shares of 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 period. Integrated Wealth Concepts LLC raised its stake in 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 period. Empowered Funds LLC lifted its holdings in Keysight Technologies by 30.0% in 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 holdings in Keysight Technologies by 66.5% in the first quarter. Geneos Wealth Management Inc. now owns 393 shares of the scientific and technical instruments company's stock worth $59,000 after acquiring an additional 157 shares during the last quarter. Finally, Sivia Capital Partners LLC acquired a new position in Keysight Technologies in the second quarter valued at approximately $254,000. Institutional investors own 84.58% of the company's stock.

More Keysight Technologies News

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

• Positive Sentiment: Strong results and raised outlook: Keysight reported fiscal third-quarter EPS of $3.07, well above the $2.48 consensus, while revenue reached $1.85 billion versus expectations of $1.75 billion. Revenue increased 36.5% year over year, and management issued upbeat fourth-quarter guidance. Keysight Technologies Gains Attention After Results Update
• Positive Sentiment: AI growth opportunity: Analysts view Keysight’s testing and measurement equipment as a potential durable beneficiary of AI data-center and networking investment, supporting the company’s raised outlook. Keysight Raised Its Outlook
• Positive Sentiment: Multiple growth drivers: Coverage highlights momentum in AI infrastructure, advanced semiconductors, 6G, automotive technology and energy-transition applications, particularly within Keysight’s Electronic Industrial Solutions Group. Keysight Focuses on AI Infrastructure Keysight Rides on EISG Strength
• Positive Sentiment: Analyst support: JPMorgan and Robert W. Baird commentary points to further price appreciation, reinforcing bullish sentiment following the earnings update. JPMorgan Forecasts Strong Price Appreciation Baird Analyst Expects Keysight Stock to Rise
• Neutral Sentiment: Additional analyst coverage remains focused on whether AI-related equipment demand can sustain Keysight’s growth, with broader market attention supporting visibility but not necessarily creating a new company-specific catalyst. Analyst Insights on Keysight Technologies
• Negative Sentiment: Valuation and technical factors could temper enthusiasm: KEYS trades at a forward-looking premium, and its recent retreat has left the shares below the 50-day moving average, potentially encouraging profit-taking despite strong fundamentals. Why Keysight Technologies Is in Focus

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on KEYS. Robert W. Baird increased their price objective on shares of Keysight Technologies from $385.00 to $410.00 and gave the stock an "outperform" rating in a report on Wednesday. UBS Group boosted their target price on shares of Keysight Technologies from $420.00 to $440.00 and gave the company a "buy" rating in a research note on Wednesday. Barclays increased their price objective on Keysight Technologies from $387.00 to $429.00 and gave the stock an "overweight" rating in a report on Wednesday. Susquehanna upped their price target on Keysight Technologies from $425.00 to $440.00 and gave the stock a "positive" rating in a research note on Wednesday. Finally, The Goldman Sachs Group restated a "buy" rating on shares of Keysight Technologies in a research note on Wednesday, May 20th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $392.83.

Insider Transactions at Keysight Technologies

In other news, Director James Cullen sold 3,000 shares of the stock in a transaction that occurred 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 completion of the transaction, the director directly 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. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Ingrid A. Estrada sold 2,000 shares of the firm's stock in a transaction that occurred on Tuesday, June 30th. The stock was sold at an average price of $340.87, for a total value of $681,740.00. Following the transaction, the senior vice president owned 105,861 shares of the company's stock, valued at $36,084,839.07. This trade represents a 1.85% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 5,507 shares of company stock valued at $1,904,669. Corporate insiders own 0.40% of the company's stock.

Keysight Technologies Price Performance

Shares of Keysight Technologies stock opened at $315.95 on Friday. The firm has a market cap of $54.00 billion, a P/E ratio of 43.40, a price-to-earnings-growth ratio of 1.80 and a beta of 1.22. The firm's 50-day simple moving average is $332.86 and its 200-day simple moving average is $315.34. Keysight Technologies Inc. has a twelve month low of $158.79 and a twelve month high of $374.96. The company has a debt-to-equity ratio of 0.28, a quick ratio of 1.51 and a current ratio of 2.02.

Keysight Technologies (NYSE:KEYS - Get Free Report) last posted 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. The firm had revenue of $1.85 billion during 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%. The company's quarterly revenue was up 36.5% compared to the same quarter last year. During the same quarter in the prior year, the business 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. As a group, research analysts expect that Keysight Technologies Inc. will post 9.03 EPS for the current fiscal 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.

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