Ieq Capital LLC Invests $16.19 Million in Keysight Technologies Inc. $KEYS

Key Points

• Ieq Capital acquired 46,244 Keysight shares worth approximately $16.19 million during the second quarter. Institutional investors and hedge funds collectively own 84.58% of KEYS.
• 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. Management also issued upbeat fourth-quarter and fiscal-year guidance.
• Analyst sentiment remains positive: UBS and Barclays raised their price targets, while the stock carries a consensus “Moderate Buy” rating and an average target of $392.83. Shares opened at $315.95, though valuation remains elevated and the stock was below its 50-day moving average.

Ieq Capital LLC acquired a new position in Keysight Technologies Inc. (NYSE:KEYS - Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 46,244 shares of the scientific and technical instruments company's stock, valued at approximately $16,189,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its position in Keysight Technologies by 0.5% during the 4th quarter. Vanguard Group Inc. now owns 21,525,694 shares of the scientific and technical instruments company's stock worth $4,373,806,000 after purchasing an additional 101,856 shares during the last quarter. BlackRock Inc. bought a new stake in shares of Keysight Technologies in the 2nd quarter valued at about $7,030,806,000. Price T Rowe Associates Inc. MD grew its position in shares of Keysight Technologies by 0.5% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 17,419,811 shares of the scientific and technical instruments company's stock valued at $3,539,532,000 after buying an additional 85,693 shares during the last quarter. State Street Corp increased its stake in shares of Keysight Technologies by 2.5% in the fourth quarter. State Street Corp now owns 8,191,895 shares of the scientific and technical instruments company's stock valued at $1,664,511,000 after buying an additional 200,279 shares during the period. Finally, Boston Partners increased its stake in shares of Keysight Technologies by 3.4% in the third quarter. Boston Partners now owns 4,870,268 shares of the scientific and technical instruments company's stock valued at $851,525,000 after buying an additional 160,728 shares during the period. 84.58% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on KEYS shares. UBS Group lifted their price objective on Keysight Technologies from $420.00 to $440.00 and gave the stock a "buy" rating in a research note on Wednesday. Barclays increased their target price on shares of Keysight Technologies from $387.00 to $429.00 and gave the company an "overweight" rating in a research report on Wednesday. Citigroup restated a "buy" rating on shares of Keysight Technologies in a report on Wednesday. Weiss Ratings upgraded shares of Keysight Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Thursday. Finally, Wells Fargo & Company upped their price objective on shares of Keysight Technologies from $390.00 to $405.00 and gave the company an "overweight" rating in a research note on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Keysight Technologies presently has a consensus rating of "Moderate Buy" and an average target price of $392.83.

Key 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

Keysight Technologies Stock Down 0.2%

Shares of NYSE:KEYS opened at $315.95 on Friday. The company has a market capitalization of $54.00 billion, a price-to-earnings ratio of 43.40, a P/E/G ratio of 1.80 and a beta of 1.22. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.02 and a quick ratio of 1.51. The business's 50-day moving average is $332.86 and its 200-day moving average is $315.34. Keysight Technologies Inc. has a 1 year low of $158.79 and a 1 year high of $374.96.

Keysight Technologies (NYSE:KEYS - Get Free Report) last released its earnings results 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. The business had revenue of $1.85 billion during the quarter, compared to analysts' expectations of $1.75 billion. Keysight Technologies had a return on equity of 24.34% and a net margin of 19.08%.The firm's revenue was up 36.5% on a year-over-year basis. During the same quarter 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 predict that Keysight Technologies Inc. will post 9.03 earnings per share for the current year.

Insiders Place Their Bets

In other news, CEO Satish Dhanasekaran sold 507 shares of Keysight Technologies 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 completion of the sale, the chief executive officer owned 121,391 shares in the company, valued at $43,860,996.12. The trade was a 0.42% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available 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 business's stock in a transaction on 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 transaction, the director owned 21,821 shares in the company, valued at $7,562,722.18. The trade was a 12.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 5,507 shares of company stock worth $1,904,669. Corporate insiders own 0.40% of the company's stock.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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