Keysight Technologies Inc. $KEYS Stock Position Boosted by Crossmark Global Holdings Inc.

Key Points

• Crossmark Global Holdings increased its Keysight position by 36.7% in the third quarter, holding 25,937 shares valued at approximately $9.4 million. Institutional investors collectively own 84.58% of the company.
• Keysight secured a satellite-network testing contract with Korea Testing & Research Institute and launched a 16-channel system supporting 1.6T data-center connectivity, reinforcing its exposure to satellite communications, AI and high-speed computing infrastructure.
• Despite positive growth prospects and a “Moderate Buy” consensus with an average $401.42 price target, the stock opened at $311.24 after an 8.8% decline; Zacks downgraded it to “hold,” while the company’s latest quarterly results exceeded revenue and EPS expectations.

Crossmark Global Holdings Inc. lifted its position in shares of Keysight Technologies Inc. (NYSE:KEYS - Free Report) by 36.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,937 shares of the scientific and technical instruments company's stock after purchasing an additional 6,960 shares during the period. Crossmark Global Holdings Inc.'s holdings in Keysight Technologies were worth $9,442,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in KEYS. BlackRock Inc. purchased a new position in Keysight Technologies in the 2nd quarter valued at about $7,030,806,000. State Street Corp grew its stake in shares of Keysight Technologies by 3.4% during the second quarter. State Street Corp now owns 8,270,708 shares of the scientific and technical instruments company's stock valued at $2,895,327,000 after acquiring an additional 273,042 shares in the last quarter. Amundi increased its position in shares of Keysight Technologies by 12.1% during the first quarter. Amundi now owns 2,224,264 shares of the scientific and technical instruments company's stock worth $628,065,000 after acquiring an additional 240,167 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its stake in shares of Keysight Technologies by 4.7% in the first quarter. Allspring Global Investments Holdings LLC now owns 2,005,409 shares of the scientific and technical instruments company's stock worth $581,248,000 after acquiring an additional 90,263 shares in the last quarter. Finally, Legal & General Group Plc acquired a new position in shares of Keysight Technologies in the second quarter worth about $464,017,000. 84.58% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Keysight Technologies

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

• Positive Sentiment: Keysight won a contract from Korea Testing & Research Institute (KTL) to provide satellite-network testing solutions. The work supports validation of 5G New Radio non-terrestrial networks (NR-NTN), potentially strengthening Keysight’s position in the expanding satellite-connectivity testing market. Keysight wins KTL contract for satellite network test solutions
• Positive Sentiment: The KTL collaboration is intended to advance NR-NTN validation and satellite connectivity, providing a commercial reference for Keysight’s wireless testing portfolio. Keysight and KTL Advance NR-NTN Validation for Satellite Connectivity
• Positive Sentiment: Keysight launched a 16-channel interconnect testing system designed for data-center connectivity. The system supports 1.6T technologies, doubles testing capacity and can reduce test times to minutes, improving its appeal to high-speed computing and AI infrastructure customers. Can Keysight’s New Testing Solution Advance Data Center Connectivity?
• Neutral Sentiment: Analyst commentary highlighted Keysight as a long-term growth stock, supported by demand for testing equipment in data centers, communications and emerging technologies; however, the article is not a new earnings or guidance announcement. Why Keysight is a Top Growth Stock for the Long-Term
• Neutral Sentiment: A comparison with Nikon discussed valuation, profitability, risk, analyst views and ownership, but did not identify a material new development for Keysight. Reviewing Keysight Technologies and Nikon
• Negative Sentiment: Zacks Research downgraded Keysight from “strong buy” to “hold.” The change likely weighed on the stock by raising concerns about valuation or limited near-term upside, particularly with shares trading well above their longer-term moving averages. Zacks Research ratings
• Negative Sentiment: Reports noted a broad, heavy decline in Keysight’s stock during the session. The market reaction indicates that the downgrade and profit-taking overshadowed the positive satellite and data-center announcements in the short term. Keysight Technologies Drops in One Session

Analysts Set New Price Targets

A number of brokerages recently commented on KEYS. Morgan Stanley increased their price target on Keysight Technologies from $400.00 to $425.00 and gave the company an "overweight" rating in a report on Wednesday, August 19th. Wall Street Zen downgraded Keysight Technologies from a "strong-buy" rating to a "buy" rating in a report on Saturday, August 1st. The Goldman Sachs Group upped their target price on Keysight Technologies from $452.00 to $487.00 and gave the company a "buy" rating in a research report on Tuesday, October 6th. Barclays increased their target price on Keysight Technologies from $387.00 to $429.00 and gave the company an "overweight" rating in a research note on Wednesday, August 19th. Finally, Wells Fargo & Company raised their price objective on shares of Keysight Technologies from $390.00 to $405.00 and gave the stock an "overweight" rating in a report on Wednesday, August 19th. Eleven analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, Keysight Technologies presently has an average rating of "Moderate Buy" and an average price target of $401.42.

Keysight Technologies Stock Down 8.8%

NYSE:KEYS opened at $311.24 on Friday. The company has a current ratio of 2.02, a quick ratio of 1.62 and a debt-to-equity ratio of 0.28. The stock has a 50 day moving average of $342.35 and a 200-day moving average of $338.55. The firm has a market capitalization of $52.98 billion, a PE ratio of 42.75, a price-to-earnings-growth ratio of 1.07 and a beta of 1.17. Keysight Technologies Inc. has a 52 week low of $164.53 and a 52 week high of $389.93.

Keysight Technologies (NYSE:KEYS - Get Free Report) last issued its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 EPS for the quarter, topping analysts' consensus estimates of $2.48 by $0.59. Keysight Technologies had a return on equity of 24.34% and a net margin of 19.08%. The firm had revenue of $1.85 billion during the quarter, compared to the consensus estimate of $1.75 billion. During the same period in the prior year, the business earned $1.72 EPS. The firm's revenue was up 36.5% on a year-over-year basis. 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. Analysts predict that Keysight Technologies Inc. will post 10.33 EPS for the current year.

Insider Activity at Keysight Technologies

In related news, CEO Satish Dhanasekaran sold 3,000 shares of the stock in a transaction dated Wednesday, September 30th. The shares were sold at an average price of $364.13, for a total value of $1,092,390.00. Following the sale, the chief executive officer owned 118,391 shares of the company's stock, valued at $43,109,714.83. This trade represents a 2.47% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Ingrid A. Estrada sold 2,000 shares of Keysight Technologies stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $326.10, for a total transaction of $652,200.00. Following the completion of the sale, the senior vice president owned 101,861 shares in the company, valued at approximately $33,216,872.10. This represents a 1.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 12,200 shares of company stock valued at $4,082,752. Company insiders own 0.40% of the company's stock.

Keysight Technologies Company Profile

Keysight Technologies, Inc NYSE: KEYS provides electronic design and test solutions used to develop, validate, and optimize communications systems, electronic devices, and other technologies. Its customers include companies in the communications, aerospace and defense, automotive, semiconductor, electronics, energy, education, and government sectors.

The company's product portfolio includes electronic test and measurement instruments, software, network test and visibility solutions, radio-frequency and microwave systems, oscilloscopes, signal analyzers, wireless and wireline test platforms, and cybersecurity testing tools.

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