Mitsubishi UFJ Asset Management Co. Ltd. Buys 15,809 Shares of Keysight Technologies Inc. $KEYS

Key Points

• Mitsubishi UFJ Asset Management raised its stake in Keysight by 4.6%, buying 15,809 shares to hold 359,107 shares (~0.21%) worth about $74.19 million, and institutional investors now own roughly 84.58% of the stock.
• Keysight beat Q1 estimates (EPS $2.17 vs. $2.00; revenue $1.60B vs. $1.54B) and issued upbeat FY26/Q2 guidance tied to continued AI/data‑center demand, while expanding EV charging partnerships and PCIe 7.0 test offerings.
• Company insiders (CEO and CFO) recently sold shares, analysts have raised price targets and the stock carries an average "Moderate Buy" rating with an average target of $314.33, but valuation is high (P/E ≈ 63.9) and shares have seen short‑term weakness.

Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in shares of Keysight Technologies Inc. (NYSE:KEYS - Free Report) by 4.6% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 359,107 shares of the scientific and technical instruments company's stock after acquiring an additional 15,809 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.21% of Keysight Technologies worth $74,188,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in KEYS. Woodline Partners LP bought a new position in shares of Keysight Technologies during the 3rd quarter valued at approximately $208,891,000. M&T Bank Corp boosted 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 worth $212,979,000 after purchasing an additional 1,037,083 shares during the period. Man Group plc boosted its stake in Keysight Technologies by 164.3% in the 2nd quarter. Man Group plc now owns 1,010,399 shares of the scientific and technical instruments company's stock worth $165,564,000 after purchasing an additional 628,082 shares during the period. AQR Capital Management LLC boosted its stake in Keysight Technologies by 2,004.8% in the 2nd quarter. AQR Capital Management LLC now owns 572,836 shares of the scientific and technical instruments company's stock worth $93,865,000 after purchasing an additional 545,620 shares during the period. Finally, Alyeska Investment Group L.P. bought a new position in Keysight Technologies in the 3rd quarter worth approximately $90,914,000. 84.58% of the stock is currently owned by institutional investors.

Key Headlines Impacting Keysight Technologies

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

• Positive Sentiment: Q1 results beat and upbeat guidance: Keysight reported stronger-than-expected quarterly results (EPS $2.17 vs. $2.00 consensus; revenue $1.60B vs. $1.54B) and set FY26 and Q2 guidance that supports continued AI/data-center demand — a key driver behind recent strength. Keysight Technologies (KEYS) Surges on Strong Earnings
• Positive Sentiment: Strategic EV charging collaboration: Keysight expanded its partnership with CATARC to align EV charging test/inspection standards — this partnership targets long-term TAM growth in EV infrastructure testing and certification. Keysight And CATARC Tie EV Charging Standards
• Positive Sentiment: Product roadmap expansion: Keysight announced new PCIe 7.0 receiver stress calibration tooling to address 128 GT/s validation for compute/AI/data-center customers — supports enterprise spending on next‑gen infrastructure testing. Keysight Expands PCIe® 7.0 Test Portfolio
• Positive Sentiment: Analyst and screeners favor KEYS: Several outlets and analysts flag Keysight as an earnings-beat candidate and the stock carries an average “moderate buy” recommendation — supports continued analyst-driven interest. Analyst Average Recommendation
• Neutral Sentiment: Market previews and earnings alerts continue to highlight Keysight ahead of major reports; helpful context for traders but not new company guidance. Earnings Alerts Spotlight Keysight
• Neutral Sentiment: Industry/technical coverage (receiver validation and AI testing) underscores addressable opportunities for Keysight but is general market analysis rather than company-specific order news. Solving AI’s Hidden Receiver Validation Crisis
• Negative Sentiment: Intraday weakness likely reflects profit-taking after recent gains and valuation pressure (P/E near the mid‑60s), plus investor caution ahead of upcoming macro headlines and future earnings cadence.

Insider Activity

In other news, CEO Satish Dhanasekaran sold 1,667 shares of the stock in a transaction that occurred on Tuesday, March 24th. The stock was sold at an average price of $300.00, for a total transaction of $500,100.00. Following the completion of the transaction, the chief executive officer directly owned 122,398 shares in the company, valued at approximately $36,719,400. This represents a 1.34% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Neil Dougherty sold 2,000 shares of the stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $298.37, for a total value of $596,740.00. Following the transaction, the chief financial officer owned 125,272 shares of the company's stock, valued at $37,377,406.64. This represents a 1.57% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 40,334 shares of company stock worth $11,533,230. 0.40% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research analysts have weighed in on the company. Bank of America upgraded Keysight Technologies from a "neutral" rating to a "buy" rating and set a $340.00 price target for the company in a research note on Tuesday, February 24th. UBS Group upped their price target on Keysight Technologies from $230.00 to $340.00 and gave the stock a "buy" rating in a research note on Tuesday, February 24th. Susquehanna restated a "positive" rating and issued a $300.00 price target on shares of Keysight Technologies in a research note on Tuesday, February 24th. Morgan Stanley upped their price target on Keysight Technologies from $227.00 to $268.00 and gave the stock an "equal weight" rating in a research note on Tuesday, February 24th. Finally, Truist Financial assumed coverage on Keysight Technologies in a research note on Tuesday, March 31st. They issued a "hold" rating and a $310.00 price target for the company. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average price target of $314.33.

Keysight Technologies Stock Down 3.3%

NYSE KEYS opened at $354.56 on Friday. The company has a debt-to-equity ratio of 0.41, a quick ratio of 2.02 and a current ratio of 2.60. The company has a market capitalization of $60.81 billion, a P/E ratio of 63.89, a P/E/G ratio of 2.67 and a beta of 1.26. Keysight Technologies Inc. has a one year low of $150.52 and a one year high of $367.12. The stock has a 50 day moving average price of $308.79 and a 200-day moving average price of $241.16.

Keysight Technologies (NYSE:KEYS - Get Free Report) last posted its earnings results on Monday, February 23rd. The scientific and technical instruments company reported $2.17 EPS for the quarter, beating analysts' consensus estimates of $2.00 by $0.17. The firm had revenue of $1.60 billion during the quarter, compared to the consensus estimate of $1.54 billion. Keysight Technologies had a return on equity of 19.26% and a net margin of 16.84%.The company's quarterly revenue was up 23.3% compared to the same quarter last year. During the same period in the prior year, the company earned $1.82 EPS. Keysight Technologies has set its FY 2026 guidance at 8.590- EPS and its Q2 2026 guidance at 2.270-2.330 EPS. As a group, equities analysts predict that Keysight Technologies Inc. will post 7.86 EPS for the current fiscal year.

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.

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