Nordea Investment Management AB Has $8.60 Million Position in Keysight Technologies Inc. $KEYS

Key Points

• Nordea Investment Management AB boosted its stake in Keysight by 149% in Q4, adding 25,100 shares to hold 41,942 shares worth about $8.60 million.
• Keysight beat expectations with quarterly EPS of $2.17 and revenue of $1.60 billion (up 23.3% YoY), and set FY2026 guidance of roughly 8.59 EPS with Q2 guidance of 2.27–2.33 EPS.
• Management is expanding capacity and market exposure — launching manufacturing in Chennai and new test products for automotive and AI/HPC markets — while analysts have raised price targets (e.g., Citigroup to $320), underpinning a positive outlook.

Nordea Investment Management AB lifted its holdings in Keysight Technologies Inc. (NYSE:KEYS - Free Report) by 149.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 41,942 shares of the scientific and technical instruments company's stock after purchasing an additional 25,100 shares during the period. Nordea Investment Management AB's holdings in Keysight Technologies were worth $8,604,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the business. Paradiem LLC acquired a new stake in shares of Keysight Technologies in the third quarter worth $979,000. Madison Asset Management LLC raised its stake in Keysight Technologies by 7.6% during the 3rd quarter. Madison Asset Management LLC now owns 571,222 shares of the scientific and technical instruments company's stock valued at $99,918,000 after purchasing an additional 40,153 shares during the last quarter. National Pension Service raised its stake in Keysight Technologies by 2.4% during the 3rd quarter. National Pension Service now owns 291,237 shares of the scientific and technical instruments company's stock valued at $50,943,000 after purchasing an additional 6,957 shares during the last quarter. JPMorgan Chase & Co. boosted its holdings in Keysight Technologies by 3.1% in the 2nd quarter. JPMorgan Chase & Co. now owns 1,107,655 shares of the scientific and technical instruments company's stock valued at $181,507,000 after purchasing an additional 33,768 shares during the period. Finally, Fenimore Asset Management Inc boosted its holdings in Keysight Technologies by 1.1% in the 3rd quarter. Fenimore Asset Management Inc now owns 632,432 shares of the scientific and technical instruments company's stock valued at $110,625,000 after purchasing an additional 6,629 shares during the period. Institutional investors and hedge funds own 84.58% of the company's stock.

Keysight Technologies Trading Down 1.8%

Shares of Keysight Technologies stock opened at $293.26 on Thursday. Keysight Technologies Inc. has a 52-week low of $121.43 and a 52-week high of $317.00. The firm has a market capitalization of $50.29 billion, a PE ratio of 52.84, a price-to-earnings-growth ratio of 2.32 and a beta of 1.12. The company has a debt-to-equity ratio of 0.41, a current ratio of 2.60 and a quick ratio of 2.02. The company's fifty day moving average price is $254.65 and its two-hundred day moving average price is $210.10.

Keysight Technologies (NYSE:KEYS - Get Free Report) last released its quarterly earnings data on Monday, February 23rd. The scientific and technical instruments company reported $2.17 EPS for the quarter, topping analysts' consensus estimates of $2.00 by $0.17. Keysight Technologies had a net margin of 16.84% and a return on equity of 19.26%. The company had revenue of $1.60 billion during the quarter, compared to the consensus estimate of $1.54 billion. During the same period last year, the firm earned $1.82 EPS. The firm's revenue for the quarter was up 23.3% compared to the same quarter last year. Keysight Technologies has set its FY 2026 guidance at 8.590- EPS and its Q2 2026 guidance at 2.270-2.330 EPS. On average, analysts expect that Keysight Technologies Inc. will post 6.32 EPS for the current year.

Key Stories Impacting Keysight Technologies

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

• Positive Sentiment: Keysight is starting manufacturing of test equipment in Chennai, India to serve global markets and tap local semiconductor and defense demand — a move that can lower costs, shorten supply chains and deepen access to fast-growing Asian customers. US-based Keysight starts India manufacturing, eyes global exports from Chennai
• Positive Sentiment: Product momentum: Keysight unveiled next‑generation in‑vehicle network test solutions at Automotive Ethernet Congress 2026, supporting automakers’ move to higher-bandwidth, safety‑critical vehicle networks. Keysight Unveils Next-Generation In-Vehicle Network Test Solutions
• Positive Sentiment: AI/HPC opportunity: Keysight expanded 1.6T test solutions for AI and high‑performance computing interconnects, directly addressing rising demand for test gear in data‑center and AI infrastructure builds. Keysight Expands 1.6T Test Solutions for AI and HPC
• Positive Sentiment: Analyst support: Citigroup raised its KEYS price target to $320, signaling continued Wall Street confidence in growth and margin prospects. Citigroup Increases Keysight Price Target to $320
• Neutral Sentiment: Academic pipeline: Keysight launched hands‑on semiconductor teaching labs for universities — a long‑term talent and ADOPTION play but unlikely to move near‑term revenue materially. Keysight Introduces Hands-On Semiconductor Teaching Labs
• Neutral Sentiment: Near‑term pullback context: Commentary notes KEYS is modestly down since its last earnings release — suggesting short‑term consolidation after a strong run rather than a change to the underlying growth story. Keysight (KEYS) Down 1% Since Last Earnings Report
• Negative Sentiment: Insider selling: CEO Satish Dhanasekaran sold 1,667 shares (disclosed this week). The sale is small relative to his holdings but can be perceived negatively by some investors during a pullback. Satish Dhanasekaran Sells 1,667 Shares of Keysight

Insider Activity

In other news, SVP Jo Ann Juskie sold 1,000 shares of the company's stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $304.42, for a total value of $304,420.00. Following the sale, the senior vice president directly owned 12,552 shares in the company, valued at approximately $3,821,079.84. This represents a 7.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, SVP Sung Yoon sold 889 shares of the stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $206.66, for a total value of $183,720.74. Following the completion of the transaction, the senior vice president directly owned 16,953 shares of the company's stock, valued at approximately $3,503,506.98. The trade was a 4.98% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 35,556 shares of company stock valued at $10,025,731. 0.40% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on KEYS shares. Weiss Ratings restated a "hold (c)" rating on shares of Keysight Technologies in a report on Monday, December 29th. Jefferies Financial Group increased their target price on shares of Keysight Technologies from $195.00 to $220.00 and gave the company a "hold" rating in a research note on Wednesday, December 10th. Susquehanna reissued a "positive" rating and set a $300.00 target price on shares of Keysight Technologies in a research report on Tuesday, February 24th. Wells Fargo & Company boosted their price target on Keysight Technologies from $225.00 to $300.00 and gave the company an "overweight" rating in a research note on Tuesday, February 24th. Finally, Morgan Stanley upped their price target on Keysight Technologies from $227.00 to $268.00 and gave the company an "equal weight" rating in a report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $298.82.

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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