Vanguard Group Inc. Boosts Holdings in Keysight Technologies Inc. $KEYS

Key Points

• Vanguard Group Inc. modestly increased its stake in Keysight, adding 101,856 shares to hold 21,525,694 shares (≈12.55%) worth about $4.37 billion, while institutional investors collectively own roughly 84.58% of the stock.
• Keysight beat Q4 expectations with EPS $2.17 vs. $2.00 and revenue $1.60B (up 23.3% YoY), and issued FY2026 guidance near 8.59 EPS with Q2 guidance of 2.27–2.33 EPS.
• Analysts remain broadly positive—nine Buys vs. five Holds—giving a consensus rating of "Moderate Buy" and an average price target of $314.33, with several firms (UBS, Citi, Barclays) recently raising targets.

Vanguard Group Inc. raised its holdings in shares of Keysight Technologies Inc. (NYSE:KEYS - Free Report) by 0.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,525,694 shares of the scientific and technical instruments company's stock after acquiring an additional 101,856 shares during the quarter. Vanguard Group Inc. owned approximately 12.55% of Keysight Technologies worth $4,373,806,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the business. Madison Asset Management LLC grew its holdings in shares of Keysight Technologies by 7.6% during the third quarter. Madison Asset Management LLC now owns 571,222 shares of the scientific and technical instruments company's stock worth $99,918,000 after buying an additional 40,153 shares in the last quarter. National Pension Service grew its holdings in shares of Keysight Technologies by 2.4% during the third quarter. National Pension Service now owns 291,237 shares of the scientific and technical instruments company's stock worth $50,943,000 after buying an additional 6,957 shares in the last quarter. Willis Investment Counsel grew its holdings in shares of Keysight Technologies by 5.7% during the fourth quarter. Willis Investment Counsel now owns 80,609 shares of the scientific and technical instruments company's stock worth $16,379,000 after buying an additional 4,333 shares in the last quarter. Guyasuta Investment Advisors Inc. purchased a new stake in shares of Keysight Technologies during the fourth quarter worth about $1,137,000. Finally, Belpointe Asset Management LLC purchased a new stake in shares of Keysight Technologies during the fourth quarter worth about $1,123,000. 84.58% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the stock. Zacks Research downgraded shares of Keysight Technologies from a "strong-buy" rating to a "hold" rating in a report on Tuesday, March 31st. Morgan Stanley lifted their price target on shares of Keysight Technologies from $227.00 to $268.00 and gave the stock an "equal weight" rating in a report on Tuesday, February 24th. UBS Group raised their target price on shares of Keysight Technologies from $230.00 to $340.00 and gave the stock a "buy" rating in a research report on Tuesday, February 24th. Citigroup raised their target price on shares of Keysight Technologies from $282.00 to $320.00 and gave the stock a "buy" rating in a research report on Monday, March 23rd. Finally, Barclays raised their target price on shares of Keysight Technologies from $232.00 to $320.00 and gave the stock an "overweight" rating in a research report on Tuesday, February 24th. Nine research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $314.33.

Insider Activity

In other Keysight Technologies news, CFO Neil Dougherty sold 2,000 shares of Keysight Technologies stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $298.37, for a total transaction of $596,740.00. Following the transaction, the chief financial officer directly owned 125,272 shares of the company's stock, valued at $37,377,406.64. The trade was a 1.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Jeffrey K. Li sold 2,000 shares of Keysight Technologies stock in a transaction that occurred on Tuesday, March 24th. The shares were sold at an average price of $297.19, for a total transaction of $594,380.00. Following the transaction, the senior vice president directly owned 34,499 shares in the company, valued at approximately $10,252,757.81. This trade represents a 5.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 40,334 shares of company stock valued at $11,533,230 over the last quarter. 0.40% of the stock is owned by insiders.

Keysight Technologies Trading Down 1.9%

Shares of KEYS stock opened at $340.27 on Tuesday. The stock has a market cap of $58.36 billion, a price-to-earnings ratio of 61.31, a price-to-earnings-growth ratio of 2.53 and a beta of 1.15. The company has a quick ratio of 2.02, a current ratio of 2.60 and a debt-to-equity ratio of 0.41. Keysight Technologies Inc. has a fifty-two week low of $140.73 and a fifty-two week high of $352.78. The firm's 50 day moving average price is $296.98 and its two-hundred day moving average price is $233.29.

Keysight Technologies (NYSE:KEYS - Get Free Report) last announced its quarterly earnings results on Monday, February 23rd. The scientific and technical instruments company reported $2.17 earnings per share for the quarter, beating analysts' consensus estimates of $2.00 by $0.17. The firm had revenue of $1.60 billion for the quarter, compared to analysts' expectations of $1.54 billion. Keysight Technologies had a net margin of 16.84% and a return on equity of 19.26%. Keysight Technologies's revenue was up 23.3% compared to the same quarter last year. During the same period in the previous year, the company posted $1.82 earnings per share. 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 anticipate that Keysight Technologies Inc. will post 7.86 EPS for the current 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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