Varma Mutual Pension Insurance Co Purchases New Holdings in Keysight Technologies Inc. $KEYS

Key Points

• Varma Mutual Pension Insurance Co. acquired 50,700 Keysight shares in the second quarter, valued at approximately $17.75 million. Institutional investors collectively own 84.58% of the company.
• 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. The company also issued upbeat fourth-quarter guidance, supported by demand tied to AI infrastructure and other growth markets.
• Analysts maintain a generally bullish view, with a consensus rating of “Moderate Buy” and an average price target of $392.83. However, insiders sold 5,507 shares worth approximately $1.9 million during the quarter, while the stock’s premium valuation and recent trading below its 50-day moving average remain potential risks.

Varma Mutual Pension Insurance Co purchased a new stake in Keysight Technologies Inc. (NYSE:KEYS - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 50,700 shares of the scientific and technical instruments company's stock, valued at approximately $17,749,000.

A number of other hedge funds also recently modified their holdings of KEYS. Annis Gardner Whiting Capital Advisors LLC grew its holdings in shares of Keysight Technologies by 15.0% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 222 shares of the scientific and technical instruments company's stock worth $63,000 after purchasing an additional 29 shares in the last quarter. Kera Capital Partners Inc. raised its stake in shares of Keysight Technologies by 0.9% in the first quarter. Kera Capital Partners Inc. now owns 3,276 shares of the scientific and technical instruments company's stock valued at $925,000 after purchasing an additional 30 shares in the last quarter. Cornerstone Planning Group LLC raised its stake in shares of Keysight Technologies by 36.1% in the first quarter. Cornerstone Planning Group LLC now owns 113 shares of the scientific and technical instruments company's stock valued at $32,000 after purchasing an additional 30 shares in the last quarter. KCM Investment Advisors LLC lifted its position in Keysight Technologies by 1.3% in the first quarter. KCM Investment Advisors LLC now owns 2,333 shares of the scientific and technical instruments company's stock worth $659,000 after purchasing an additional 30 shares during the period. Finally, WPG Advisers LLC boosted its stake in Keysight Technologies by 16.5% during the first quarter. WPG Advisers LLC now owns 219 shares of the scientific and technical instruments company's stock worth $62,000 after buying an additional 31 shares in the last quarter. Institutional investors own 84.58% of the company's stock.

Insider Transactions at Keysight Technologies

In related news, CEO Satish Dhanasekaran sold 507 shares of Keysight Technologies stock in a transaction dated Thursday, June 25th. The shares were sold at an average price of $361.32, for a total transaction of $183,189.24. Following the completion of the transaction, the chief executive officer directly owned 121,391 shares of the company's stock, valued at $43,860,996.12. This trade represents a 0.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 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 dated 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 completion of the transaction, the director owned 21,821 shares in the company, valued at approximately $7,562,722.18. This trade represents a 12.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 5,507 shares of company stock valued at $1,904,669. 0.40% of the stock is owned by insiders.

Keysight Technologies News Roundup

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 Performance

Shares of NYSE:KEYS opened at $315.95 on Friday. The business's fifty day moving average price is $332.86 and its two-hundred day moving average price is $315.34. Keysight Technologies Inc. has a fifty-two week low of $158.79 and a fifty-two week high of $374.96. The stock has a market capitalization of $54.00 billion, a price-to-earnings ratio of 43.40, a price-to-earnings-growth 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.

Keysight Technologies (NYSE:KEYS - Get Free Report) last released its quarterly earnings data on Tuesday, August 18th. The scientific and technical instruments company reported $3.07 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.48 by $0.59. The firm had revenue of $1.85 billion during the quarter, compared to analyst estimates of $1.75 billion. Keysight Technologies had a return on equity of 24.34% and a net margin of 19.08%.The business's revenue for the quarter was up 36.5% compared to the same quarter last year. During the same period in the prior year, the company 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. As a group, analysts predict that Keysight Technologies Inc. will post 9.03 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

KEYS has been the topic of several analyst reports. Citigroup reissued a "buy" rating on shares of Keysight Technologies in a report on Wednesday. Weiss Ratings raised shares of Keysight Technologies from a "hold (c+)" rating to a "buy (b-)" rating in a report on Thursday. Wells Fargo & Company lifted their target price on shares of Keysight Technologies from $390.00 to $405.00 and gave the company an "overweight" rating in a research report on Wednesday. The Goldman Sachs Group reissued a "buy" rating on shares of Keysight Technologies in a research note on Wednesday, May 20th. Finally, Zacks Research raised shares of Keysight Technologies from a "hold" rating to a "strong-buy" rating in a research report on Wednesday, April 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, Keysight Technologies presently has an average rating of "Moderate Buy" and a consensus price target of $392.83.

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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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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