Wedge Capital Management L L P NC Makes New Investment in Keysight Technologies Inc. $KEYS

Key Points

• Wedge Capital acquired a new stake of 296,819 shares in Keysight Technologies, valued at about $60.31 million, representing roughly 1.1% of Wedge's portfolio and leaving Wedge with ~0.17% ownership of Keysight.
• Keysight beat Q4 estimates with EPS of $2.17 (vs. $2.00) and revenue of $1.60B (up 23.3% YoY), and set FY2026 guidance around 8.59 EPS and Q2 at 2.27–2.33, supporting analyst optimism and a consensus target near $298.82.
• Institutional ownership is high (~84.6%) and analyst ratings skew positive (majority Buy/Moderate Buy), but clustered insider selling (41,223 shares worth ~$11.7M in three months) has created short‑term concern.

Wedge Capital Management L L P NC acquired a new position in shares of Keysight Technologies Inc. (NYSE:KEYS - Free Report) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 296,819 shares of the scientific and technical instruments company's stock, valued at approximately $60,311,000. Keysight Technologies makes up about 1.1% of Wedge Capital Management L L P NC's portfolio, making the stock its 17th largest position. Wedge Capital Management L L P NC owned approximately 0.17% of Keysight Technologies as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. raised its stake in Keysight Technologies by 0.5% during the third quarter. Vanguard Group Inc. now owns 21,423,838 shares of the scientific and technical instruments company's stock valued at $3,747,458,000 after purchasing an additional 97,064 shares in the last quarter. State Street Corp raised its position in shares of Keysight Technologies by 0.7% during the 2nd quarter. State Street Corp now owns 7,973,742 shares of the scientific and technical instruments company's stock valued at $1,306,577,000 after buying an additional 55,358 shares in the last quarter. Boston Partners lifted its holdings in shares of Keysight Technologies by 3.4% in the 3rd quarter. Boston Partners now owns 4,870,268 shares of the scientific and technical instruments company's stock valued at $851,525,000 after acquiring an additional 160,728 shares during the last quarter. Capital World Investors grew its position in Keysight Technologies by 1.6% in the third quarter. Capital World Investors now owns 3,700,709 shares of the scientific and technical instruments company's stock worth $647,328,000 after acquiring an additional 58,039 shares in the last quarter. Finally, Victory Capital Management Inc. grew its position in Keysight Technologies by 8.5% in the third quarter. Victory Capital Management Inc. now owns 3,021,463 shares of the scientific and technical instruments company's stock worth $528,514,000 after acquiring an additional 237,563 shares in the last quarter. 84.58% of the stock is owned by hedge funds and other institutional investors.

Keysight Technologies Price Performance

Keysight Technologies stock opened at $278.92 on Friday. 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 stock has a market cap of $47.84 billion, a price-to-earnings ratio of 50.26, a price-to-earnings-growth ratio of 2.19 and a beta of 1.12. The firm has a 50-day moving average of $257.27 and a two-hundred day moving average of $211.36. Keysight Technologies Inc. has a 1 year low of $121.43 and a 1 year high of $317.00.

Keysight Technologies (NYSE:KEYS - Get Free Report) last issued its earnings results 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. The business had revenue of $1.60 billion for the quarter, compared to analyst estimates of $1.54 billion. Keysight Technologies had a net margin of 16.84% and a return on equity of 19.26%. The company's quarterly revenue was up 23.3% compared to the same quarter last year. During the same period last 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, research analysts forecast that Keysight Technologies Inc. will post 6.32 earnings per share for the current year.

Insider Activity at Keysight Technologies

In other Keysight Technologies news, SVP Jeffrey K. Li sold 2,000 shares of Keysight Technologies stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $297.19, for a total transaction of $594,380.00. Following the completion of the sale, the senior vice president directly owned 34,499 shares of the company's stock, valued at $10,252,757.81. The trade was a 5.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CFO Neil Dougherty sold 2,000 shares of the company's stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $298.37, for a total value of $596,740.00. Following the completion of the sale, 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. Insiders sold a total of 41,223 shares of company stock worth $11,716,951 over the last three months. Corporate insiders own 0.40% of the company's stock.

Trending Headlines about Keysight Technologies

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

• Positive Sentiment: Street bullishness: a recent price‑target lift (reported broadly) signals stronger analyst conviction on growth and supports upside to the stock’s valuation. Keysight Technologies (KEYS) price target increased by 34.51% to 308.18
• Positive Sentiment: Manufacturing expansion: Keysight is starting test‑equipment manufacturing in Chennai, India — a move that can lower costs, improve supply resilience and help win business in semiconductors, defense and global customers. Taiwan-based Keysight launches local manufacturing in India, accelerating global innovation
• Positive Sentiment: Demand and product momentum: recent coverage highlights new test solutions (automotive Ethernet, AI/HPC interconnects) and growing secular demand in automotive, AI and data‑center testing — supportive for revenue growth and margin leverage. How The Keysight Technologies (KEYS) Story Is Evolving With New Growth Drivers And Valuation Views
• Positive Sentiment: Talent / long‑term demand: Keysight launched hands‑on semiconductor teaching labs for universities, which can deepen the customer pipeline and create long‑term equipment demand. Keysight launches new hands‑on semiconductor teaching labs for universities
• Neutral Sentiment: Analyst notes and valuation context: analysts are debating how much of the AI/defense tailwinds are already priced in; several firms have raised targets but valuation (high P/E) remains a focus for debate. How The Keysight Technologies (KEYS) Story Is Evolving With New Growth Drivers And Valuation Views
• Neutral Sentiment: Trading context: volume is below average and the shares sit near the 12‑month high — this can make intraday moves less liquid and amplify reactions to news.
• Negative Sentiment: Clustered insider selling: CEO Satish Dhanasekaran sold ~1,667 shares (~$500k); the CFO and an SVP also disclosed sizable sales the same week. While insiders remain large holders, clustered sales are prompting short‑term concern and likely added selling pressure. Keysight Technologies NYSE: KEYS CEO Sells $500,100.00 in Stock
• Negative Sentiment: Profit‑taking risk: after a sizable run toward the year high and with a rich P/E, some investors appear to be trimming positions, which is consistent with the observed downward move.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the company. Susquehanna restated a "positive" rating and set a $300.00 price objective on shares of Keysight Technologies in a research report on Tuesday, February 24th. Robert W. Baird increased their price target on Keysight Technologies from $230.00 to $257.00 and gave the company an "outperform" rating in a report on Friday, February 20th. Weiss Ratings restated a "hold (c)" rating on shares of Keysight Technologies in a research report on Monday, December 29th. Barclays lifted their price objective on shares of Keysight Technologies from $232.00 to $320.00 and gave the stock an "overweight" rating in a research note on Tuesday, February 24th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Keysight Technologies from $255.00 to $300.00 and gave the company an "overweight" rating in a research report on Tuesday, February 24th. One investment 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, Keysight Technologies has an average rating of "Moderate Buy" and a consensus target price 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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