May Hill Capital LLC Increases Stake in Keysight Technologies Inc. $KEYS

May Hill Capital LLC boosted its stake in Keysight Technologies Inc. (NYSE:KEYS) by 100.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 109,198 shares of the scientific and technical instruments company’s stock after acquiring an additional 54,593 shares during the period. Keysight Technologies accounts for 2.9% of May Hill Capital LLC’s investment portfolio, making the stock its 6th largest holding. May Hill Capital LLC’s holdings in Keysight Technologies were worth $22,188,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also added to or reduced their stakes in KEYS. Woodline Partners LP bought a new stake in Keysight Technologies in the third quarter valued at approximately $208,891,000. M&T Bank Corp boosted its holdings in Keysight Technologies by 9,349.0% in the fourth quarter. M&T Bank Corp now owns 1,048,176 shares of the scientific and technical instruments company’s stock valued at $212,979,000 after acquiring an additional 1,037,083 shares during the last quarter. Man Group plc boosted its holdings in Keysight Technologies by 164.3% in the second quarter. Man Group plc now owns 1,010,399 shares of the scientific and technical instruments company’s stock valued at $165,564,000 after acquiring an additional 628,082 shares during the last quarter. AQR Capital Management LLC boosted its holdings in Keysight Technologies by 2,004.8% in the second quarter. AQR Capital Management LLC now owns 572,836 shares of the scientific and technical instruments company’s stock valued at $93,865,000 after acquiring an additional 545,620 shares during the last quarter. Finally, Alyeska Investment Group L.P. bought a new stake in Keysight Technologies in the third quarter valued at approximately $90,914,000. 84.58% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, SVP Ingrid A. Estrada sold 2,000 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $237.68, for a total value of $475,360.00. Following the transaction, the senior vice president directly owned 107,861 shares in the company, valued at $25,636,402.48. This trade represents a 1.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Ronald S. Nersesian sold 30,000 shares of the stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $285.96, for a total value of $8,578,800.00. Following the completion of the transaction, the director owned 163,377 shares in the company, valued at approximately $46,719,286.92. This represents a 15.51% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 40,334 shares of company stock worth $11,533,230 over the last quarter. Corporate insiders own 0.40% of the company’s stock.

Keysight Technologies Price Performance

Shares of KEYS opened at $349.52 on Friday. Keysight Technologies Inc. has a 12-month low of $152.85 and a 12-month high of $370.17. The business’s fifty day moving average is $315.39 and its 200 day moving average is $248.74. The company has a quick ratio of 2.02, a current ratio of 2.60 and a debt-to-equity ratio of 0.41. The stock has a market cap of $59.94 billion, a P/E ratio of 62.98, a P/E/G ratio of 2.54 and a beta of 1.26.

Keysight Technologies (NYSE:KEYS) last issued its earnings results on Monday, February 23rd. The scientific and technical instruments company reported $2.17 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.00 by $0.17. Keysight Technologies had a return on equity of 19.26% and a net margin of 16.84%.The company had revenue of $1.60 billion for the quarter, compared to analysts’ expectations of $1.54 billion. During the same period last year, the business earned $1.82 EPS. Keysight Technologies’s quarterly revenue 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. Sell-side analysts anticipate that Keysight Technologies Inc. will post 7.86 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

KEYS has been the topic of several analyst reports. Barclays upped their target price on Keysight Technologies from $232.00 to $320.00 and gave the company an “overweight” rating in a 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. Susquehanna reissued a “positive” rating and issued a $300.00 price target on shares of Keysight Technologies in a research note on Tuesday, February 24th. Wall Street Zen raised Keysight Technologies from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. Finally, Citigroup boosted their price target on Keysight Technologies from $282.00 to $320.00 and gave the company a “buy” rating in a research note on Monday, March 23rd. One investment 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’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $322.83.

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.