Reinhart Partners LLC. Trims Stake in Keysight Technologies Inc. $KEYS

Reinhart Partners LLC. decreased its position in shares of Keysight Technologies Inc. (NYSE:KEYS) by 4.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 50,040 shares of the scientific and technical instruments company’s stock after selling 2,427 shares during the quarter. Reinhart Partners LLC.’s holdings in Keysight Technologies were worth $8,753,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in the company. AQR Capital Management LLC increased its holdings in Keysight Technologies by 92.6% in the first quarter. AQR Capital Management LLC now owns 27,216 shares of the scientific and technical instruments company’s stock valued at $3,965,000 after buying an additional 13,085 shares in the last quarter. Integrated Wealth Concepts LLC increased its stake in shares of Keysight Technologies by 5.0% in the 1st quarter. Integrated Wealth Concepts LLC now owns 2,581 shares of the scientific and technical instruments company’s stock valued at $387,000 after purchasing an additional 122 shares in the last quarter. Empowered Funds LLC raised its holdings in Keysight Technologies by 30.0% in the 1st quarter. Empowered Funds LLC now owns 10,652 shares of the scientific and technical instruments company’s stock worth $1,595,000 after purchasing an additional 2,461 shares during the period. Geneos Wealth Management Inc. boosted its position in Keysight Technologies by 66.5% during the first quarter. Geneos Wealth Management Inc. now owns 393 shares of the scientific and technical instruments company’s stock worth $59,000 after purchasing an additional 157 shares in the last quarter. Finally, MassMutual Private Wealth & Trust FSB grew its holdings in Keysight Technologies by 29.7% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 1,110 shares of the scientific and technical instruments company’s stock valued at $182,000 after purchasing an additional 254 shares during the period. 84.58% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Keysight Technologies

In other news, CEO Satish Dhanasekaran sold 12,528 shares of the business’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $196.42, for a total transaction of $2,460,749.76. Following the transaction, the chief executive officer owned 132,361 shares of the company’s stock, valued at approximately $25,998,347.62. The trade was a 8.65% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Ingrid A. Estrada sold 4,827 shares of the company’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $196.42, for a total transaction of $948,119.34. Following the completion of the sale, the senior vice president directly owned 110,079 shares of the company’s stock, valued at $21,621,717.18. This represents a 4.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 78,784 shares of company stock valued at $15,841,737 in the last three months. Company insiders own 0.61% of the company’s stock.

Keysight Technologies Stock Performance

KEYS opened at $214.37 on Friday. Keysight Technologies Inc. has a twelve month low of $121.43 and a twelve month high of $218.15. The firm has a market capitalization of $36.83 billion, a PE ratio of 43.84, a PEG ratio of 2.27 and a beta of 1.18. The company has a current ratio of 2.35, a quick ratio of 1.78 and a debt-to-equity ratio of 0.43. The firm’s 50-day moving average price is $199.77 and its 200 day moving average price is $178.98.

Keysight Technologies (NYSE:KEYS) last released its quarterly earnings data on Monday, November 24th. The scientific and technical instruments company reported $1.91 EPS for the quarter, beating analysts’ consensus estimates of $1.83 by $0.08. The company had revenue of $1.42 billion during the quarter, compared to the consensus estimate of $1.39 billion. Keysight Technologies had a net margin of 15.71% and a return on equity of 19.30%. Keysight Technologies’s quarterly revenue was up 10.1% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.65 EPS. Keysight Technologies has set its Q1 2026 guidance at 1.950-2.010 EPS. As a group, sell-side analysts expect that Keysight Technologies Inc. will post 6.32 EPS for the current fiscal year.

Keysight Technologies declared that its board has authorized a stock repurchase plan on Monday, November 24th that permits the company to repurchase $1.50 billion in outstanding shares. This repurchase authorization permits the scientific and technical instruments company to purchase up to 4.9% of its stock through open market purchases. Stock repurchase plans are often a sign that the company’s board of directors believes its stock is undervalued.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the company. Susquehanna increased their target price on Keysight Technologies from $215.00 to $225.00 and gave the company a “positive” rating in a research report on Tuesday, November 25th. Wells Fargo & Company increased their price objective on shares of Keysight Technologies from $190.00 to $225.00 and gave the company an “overweight” rating in a report on Tuesday, November 25th. Weiss Ratings reiterated a “hold (c)” rating on shares of Keysight Technologies in a research report on Monday, December 29th. UBS Group set a $230.00 price target on shares of Keysight Technologies in a research report on Tuesday, November 25th. Finally, The Goldman Sachs Group reiterated a “buy” rating and issued a $243.00 price objective on shares of Keysight Technologies in a report on Thursday. Eight analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $219.82.

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.