The Ontario Teachers Pension Plan Board significantly increased its stake in Keysight Technologies by 478.3%, owning 7,744 shares valued at approximately $1.16 million as of the first quarter of 2025. Insider activity included CEO Satish Dhanasekaran and CFO Neil Dougherty selling shares, reducing their holdings by 0.57% and 9.58% respectively. Keysight Technologies reported earnings of $1.70 per share, exceeding analyst estimates, with revenue of $1.32 billion and a net margin of 14.50%. The company's market capitalization is $29.21 billion, and analysts have raised their price targets to an average of $187.50. Several institutional investors also adjusted their positions, with Central Pacific Bank Trust Division, Accent Capital Management LLC, Manchester Capital Management LLC, Private Trust Co. NA, and Sunbelt Securities Inc. increasing their stakes. The stock traded up to $169.72, with a 50-day moving average of $162.87 and a 200-day moving average of $158.60. Wall Street analysts, including Bank of America, JPMorgan Chase & Co., and Morgan Stanley, have upgraded their ratings and price targets for the company.

Connor Clark & Lunn Investment Management Ltd. increased its stake in Keysight Technologies Inc. by 46.9%, now owning 64,590 shares valued at $9.67 million, after purchasing an additional 20,631 shares in the first quarter. Other hedge funds also adjusted their positions, with Central Pacific Bank Trust Division increasing its holdings by 97.8%, Accent Capital Management LLC buying a new stake, and several others increasing or acquiring shares. SVP Ingrid A. Estrada sold 10,000 shares at $158.97, reducing her ownership by 8.43%, while the CEO sold 658 shares at $157.78. Insiders collectively sold 31,830 shares worth $5.12 million. Keysight reported strong quarterly results with $1.70 EPS, up from the $1.65 consensus, a 7.4% year-over-year revenue increase to $1.32 billion, and a 19.65% return on equity. The company has a market cap of $27.82 billion and a P/E ratio of 37.94. Analysts are optimistic, with JPMorgan, Morgan Stanley, and Bank of America raising price targets and upgrading ratings, with a consensus target of $187.50. Keysight serves industries such as communications, networking, aerospace, defense, automotive, energy, semiconductor, electronics, and education, operating in two segments.

Keysight Technologies Inc. is expected to report an 8% year-on-year increase in third-quarter revenue to $1.3 billion, continuing a recovery that began in early 2025 after a downturn from late 2023. The communications solutions group, which accounts for 70% of sales, is projected to grow 9% to $922 million, driven by strong demand in aerospace, defense, government, and commercial communications markets. The electronics solutions segment, making up 30% of sales, is forecast to rise 7% to $395 million, supported by orders from semiconductor foundries and integrated device manufacturers. Full-year 2025 revenue is projected to grow 6% to $5.3 billion, reversing a 9% decline in 2024. Net income is expected to increase 46% to $897 million, with diluted earnings per share reaching $5.18. The company's earnings for Q3 are scheduled for release on August 19.

Charles Schwab Investment Management Inc. increased its stake in Keysight Technologies Inc. by 2.1% in the first quarter, owning 1,036,642 shares valued at $155.26 million, representing approximately 0.60% of the company's total shares. Other institutional investors, including Wellington Management Group LLP, Federated Hermes Inc., Cerity Partners LLC, Renaissance Technologies LLC, and Argent Trust Co., also adjusted their holdings in the fourth quarter. Research firms such as Bank of America, Morgan Stanley, and JPMorgan Chase & Co. updated their ratings and price targets for Keysight Technologies, with a consensus price target of $187.50 and an average rating of 'Moderate Buy'. The company reported strong quarterly earnings, with $1.70 earnings per share and $1.32 billion in revenue, exceeding expectations. Keysight Technologies has a market capitalization of $28.39 billion, a debt-to-equity ratio of 0.46, and a net margin of 14.50%. Insiders, including a director and a senior vice president, sold shares in May and June, reducing their ownership. The company serves industries such as communications, aerospace, defense, automotive, energy, and semiconductors across the Americas, Europe, and Asia Pacific.

ING Groep NV increased its stake in Keysight Technologies Inc. by 111.4%, now holding 10,714 shares valued at approximately $1.6 million. Several other institutional investors, including Central Pacific Bank Trust Division, Manchester Capital Management LLC, Smithfield Trust Co, Haven Private LLC, Argent Trust Co, and Liberty Wealth Management LLC, also increased their holdings in the company. Keysight Technologies reported stronger-than-expected earnings, with $1.70 EPS and $1.32 billion in revenue, exceeding analyst estimates. The company received upgraded analyst ratings, including from JPMorgan Chase & Co., Bank of America, and Morgan Stanley, with a consensus 'Moderate Buy' rating and an average price target of $187.50. The stock traded down to $163.98 on Monday, with a market cap of $28.22 billion and strong financial metrics including a quick ratio of 2.75 and a return on equity of 19.65%. The company serves industries such as communications, aerospace, defense, automotive, and semiconductor markets globally.