Keysight Technologies (NYSE: KEYS) reported third-quarter fiscal 2026 revenue of $1.85 billion, up from $1.35 billion a year earlier. GAAP net income was $397 million, or $2.30 diluted per share, compared with $191 million, or $1.10 per share, in the prior-year quarter.
The company reported its second consecutive quarter with orders above $2 billion and raised its full-year outlook. Fourth-quarter fiscal 2026 revenue is projected at $1.930 billion to $1.950 billion.
- Third-quarter orders totaled $2.091 billion, compared with $1.340 billion a year earlier.
- GAAP basic EPS was $2.33, while diluted EPS was $2.30.
- Communications Solutions Group revenue rose 43% to $1.345 billion.
- Electronic Industrial Solutions Group revenue increased 21% to $501 million.
- Cash, cash equivalents, and restricted cash totaled $2.62 billion as of July 31, 2026.
- Fourth-quarter non-GAAP EPS guidance was $3.34 to $3.40.
$KEYS Insider Trading Activity
$KEYS insiders have traded $KEYS stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $KEYS stock by insiders over the last 6 months:
- RONALD S. NERSESIAN sold 30,000 shares for an estimated $8,578,920
- SATISH DHANASEKARAN (President and CEO) has made 0 purchases and 3 sales selling 3,841 shares for an estimated $1,166,719.
- INGRID A ESTRADA (SVP) has made 0 purchases and 2 sales selling 4,000 shares for an estimated $1,157,100.
- JAMES CULLEN sold 3,000 shares for an estimated $1,039,740
- NEIL DOUGHERTY (EVP and CFO) sold 2,000 shares for an estimated $596,740
- JEFFREY K LI (SVP and Secretary) sold 2,000 shares for an estimated $594,380
- JO ANN JUSKIE (SVP) sold 1,000 shares for an estimated $304,423
- RICHARD P HAMADA sold 870 shares for an estimated $239,929
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$KEYS Hedge Fund Activity
We have seen 660 institutional investors add shares of $KEYS stock to their portfolio, and 517 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 5,324,777 shares (-35.6%) from their portfolio in Q2 2026, for an estimated $1,864,044,684
- BOSTON PARTNERS removed 2,484,352 shares (-88.4%) from their portfolio in Q2 2026, for an estimated $869,697,104
- BLACKROCK, INC. added 1,473,391 shares (+7.9%) to their portfolio in Q2 2026, for an estimated $515,789,987
- FMR LLC added 1,200,533 shares (+101.9%) to their portfolio in Q2 2026, for an estimated $420,270,587
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,101,512 shares (+inf%) to their portfolio in Q2 2026, for an estimated $385,606,305
- VICTORY CAPITAL MANAGEMENT INC removed 905,372 shares (-39.3%) from their portfolio in Q2 2026, for an estimated $316,943,576
- JPMORGAN CHASE & CO added 663,951 shares (+inf%) to their portfolio in Q2 2026, for an estimated $232,429,326
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
