Highland Capital Management 13F: New $5M Stake in KEYS

Highland Capital Management has taken a new position in Keysight Technologies, Inc. (NYSE: KEYS), acquiring 13,636 shares valued at about $4,964,049. This was disclosed in a filing on October 26, 2026.

KEYS Keysight Technologies, Inc.

$331.32 ▲ +60.38% year to date

1M 3M YTD

Daily close · Oct 27, 2026

What Changed in Highland Capital Management's Keysight Position

Highland Capital Management opened a new position in Keysight Technologies, acquiring 13,636 shares. This new stake is valued at $4,964,049, representing a 0.6% share of the fund's total reported value of approximately $833 million, where it ranks 20 out of 415 positions.

Where Keysight Fits in Highland Capital Management's Portfolio

This new position in Keysight Technologies is notable as it adds to the fund's diverse holdings, ranking 20th among 415 other positions.

Keysight Technologies, Inc. Stock Holds Steady

As of October 26, 2026, Keysight Technologies closed at $326.04. The stock is currently trading about equal to this level, which is 4.5% below its 50-day moving average of $341.41. It also remains 16.4% below its 52-week high of $389.93, suggesting potential for future growth.

Recent Earnings

Keysight Technologies reported trailing twelve-month revenue of approximately $6.58 billion, with an EPS of $7.39. The company has shown strong performance, with a year-over-year revenue growth of 36.5%. The next earnings report is scheduled for November 24, 2026.

Insider Buying and Selling at Keysight Technologies, Inc.

Several insiders have sold shares of Keysight Technologies recently. Ingrid A Estrada, an officer, sold 2,000 shares at an average price of $340.87 on June 30, 2026, worth about $681,740. Director Jean Mcclung Nye sold 3,000 shares at $319.22 on August 21, 2026, totaling approximately $957,660. Additionally, Ingrid A Estrada sold another 2,000 shares at $326.10 on September 4, 2026, valued at $652,200. CFO Neil Dougherty sold 2,000 shares at $340.78 on September 21, 2026, for about $681,570.

Analysts Set New Price Targets

On October 6, 2026, Goldman Sachs maintained a "Buy" rating on Keysight Technologies with a price target of $487. Earlier, on August 19, 2026, several firms, including JP Morgan and Morgan Stanley, maintained their "Overweight" ratings with targets of $425. The consensus among analysts is optimistic, with a mean price target of $418 based on 12 opinions.

About Keysight Technologies

Keysight Technologies, Inc. provides electronic design and testing solutions globally, operating through its Communications Solutions Group and Electronic Industrial Solutions Group. The firm focuses on helping customers accelerate innovation in their electronic designs.

Bottom Line

Investors should keep an eye on Keysight Technologies as it approaches its next earnings date on November 24, 2026. Highland Capital Management's new position could reflect a growing interest in the technology sector, especially given the recent performance of Keysight's stock.