KeyCorp (KEY)
NYSE:KEY
Want to see KEY full AI Analyst Report?
KEY Stock Chart & Stats
$21.80
-$0.22(-1.28%)
At close: 4:00 PM EST
$21.80
-$0.22(-1.28%)
Day’s Range― - ―
52-Week Range$15.66 - $23.35
Previous CloseN/A
Volume2.85M
Average Volume (3M)11.25M
Market Cap
$24.21B
Enterprise Value$39.06B
Total Cash (Recent Filing)$61.75B
Total Debt (Recent Filing)$17.06B
Price to Earnings (P/E)12.6
Beta1.26
Next Earnings
Jul 21, 2026EPS Estimate
0.43Next Dividend Ex-DateN/A
Dividend Yield3.9%
Share Statistics
EPS (TTM)1.64
Shares Outstanding1,084,225,700
10 Day Avg. Volume14,470,045
30 Day Avg. Volume11,248,057
Financial Highlights & Ratios
PEG Ratio-0.02
Price to Book (P/B)1.11
Price to Sales (P/S)2.02
P/FCF Ratio10.76
Enterprise Value/Market Cap1.61
Enterprise Value/Revenue3.48
Enterprise Value/Gross Profit5.42
Enterprise Value/Ebitda15.57
Forecast
1Y Price Target
$24.32Price Target Upside11.55% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering12
EPS Forecast (FY)1.82
Revenue Forecast (FY)$8.05B
Bulls Say, Bears Say
Bulls Say
Revenue & Cash RecoverySince 2025 the company has meaningfully recovered revenue and profitability and free cash flow closely tracks net income (~95%). That persistent cash conversion supports durable capital deployment, dividend coverage and buybacks, and reduces refinancing risk over the medium term.
NII Expansion & Loan GrowthManagement raised NII and loan guidance and targets an exit NIM ~3.05%, driven by asset repricing and disciplined funding. Sustained commercial loan growth and an elevated pipeline provide structural net interest income tailwinds that should support margins and core earnings over the next several quarters.
Capital Position & Share ReturnsA sizable buyback authorization alongside ongoing dividends and a reported CET1 in the 10%+ range signals capital flexibility. This durable capacity to return capital reflects improved reserves and balance-sheet actions that support shareholder returns while maintaining regulatory cushion.
Bears Say
Recent Re-leveragingLeverage has increased notably in the trailing twelve months versus 2025, reducing the buffer between assets and equity. Higher leverage can constrain capital flexibility, amplify earnings sensitivity to credit losses or margin shocks, and increase reliance on external funding in the medium term.
Asset Quality PressureAn uptick in NPAs driven by two idiosyncratic credits (utilities, multifamily) and elevated special servicing balances highlight ongoing credit risk. Persisting or broader credit deterioration would require higher provisions, erode capital, and temper loan growth and returns over several quarters.
Profitability & Expense VolatilityHistorical swings— including a 2024 loss—and planned higher operating investments (technology and hiring) increase near-term expense pressure. If revenue or NII underperforms, these fixed investments could compress efficiency and margins, making earnings more volatile across economic cycles.
KeyCorp News
KEY FAQ
What was KeyCorp’s price range in the past 12 months?
KeyCorp lowest stock price was $15.66 and its highest was $23.34 in the past 12 months.
What is KeyCorp’s market cap?
KeyCorp’s market cap is $24.21B.
When is KeyCorp’s upcoming earnings report date?
KeyCorp’s upcoming earnings report date is Jul 21, 2026 which is in 37 days.
How were KeyCorp’s earnings last quarter?
KeyCorp released its earnings results on Apr 16, 2026. The company reported $0.44 earnings per share for the quarter, beating the consensus estimate of $0.414 by $0.026.
Is KeyCorp overvalued?
According to Wall Street analysts KeyCorp’s price is currently Undervalued.
Does KeyCorp pay dividends?
KeyCorp pays a Quarterly dividend of $0.205 which represents an annual dividend yield of 3.9%. See more information on KeyCorp dividends here
What is KeyCorp’s EPS estimate?
KeyCorp’s EPS estimate is 0.43.
How many shares outstanding does KeyCorp have?
KeyCorp has 1,084,225,700 shares outstanding.
What happened to KeyCorp’s price movement after its last earnings report?
KeyCorp reported an EPS of $0.44 in its last earnings report, beating expectations of $0.414. Following the earnings report the stock price went up 0.464%.
Which hedge fund is a major shareholder of KeyCorp?
Currently, no hedge funds are holding shares in KEY
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
KeyCorp Stock Smart Score
Neutral
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$24.32 (11.55% Upside)
$24.32 (11.55% Upside)
Blogger Sentiment
Bullish
KEY Sentiment 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 4.4M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $994.4K over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Negative
Last 7 Days ▼ 1.1%
Last 30 Days ▼ 2.7%
Last 30 Days ▼ 2.7%
News Sentiment
Bullish
Bullish news 79%
Bearish news 33%
Bearish news 33%
Technicals
SMA
Positive
20 days / 200 days
Momentum
46.86%
12-Months-Change
Fundamentals
Return on Equity
9.74%
Trailing 12-Months
Asset Growth
-0.01%
Trailing 12-Months
Company Description
KeyCorp
KeyCorp functions as the parent entity for KeyBank National Association, delivering a wide array of banking services to retail and business clients across the United States. Its operations are distinctly segmented into a Consumer Bank and a Commercial Bank. Targeting both individual consumers and small to medium-sized businesses, the corporation extends a comprehensive suite of services. These offerings include various deposit accounts, investment solutions, personal financial planning and wellness programs, student loan refinancing, mortgage and home equity products, general lending, credit card services, treasury management, business advisory, wealth and asset management, and trust-related services. Moreover, the company furnishes middle-market clients with a robust selection of sophisticated banking and capital market products. These encompass syndicated lending, debt and equity capital market offerings, commercial payment solutions, equipment financing, commercial real estate mortgage banking, derivatives, foreign exchange services, financial advisory, and public finance. Its commercial mortgage portfolio encompasses loans across diverse sectors, including consumer, energy, healthcare, industrial, public sector, real estate, and technology. Additionally, KeyCorp engages in community development financing, securities underwriting, brokerage, and investment banking services. As of December 31, 2021, its operational reach extended across 15 states, supported by an extensive network of approximately 999 physical branches and 1,317 automated teller machines (ATMs). Beyond its physical footprint, the company offers online and mobile banking capabilities, alongside a dedicated telephone banking call center and other offices. Established in 1849, KeyCorp maintains its corporate headquarters in Cleveland, Ohio.
KEY Company Deck
KEY Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call conveyed a broadly positive operational and financial momentum: strong earnings (EPS +33% YoY), healthy revenue and NII trends, consistent commercial loan growth, record investment banking fees for the quarter, disciplined capital returns (accelerated buybacks) and a favorable preliminary view of Basel III endgame relief. Offsetting items were manageable: seasonal deposit outflows and intentional brokered CD runoff, a modest uptick in NPAs from two idiosyncratic credits, an incremental qualitative reserve build due to macro uncertainty, and guidance that investment banking fees may normalize in Q2. Management reiterated conservative guidance assumptions and emphasized continued investments in technology and talent while maintaining solid capital and liquidity positions.View all KEY earnings summariesKEY Stock 12 Month Forecast
Average Price Target
$24.32
▲(11.55% Upside)
Technical Analysis
Fifth Third Bancorp
―
Huntington Bancshares
―
Regions Financial
―
Wintrust Financial
―
Citizens Financial
―
Ownership Overview
14.92% Insiders
22.33% Mutual Funds
27.82% Other Institutional Investors
7.63% Public Companies and Individual Investors