KeyCorp

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Bullish +65

Datadog (NASDAQ:DDOG) Stock Price Expected to Rise, KeyCorp Analyst ...

AI-generated analysis

Datadog (NASDAQ:DDOG) received a significant price target increase from KeyCorp analysts, who raised their objective from $225.00 to $320.00, citing an 'overweight' rating that implies potential upside of 23.70%. This move aligns with a broader consensus of bullish sentiment, as other major firms like BMO...

Bullish Signals

  • Analysts raised price target to $320.00, showing 23.70% upside.
  • Revenue of $1.01 billion beat estimates by $108.88 million.
  • EPS of $0.60 exceeded expectations of $0.51 by $0.09.
  • Revenue growth accelerated to 32.1% year over year.
  • Zacks upgraded stock from 'hold' to 'strong-buy' rating.

Bearish Signals

  • CFO sold 75k shares for $17.4M, down 14.72%.
  • Director sold 120k shares for $29.9M, down 75.36%.
  • Insiders sold 1.46M shares worth $325.9M in 3 months.
2
Bullish +75

KeyCorp Q1 2026 – $440M Net Income, 1.14% ROA

AI-generated analysis

KeyCorp reported first-quarter 2026 diluted earnings per share of $0.44, representing an increase from $0.33 in the same quarter a year earlier and a slight decline from $0.43 in the fourth quarter of 2025. Revenue rose to $1.953 billion compared with $1.773 billion in the...

Bullish Signals

  • KeyCorp Q1 2026 EPS rose to $0.44 from $0.33.
  • Net interest income grew to $1.230 billion year over year.
  • Return on assets improved to 1.14% from 0.88% in 1Q25.
  • Cash efficiency ratio dropped to 60.4% from 63.5% in 1Q25.
  • Provision for credit losses fell to $106 million from $118M.
  • Priority fee businesses grew 12% and AUM rose 14% year over year.
  • Commercial client growth reached 3% with household growth up 2%.
  • Share repurchase guidance raised to $1.3 billion from $1.2 billion.

Bearish Signals

  • Noninterest income dropped $782M to $723M QoQ.
  • Revenue fell $2.005B to $1.953B sequentially.
  • Noninterest expense decreased $1.241B to $1.181B.
3
Bullish +75

Higher Rates and Industry Tailwinds: 3 Major Regional Banks to Watch

Acquisition Dividend Share buyback AI-generated analysis

The Zacks Major Regional Banks industry is positioned to benefit from a higher-for-longer interest rate environment, which supports net interest income and profitability despite potential borrower repayment strains. KeyCorp (KEY) is highlighted as one of three major regional banks well-positioned to capitalize on these trends...

Bullish Signals

  • Positioned to capitalize on higher rates and economic growth.
  • Delivered steady top-line growth via loan expansion.
  • Revenues grew at a CAGR of 2.3% over five years.
  • Acquisitions expand investment banking franchise and digital capabilities.
  • Raised quarterly dividend by 5.1% to 20.5 cents.
  • Authorized $3B share repurchase program in May 2026.
  • Earnings expected to grow 25.3% in 2026.
4
Bullish +75

Are Wall Street Analysts Bullish on KeyCorp Stock? - finance.yahoo.com

AI-generated analysis

KeyCorp (KEY), a Cleveland-based financial institution with a diversified national footprint, has demonstrated strong performance both relative to the broader market and its regional banking peers. Over the past 52 weeks, the stock delivered a 19.4% return compared to the S&P 500’s 14.3% gain, with...

Bullish Signals

  • Revenue rose 131.8% year over year to $2.01 billion, exceeding analyst estimates of $1.97 billion, and EPS of $0.41 beat the $0.39 street expectation.
  • KeyCorp shares are up nearly 4.3% year-to-date versus the S&P 500's 1.4% gain, showing strong relative performance.
  • Management raised full-year guidance for 7% revenue growth in fiscal year 2026, signaling confidence in future momentum.
  • KeyCorp repurchased $200 million of common shares in Q4 while sustaining peer-leading capital ratios to return accelerated value to shareholders.
  • Analyst sentiment remains positive with a consensus rating of 'Moderate Buy' among 23 analysts covering the stock.
  • Wall Street sees potential upside from current levels, with average price targets at $23.43 representing an 8.9% gain potential.
5
Bullish +65

Robert W. Baird Forecasts Strong Price Appreciation for KeyCorp (NYSE ...

AI-generated analysis

Analysts at Robert W. Baird raised their price target for KeyCorp (NYSE:KEY) from $22.00 to $23.00, citing potential upside of 1.35% from the previous close. The brokerage maintains a 'neutral' rating on the stock. Other major firms have also adjusted their targets recently; DA Davidson...

Bullish Signals

  • Analysts raised price targets to $23-$27.
  • KeyCorp beat earnings with EPS of $0.44.
  • Revenue grew 6.7% year-over-year to $1.96 billion.
  • Net margin reached 17.83% and ROE hit 11.23%.
  • $3 billion buyback program announced.

Bearish Signals

  • Revenue of $1.96B missed analyst consensus of $1.97B.
  • Insider sold 22,826 shares for $494,411.16.
6
Bullish +65

KeyCorp Confident in $1 Billion Fee Target Despite M&A Slowdown

AI integration Acquisition Company update AI-generated analysis

KeyCorp executives expressed strong confidence in achieving its $1 billion investment banking and direct placement fee target for 2026, even as the broader middle-market M&A market faces a downturn. Randy Paine, president of Key Institutional Bank, noted that while announced mergers fell 11% year-to-date in...

Bullish Signals

  • Executives confident in hitting $1B IB fee target for 2026.
  • M&A fees up 15% YTD despite falling merger volume.
  • Atlantic-Pacific Capital acquisition adds private-capital expertise.
  • Clearwater on track to contribute $20M-$25M in 2026 fees.
  • ~40% of IB fees from stable PE-owned company revenue.

Bearish Signals

  • Q4 fee revenue expected lower due to extended loan balances.
  • AI productivity gains in banking processes remain unrealized.
7
Slightly Bullish +15

Insider Selling: KeyCorp (NYSE:KEY) Insider Sells $829,556.00 in Stock

Insider transaction AI-generated analysis

KeyCorp (NYSE:KEY) saw insider Andrew Paine III sell 39,130 shares of company stock on October 28th for a total transaction value of $829,556. The sale was executed at an average price of $21.20 per share, representing a 16.96% decrease in the insider's direct holdings, which...

Bullish Signals

  • EPS beat at $0.51 vs $0.46 estimate.

Bearish Signals

  • Insider sold 16.96% of holdings.
  • JPMorgan lowered target to $23.00, downgraded to neutral.
  • Jefferies cut target to $22.00, assigned hold rating.
  • RBC reduced target to $24.00 despite outperform.
8
Slightly Bullish +15

Better Dividend Stock: Truist vs. KeyCorp

Dividend AI-generated analysis

This article compares Truist Financial and KeyCorp as dividend investment options, concluding that Truist is the superior choice based on higher yield and more sustainable earnings coverage. At the time of writing, Truist offered a 4.6% yield compared to KeyCorp's 4.3%, with both banks maintaining...

Bullish Signals

  • Raised 2026 guidance: revenue +7-8%, net interest income +9-11%.
  • Q2 2026 revenue up 7% YoY to $1.96B.
  • Plans $1.3B share buybacks for fiscal 2026.

Bearish Signals

  • Dividend payout ratio hit risky 93% in fiscal 2023.
  • Net charge-offs rose to 42 bps in Q2 2026.
  • No dividend increase since fiscal 2023 despite earnings growth.
9
Bullish +65

KeyCorp (KEY) Stock Looks Below Fair Value On Current Earnings

Financial outlook AI-generated analysis

KeyCorp (KEY) has experienced a significant 114.3% share price increase over the past three years, prompting an analysis of whether its current valuation is justified by its capital returns. The article utilizes an Excess Returns model to assess the bank's intrinsic value, comparing the cost...

Bullish Signals

  • Intrinsic value substantially above $19.79 share price.
  • Stable EPS of $2.12 and ROE of 12.24%.
  • Balance sheet compounding with book value of $17.29.
  • Added $92.9M assets from affordable housing project.
  • Community narratives suggest 22% undervaluation potential.
10
Bullish +55

KeyCorp (KEY) Projected to Post Quarterly Earnings on Tuesday

AI-generated analysis

KeyCorp (NYSE: KEY) is scheduled to release its Q2 2026 earnings results before the market opens on Tuesday, July 21st. Analysts project the bank will report earnings of $0.42 per share and revenue of $1.9702 billion for the quarter. The company holds a conference call...

Bullish Signals

  • Beat Q1 estimates with $0.44 EPS vs $0.41 consensus.
  • Revenue grew 10.2% YoY to $1.95 billion.
  • Offers healthy 3.5% dividend yield with 50.31% payout ratio.
  • Analysts reaffirm buy rating and raise price target to $25.
  • Institutions accumulate shares: Peterson +250.3%, BBH +152.8%.

Bearish Signals

  • Insider sold 7.5% of holdings, signaling reduced confidence.
  • PE ratio of 14.46 suggests limited future growth pricing.
  • Seven of twenty analysts rate the stock as 'hold'.
11
Slightly Bullish +25

Atlassian (NASDAQ:TEAM) Price Target Cut to $115.00 by Analysts at KeyCorp

AI-generated analysis

Analyst sentiment regarding Atlassian (NASDAQ:TEAM) has become increasingly mixed, highlighted by a recent price target cut from $130.00 to $115.00 by KeyCorp and a significant reduction from $160.00 to $110.00 by Citigroup. While some firms like BTIG Research and Barclays have maintained or slightly increased...

Bullish Signals

  • Revenue surged 31.7% year-over-year to $1.79 billion.
  • EPS beat estimates by $0.42 at $1.75 versus $1.33 consensus.
  • MassMutual increased position by 139.2% in Q2.
  • Wyoming raised holdings by 65.7% adding 178 shares.
  • MV Capital, Western Wealth, and Pension Protection Fund initiated stakes.

Bearish Signals

  • KeyCorp price target cut from $130.00 to $115.00.
  • Citigroup price target slashed from $160.00 to $110.00.
  • Weiss Ratings reaffirmed 'sell (e+)' rating on April 20th.
  • Wall Street Zen downgraded from 'strong-buy' to 'buy'.
  • Negative net margin of -3.50% shows profitability issues.
  • CFO and CRO sold over $1 million in shares.
12
Bullish +65

Baird Upgrades KeyCorp (KEY) after Decline in Regional Bank Stocks - Insider Monkey

AI-generated analysis

Baird upgraded KeyCorp (NYSE: KEY) from Underperform to Neutral on February 24, maintaining a $19 price target. The upgrade follows a recent selloff in regional bank stocks driven by unfounded fears regarding AI disruption and economic stress scenarios described in a weekend blog post. Baird...

Bullish Signals

  • Baird analyst upgrade from Underperform to Neutral signals improved valuation attractiveness at 1.5x tangible book value.
  • Revenue growth of 12% year-over-year demonstrates strong top-line momentum despite broader regional bank concerns.
  • Net interest margin and income exceeded internal targets, indicating effective pricing power and asset yield management.
  • Significant improvement in asset quality metrics including lower charge-offs and delinquencies suggests a healthier loan book.
  • Aggressive share repurchase program, doubling the initial plan to $200 million, signals confidence in capital allocation.
  • Workforce expansion of nearly 10% indicates strategic growth in key revenue-generating areas like wealth management.
  • Substantial $100 million technology investment aims to modernize customer experience and operational efficiency.
  • Successful launch and rapid adoption of the mass affluent wealth platform with 54,000 new households since 2023.

Bearish Signals

  • Regional bank selloff driven by AI concerns.
  • Weaker US consumer and high unemployment fears.
13
Bullish +65

KeyCorp resumed with an Overweight at Stephens - TipRanks

AI-generated analysis

Stephens has resumed coverage of KeyCorp (KEY) with an Overweight rating and a $26 price target. The firm is broadly constructive on the super-regional banking sector, citing improved operating leverage over the past year. Analysts forecast capital return for 2026 at levels not seen since...

Bullish Signals

  • Stephens upgraded KeyCorp to Overweight rating.
  • $26 price target signals bullish valuation outlook.
  • Improved operating leverage boosts efficiency and profitability.
  • Capital returns projected at highs since 2019.
  • Basel 3 Endgame may accelerate future capital returns.
14
Slightly Bullish +25

KeyCorp stock (US4932671088): Q1 2026 earnings beat, but rating cut weighs on sentiment - AD HOC NEWS

AI-generated analysis

KeyCorp reported first quarter 2026 earnings that exceeded analyst expectations, with net income from continuing operations reaching $486 million or $0.44 per diluted share against a consensus estimate of $0.41 per share. This beat was driven by stronger revenue performance in the quarter, which totaled...

Bullish Signals

  • Net income beat consensus at $0.44 per diluted share.
  • Revenue surged 10.2% year-over-year to reach $1.95 billion.
  • Noninterest income grew 8.2% driven by fee businesses.
  • Net interest margin improved to 2.87% with strong management.
  • CET1 capital ratio remains robust at 11.4%.
  • Disciplined underwriting maintains asset quality amid economic headwinds.

Bearish Signals

  • Wall Street Zen downgraded KeyCorp to 'Sell' rating.
  • Analysts see limited upside despite strong earnings results.
  • Economic conditions in Midwest/Mid-Atlantic regions pose risks.
  • Volatile credit trends and rates create downside risks.
15
Neutral +10

KEYCORP PROVIDES NOTICE OF REDEMPTION OF SERIES D PREFERRED STOCK - PR Newswire

AI-generated analysis

KeyCorp (NYSE: KEY) announced on August 14, 2026, that it has provided notice of its intention to redeem all outstanding Series D Fixed-to-Floating Rate Perpetual Non-Cumulative Preferred Stock. The company plans to retire the entire issuance of 525,000 depositary shares, which represent 21,000 shares of...

Bullish Signals

  • Retiring preferred stock simplifies capital structure ahead of Sept 15, 2026 redemption.
  • Maintains $191B asset base demonstrating scale across 15 states as of June 30, 2026.

Bearish Signals

  • Must spend cash reserves to redeem preferred stock by Sept 15, 2026.
16
Somewhat Bearish -45

KeyCorp stock heads into the open after a 1.25 percent drop

Analyst downgrade AI-generated analysis

KeyCorp stock opened at USD 20.47 and finished the session on September 23, 2026, at USD 20.23, representing a decline of 1.25 percent. The bank's performance underperformed the broader Nasdaq Composite, which fell 1.1 percent to close at 26,936.04 points on the same day. The...

Bearish Signals

  • Truist cut price target to USD 23.00.
  • Stock underperformed Nasdaq by 0.15% on Sept 23.
17
Slightly Bullish +25

KeyCorp stock gains 0.6 percent ahead of the open

Earnings report AI-generated analysis

KeyCorp stock closed at $20.81 on September 22, 2026, posting a 0.6 percent gain to finish the session within its trading range of $20.75 to $21.00. The bank's performance outpaced the Nasdaq Composite, which rose 0.45 percent, as KeyCorp gained an additional 0.15 percentage points...

Bullish Signals

  • Citi added KeyCorp to positive catalyst watch list before Q3 earnings.
  • Stock outperformed Nasdaq Composite by 0.15 percentage points.
18
Somewhat Bullish +45

KeyCorp stock holds above 22 dollars as investors digest recent dividend and valuation metrics

AI-generated analysis

KeyCorp stock is trading in the low 20-dollar range, specifically around USD 22.20 per share as of September 8, 2026, positioning it near its indicated fair value estimate of roughly USD 22.17. The regional banking group maintains a market capitalization in the multi-billion-dollar range while...

Bullish Signals

  • Stock trades near fair value of USD 22.17.
  • Offers solid dividend yield of 3.7%.
  • Sustainable payout ratio is 47.67%.
  • Analysts see upside to USD 49.14.

Bearish Signals

  • Stock trades in lower half of 52-week range.
  • Earnings sensitive to margin and credit risks.
19
Bullish +65

Goldman Sachs: KeyCorp (NYSE:KEY) Is A Stock With High Consensus ROE

AI-generated analysis

KeyCorp (NYSE:KEY) is identified as a high-consensus Return on Equity (ROE) stock, ranking 17th on a list curated by Goldman Sachs based on the bank's latest data. The article highlights KeyCorp's position as an Ohio-based regional bank that primarily finances industrial firms and businesses, with...

Bullish Signals

  • Ranks 17th on Goldman Sachs' highest consensus ROE list.
  • Holds $53B industrial loans to capitalize on growth.
  • Insulated from CRE troubles with only $17B exposure.
  • Raised funds by selling 15% stake to Scotiabank.
  • CET1 ratio improved to 10.5% showing financial strength.
20
Bullish +65

KeyCorp (KEY) Stock Could Be 9.7% Undervalued As Institutional Backing Draws Focus - simplywall.st

AI-generated analysis

KeyCorp (KEY) is currently trading at $22.59, which a Simply Wall St analysis suggests represents a 39% discount to its estimated intrinsic fair value of $25.03. The stock has demonstrated strong recent momentum with a 16.38% return over the last 90 days and a 45.70%...

Bullish Signals

  • 16.38% return in 90 days.
  • 45.70% total shareholder return last year.
  • $25.03 fair value with 39% discount.
  • Net interest income shifting to tailwinds.

Bearish Signals

  • Nonperforming loans threaten financial health.
  • Rising capital requirements pressure investment thesis.