Keycorp

Keycorp

KEY

Get informed when a big investor buys or sells

+ Follow
Market Cap$23.13B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
KeycorpKeycorp11.93.84%8%2.60.9

Earnings Call Q1 2026

April 16, 2026 - AI Summary

Strong Earnings Growth: KeyCorp reported first quarter 2026 earnings of $0.44 per share, marking a 33% increase year-over-year (YOY). This growth reflects disciplined execution and a favorable revenue dynamic, with revenue expanding by 10% YOY and a notable return on tangible common equity exceeding 13%.
Loan and Revenue Forecasts: The bank anticipates loan growth to increase by 2% to 4% for the full year 2026, with commercial loans expected to rise by 6% to 8%. Furthermore, full-year net interest income forecast was revised upward to a growth of 9% to 10%, up from the prior expectation of 8% to 10%.
Capital Deployment Strategy: KeyCorp plans to repurchase at least $1.3 billion of its shares in 2026. The capital position is expected to improve further with positive changes from the Basel III endgame proposal, potentially enhancing the Common Equity Tier 1 (CET1) ratio by over 100 basis points, which would provide more flexibility for capital return to shareholders.

Exclusive for Stockcircle Pro members

Sign upSign Up
$24.00

Target Price by Analysts

14.9% upsideKeycorp Target Price DetailsTarget Price
$21.58

Current Fair Value

3.4% upside

Undervalued by 3.4% based on the discounted cash flow analysis.

Share Statistics

Market cap$23.13 Billion
Enterprise Value$39.06 Billion
Dividend Yield$0.61 (3.84%)
Earnings per Share$1.53
Beta1.06
Outstanding Shares1,084,277,000

Return

Return on Equity7.61%ROE
Return on Assets0.81%
Return on Invested Capital5.67%

Valuation & Multiples

P/E Ratio11.88P/E Ratio
PEG-PEG
Price to Sales2.61Price to Sales
Price to Book Ratio1.16Price to Book Ratio
Enterprise Value to Revenue4.12
Enterprise Value to EBIT19.88
Enterprise Value to Net Income25
Total Debt to Enterprise0.44
Debt to Equity0.85Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
April 16, 2026
EPS Estimate
$0.41
Average shareholder expectation
Revenue Estimate
$1.94 B
Average shareholder expectation

Next Earnings Call

Expected Date
July 21, 2026
EPS Estimate
$0.43
Average shareholder expectation
Revenue Estimate
$1.97 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.0427 19.02%
Total Calls4,916,513 37.12%
Total Puts5,126,382 46.82%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %85.19% 2.46%
Total Invested$18.69B 5.85%
Investors Holding932 14.00%

ESG Score

No data

About Keycorp

16,826 employees
CEO: Beth Mooney

Relevant Senate Committees

Joint Committee on Taxation

This committee provides the official revenue estimates and technical analysis for all tax legislation. Its reports directly influence corporate tax structures, capital investment credits, and the overall tax burden on financial institutions like Keycorp, making it critically important for the bank's financial planning and profitability.

Finance

This is a highly powerful committee controlling taxation, trade, and entitlement spending. Its decisions on corporate tax policy directly impact Keycorp's profitability, capital allocation, and valuation. Trade policies and broader economic health initiatives also significantly affect the commercial banking sector.

Banking, Housing, and Urban Affairs

This committee directly regulates the entire financial system, including the Federal Reserve, SEC, and HUD. It is the primary legislative body for bank capital requirements, cryptocurrency regulation, mortgage lending, and real estate markets, which are all central to Keycorp's commercial banking business. Members would possess highly material non-public information.