KeyCorp
Runs KeyBank's consumer franchise and national commercial and capital-markets businesses.
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Profile
Runs KeyBank's Consumer Bank and Commercial Bank, earning interest and fees from deposits, loans, cards, wealth management, treasury services, equipment finance, commercial real estate and KeyBanc Capital Markets. Retail banking centers on a 15-state footprint, while institutional lending and capital-markets services reach clients nationally.
Operates Consumer Bank and Commercial Bank through KeyBank. Consumer Bank combines deposits, cards, mortgages, home-equity and other lending with small-business banking, wealth management and digital services across a 15-state branch footprint. Commercial Bank serves middle-market, large corporate and institutional clients with lending, cash management, equipment finance and commercial real estate financing and servicing.
Extends the commercial franchise nationally through KeyBanc Capital Markets, whose work includes syndicated finance, underwriting, trading, derivatives, foreign exchange, public finance and M&A advice. Relationship deposits fund most bank operations, while wealth management, commercial payments and investment banking add fee income beyond lending. Results remain tied to deposit retention and pricing, borrower credit, interest rates, liquidity and capital requirements, and federal and state bank regulation.
Company facts
Categories
Key statistics
Year to date +4.4% · Average volume (30d) 9.7M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 22, 2026 | DA Davidson | Reiterate | Buy | $27 | $28 |
| Jul 22, 2026 | RBC Capital | Reiterate | Outperform | $24 | $25 |
| Jul 22, 2026 | Robert W. Baird | Target | $19 | $23 | |
| Jul 7, 2026 | UBS | Reiterate | Buy | $23 | $27 |
| Jul 6, 2026 | Wells Fargo | Reiterate | Overweight | $18 | $27 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 21, 2026Q2 FY26 | $0.42 | $0.44 | +4.2% | $1.97B | $1.96B | −0.3% | +0.70% |
| Apr 16, 2026Q1 FY26 | $0.41 | $0.44 | +7.3% | $1.94B | $1.95B | +0.8% | +0.60% |
| Jan 20, 2026Q4 FY25 | $0.39 | $0.41 | +5.9% | $1.96B | $2.01B | +2.2% | +2.84% |
| Oct 16, 2025Q3 FY25 | $0.38 | $0.41 | +7.9% | $1.94B | $2.13B | +10.1% | +1.07% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.70B | $2.80B | $2.83B | $2.86B | $2.73B | $2.06B | |
| Gross profit | $1.61B | $1.69B | $1.78B | $1.89B | $1.84B | $1.25B | |
| Operating income | $515.0M | $539.0M | $602.0M | $648.0M | $701.0M | −$59.0M | |
| Net income | $405.0M | $425.0M | $489.0M | $510.0M | $522.0M | $509.0M | |
| Diluted EPS | $0.33 | $0.35 | $0.41 | $0.43 | $0.44 | $0.44 | |
| Gross margin | 59.5% | 60.5% | 62.8% | 66.0% | 67.4% | 60.7% | |
| Operating margin | 19.1% | 19.3% | 21.2% | 22.7% | 25.7% | -2.9% |
Fiscal years (4-quarter sums)FY21 $7.33B · FY22 $7.92B · FY23 $10.23B · FY24 $9.06B · FY25 $11.19B
Revenue by product · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $40.17B · Total debt $14.65B · Total assets $191.32B · Shareholders' equity $19.80B
Dividends
Raised for 16 straight years — most recently to $0.205 from $0.195 in Nov 2022. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 2, 2026 | Jun 2 | Jun 15 | $0.205 | |
| Mar 3, 2026 | Mar 3 | Mar 13 | $0.205 | |
| Dec 2, 2025 | Dec 2 | Dec 15 | $0.205 | |
| Sep 2, 2025 | Sep 2 | Sep 15 | $0.205 | |
| May 27, 2025 | May 27 | Jun 13 | $0.205 | |
| Mar 4, 2025 | Mar 4 | Mar 14 | $0.205 | |
| Dec 3, 2024 | Dec 3 | Dec 13 | $0.205 | |
| Aug 27, 2024 | Aug 27 | Sep 13 | $0.205 |
Ownership
Institutions and insiders are filed separately and overlap, so together they can pass the whole company. No split is drawn from them.
Shares outstanding 1.08B · Float —
Float — provider float is below the insider stake.
The provider's float is smaller than the insider stake it should exclude, so it is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Bank of Nova Scotia · director, 10 percent owner: | 157.47M | 14.59% | Form 4 | Jul 7, 2026 |
| BlackRock, Inc. | 88.46M | 8.20% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 65.49M | 6.07% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 51.86M | 4.80% | 13F | Aug 13, 2026 |
| State Street Corp | 51.37M | 4.76% | 13F | Aug 7, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jul 22, 2026 | Mohit Ramani | officer: Chief Risk Officer | −25,000 | $22.74 |
| Jun 3, 2026 | Elizabeth R. Gile | director | −23,946 | $20.88 |
| May 8, 2026 | Angela G. Mago | officer: Chief Human Resources Officer | −22,826 | $21.66 |
| Feb 6, 2026 | Andrew J. III Paine | officer: Head of Institutional Bank | −65,961 | $23.23 |
| Jan 29, 2026 | Angela G. Mago | officer: Chief Human Resources Officer | −62,850 | $21.55 |
Peers
- PNC Financial Services Group
Broad regional-bank overlap in retail, commercial, and wealth
- Fifth Third
Midwest and growth-market overlap across consumer, commercial, wealth
- Huntington Bancshares
Ohio-centered overlap in consumer, business, and commercial banking
- Citizens Financial Group
Northeast consumer and commercial banking rival
- M&T Bank
Northeast commercial, retail, and wealth banking overlap
- Truist Financial
Large super-regional overlap in consumer, wholesale, and markets
- U.S. Bancorp
Super-regional overlap in banking, payments, and corporate services
- Regions Financial
Consumer, corporate, wealth, and specialty-finance overlap
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| KeyCorp | $21.91 | +0.07% | $23.65B | 12.7 | 11.2 | 2.3 | +7.3% |
| PNC Financial Services Group | $256.30 | +5.78% | $96.65B | 13.3 | 11.9 | 2.7 | +21.4% |
| Fifth Third | $54.60 | +0.14% | $49.43B | 18.6 | 11.9 | 3.3 | +45.2% |
| Huntington Bancshares | $16.95 | +0.18% | $34.19B | 12.6 | 9.8 | 2.4 | +47.4% |
| Citizens Financial Group | $71.05 | +1.96% | $29.48B | 15.2 | 11.9 | 2.6 | +12.1% |
| M&T Bank | $237.29 | −0.08% | $34.39B | 12.5 | 11.9 | 2.8 | +5.7% |
| Truist Financial | $53.13 | +5.37% | $62.83B | 12.0 | 10.6 | 2.1 | +6.5% |
| U.S. Bancorp | $62.47 | +0.01% | $97.31B | 12.5 | 11.5 | 2.2 | +10.6% |
| Regions Financial | $30.33 | +0.02% | $25.88B | 12.4 | 11.1 | 2.7 | +2.2% |
| Median | 12.6 | 11.7 | 2.6 | +11.3% |