KeyCorp (KEY)
Runs KeyBank's consumer franchise and national commercial and capital-markets businesses.
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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
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 22, 2026 | DA Davidson | Reiterate | Rating: —Target: $27 | Target: $28 |
| Jul 22, 2026 | RBC Capital | Reiterate | Rating: —Target: $24 | Target: $25 |
| Jul 22, 2026 | Robert W. Baird | Target | Target: $19 | Target: $23 |
| Jul 7, 2026 | UBS | Reiterate | Rating: —Target: $23 | Target: $27 |
| Jul 6, 2026 | Wells Fargo | Reiterate | Rating: —Target: $18 | Target: $27 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $40.17B · Total debt $14.65B · Total assets $191.32B · Shareholders' equity $19.80B
- Revenue
- $2.06B
- Operating income
- −$59.0M
- Net income
- $509.0M
HistoryDividendAnnual yield
| Institutions | 89.23% | 952.24M shares | |
|---|---|---|---|
| 976 holders · as of Jun 30, 2026 | |||
| Insiders | 0.28% | 3.01M shares | |
| 26 holders · as of Jul 24, 2026 | |||
| Other | 10.49% | 111.88M shares | |
| remainder | |||
1.07B company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Bank of Nova ScotiaInstitution | 14.78% | 157.76M | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 8.29% | 88.46M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.14% | 65.49M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.86% | 51.86M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.81% | 51.37M | as of Jun 30, 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 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| KeyCorp | $20.58 | −1.41% | $22.53B | 12.1 | 10.5 | 2.1 | +7.3% |
| PNC Financial Services Group | $229.06 | −1.80% | $93.07B | 12.8 | 11.3 | 2.6 | +21.4% |
| Fifth Third | $52.96 | −0.67% | $48.32B | 18.2 | 12.2 | 3.2 | +45.2% |
| Huntington Bancshares | $15.68 | −2.28% | $32.41B | 12.0 | 9.2 | 2.2 | +47.4% |
| Citizens Financial Group | $65.87 | −2.21% | $28.49B | 14.6 | 11.2 | 2.5 | +12.1% |
| M&T Bank | $224.57 | −1.05% | $32.89B | 12.0 | 11.3 | 2.6 | +5.7% |
| Truist Financial | $48.11 | −1.82% | $61.05B | 11.6 | 10.2 | 2.0 | +6.5% |
| U.S. Bancorp | $59.54 | −1.50% | $94.15B | 12.1 | 11.0 | 2.2 | +10.6% |
| Regions Financial | $28.05 | −1.77% | $24.36B | 11.7 | 10.3 | 2.5 | +2.2% |
| Median | 12.0 | 11.1 | 2.5 | +11.3% |