KeyCorp (KEY)

In the past six months, KeyCorp's stock experienced several events and analyst adjustments. As of October 28, 2025, KeyCorp's stock price was Rs 91.85, down 2.80% from the previous closing price. Over the last three months, the stock moved down by 38.75% on BSE. KeyCorp reported its quarterly earnings on October 16, 2025, with an EPS of $0.41, surpassing analysts' consensus estimates of $0.38. The firm's revenue for the quarter was $1.90 billion, exceeding analyst estimates of $1.87 billion and showing a 172.7% increase year-over-year. Analyst ratings and price targets have seen adjustments from Morgan Stanley, Jefferies Financial Group, UBS Group, JPMorgan Chase & Co., Keefe, Bruyette & Woods, DA Davidson, Truist Financial, TD Cowen, and Wells Fargo & Company. Insider activity includes Andrew J. Paine III selling 44,953 shares of KeyCorp stock on September 9th.

Demand for KeyCorp's products and services generally does not exhibit strong seasonality. However, lending activities can be influenced by interest rate cycles and economic conditions, investment services might see increased activity around tax seasons, and consumer banking services tend to be relatively stable, though holiday spending could lead to temporary upticks in credit card transactions. The commercial banking segment's demand can be tied to business cycles and corporate activity, which may have less predictable seasonality.

KeyCorp, headquartered in Cleveland, Ohio, is a financial services company operating primarily through KeyBank National Association. It provides integrated financial solutions to a diverse clientele, generating revenue from net interest income and non-interest income. The company operates through two main business segments: Consumer Bank, serving individuals and small businesses with deposit, investment, lending, and advisory services, including the Laurel Road® digital lending business; and Commercial Bank, catering to middle-market, large corporations, and institutional clients with commercial banking services and corporate and investment banking products through KeyBanc Capital Markets®.

KeyCorp's consumer banking operations span 15 states, with commercial banking offices across the U.S. It has approximately 1,000 full-service branches and over 40,000 KeyBank and Allpoint ATMs nationwide. Its operations are largely concentrated in the Midwest and Northeast United States, but also extend to the Pacific Northwest, Alaska, Colorado, Texas, and Utah.

KeyCorp, through KeyBank, emphasizes its role as a local, responsible, and award-winning bank with a 200-year history of service, highlighting its commitment to clients and communities. KeyBank uses advisory councils and community leaders to inform decisions about community investments and has a Black Leader Forum. KeyBank has been involved in community benefits plans, with a mission to be a national leader in affordable housing and achieve an outstanding CRA rating. In June 2025, KeyBank announced a strategic partnership and minority equity investment in Qolo to advance commercial banking capabilities and improve client experience in payment management.

Institutional investors own a significant portion of KeyCorp's stock, with 79.69% held by hedge funds and other institutional investors. As of June 3, 2025, institutions owned 91.21% of the company. Promoter holding in Key Corp Ltd increased to 69.08% as of September 2025 from December 2024. Individual ownership, specifically Indian Public holding in Key Corp Ltd, increased to 29.93% as of September 2025. Non-institutional investors' holding decreased to 0.97%.