KeyCorp (NYSE:KEY) Receives $22.61 Average Price Target from Analysts

18 Apr 2026, 03:42 by Renee Jackson · The Cerbat Gem

KeyCorp (NYSE:KEY – Get Free Report) has been assigned an average rating of “Moderate Buy” from the twenty research firms that are covering the stock, Marketbeat Ratings reports. One equities research analyst has rated the stock with a sell rating, seven have issued a hold rating and twelve have issued a buy rating on the company. The average 1-year price target among analysts that have issued ratings on the stock in the last year is $23.1316.

Several analysts have issued reports on the stock. Argus raised their price target on shares of KeyCorp from $21.00 to $25.00 and gave the stock a “buy” rating in a research report on Thursday, January 22nd. TD Cowen reaffirmed a “buy” rating on shares of KeyCorp in a report on Wednesday, January 7th. Barclays raised their price objective on shares of KeyCorp from $20.00 to $24.00 and gave the stock an “equal weight” rating in a report on Monday, January 5th. Royal Bank Of Canada raised their price objective on shares of KeyCorp from $22.00 to $24.00 and gave the stock an “outperform” rating in a report on Friday. Finally, Piper Sandler raised their price objective on shares of KeyCorp from $23.00 to $24.00 and gave the stock an “overweight” rating in a report on Friday.

Check Out Our Latest Research Report on KEY

KeyCorp News Summary

Here are the key news stories impacting KeyCorp this week:

Positive Sentiment: Q1 beat on both top and bottom lines — EPS $0.44 vs. $0.41 consensus and revenue $1.95B (+10.2% y/y). Loan growth and rising net interest income were key drivers of the beat. KEY Q1 Earnings Beat
Positive Sentiment: Share repurchase program and capital return: Key repurchased $389M in Q1 and signaled at least $1.3B of buybacks for 2026, supporting EPS recovery and shareholder return expectations. Buyback Signal
Positive Sentiment: Broker upgrades/price target lifts: Multiple firms raised targets (Goldman Sachs and DA Davidson to $26; RBC to $24; Jefferies, Baird nudged targets), a near‑term support for the stock from analysts. Analyst Target Changes
Neutral Sentiment: Management tone: CEO Chris Gorman described the consumer as “in good shape” on TV, offering reassurance on consumer demand even as certain business lines face headwinds. CEO Interview
Neutral Sentiment: Operational metrics: NIM guidance and targets (management is targeting ~3.05% exit NIM), CET1 ~11.4%, and quarter‑end loans rose meaningfully — important context for medium‑term profitability but not an immediate catalyst. Q1 Press Release
Negative Sentiment: Costs and provisions rose and expenses remain elevated; management flagged mixed capital ratios — these factors temper margin upside and valuation multiple expansion. Deep Dive
Negative Sentiment: Weakness in investment‑banking / M&A fees and guidance caution led to an initial shares dip after the print; deal activity uncertainty is a risk for fee income going forward. Guidance Concerns

KeyCorp Price Performance

NYSE KEY opened at $21.79 on Wednesday. The company has a current ratio of 0.83, a quick ratio of 0.82 and a debt-to-equity ratio of 0.62. The company has a market cap of $23.37 billion, a P/E ratio of 13.37, a P/E/G ratio of 0.71 and a beta of 1.07. The company has a fifty day simple moving average of $20.72 and a 200 day simple moving average of $19.90. KeyCorp has a 1 year low of $13.68 and a 1 year high of $23.34.

KeyCorp (NYSE:KEY – Get Free Report) last posted its quarterly earnings results on Thursday, April 16th. The financial services provider reported $0.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.41 by $0.03. The company had revenue of $1.95 billion for the quarter, compared to analyst estimates of $1.93 billion. KeyCorp had a net margin of 17.03% and a return on equity of 10.80%. The business’s quarterly revenue was up 10.2% on a year-over-year basis. During the same period last year, the business posted $0.38 EPS. On average, sell-side analysts predict that KeyCorp will post 1.5 EPS for the current year.

Insider Transactions at KeyCorp

In other news, insider Andrew J. Paine III sold 65,961 shares of the firm’s stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $23.23, for a total transaction of $1,532,274.03. Following the completion of the transaction, the insider directly owned 166,583 shares of the company’s stock, valued at approximately $3,869,723.09. This trade represents a 28.36% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Trina M. Evans sold 32,695 shares of the firm’s stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $21.74, for a total transaction of $710,789.30. Following the transaction, the director directly owned 58,719 shares of the company’s stock, valued at $1,276,551.06. The trade was a 35.77% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 161,506 shares of company stock valued at $3,597,481. Company insiders own 0.56% of the company’s stock.

Institutional Investors Weigh In On KeyCorp

Hedge funds have recently made changes to their positions in the company. United Community Bank acquired a new stake in shares of KeyCorp during the 3rd quarter worth about $27,000. Maseco LLP acquired a new stake in shares of KeyCorp during the 4th quarter worth about $27,000. DV Equities LLC acquired a new stake in shares of KeyCorp during the 4th quarter worth about $27,000. GoalVest Advisory LLC acquired a new stake in shares of KeyCorp during the 4th quarter worth about $30,000. Finally, Smithfield Trust Co acquired a new stake in shares of KeyCorp during the 4th quarter worth about $31,000. Institutional investors and hedge funds own 79.69% of the company’s stock.

KeyCorp Company Profile

(Get Free Report)

KeyCorp is a bank holding company headquartered in Cleveland, Ohio, that operates through its primary banking subsidiary, KeyBank. It provides a broad range of banking and financial services to individual consumers, small businesses, middle-market companies and large corporations. KeyBank’s offerings span traditional deposit and lending products as well as more specialized financial solutions designed for commercial and institutional clients.