KeyCorp (KEY) to Release Quarterly Earnings on Thursday

KeyCorp (NYSE:KEY) will likely be announcing its Q1 2026 results before the market opens on Thursday, April 16th. Analysts expect the company to announce earnings of $0.4095 per share and revenue of $1.9312 billion for the quarter. Investors may visit the the company’s upcoming Q1 2026 earning results page for the latest details on the call scheduled for Thursday, April 16, 2026 at 10:00 AM ET.

KeyCorp (NYSE:KEY) last posted its quarterly earnings results on Tuesday, January 20th. The financial services provider reported $0.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.39 by $0.02. KeyCorp had a net margin of 15.97% and a return on equity of 10.28%. The company had revenue of $5.45 billion during the quarter, compared to analyst estimates of $1.95 billion. During the same period last year, the firm posted $0.30 EPS. KeyCorp’s revenue for the quarter was up 131.8% compared to the same quarter last year. On average, analysts expect KeyCorp to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

KeyCorp Stock Performance

KEY opened at $21.30 on Thursday. KeyCorp has a 12-month low of $12.80 and a 12-month high of $23.34. The company has a current ratio of 0.83, a quick ratio of 0.82 and a debt-to-equity ratio of 0.55. The firm has a market capitalization of $22.85 billion, a PE ratio of 14.02, a P/E/G ratio of 0.66 and a beta of 1.07. The firm has a 50 day moving average of $20.81 and a two-hundred day moving average of $19.77.

KeyCorp Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Tuesday, March 3rd were given a dividend of $0.205 per share. The ex-dividend date of this dividend was Tuesday, March 3rd. This represents a $0.82 dividend on an annualized basis and a yield of 3.8%. KeyCorp’s dividend payout ratio (DPR) is currently 53.95%.

Insider Activity

In related news, Director Trina M. Evans sold 32,695 shares of KeyCorp stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $21.74, for a total value of $710,789.30. Following the sale, the director owned 58,719 shares of the company’s stock, valued at approximately $1,276,551.06. This trade represents a 35.77% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Angela G. Mago sold 62,850 shares of KeyCorp stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $21.55, for a total transaction of $1,354,417.50. Following the completion of the sale, the insider directly owned 261,415 shares in the company, valued at $5,633,493.25. This represents a 19.38% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 161,506 shares of company stock valued at $3,597,481 in the last three months. 0.52% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On KeyCorp

A number of institutional investors have recently added to or reduced their stakes in KEY. Wellington Management Group LLP grew its stake in KeyCorp by 90.2% in the 3rd quarter. Wellington Management Group LLP now owns 36,370,694 shares of the financial services provider’s stock valued at $679,768,000 after acquiring an additional 17,245,128 shares during the period. AQR Capital Management LLC grew its stake in KeyCorp by 416.3% in the 4th quarter. AQR Capital Management LLC now owns 7,163,851 shares of the financial services provider’s stock valued at $147,862,000 after acquiring an additional 5,776,417 shares during the period. Deutsche Bank AG grew its stake in KeyCorp by 132.7% in the 4th quarter. Deutsche Bank AG now owns 8,259,754 shares of the financial services provider’s stock valued at $170,481,000 after acquiring an additional 4,709,698 shares during the period. HoldCo Asset Management LP grew its stake in KeyCorp by 125.7% in the 4th quarter. HoldCo Asset Management LP now owns 7,456,484 shares of the financial services provider’s stock valued at $153,902,000 after acquiring an additional 4,152,484 shares during the period. Finally, Two Sigma Investments LP acquired a new stake in KeyCorp in the 3rd quarter valued at $66,683,000. Institutional investors and hedge funds own 79.69% of the company’s stock.

Analysts Set New Price Targets

KEY has been the subject of several recent research reports. Morgan Stanley cut their target price on shares of KeyCorp from $26.00 to $24.00 and set an “equal weight” rating for the company in a report on Tuesday, March 31st. Barclays lifted their target price on shares of KeyCorp from $20.00 to $24.00 and gave the company an “equal weight” rating in a report on Monday, January 5th. Royal Bank Of Canada lifted their target price on shares of KeyCorp from $20.00 to $22.00 and gave the company an “outperform” rating in a report on Friday, December 12th. Jefferies Financial Group lifted their target price on shares of KeyCorp from $19.00 to $22.00 and gave the company a “hold” rating in a report on Wednesday, December 10th. Finally, Keefe, Bruyette & Woods lifted their target price on shares of KeyCorp from $21.00 to $24.00 and gave the company an “outperform” rating in a report on Wednesday, December 17th. Twelve equities research analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $22.61.

KeyCorp News Summary

Here are the key news stories impacting KeyCorp this week:

• Positive Sentiment: Reports highlight accelerating loan growth and an increased stake/interest from Scotiabank, which supports revenue momentum and institutional confidence. KeyCorp Turns The Key On Loan Growth
• Positive Sentiment: The KeyBank Foundation committed $300,000 to support small businesses in the EMMA and Beechwood neighborhoods — a stakeholder-friendly community investment that supports franchise value and local lending pipelines. KeyBank Foundation Supports EMMA and Beechwood Businesses
• Positive Sentiment: High-visibility brand and community engagement: over 200 KeyBank teammates participated at the Cleveland Guardians home opener, reinforcing local brand strength and customer relationships in a core market. KeyBank Teammates Take the Field for Cleveland Guardians Home Opener
• Neutral Sentiment: General market-listing pieces mention KeyCorp among stable/“rock‑solid” names, which can support defensive buyer interest but is not a direct earnings catalyst. 8 ‘Rock Solid’ Stocks Hold Strong
• Negative Sentiment: JPMorgan trimmed its price target on KEY to $22.50 (maintained Neutral), a modest hit to sentiment that could cap near‑term upside despite the company’s fundamentals. JPMorgan Adjusts Price Target on KeyCorp
• Negative Sentiment: Goldman Sachs lowered its price target slightly to $25 while keeping a Buy rating — another mild downward revision that may temper bullish momentum. Goldman Sachs Adjusts KeyCorp Price Target
• Negative Sentiment: Evercore has lowered its expectations for KeyCorp, adding to analyst caution that could pressure sentiment if further cuts follow. Evercore Lowers Expectations for KeyCorp

KeyCorp Company Profile

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.

The company’s product and service mix includes retail banking products such as checking and savings accounts, consumer and residential mortgage lending, and auto financing.