Market Cap
$21.4B
KEY
KEYCORP /NEW/
$20.08 ▲ +0.15%
Prev close $20.05Market cap$21.4B
ConsensusHold
12-mo target$25.53 (+27.1%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits Traditional Finance
Snapshot
The big-picture read on KEY right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (58%)
Inst. Holders
50 funds
Inst. Value
$17.8B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $1.6M sell
Insider Net $
-$1.6M
Social Sentiment
50° Neutral
SEC Reports
12
Press Releases
1
Congressional
4 trades
Price chart 30d -9.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 other
KeyBank Names Mike Keane Chief Operating Officer of Key Wealth
CLEVELAND, Oct. 1, 2026 /PRNewswire/ -- Key Wealth at KeyBank (NYSE: KEY) announced today the appoin
Sep 21, 2026 Insider
Sep 14, 2026 SEC Gorman Christopher M. gifted 29,821 shares
Chairman and CEO
KeyCorp presented updated FY2026 guidance at the Barclays Global Financial Services Conference, raising its revenue grow
8-K — Impact 4/10
KeyCorp completed its acquisition of Clearwater Corporate Finance LLP, a UK-based middle-market investment banking advis
Impact 4/10
KeyCorp reported Q2 2026 EPS of $0.44, missing consensus estimates of $0.46 by 4.0%, while revenue of $2.04B was in line
PRESS-RELEASE — Impact 6/10
Jul 22, 2026 Insider
Jul 21, 2026 SEC Ramani Mohit sold 25,000 shares
Chief Risk Officer @ $22.74 ($568.5K)
KeyCorp reported Q2 2026 EPS of $0.44, beating consensus of $0.42 by 4.8%, with revenue of $1.96B slightly below the $1.
8-K — Impact 6/10
Jul 7, 2026 Insider
BANK OF NOVA SCOTIA disposed of 176,803 shares
Director @ $23.18 ($4.1M)
Analyst ratings buy % +3.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
58% rate it Buy or better · 24 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Oct 1, 2026 | Evercore ISI Group | MAINTAIN | Outperform | 59% |
| Sep 23, 2026 | Truist Securities | MAINTAIN | Hold | 55% |
| Sep 15, 2026 | Stephens & Co. | REITERATE | Overweight | 54% |
| Jul 22, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Jul 22, 2026 | DA Davidson | MAINTAIN | Buy | 53% |
| Jul 22, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 22, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Jul 7, 2026 | UBS | MAINTAIN | Buy | 55% |
| Jul 6, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 10 | 10 | 0 | 0 | 58% | |
| Aug 1, 2026 | 4 | 10 | 10 | 0 | 0 | 58% | |
| Jul 1, 2026 | 4 | 9 | 11 | 0 | 0 | 54% | |
| Jun 1, 2026 | 3 | 9 | 11 | 0 | 0 | 52% | |
| May 1, 2026 | 3 | 10 | 11 | 0 | 0 | 54% | |
| Apr 1, 2026 | 4 | 11 | 12 | 0 | 0 | 56% | |
| Mar 1, 2026 | 4 | 11 | 12 | 0 | 0 | 56% | |
| Feb 1, 2026 | 4 | 11 | 11 | 0 | 1 | 56% |
Price targets
Where 19 covering analysts think KEY trades over the next 12 months.
$25.53 +27.1% upside Strong Buy
Current$20.08 Low$22.00 Median$25.00 High$43.00 19 analysts
$22.00$43.00
Analyst rating Buy· 2.0/5 as of Oct 2, 2026
Social media sentiment mood +34.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 3 bullish, 3 bearish, 0 mixed, 6 neutral · avg impact 4.4/10.Plus 1 press releases.
NEUTRAL8-K4/10
KeyCorp presented updated FY2026 guidance at the Barclays Global Financial Services Conference, rais
Sep 14, 2026
BEARISHPRESS-RELEASE6/10
KeyCorp reported Q2 2026 EPS of $0.44, missing consensus estimates of $0.46 by 4.0%, while revenue o
Jul 31, 2026
BULLISH8-K6/10
KeyCorp reported Q2 2026 EPS of $0.44, beating consensus of $0.42 by 4.8%, with revenue of $1.96B sl
Jul 21, 2026
BEARISHEFFECT5/10
KeyCorp received SEC effectiveness on June 24, 2026 for its S-3 registration (File No. 333-296538),
Jun 26, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
other
KeyBank Names Mike Keane Chief Operating Officer of Key Wealth
CLEVELAND, Oct. 1, 2026 /PRNewswire/ -- Key Wealth at KeyBank (NYSE: KEY) announced today the appointment of Mike Keane as Chief Operating Officer, Ke
Oct 1, 2026
short_volume
Short Volume: KEY — 57.4% short (3.9M / 6.8M)
Short: 3,919,623 | Exempt: 5,391 | TRF Vol: 6,823,211 | Short Ratio: 57.4% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
other
KeyBank Names Drue Anderson to Lead Retail Banking
Veteran banking executive brings more than 25 years of experience scaling retail operations, growing market share and improving client outcomes CLEVEL
Sep 18, 2026
short_volume
Short Volume: KEY — 68.4% short (2.6M / 3.8M)
Short: 2,577,555 | Exempt: 386 | TRF Vol: 3,770,180 | Short Ratio: 68.4% | Off-exchange volume (dark pool + OTC)
Sep 17, 2026
short_volume
Short Volume: KEY — 55.5% short (3.1M / 5.5M)
Short: 3,077,748 | Exempt: 1,269 | TRF Vol: 5,546,498 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.46 | $0.45–$0.47 | 12.5% | +1.0% | 3↑ 9↓ | $2.0B | 13 |
| Next Q | $0.49 | $0.47–$0.51 | 19.7% | +0.4% | 3↑ 5↓ | $2.1B | 13 |
| Current FY | $1.83 | $1.80–$1.85 | 22.3% | +0.3% | 5↑ 5↓ | $8.1B | 15 |
| Next FY | $2.13 | $2.06–$2.21 | 16.4% | -0.1% | 2↑ 7↓ | $8.6B | 15 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.461 | — |
| 7d ago | $0.460 | +0.002 |
| 30d ago | $0.457 | +0.005 |
| 60d ago | $0.458 | +0.004 |
| 90d ago | $0.470 | -0.008 |
Institutional ownership
Which big funds own KEY (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $17.8B total value (772,121,919 shares) as of 2026-Q2. Top holders: Erste, BANK, BlackRock,. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BANK OF NOVA SCOTIA | 157,762,958 | $3.6B | 20.4% | — |
| BlackRock, Inc. | 88,464,784 | $2.0B | 11.5% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 65,486,394 | $1.5B | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 51,860,583 | $1.2B | 6.7% | — |
| STATE STREET CORP | 51,368,660 | $1.2B | 6.7% | — |
| FMR LLC | 50,275,640 | $1.2B | 6.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 25,619,560 | $588.3M | 3.3% | — |
| Invesco Ltd. | 20,889,560 | $481.5M | 2.7% | — |
| DEUTSCHE BANK AG\ | 16,496,467 | $380.2M | 2.1% | ADD +65.8% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| DEUTSCHE BANK AG\ | ADD | 9,952,548 | 16,496,467 | +65.8% | $380.2M |
| NORGES BANK | NEW | — | 12,181,840 | — | $280.8M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 17,164,007 | 9,213,303 | -46.3% | $212.4M |
| Artemis Investment Management LLP | ADD | 3,903,285 | 7,578,604 | +94.2% | $174.7M |
| WESTFIELD CAPITAL MANAGEMENT CO LP | ADD | 5,193,334 | 6,493,467 | +25.0% | $149.7M |
| JPMORGAN CHASE & CO | ADD | 3,613,171 | 5,955,851 | +64.8% | $137.9M |
| Alyeska Investment Group, L.P. | DOUBLED | 1,684,013 | 4,600,968 | +173.2% | $106.1M |
| Point72 Asset Management, L.P. | DOUBLED | 400,709 | 3,777,995 | +842.8% | $87.1M |
| LOS ANGELES CAPITAL MANAGEMENT LLC | ADD | 1,861,977 | 3,712,585 | +99.4% | $85.6M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | TRIM | 6,265,374 | 3,567,222 | -43.1% | $82.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$1.6M — $0.00 bought, $1.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Gorman Christopher M. | Chairman and CEO | GIFT | 29,821 | — | — |
| Jul 22, 2026 | Ramani Mohit | Chief Risk Officer | SELL | 25,000 | $22.74 | $568.5K |
| Jul 7, 2026 | BANK OF NOVA SCOTIA | Director | D | 176,803 | $23.18 | $4.1M |
| Jul 1, 2026 | Snyder Barbara R | Director | EXERCISE | 1,526 | — | — |
| Jul 1, 2026 | Snyder Barbara R | Director | EXERCISE | 20,168 | — | — |
| Jul 1, 2026 | VASOS TODD J | Director | EXERCISE | 27,385 | — | — |
| Jul 1, 2026 | CUTLER ALEXANDER M | Director | EXERCISE | 26,893 | — | — |
| Jun 30, 2026 | BANK OF NOVA SCOTIA | Director | D | 238,461 | $23.15 | $5.5M |
| Jun 30, 2026 | CUTLER ALEXANDER M | Director | AWARD | 732 | — | — |
| Jun 30, 2026 | Hayes Robin | Director | AWARD | 1,355 | — | — |
Congressional trades
KEY trades disclosed by members of Congress, with disclosure delay.
3 members · 3 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 12, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | KeyCorp | Apr 9, 2026(29d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | KeyCorp | Feb 16, 2026(39d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | SELL | $1,001 - $15,000 | KeyCorp | Aug 6, 2026(318d) |
| Sep 23, 2025 | Julie Johnson | D | HOUSE | BUY | $1,001 - $15,000 | KeyCorp | Aug 6, 2026(318d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for KEY.
Shares short
33,978,169
Settlement Sep 15, 2026
Change vs prior
-4.2%
Semi-monthly cycle
Days to cover
2.5
At avg daily volume
Of shares outstanding
≈3.2%
Estimate — not % of float
All KEY filing & press-release reports (13)
- 8-K reportSep 14, 2026
- PRESS-RELEASE reportAug 4, 2026
- PRESS-RELEASE reportJul 31, 2026
- 8-K reportJul 21, 2026
- EFFECT reportJun 26, 2026
- S-3/A reportJun 23, 2026
- 424B5 reportJun 10, 2026
- S-3 reportJun 5, 2026
- S-3ASR reportJun 5, 2026
- 8-K reportJun 3, 2026
- 8-K reportMay 29, 2026
- DEFA14A reportMar 27, 2026
- INST-CLUSTER reportFeb 28, 2026