KeyCorp beat Q2 expectations, with strong net interest income and solid core loan performance. The current interest rate environment supports net interest income growth, but potential Fed rate cuts create a neutral risk profile. KeyCorp's valuation has recovered post-2023 crisis, now trading at historical price-to-book averages, limiting upside potential.
Keycorp gets upgraded to a buy, from my prior hold rating, as my bullishness on this stock returns. It has proven it can grow its non-loan business, generate dividend growth, and improve its balance sheet risk profile as well as keep investment-grade credit ratings. Beyond its Ohio origins, this brand has managed to penetrate multiple US regions.
KeyCorp's capital position has strengthened significantly, supporting growth and improved net interest margin through strategic asset repositioning and a stake sale to Scotiabank. Loan growth is accelerating, deposit costs are declining, and asset yields are rising, driving a 28% increase in net interest income year-over-year. Credit quality remains solid with healthy reserves, and upgraded guidance reflects building momentum as Key transitions to a growth-focused strategy.
![]() KEY 2 months ago | Other | €0.18 Per Share |
![]() KEY 4 months ago | Other | €0.18 Per Share |
![]() KEY 7 months ago | Other | €0.18 Per Share |
![]() KEY 11 months ago | Other | €0.18 Per Share |
![]() KEY 24 May 2024 | Other | €0.18 Per Share |
16 Oct 2025 (In 2 months) Date | | 0.38 Cons. EPS | - EPS |
22 Jul 2025 Date | | 0.34 Cons. EPS | - EPS |
17 Apr 2025 Date | | - Cons. EPS | - EPS |
21 Jan 2025 Date | | - Cons. EPS | - EPS |
17 Oct 2024 Date | | - Cons. EPS | - EPS |
![]() KEY 2 months ago | Other | €0.18 Per Share |
![]() KEY 4 months ago | Other | €0.18 Per Share |
![]() KEY 7 months ago | Other | €0.18 Per Share |
![]() KEY 11 months ago | Other | €0.18 Per Share |
![]() KEY 24 May 2024 | Other | €0.18 Per Share |
16 Oct 2025 (In 2 months) Date | | 0.38 Cons. EPS | - EPS |
22 Jul 2025 Date | | 0.34 Cons. EPS | - EPS |
17 Apr 2025 Date | | - Cons. EPS | - EPS |
21 Jan 2025 Date | | - Cons. EPS | - EPS |
17 Oct 2024 Date | | - Cons. EPS | - EPS |
Banks - Regional Industry | Financial Services Sector | Christopher Marrott Gorman CEO | XMUN Exchange | US4932671088 ISIN |
US Country | 16,989 Employees | 2 Sep 2025 Last Dividend | 9 Mar 1998 Last Split | 5 Nov 1987 IPO Date |
KeyCorp is a prominent financial institution that functions through its primary entity, KeyBank National Association. It offers a broad spectrum of retail and commercial banking services across the United States. With its origins dating back to 1849, KeyCorp has established a significant presence in the banking industry, headquartered in Cleveland, Ohio. The organization operates through two main segments: Consumer Bank and Commercial Bank, catering to the varied financial needs of individuals, as well as small and medium-sized businesses across multiple sectors.
KeyCorp’s wide array of financial products and services is designed to meet the diverse needs of its clientele, encompassing both individuals and businesses: