KeyCorp KEY maintains a disciplined capital distribution approach, aiming to return value to shareholders through dividends and share repurchases. In 2022, KeyCorp raised its quarterly dividend by 5.1% to 20.5 cents per share and has maintained this level since then.
KeyCorp (KEY) reported earnings 30 days ago. What's next for the stock?
KeyCorp posts 23% NII jump in 2025 to $4.67B, driven by commercial loan growth, lower funding costs and balance sheet optimization despite rate cuts.
KeyCorp (KEY) Presents at Bank of America Financial Services Conference 2026 Transcript
KeyCorp (KEY) Presents at UBS Financial Services Conference 2026 Transcript
KeyCorp delivered decent Q4 results, beating top and bottom line estimates with robust net interest income growth. KEY's net interest income surged 15% year-over-year, supported by loan portfolio expansion, especially in commercial, and declining deposit costs. Management guided for $1.2B in share buybacks in 2026 and maintains a near-4% dividend yield, enhancing shareholder returns.
KeyCorp's Doing Well, But It's Not Enough
Although the revenue and EPS for KeyCorp (KEY) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
KeyCorp tops Q4 estimates with higher NII and revenue growth, but stock slips as provisions spike sharply.
KeyCorp has delivered a 19% gain over the past year, outperforming expectations and surpassing its previous $19 price target. KEY's capital raise and securities portfolio repositioning have driven margin expansion, improved credit quality, and set the stage for offensive growth in 2026. Net interest margin is rising, with NIM expected to surpass 3% by year-end 2026 and a clear path to 3.25% by 2027.
KEY's Q4 outlook brightens as loan demand lifts NII and strong deal activity fuels investment banking ahead of Jan. 20 earnings.
Get a deeper insight into the potential performance of KeyCorp (KEY) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.