KeyCorp: Strong NII, $1.2B Stock Buyback, Not Cheap
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
KeyCorp's Doing Well, But It's Not Enough
Compared to Estimates, KeyCorp (KEY) Q4 Earnings: A Look at Key Metrics
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.
KEY Q4 Earnings Beat as NII Jumps, Stock Down on Rise in Provisions
KeyCorp tops Q4 estimates with higher NII and revenue growth, but stock slips as provisions spike sharply.
KeyCorp: Pivoting To Offense After A Solid 2025
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.
Growth in NII, Robust IB Performance to Aid KeyCorp's Q4 Earnings
KEY's Q4 outlook brightens as loan demand lifts NII and strong deal activity fuels investment banking ahead of Jan. 20 earnings.
Gear Up for KeyCorp (KEY) Q4 Earnings: Wall Street Estimates for Key Metrics
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.
KeyCorp (KEY) Expected to Beat Earnings Estimates: Should You Buy?
KeyCorp (KEY) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Will KeyCorp (KEY) Beat Estimates Again in Its Next Earnings Report?
KeyCorp (KEY) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
What Falling Interest Rates Mean for KeyCorp's Net Interest Income
Falling rates may pressure margins, but KEY expects net interest income to grow as funding costs ease and loan volumes rise.
Are You Looking for a Top Momentum Pick? Why KeyCorp (KEY) is a Great Choice
Does KeyCorp (KEY) have what it takes to be a top stock pick for momentum investors? Let's find out.
KeyCorp Stock Gains 3% on Record 2025 Revenue Growth Projection
KEY's shares climb 3% as it projects record 2025 revenues on a stronger fee income momentum, with disciplined expenses set to drive more durable growth.
