Q3 2025 EPS Estimates for KeyCorp Cut by Analyst (NYSE:KEY)

KeyCorp (NYSE:KEY) – Research analysts at Zacks Research decreased their Q3 2025 earnings per share estimates for shares of KeyCorp in a research note issued on Wednesday, September 25th. Zacks Research analyst R. Department now forecasts that the financial services provider will earn $0.38 per share for the quarter, down from their previous estimate of $0.39. The consensus estimate for KeyCorp’s current full-year earnings is $1.09 per share. Zacks Research also issued estimates for KeyCorp’s Q4 2025 earnings at $0.39 EPS, FY2025 earnings at $1.47 EPS and Q2 2026 earnings at $0.45 EPS.

KeyCorp (NYSE:KEY) last posted its quarterly earnings results on Thursday, July 18th. The financial services provider reported $0.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.24 by $0.01. KeyCorp had a net margin of 7.35% and a return on equity of 8.64%. The firm had revenue of $1.53 billion for the quarter, compared to analyst estimates of $1.52 billion. During the same period in the prior year, the firm posted $0.27 earnings per share. The company’s quarterly revenue was down 4.3% compared to the same quarter last year.

A number of other equities analysts also recently weighed in on KEY. Evercore ISI lowered their price target on KeyCorp from $17.50 to $16.50 and set an “outperform” rating on the stock in a research report on Tuesday, June 25th. Royal Bank of Canada restated an “outperform” rating and issued a $17.00 price target on shares of KeyCorp in a research note on Tuesday, August 13th. Citigroup lifted their price objective on shares of KeyCorp from $18.00 to $19.00 and gave the stock a “buy” rating in a research report on Tuesday, August 13th. UBS Group lowered shares of KeyCorp from a “buy” rating to a “neutral” rating and dropped their price objective for the company from $16.00 to $15.00 in a research report on Monday, July 8th. Finally, Keefe, Bruyette & Woods restated an “outperform” rating and set a $18.00 target price on shares of KeyCorp in a research note on Tuesday, September 10th. One investment analyst has rated the stock with a sell rating, seven have given a hold rating and eleven have issued a buy rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $16.71.

KeyCorp Stock Up 0.4 %

Shares of KEY stock opened at $16.61 on Friday. KeyCorp has a 52-week low of $9.50 and a 52-week high of $17.39. The stock has a market cap of $15.66 billion, a price-to-earnings ratio of 21.03, a PEG ratio of 0.92 and a beta of 1.25. The firm’s 50-day moving average is $16.13 and its 200-day moving average is $15.16. The company has a debt-to-equity ratio of 1.37, a quick ratio of 0.85 and a current ratio of 0.85.

Institutional Trading of KeyCorp

Institutional investors and hedge funds have recently made changes to their positions in the company. Ceredex Value Advisors LLC raised its position in KeyCorp by 112.4% during the second quarter. Ceredex Value Advisors LLC now owns 6,647,393 shares of the financial services provider’s stock valued at $94,459,000 after purchasing an additional 3,517,755 shares in the last quarter. Westfield Capital Management Co. LP acquired a new position in shares of KeyCorp during the 1st quarter worth $42,857,000. Balyasny Asset Management L.P. lifted its position in shares of KeyCorp by 26,297.7% during the 4th quarter. Balyasny Asset Management L.P. now owns 2,708,664 shares of the financial services provider’s stock worth $39,005,000 after buying an additional 2,698,403 shares during the last quarter. National Bank of Canada FI boosted its stake in KeyCorp by 1,051.3% in the first quarter. National Bank of Canada FI now owns 2,569,771 shares of the financial services provider’s stock valued at $38,752,000 after buying an additional 2,346,565 shares in the last quarter. Finally, Point72 Asset Management L.P. bought a new position in KeyCorp in the second quarter valued at about $33,273,000. Institutional investors own 79.69% of the company’s stock.

Insider Buying and Selling

In other news, Director Carlton L. Highsmith sold 10,000 shares of the stock in a transaction on Friday, August 16th. The stock was sold at an average price of $16.21, for a total transaction of $162,100.00. Following the sale, the director now directly owns 46,864 shares of the company’s stock, valued at approximately $759,665.44. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. 0.61% of the stock is currently owned by company insiders.

KeyCorp Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, September 13th. Investors of record on Tuesday, August 27th were paid a $0.205 dividend. This represents a $0.82 annualized dividend and a dividend yield of 4.94%. The ex-dividend date of this dividend was Tuesday, August 27th. KeyCorp’s dividend payout ratio (DPR) is currently 103.80%.

About KeyCorp

KeyCorp operates as the holding company for KeyBank National Association that provides various retail and commercial banking products and services in the United States. It operates in two segments, Consumer Bank and Commercial Bank. The company offers various deposits, investment products and services; commercial leasing, investment management, consumer finance; and personal finance and financial wellness, student loan refinancing, mortgage and home equity, lending, credit card, treasury, business advisory, wealth management, asset management, cash management, portfolio management, and trust and related services to individuals and small and medium-sized businesses.