KEYFinancial Services · Banks - RegionalThe 19 Wall Street analysts covering KeyCorp hold a median 12-month price target of $25 — +19.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 60 of 100 as at 17 Sept 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores KeyCorp on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (98): Sales and profits are climbing, and climbing faster than before.
Volatility (29): The share price moves around a lot.
Size (9): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on KEY, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +19.3% from it.
Of the 20 most recent actions, 6 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 22 July 2026 | Baird | Maintains | Neutral | $22 → $23 |
| 22 July 2026 | DA Davidson | Maintains | Buy | $28 |
| 22 July 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $25 → $26 |
| 22 July 2026 | RBC Capital | Maintains | Outperform | $24 → $25 |
| 7 July 2026 | UBS | Maintains | Buy | — |
| 7 July 2026 | UBS | Maintains | Buy | $25 → $27 |
| 6 July 2026 | JP Morgan | Maintains | Neutral | $23 → $25 |
| 6 July 2026 | JP Morgan | Maintains | Neutral | — |
| 6 July 2026 | Wells Fargo | Maintains | Overweight | $24 → $27 |
| 6 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 29 June 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 24 June 2026 | Truist Securities | Maintains | Hold | — |
| 23 June 2026 | TD Cowen | Reiterates | Buy | — |
| 15 June 2026 | Stephens & Co. | Reinstates | Overweight | $26 |
| 4 May 2026 | DA Davidson | Maintains | Buy | — |
| 21 Apr 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 17 Apr 2026 | DA Davidson | Maintains | Buy | — |
| 17 Apr 2026 | Piper Sandler | Maintains | Overweight | — |
| 17 Apr 2026 | RBC Capital | Maintains | Outperform | — |
| 7 Apr 2026 | JP Morgan | Maintains | Neutral | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. KEY appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 17 Sept 2026, KeyCorp returned +16.5% against +17.0% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 53% of US stocks
Cheaper than 41% of US stocks
Cheaper than 63% of US stocks
Higher than 52% of US stocks
Higher than 58% of US stocks
Higher than 89% of US stocks
Higher than 87% of US stocks
Higher than 64% of US stocks
Higher than 50% of US stocks
Higher than 75% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
KeyCorp has a market value of $22.1B and an enterprise value of $37.1B.
Revenue in the twelve months to 30 June 2026: $7.6B. The latest quarter grew 10.1% year on year.
Net income over the same four quarters: $2.0B, a 26.7% net margin.
Diluted earnings per share, trailing twelve months: $1.72.
Free cash flow in the twelve months to 30 June 2026: $1.2B.
KeyCorp spent $1.0B on dividends in the twelve months to 30 June 2026.
Trailing P/E: 12.1×; forward P/E: 9.7× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.94%, paying out 48% of earnings.
KeyCorp employs 17,493 people — $434K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own KeyCorp — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Huntington Bancshares shares fell 5.6% after the company cut its 2026 net interest income and revenue outlook and lowered its 2027 EPS targets, citing higher rates and pricing pressure on margins.
Why it matters — As a peer regional bank, Huntington's margin pressure from higher rates and pricing points to similar headwinds that KeyCorp watchers should monitor.
The Federal Reserve raised interest rates for the first time in three years. According to Zacks, banks including KeyCorp face mixed earnings effects, with higher net interest income potential offset by pressures on deposits.
Why it matters — The Fed's rate hike could affect KeyCorp's net interest income and deposit dynamics, shaping its near-term earnings outlook.
KeyCorp and its banking affiliates have raised their prime lending rate to 7.00 percent from 6.75 percent, effective Sept. 17, 2026. The change applies to the company and its affiliated banks.
Why it matters — The prime rate adjustment could influence the interest rates KeyCorp charges borrowers and offers to depositors, making it relevant for watchers of the bank's lending activity.
KeyCorp raised its 2026 revenue outlook, expecting about 8% revenue growth driven by loan growth, net interest margin expansion, and continued momentum in fee businesses.
Why it matters — A raised revenue outlook signals KeyCorp's confidence in its forward growth trajectory, offering insight into its expected performance drivers for 2026.
KeyCorp (KEY) presented at the Barclays 24th Annual Global Financial Services Conference, with a transcript of the presentation published by Seeking Alpha. The event featured commentary from KeyCorp's management at the financial-services industry conference.
Why it matters — KeyCorp watchers would care because the conference presentation gives investors direct insight into management's outlook and messaging alongside peers in the financial-services sector.
The 19 Wall Street analysts covering KeyCorp have a median 12-month price target of $25, with estimates ranging from $22 to $43. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 19 analysts covering KeyCorp, 10 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks KeyCorp 60 out of 100 across roughly 4,600 US stocks as at 17 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 17 Sept 2026, KeyCorp ranks 60 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (98 of 100).
No one can know that. What the data says: the median 12-month target from 19 analysts implies +19.3% from the last close, and Ticker Nerd's factor model ranks KeyCorp 60 out of 100 as at 17 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering KeyCorp publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for KEY are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $22 to $43 over the next 12 months.
KeyCorp returned +16.5% over the 12 months to 17 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
KeyCorp is a bank holding company headquartered in Cleveland, Ohio. Through its primary subsidiary, KeyBank National Association, the company provides a broad range of financial services to individuals, small businesses, commercial clients, and institutional customers across the United States.
The most recent item we track (Zacks Investment Research, 17 Sept 2026): "Huntington Shares Tumble 5.6% on 2026 NII and 2027 EPS Outlook Cut". Huntington Bancshares shares fell 5.6% after the company cut its 2026 net interest income and revenue outlook and lowered its 2027 EPS targets, citing higher rates and pricing pressure on margins.
KeyCorp is a bank holding company headquartered in Cleveland, Ohio. Through its primary subsidiary, KeyBank National Association, the company provides a broad range of financial services to individuals, small businesses, commercial clients, and institutional customers across the United States. Its consumer banking offerings include deposit accounts, lending, mortgages, home equity products, credit cards, and student loan refinancing, while its commercial banking business serves middle-market and corporate clients with cash management, equipment financing, commercial real estate lending, and treasury services. KeyCorp also delivers wealth management, investment services, trust and custody solutions, and capital markets capabilities such as underwriting, advisory, derivatives, foreign exchange, and syndicated finance. The company plays a significant role in regional and national banking by combining branch-based banking with digital platforms and specialized advisory services.
CEO Mr. Christopher Marrott Gorman · 17,493 employees · United States · https://www.key.com
