KEY

KEYCORP /NEW/

NYSE · National Commercial Banks · Inc. OH · CIK 0000091576
$21.76 +0.42% $23.5B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)3 New Institutional PositionsCongressional Activity (1)
Vol
Market Cap$23.5B
Cap SizeLarge Cap
Analyst ConsensusBuy (52%)
Inst. Holders9 funds
Inst. Value$4.6B
Inst. Activity3 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$2.5M
Reddit Sentiment50° Neutral
SEC Reports1
Congressional2 trades
Exchange NYSE·Sector National Commercial Banks·Inc. OH·CIK 0000091576·Prev Close $21.67

Recent Activity

Jun 4, 2026 short_volume
Short Volume: KEY — 55.8% short (2.2M / 3.9M)
Short: 2,204,880 | Exempt: 4,723 | TRF Vol: 3,949,152 | Short Ratio: 55.8% | Off-exchange volume (da
Jun 3, 2026 Insider
Gile Elizabeth R. sold 23,946 shares
Director @ $20.88 ($500.0K)
May 27, 2026 Insider
BANK OF NOVA SCOTIA sold 162,692 shares
Director @ $21.25 ($3.5M)
May 19, 2026 Insider
BANK OF NOVA SCOTIA sold 220,354 shares
Director @ $21.14 ($4.7M)
Mar 12, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Feb 28, 2026 SEC
Three major institutional investors — Norges Bank, RenTech, and Two Sigma — collectively accumulated $421.2 million in n
INST-CLUSTER — Impact 7/10
Inst.
NORGES BANK — NEW
12,727,117 shares ($262.7M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
8,734,526 shares ($180.3M)

Price Targets

$25.03 +15.0% upside Buy
Current $21.76 Low $22.00 Median $24.00 High $43.00 18 analysts
$22.00 $43.00

Analyst Ratings

Hold52% buy · 23 analysts
3Strong Buy
9Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 4, 2026 DA Davidson MAINTAIN Buy → Buy
Apr 21, 2026 Evercore ISI Group MAINTAIN Outperform → Outperform
Apr 17, 2026 DA Davidson MAINTAIN Buy → Buy
Apr 17, 2026 Piper Sandler MAINTAIN Overweight → Overweight
Apr 17, 2026 RBC Capital MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.43 ▲ +0.5% $0.41 — $0.44 22% YoY 11
Next Q $0.47 ▲ +0.8% $0.45 — $0.49 14% YoY 11
Current FY $1.83 ▲ +0.5% $1.79 — $1.87 22% YoY 13
Next FY $2.16 $2.07 — $2.22 18% YoY 13

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$2.6B
FMR LLC$876.7M
MORGAN STANLEY$304.0M
NORGES BANK$262.7MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$186.4MTRIM

Recent Insider Trades

DateInsiderTypeValue
Jun 3, 2026Gile ElizabethSELL$500.0K
May 27, 2026BANK OFD$3.5M
May 19, 2026BANK OFD$4.7M
May 14, 2026VASOS TODDA$0.00
May 14, 2026Dallas HA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
11 mentions 2 bullish 2 bearish

Congressional Trades

2 members: 2 buys, 0 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
Gilbert CisnerosDBUY$1,001 - $15,000
9 institutional holders with $4.6B total value (224,711,800 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, MORGAN. Net buying activity: 3 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC124,811,543$2.6B55.5%
2FMR LLC42,475,683$876.7M18.9%
3MORGAN STANLEY14,730,816$304.0M6.6%
4NORGES BANK12,727,117$262.7M5.7%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC9,032,463$186.4M4.0%TRIM -71.7%
6TWO SIGMA INVESTMENTS, LP8,734,526$180.3M3.9%DOUBLED +144.8%
7BANK OF AMERICA CORP /DE/6,643,842$137.1M3.0%
8RENAISSANCE TECHNOLOGIES LLC4,281,151$88.4M1.9%ADD +84.0%
9WELLS FARGO & COMPANY/MN1,274,659$26.3M0.6%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW12,727,117$262.7M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED3,567,8278,734,526+144.8%$180.3M2025-Q4
RENAISSANCE TECHNOLOGIES LLCADD2,326,1514,281,151+84.0%$88.4M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW3,567,827$66.7M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED83,2512,326,151+2694.1%$43.5M2025-Q3
NORGES BANKEXIT11,230,8880-100.0%$0.002025-Q3
NORGES BANKNEW11,230,888$195.6M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW83,251$1.5M2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT91,7630-100.0%$0.002025-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM33,058,6829,352,716-71.7%$149.5M2025-Q1
CITADEL ADVISORS LLCDOUBLED952,2712,697,114+183.2%$43.1M2025-Q1
NORGES BANKEXIT8,940,1750-100.0%$0.002025-Q1
CITADEL ADVISORS LLCTRIM1,372,600952,271-30.6%$16.3M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW31,606,503$529.4M2024-Q3
17 unique insiders with 3 transactions. Net insider value: -$2.5M ($0.00 bought, $2.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 3, 2026Gile Elizabeth R.DirectorSELL23,946$20.88$500.0K
May 27, 2026BANK OF NOVA SCOTIADirectorD162,692$21.25$3.5M
May 19, 2026BANK OF NOVA SCOTIADirectorD220,354$21.14$4.7M
May 14, 2026VASOS TODD JDirectorA7,352$0.00$0.00
May 14, 2026Dallas H JamesDirectorA7,352$0.00$0.00
May 14, 2026Tobin Richard JDirectorA7,352$0.00$0.00
May 14, 2026Gile Elizabeth R.DirectorA7,352$0.00$0.00
May 14, 2026Henson Christopher LDirectorA7,352$0.00$0.00
May 14, 2026Rankin Devina ADirectorA7,352$0.00$0.00
May 14, 2026DeSpirito Antonio IIIDirectorA7,352$0.00$0.00
May 14, 2026Hipple Richard JDirectorA7,352$0.00$0.00
May 14, 2026Khanna SomeshDirectorA7,352$0.00$0.00
May 14, 2026Snyder Barbara RDirectorA7,352$0.00$0.00
May 14, 2026Hayes RobinDirectorA7,352$0.00$0.00
May 14, 2026Allard JacquiDirectorA7,352$0.00$0.00
May 14, 2026CUTLER ALEXANDER MDirectorA7,352$0.00$0.00
May 12, 2026BANK OF NOVA SCOTIADirectorD235,628$21.83$5.1M
May 11, 2026Dallas H JamesDirectorM18,118$0.00$0.00
May 11, 2026Dallas H JamesDirectorD9,059$21.41$194.0K
May 11, 2026Dallas H JamesDirectorM18,118$0.00$0.00
May 11, 2026Highsmith Carlton LDirectorD9,059$21.41$194.0K
May 11, 2026Hayes RobinDirectorM18,118$0.00$0.00
May 11, 2026Hayes RobinDirectorM18,118$0.00$0.00
May 11, 2026Hayes RobinDirectorD9,059$21.41$194.0K
May 11, 2026Highsmith Carlton LDirectorM18,118$0.00$0.00
May 11, 2026Highsmith Carlton LDirectorM18,118$0.00$0.00
May 11, 2026Snyder Barbara RDirectorM18,118$0.00$0.00
May 11, 2026Snyder Barbara RDirectorD9,059$21.41$194.0K
May 11, 2026Snyder Barbara RDirectorM18,118$0.00$0.00
May 11, 2026Hipple Richard JDirectorM18,118$0.00$0.00
May 11, 2026Hipple Richard JDirectorD9,059$21.41$194.0K
May 11, 2026Hipple Richard JDirectorM18,118$0.00$0.00
May 8, 2026Mago Angela GChief Human Resources OfficerM22,826$0.00$0.00
May 8, 2026Mago Angela GChief Human Resources OfficerM22,826$18.96$432.8K
May 8, 2026Mago Angela GChief Human Resources OfficerSELL22,826$21.66$494.4K
May 5, 2026BANK OF NOVA SCOTIADirectorD231,847$21.96$5.1M
Apr 28, 2026BANK OF NOVA SCOTIADirectorD251,736$22.02$5.5M
Apr 21, 2026BANK OF NOVA SCOTIADirectorD49,921$21.95$1.1M
Apr 1, 2026Snyder Barbara RDirectorM1,526$0.00$0.00
Apr 1, 2026Snyder Barbara RDirectorM1,526$0.00$0.00
Mar 31, 2026CUTLER ALEXANDER MDirectorA841$20.05$16.9K
Mar 31, 2026VASOS TODD JDirectorA2,306$20.05$46.2K
Mar 31, 2026Rankin Devina ADirectorA1,558$20.05$31.2K
Mar 31, 2026Hayes RobinDirectorA1,558$20.05$31.2K
Mar 17, 2026BANK OF NOVA SCOTIADirectorD183,268$19.43$3.6M
Mar 3, 2026BANK OF NOVA SCOTIADirectorD408,070$21.14$8.6M
Feb 10, 2026BANK OF NOVA SCOTIADirectorD415,133$22.47$9.3M
Feb 6, 2026Paine Andrew J IIIHead of Institutional BankSELL65,961$23.23$1.5M
Feb 3, 2026BANK OF NOVA SCOTIADirectorD517,633$21.36$11.1M
Jan 29, 2026Mago Angela GChief Human Resources OfficerM62,850$10.49$659.3K
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (52% buy). Based on 23 analysts: 3 strong buy, 9 buy, 11 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$25.03 mean target +15.0% upside Buy (2.11)
$22.00 Low $43.00 High
MetricValue
Current Price$21.76
Target Low$22.00
Target Mean$25.03
Target Median$24.00
Target High$43.00
# Analysts18
RecommendationBuy (2.11)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.43 $0.41 $0.44 21.7% +0.5% 2↑ 8↓ $2.0B 6.6% 11
Next Q
2026-09-30
$0.47 $0.45 $0.49 13.6% +0.8% 4↑ 7↓ $2.0B 7.3% 11
Current FY
2026-12-31
$1.83 $1.79 $1.87 21.7% +0.5% 7↑ 1↓ $8.1B 7.2% 13
Next FY
2027-12-31
$2.16 $2.07 $2.22 18.1% +0.4% 6↑ 3↓ $8.6B 6.5% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.426
7d ago$0.425+0.001
30d ago$0.424+0.002
60d ago$0.446-0.020
90d ago$0.444-0.019
11 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 4, 2026 DA Davidson MAINTAIN Buy Buy
Apr 21, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 17, 2026 DA Davidson MAINTAIN Buy Buy
Apr 17, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 17, 2026 RBC Capital MAINTAIN Outperform Outperform
Apr 7, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 6, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Mar 31, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 26, 2026 RBC Capital REITERATE Outperform Outperform
Mar 23, 2026 Truist Securities MAINTAIN Hold Hold
Mar 2, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 24, 2026 Baird UPGRADE Underperform Neutral
Feb 9, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 5, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Jan 26, 2026 Truist Securities MAINTAIN Hold Hold
Jan 7, 2026 TD Cowen MAINTAIN Buy Buy
Jan 6, 2026 Baird DOWNGRADE Neutral Underperform
Jan 5, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Dec 22, 2025 Truist Securities MAINTAIN Hold Hold
Dec 17, 2025 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Dec 12, 2025 RBC Capital MAINTAIN Outperform Outperform
Dec 10, 2025 DA Davidson MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202639110052%
May 1, 2026310110054%
Apr 1, 2026411120056%
Mar 1, 2026411120056%
Feb 1, 2026411110156%
Jan 1, 2026411120056%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 2 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 12, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000KeyCorpApr 9, 2026 (29d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000KeyCorpFeb 16, 2026 (39d)
50°
Neutral
Bearish Neutral Bullish
11 mentions 2 bullish 2 bearish 11 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 4, 2026156° Neutral001
Jun 4, 2026156° Neutral001
May 29, 2026140° Cool011
May 29, 2026140° Cool011
May 27, 2026156° Neutral001
May 27, 2026156° Neutral001
Apr 29, 2026150° Neutral001
Apr 17, 2026160° Warm101
Apr 17, 2026160° Warm101
Mar 29, 2026150° Neutral001
Mar 29, 2026150° Neutral001

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Jun 4, 2026
short_volume
Short Volume: KEY — 55.8% short (2.2M / 3.9M)
Short: 2,204,880 | Exempt: 4,723 | TRF Vol: 3,949,152 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: KEY — 58.3% short (4.8M / 8.2M)
Short: 4,755,185 | Exempt: 5,360 | TRF Vol: 8,158,802 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: KEY — 58.9% short (1.1M / 1.8M)
Short: 1,054,826 | Exempt: 7,352 | TRF Vol: 1,789,823 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: KEY — 58.0% short (5.5M / 9.5M)
Short: 5,491,165 | Exempt: 12,738 | TRF Vol: 9,464,391 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: KEY — 56.1% short (4.3M / 7.7M)
Short: 4,322,272 | Exempt: 3,934 | TRF Vol: 7,707,849 | Short Ratio: 56.1% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: KEY — 65.7% short (1.3M / 2.0M)
Short: 1,346,067 | Exempt: 530 | TRF Vol: 2,047,778 | Short Ratio: 65.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: KEY — 60.4% short (1.4M / 2.4M)
Short: 1,428,461 | Exempt: 1,900 | TRF Vol: 2,364,874 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: KEY — 10.2M shares, 99,184 trades
Week starting 2026-05-11. Total ATS volume: 10,197,998 shares across 99,184 trades.
May 8, 2026
short_volume
Short Volume: KEY — 58.8% short (1.2M / 2.1M)
Short: 1,225,999 | Exempt: 57,848 | TRF Vol: 2,085,828 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: KEY — 65.8% short (4.7M / 7.1M)
Short: 4,658,673 | Exempt: 6,955 | TRF Vol: 7,076,691 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
May 4, 2026
short_volume
Short Volume: KEY — 56.5% short (3.2M / 5.6M)
Short: 3,192,718 | Exempt: 19,641 | TRF Vol: 5,645,918 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: KEY — 8.6M shares, 92,039 trades
Week starting 2026-05-04. Total ATS volume: 8,558,742 shares across 92,039 trades.
Apr 29, 2026
short_volume
Short Volume: KEY — 57.6% short (2.1M / 3.6M)
Short: 2,079,663 | Exempt: 65 | TRF Vol: 3,610,131 | Short Ratio: 57.6% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_interest
FTD: KEY — 784,999 shares ($17.0M) failed to deliver
Settlement: 20260427, Price: $21.63, FTD Value: $16,979,528.37, KEYCORP (NEW)
Apr 27, 2026
dark_pool
Dark Pool: KEY — 7.5M shares, 77,914 trades
Week starting 2026-04-27. Total ATS volume: 7,491,991 shares across 77,914 trades.