KEY

KEYCORP /NEW/

NYSE · National Commercial Banks · Inc. OH · CIK 0000091576
$22.70 +1.66% $24.6B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)31 New Institutional Positions19 Institutional Exits
Vol
Market Cap$24.6B
Cap SizeLarge Cap
Analyst ConsensusBuy (52%)
Inst. Holders50 funds
Inst. Value$10.8B
Inst. Activity31 buys / 19 sells
Insider Activity0B / 4S
Insider Net $-$3.9M
Reddit Sentiment50° Neutral
SEC Reports7
Congressional2 trades
Exchange NYSE·Sector National Commercial Banks·Inc. OH·CIK 0000091576·Prev Close $22.33

Recent Activity

Jun 12, 2026 short_volume
Short Volume: KEY — 63.5% short (2.8M / 4.4M)
Short: 2,809,673 | Exempt: 2,455 | TRF Vol: 4,423,587 | Short Ratio: 63.5% | Off-exchange volume (da
Jun 10, 2026 SEC
KeyCorp filed a 424B5 prospectus supplement on June 10, 2026 to register an unspecified amount of Senior Medium-Term Not
424B5 — Impact 3/10
Jun 9, 2026 Insider
BANK OF NOVA SCOTIA disposed of 355,338 shares
Director @ $21.24 ($7.5M)
Jun 5, 2026 SEC
KeyCorp filed an S-3 registration statement solely for the resale of 158,723,874 common shares by The Bank of Nova Scoti
S-3 — Impact 4/10
Jun 5, 2026 SEC
KeyCorp filed a universal shelf registration statement (S-3ASR) on June 5, 2026, registering an indeterminate amount of
S-3ASR — Impact 3/10
Jun 3, 2026 Insider
Gile Elizabeth R. sold 23,946 shares
Director @ $20.88 ($500.0K)
May 27, 2026 Insider
BANK OF NOVA SCOTIA disposed of 162,692 shares
Director @ $21.25 ($3.5M)
Inst.
Capital World Investors — TRIM
12,239,826 shares ($245.4M)

Price Targets

$25.01 +10.2% upside Buy
Current $22.70 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 $0.41 — $0.44 22% YoY 11
Next Q $0.47 $0.45 — $0.49 14% YoY 11
Current FY $1.82 $1.76 — $1.87 21% YoY 13
Next FY $2.15 $2.01 — $2.22 18% YoY 13

Top Institutional Holders

FundValueMove
BlackRock, Inc.$1.8B
VANGUARD CAPITAL MANAGEMENT LLC$1.3B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B
STATE STREET CORP$945.0M
FMR LLC$937.0M

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026BANK OFD$7.5M
Jun 3, 2026Gile ElizabethSELL$500.0K
May 27, 2026BANK OFD$3.5M
May 19, 2026BANK OFD$4.7M
May 14, 2026VASOS TODDA$0.00

Reddit Sentiment

50°
Neutral
Bearish Neutral Bullish
15 mentions 4 bullish 4 bearish

Congressional Trades

2 members: 2 buys, 0 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
Gilbert CisnerosDBUY$1,001 - $15,000
50 institutional holders with $10.8B total value (539,834,210 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.88,722,677$1.8B16.4%
2VANGUARD CAPITAL MANAGEMENT LLC65,881,386$1.3B12.2%
3VANGUARD PORTFOLIO MANAGEMENT LLC51,485,072$1.0B9.5%
4STATE STREET CORP47,130,435$945.0M8.7%
5FMR LLC46,734,944$937.0M8.7%
6Invesco Ltd.19,235,463$385.7M3.6%
7WELLINGTON MANAGEMENT GROUP LLP17,164,007$344.1M3.2%
8GOLDMAN SACHS GROUP INC14,494,858$290.6M2.7%
9MORGAN STANLEY14,000,430$280.7M2.6%
10Capital World Investors12,239,826$245.4M2.3%TRIM -41.8%
11VICTORY CAPITAL MANAGEMENT INC11,852,674$237.6M2.2%ADD +48.6%
12DIMENSIONAL FUND ADVISORS LP10,715,272$214.8M2.0%
13DEUTSCHE BANK AG\9,952,548$199.5M1.8%
14Ninety One UK Ltd9,603,976$192.6M1.8%NEW
15CHARLES SCHWAB INVESTMENT MANAGEMENT INC9,297,267$186.4M1.7%
16BALYASNY ASSET MANAGEMENT L.P.6,480,359$129.9M1.2%DOUBLED +36218.8%
17DIAMOND HILL CAPITAL MANAGEMENT INC6,265,374$125.6M1.2%TRIM -41.5%
18BANK OF AMERICA CORP /DE/5,670,251$113.7M1.1%
19Legal & General Group Plc5,639,077$113.1M1.0%
20TWO SIGMA INVESTMENTS, LP5,448,874$109.2M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital World InvestorsTRIM21,027,47112,239,826-41.8%$245.4M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD7,974,88811,852,674+48.6%$237.6M2026-Q1
Ninety One UK LtdNEW9,603,976$192.6M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED17,8436,480,359+36218.8%$129.9M2026-Q1
DIAMOND HILL CAPITAL MANAGEMENT INCTRIM10,712,5246,265,374-41.5%$125.6M2026-Q1
PANAGORA ASSET MANAGEMENT INCADD3,366,7384,641,479+37.9%$93.1M2026-Q1
Artemis Investment Management LLPADD2,711,6543,903,285+43.9%$78.3M2026-Q1
Freestone Grove Partners LPDOUBLED1,517,8383,858,175+154.2%$77.4M2026-Q1
AmundiDOUBLED1,697,0553,561,798+109.9%$71.4M2026-Q1
FULLER & THALER ASSET MANAGEMENT, INC.TRIM13,406,3803,376,891-74.8%$67.7M2026-Q1
FIRST TRUST ADVISORS LPADD1,671,3622,951,487+76.6%$59.2M2026-Q1
Nuveen, LLCADD2,115,0272,645,369+25.1%$53.0M2026-Q1
Assenagon Asset Management S.A.DOUBLED42,6062,426,699+5595.7%$48.7M2026-Q1
Korea Investment CORPDOUBLED1,118,9172,273,334+103.2%$45.6M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCDOUBLED24,4221,861,977+7524.2%$37.3M2026-Q1
Alyeska Investment Group, L.P.NEW1,684,013$33.8M2026-Q1
Retirement Systems of AlabamaDOUBLED197,6261,672,509+746.3%$33.5M2026-Q1
FRANKLIN RESOURCES INCNEAR_EXIT15,137,2711,494,839-90.1%$30.0M2026-Q1
Jain Global LLCDOUBLED197,4131,083,096+448.6%$21.7M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASDOUBLED30,918965,632+3023.2%$19.4M2026-Q1
Cerity Partners LLCDOUBLED431,457893,770+107.2%$17.9M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED36,724876,976+2288.0%$17.6M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECNEW805,891$16.2M2026-Q1
VOYA INVESTMENT MANAGEMENT LLCDOUBLED185,137704,500+280.5%$14.1M2026-Q1
Trexquant Investment LPTRIM1,872,699695,138-62.9%$13.9M2026-Q1
17 unique insiders with 45 transactions. Net insider value: -$3.9M ($0.00 bought, $3.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026BANK OF NOVA SCOTIADirectorD355,338$21.24$7.5M
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 JDirectorAWARD7,352
May 14, 2026Dallas H JamesDirectorAWARD7,352
May 14, 2026Tobin Richard JDirectorAWARD7,352
May 14, 2026Gile Elizabeth R.DirectorAWARD7,352
May 14, 2026Henson Christopher LDirectorAWARD7,352
May 14, 2026Rankin Devina ADirectorAWARD7,352
May 14, 2026DeSpirito Antonio IIIDirectorAWARD7,352
May 14, 2026Hipple Richard JDirectorAWARD7,352
May 14, 2026Khanna SomeshDirectorAWARD7,352
May 14, 2026Snyder Barbara RDirectorAWARD7,352
May 14, 2026Hayes RobinDirectorAWARD7,352
May 14, 2026Allard JacquiDirectorAWARD7,352
May 14, 2026CUTLER ALEXANDER MDirectorAWARD7,352
May 12, 2026BANK OF NOVA SCOTIADirectorD235,628$21.83$5.1M
May 11, 2026Dallas H JamesDirectorEXERCISE18,118
May 11, 2026Dallas H JamesDirectorD9,059$21.41$194.0K
May 11, 2026Highsmith Carlton LDirectorD9,059$21.41$194.0K
May 11, 2026Hayes RobinDirectorEXERCISE18,118
May 11, 2026Hayes RobinDirectorD9,059$21.41$194.0K
May 11, 2026Highsmith Carlton LDirectorEXERCISE18,118
May 11, 2026Snyder Barbara RDirectorEXERCISE18,118
May 11, 2026Snyder Barbara RDirectorD9,059$21.41$194.0K
May 11, 2026Hipple Richard JDirectorEXERCISE18,118
May 11, 2026Hipple Richard JDirectorD9,059$21.41$194.0K
May 8, 2026Mago Angela GChief Human Resources OfficerEXERCISE22,826$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 RDirectorEXERCISE1,526
Mar 31, 2026CUTLER ALEXANDER MDirectorAWARD841$20.05$16.9K
Mar 31, 2026VASOS TODD JDirectorAWARD2,306$20.05$46.2K
Mar 31, 2026Rankin Devina ADirectorAWARD1,558$20.05$31.2K
Mar 31, 2026Hayes RobinDirectorAWARD1,558$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 OfficerEXERCISE62,850$10.49$659.3K
Jan 29, 2026Mago Angela GChief Human Resources OfficerSELL62,850$21.55$1.4M

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

$25.01 mean target +10.2% upside Buy (2.11)
$22.00 Low $43.00 High
MetricValue
Current Price$22.70
Target Low$22.00
Target Mean$25.01
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% +0.3% 2↑ 8↓ $2.0B 6.6% 11
Next Q
2026-09-30
$0.47 $0.45 $0.49 13.6% +0.5% 4↑ 7↓ $2.0B 7.3% 11
Current FY
2026-12-31
$1.82 $1.76 $1.87 21.4% +0.1% 7↑ 1↓ $8.1B 7.2% 13
Next FY
2027-12-31
$2.15 $2.01 $2.22 18.0% -0.1% 6↑ 3↓ $8.6B 6.5% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.426
7d ago$0.426
30d ago$0.425+0.001
60d ago$0.443-0.018
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

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
15 mentions 4 bullish 4 bearish 14 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 9, 2026267° Warm202
Jun 8, 2026140° Cool011
Jun 8, 2026140° Cool011
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
Jun 12, 2026
short_volume
Short Volume: KEY — 63.5% short (2.8M / 4.4M)
Short: 2,809,673 | Exempt: 2,455 | TRF Vol: 4,423,587 | Short Ratio: 63.5% | Off-exchange volume (dark pool + OTC)
Jun 9, 2026
short_volume
Short Volume: KEY — 66.8% short (3.1M / 4.7M)
Short: 3,108,055 | Exempt: 1,471 | TRF Vol: 4,655,906 | Short Ratio: 66.8% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: KEY — 60.6% short (2.3M / 3.8M)
Short: 2,296,329 | Exempt: 1,538 | TRF Vol: 3,787,218 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
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 18, 2026
dark_pool
Dark Pool: KEY — 7.8M shares, 86,367 trades
Week starting 2026-05-18. Total ATS volume: 7,848,899 shares across 86,367 trades.
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
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.