KEY
KEYCORP /NEW/
$21.26
-0.68%
$23.2B
No data for this timeframe.
Vol
Market Cap$23.2B
Cap SizeLarge Cap
Analyst ConsensusBuy (54%)
Inst. Holders9 funds
Inst. Value$4.6B
Inst. Activity3 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$3.4M
Reddit Sentiment61° Warm
SEC Reports1
Congressional2 trades
Recent Activity
May 19, 2026
Insider
BANK OF NOVA SCOTIA sold 220,354 shares
Director @ $21.14 ($4.7M)
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 (d
May 14, 2026
Insider
VASOS TODD J sold 7,352 shares
Director @ $0.00 ($0.00)
May 14, 2026
Insider
Dallas H James sold 7,352 shares
Director @ $0.00 ($0.00)
Mar 30, 2026
Event
4:25-cv-10037 IN RE: KEY WEST NAS LITIGATION
Court ruling from United States District Court for the Southern District of Florida. Docket: N/A
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)
Price Targets
$24.97
+17.4% upside
Buy
Current $21.27
Low $22.00
Median $24.00
High $43.00
19 analysts
$22.00
$43.00
Analyst Ratings
3Strong Buy
10Buy
11Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | 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 |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.42 ▼ -4.6% | $0.41 — $0.44 | 21% YoY | 12 |
| Next Q | $0.46 ▼ -1.5% | $0.44 — $0.49 | 13% YoY | 12 |
| Current FY | $1.82 ▲ +0.8% | $1.75 — $1.87 | 21% YoY | 14 |
| Next FY | $2.15 ▲ +0.7% | $2.07 — $2.22 | 18% YoY | 14 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $2.6B | — |
| FMR LLC | $876.7M | — |
| MORGAN STANLEY | $304.0M | — |
| NORGES BANK | $262.7M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $186.4M | TRIM |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 19, 2026 | BANK OF | D | $4.7M |
| May 14, 2026 | VASOS TODD | A | $0.00 |
| May 14, 2026 | Dallas H | A | $0.00 |
| May 14, 2026 | Tobin Richard | A | $0.00 |
| May 14, 2026 | Gile Elizabeth | A | $0.00 |
Reddit Sentiment
61°
Warm
Bearish
Neutral
Bullish
Congressional Trades
2 members: 2 buys, 0 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| Ro Khanna | D | BUY | $1,001 - $15,000 |
| Gilbert Cisneros | D | BUY | $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
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 124,811,543 | $2.6B | 55.5% | — |
| 2 | FMR LLC | 42,475,683 | $876.7M | 18.9% | — |
| 3 | MORGAN STANLEY | 14,730,816 | $304.0M | 6.6% | — |
| 4 | NORGES BANK | 12,727,117 | $262.7M | 5.7% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9,032,463 | $186.4M | 4.0% | TRIM -71.7% |
| 6 | TWO SIGMA INVESTMENTS, LP | 8,734,526 | $180.3M | 3.9% | DOUBLED +144.8% |
| 7 | BANK OF AMERICA CORP /DE/ | 6,643,842 | $137.1M | 3.0% | — |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 4,281,151 | $88.4M | 1.9% | ADD +84.0% |
| 9 | WELLS FARGO & COMPANY/MN | 1,274,659 | $26.3M | 0.6% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 12,727,117 | — | $262.7M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 3,567,827 | 8,734,526 | +144.8% | $180.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 2,326,151 | 4,281,151 | +84.0% | $88.4M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | NEW | — | 3,567,827 | — | $66.7M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 83,251 | 2,326,151 | +2694.1% | $43.5M | 2025-Q3 |
| NORGES BANK | EXIT | 11,230,888 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 11,230,888 | — | $195.6M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 83,251 | — | $1.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 91,763 | 0 | -100.0% | $0.00 | 2025-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | TRIM | 33,058,682 | 9,352,716 | -71.7% | $149.5M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 952,271 | 2,697,114 | +183.2% | $43.1M | 2025-Q1 |
| NORGES BANK | EXIT | 8,940,175 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 1,372,600 | 952,271 | -30.6% | $16.3M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 31,606,503 | — | $529.4M | 2024-Q3 |
17 unique insiders with 3 transactions. Net insider value: -$3.4M ($0.00 bought, $3.4M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 19, 2026 | BANK OF NOVA SCOTIA | Director | D | 220,354 | $21.14 | $4.7M |
| May 14, 2026 | VASOS TODD J | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | Dallas H James | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | Tobin Richard J | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | Gile Elizabeth R. | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | Henson Christopher L | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | Rankin Devina A | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | DeSpirito Antonio III | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | Hipple Richard J | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | Khanna Somesh | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | Snyder Barbara R | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | Hayes Robin | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | Allard Jacqui | Director | A | 7,352 | $0.00 | $0.00 |
| May 14, 2026 | CUTLER ALEXANDER M | Director | A | 7,352 | $0.00 | $0.00 |
| May 12, 2026 | BANK OF NOVA SCOTIA | Director | D | 235,628 | $21.83 | $5.1M |
| May 11, 2026 | Dallas H James | Director | M | 18,118 | $0.00 | $0.00 |
| May 11, 2026 | Dallas H James | Director | D | 9,059 | $21.41 | $194.0K |
| May 11, 2026 | Dallas H James | Director | M | 18,118 | $0.00 | $0.00 |
| May 11, 2026 | Highsmith Carlton L | Director | D | 9,059 | $21.41 | $194.0K |
| May 11, 2026 | Hayes Robin | Director | M | 18,118 | $0.00 | $0.00 |
| May 11, 2026 | Hayes Robin | Director | M | 18,118 | $0.00 | $0.00 |
| May 11, 2026 | Hayes Robin | Director | D | 9,059 | $21.41 | $194.0K |
| May 11, 2026 | Highsmith Carlton L | Director | M | 18,118 | $0.00 | $0.00 |
| May 11, 2026 | Highsmith Carlton L | Director | M | 18,118 | $0.00 | $0.00 |
| May 11, 2026 | Snyder Barbara R | Director | M | 18,118 | $0.00 | $0.00 |
| May 11, 2026 | Snyder Barbara R | Director | D | 9,059 | $21.41 | $194.0K |
| May 11, 2026 | Snyder Barbara R | Director | M | 18,118 | $0.00 | $0.00 |
| May 11, 2026 | Hipple Richard J | Director | M | 18,118 | $0.00 | $0.00 |
| May 11, 2026 | Hipple Richard J | Director | D | 9,059 | $21.41 | $194.0K |
| May 11, 2026 | Hipple Richard J | Director | M | 18,118 | $0.00 | $0.00 |
| May 8, 2026 | Mago Angela G | Chief Human Resources Officer | M | 22,826 | $0.00 | $0.00 |
| May 8, 2026 | Mago Angela G | Chief Human Resources Officer | M | 22,826 | $18.96 | $432.8K |
| May 8, 2026 | Mago Angela G | Chief Human Resources Officer | SELL | 22,826 | $21.66 | $494.4K |
| May 5, 2026 | BANK OF NOVA SCOTIA | Director | D | 231,847 | $21.96 | $5.1M |
| Apr 28, 2026 | BANK OF NOVA SCOTIA | Director | D | 251,736 | $22.02 | $5.5M |
| Apr 21, 2026 | BANK OF NOVA SCOTIA | Director | D | 49,921 | $21.95 | $1.1M |
| Apr 1, 2026 | Snyder Barbara R | Director | M | 1,526 | $0.00 | $0.00 |
| Apr 1, 2026 | Snyder Barbara R | Director | M | 1,526 | $0.00 | $0.00 |
| Mar 31, 2026 | CUTLER ALEXANDER M | Director | A | 841 | $20.05 | $16.9K |
| Mar 31, 2026 | VASOS TODD J | Director | A | 2,306 | $20.05 | $46.2K |
| Mar 31, 2026 | Rankin Devina A | Director | A | 1,558 | $20.05 | $31.2K |
| Mar 31, 2026 | Hayes Robin | Director | A | 1,558 | $20.05 | $31.2K |
| Mar 17, 2026 | BANK OF NOVA SCOTIA | Director | D | 183,268 | $19.43 | $3.6M |
| Mar 3, 2026 | BANK OF NOVA SCOTIA | Director | D | 408,070 | $21.14 | $8.6M |
| Feb 10, 2026 | BANK OF NOVA SCOTIA | Director | D | 415,133 | $22.47 | $9.3M |
| Feb 6, 2026 | Paine Andrew J III | Head of Institutional Bank | SELL | 65,961 | $23.23 | $1.5M |
| Feb 3, 2026 | BANK OF NOVA SCOTIA | Director | D | 517,633 | $21.36 | $11.1M |
| Jan 29, 2026 | Mago Angela G | Chief Human Resources Officer | M | 62,850 | $10.49 | $659.3K |
| Jan 29, 2026 | Mago Angela G | Chief Human Resources Officer | SELL | 62,850 | $21.55 | $1.4M |
| Jan 29, 2026 | Mago Angela G | Chief Human Resources Officer | M | 62,850 | $0.00 | $0.00 |
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 (54% buy). Based on 24 analysts: 3 strong buy, 10 buy, 11 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$24.97 mean target
+17.4% upside
Buy (2.11)
$22.00 Low
$43.00 High
| Metric | Value |
|---|---|
| Current Price | $21.27 |
| Target Low | $22.00 |
| Target Mean | $24.97 |
| Target Median | $24.00 |
| Target High | $43.00 |
| # Analysts | 19 |
| Recommendation | Buy (2.11) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.42 | $0.41 | $0.44 | 21.3% | -4.6% | 2↑ 8↓ | $2.0B | 6.6% | 12 |
| Next Q 2026-09-30 |
$0.46 | $0.44 | $0.49 | 13.1% | -1.5% | 4↑ 7↓ | $2.0B | 7.2% | 12 |
| Current FY 2026-12-31 |
$1.82 | $1.75 | $1.87 | 21.3% | +0.8% | 7↑ 1↓ | $8.1B | 7.2% | 14 |
| Next FY 2027-12-31 |
$2.15 | $2.07 | $2.22 | 18.2% | +0.7% | 6↑ 3↓ | $8.6B | 6.6% | 14 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.425 | |
| 7d ago | $0.424 | +0.001 |
| 30d ago | $0.445 | -0.020 |
| 60d ago | $0.444 | -0.020 |
| 90d ago | $0.444 | -0.020 |
11 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New 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
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 3 | 10 | 11 | 0 | 0 | 54% | |
| Apr 1, 2026 | 4 | 11 | 12 | 0 | 0 | 56% | |
| Mar 1, 2026 | 4 | 11 | 12 | 0 | 0 | 56% | |
| Feb 1, 2026 | 4 | 11 | 11 | 0 | 1 | 56% | |
| Jan 1, 2026 | 4 | 11 | 12 | 0 | 0 | 56% |
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 2 buys, 0 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 12, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | KeyCorp | Apr 9, 2026 (29d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | KeyCorp | Feb 16, 2026 (39d) |
61°
Warm
Bearish
Neutral
Bullish
5 mentions
2 bullish
0 bearish
5 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Apr 17, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 17, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Mar 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| Mar 29, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
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 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)
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.
Apr 20, 2026
dark_pool
Dark Pool: KEY — 10.9M shares, 91,451 trades
Week starting 2026-04-20. Total ATS volume: 10,932,179 shares across 91,451 trades.
Apr 16, 2026
earnings_calendar
KEY Q1 2026 Earnings Scheduled — 2026-04-16
Apr 14, 2026
short_volume
Short Volume: KEY — 59.0% short (4.2M / 7.2M)
Short: 4,223,753 | Exempt: 11,190 | TRF Vol: 7,161,294 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: KEY — 18.0M shares, 114,407 trades
Week starting 2026-04-13. Total ATS volume: 17,970,781 shares across 114,407 trades.
Apr 6, 2026
dark_pool
Dark Pool: KEY — 11.2M shares, 91,311 trades
Week starting 2026-04-06. Total ATS volume: 11,231,254 shares across 91,311 trades.
Mar 30, 2026
Enforcement
4:25-cv-10037 IN RE: KEY WEST NAS LITIGATION
Court ruling from United States District Court for the Southern District of Florida. Docket: N/A