What is Zacks Research’s Forecast for KeyCorp Q4 Earnings?

KeyCorp (NYSE:KEY) – Analysts at Zacks Research decreased their Q4 2025 earnings estimates for shares of KeyCorp in a report issued on Tuesday, February 11th. Zacks Research analyst R. Department now expects that the financial services provider will earn $0.40 per share for the quarter, down from their previous estimate of $0.44. The consensus estimate for KeyCorp’s current full-year earnings is $1.51 per share. Zacks Research also issued estimates for KeyCorp’s Q3 2026 earnings at $0.43 EPS, Q4 2026 earnings at $0.48 EPS, FY2026 earnings at $1.71 EPS and FY2027 earnings at $1.94 EPS.

KEY has been the subject of several other research reports. JPMorgan Chase & Co. restated a “neutral” rating and issued a $18.50 target price on shares of KeyCorp in a report on Monday, February 3rd. Keefe, Bruyette & Woods decreased their price target on shares of KeyCorp from $22.00 to $21.00 and set an “outperform” rating for the company in a research note on Wednesday, January 22nd. Morgan Stanley decreased their price target on shares of KeyCorp from $23.00 to $22.00 and set an “equal weight” rating for the company in a research note on Wednesday, January 22nd. Wells Fargo & Company increased their price target on shares of KeyCorp from $20.00 to $22.00 and gave the stock an “overweight” rating in a research note on Friday, November 15th. Finally, Truist Financial assumed coverage on shares of KeyCorp in a research note on Tuesday, January 7th. They set a “hold” rating and a $19.00 price target for the company. Nine equities research analysts have rated the stock with a hold rating and ten have given a buy rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $19.69.

KeyCorp Trading Down 0.7 %

Shares of KeyCorp stock opened at $17.48 on Thursday. The company has a fifty day simple moving average of $17.63 and a 200-day simple moving average of $17.30. KeyCorp has a 12-month low of $13.10 and a 12-month high of $20.04. The company has a current ratio of 0.85, a quick ratio of 0.84 and a debt-to-equity ratio of 0.77. The stock has a market cap of $17.32 billion, a price-to-earnings ratio of -58.25, a PEG ratio of 0.66 and a beta of 1.26.

KeyCorp Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 14th. Stockholders of record on Tuesday, March 4th will be issued a $0.205 dividend. The ex-dividend date of this dividend is Tuesday, March 4th. This represents a $0.82 dividend on an annualized basis and a dividend yield of 4.69%. KeyCorp’s dividend payout ratio is presently -273.32%.

Insider Activity

In related news, Director Of Nova Scotia Bank purchased 50,000 shares of the business’s stock in a transaction dated Wednesday, February 5th. The stock was acquired at an average price of $17.85 per share, for a total transaction of $892,500.00. Following the acquisition, the director now directly owns 162,983,726 shares of the company’s stock, valued at $2,909,259,509.10. This trade represents a 0.03 % increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.61% of the company’s stock.

Hedge Funds Weigh In On KeyCorp

Large investors have recently made changes to their positions in the stock. Wolff Wiese Magana LLC increased its holdings in shares of KeyCorp by 285.5% in the 3rd quarter. Wolff Wiese Magana LLC now owns 1,542 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 1,142 shares in the last quarter. Whittier Trust Co. increased its holdings in KeyCorp by 110.3% during the 4th quarter. Whittier Trust Co. now owns 1,525 shares of the financial services provider’s stock valued at $26,000 after acquiring an additional 800 shares in the last quarter. Ethos Financial Group LLC purchased a new position in KeyCorp during the 4th quarter valued at about $27,000. American Capital Advisory LLC purchased a new position in KeyCorp during the 3rd quarter valued at about $28,000. Finally, Larson Financial Group LLC increased its holdings in KeyCorp by 90.8% during the 3rd quarter. Larson Financial Group LLC now owns 1,929 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 918 shares in the last quarter. Hedge funds and other institutional investors own 79.69% of the company’s stock.

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.