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Published
15 Dec 25
Updated
24 Jul 26
Views
54
Not Invested
KeyCorpKEY
KEY logo
Fair Value
US$22
Share price24 Jul
US$21.84Fairly Valued intrinsic discount
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1Y15.92%
7D-1.53%

Loan Remix And Fee Dependence Will Expose Structural Weaknesses In Coming Years

AN
AnalystLowTarget
AnalystLowTarget

Analyst Low Target compiles bearish analysts opinions to create narratives which represent one standard deviation below the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls.

Published
15 Dec 25
Updated
24 Jul 26
Views
54
Not Invested
Fair ValueUS$22
Share priceUS$21.84
Fairly Valued intrinsic discount
Narrative
Updates1

Shared on 24 Jul 26

Fair value Increased 22%

KEY: Fair Outlook Balances Loan Expansion, Fraud Controls And Capital Returns

KeyCorp gets a more upbeat view from analysts as expectations improve for interest income, business lending, and how the bank can use its balance sheet to return cash to shareholders. But some still see the upside as limited if costs rise or the bank stumbles on loan growth and buybacks after the sector’s recent run-up.
Read more
3 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$22
vs US$21.84Fairly Valued intrinsic discount
PastFuture09b2015201820212024202620272029Revenue US$9.2bEarnings US$2.4b
7.6%
Revenue growth
26.6%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

Stay ahead on KeyCorp

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Company analysis

Flawless balance sheet established dividend payer.

Market capUS$23.3b
PB1.3x
Estimated Growth7.7%
Dividend Yield3.8%
Full analysis

CEO & management

Christopher Gorman
CEO
5.2yrs
CEO Tenure

Operates as the holding company for KeyBank National Association that provides various retail and commercial banking products and services in the United States.

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