KeyCorp

NYSE:KEY Rapport sur les actions

Capitalisation boursière : US$24.3b

KeyCorp Gestion

Gestion contrôle des critères 4/4

Le PDG KeyCorp est Chris Gorman, nommé en May2020, a un mandat de 6.25 ans. La rémunération annuelle totale est $ 11.52M, composée du salaire de 10.4% et des bonus 89.6%, y compris les actions et options de la société. détient directement 0.11% des actions de la société, d'une valeur de $ 27.60M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 5.1 ans et 6.5 ans.

Informations clés

Chris Gorman

Directeur général

US$11.5m

Rémunération totale

Pourcentage du salaire du PDG10.41%
Durée du mandat du directeur général6.3yrs
Propriété du PDG0.1%
Durée moyenne d'occupation des postes de direction5.1yrs
Durée moyenne du mandat des membres du conseil d'administration6.5yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit Aug 07

KEY: Bond Repositioning And Commercial Loan Focus Should Drive Measured Repricing Potential

KeyCorp's updated analyst price target moves to $26 from $25 as analysts factor in expectations around stronger net interest income trends, commercial loan growth across its core industry verticals, and flexibility in future capital deployment. Analyst Commentary Recent research on KeyCorp points to a cluster of higher price targets and a generally constructive tone, although views still differ on how much upside is left and how balanced the risk profile is.
Mise à jour du récit Jul 24

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

KeyCorp's updated analyst price target rises by $4 to $22, reflecting analysts' focus on projected improvements in net interest income trends, commercial loan growth across its core industry verticals, and balance sheet flexibility highlighted in recent research updates. Analyst Commentary Recent Street research on KeyCorp points to a generally constructive backdrop, with several large firms lifting price targets after the latest results and preview work.
Seeking Alpha Jul 21

KeyCorp's Margin Expansion Theme Remains On Track

Summary KeyCorp remains a Buy with 7-8% upside and a $25 price target, supported by strong Q2 results and a robust capital position. KEY's net interest margin is expanding due to securities portfolio rollover and disciplined deposit pricing, driving visible earnings growth into 2027. Loan growth is accelerating, focused on business lending, while credit quality and reserves remain solid despite a rise in nonperforming assets. Capital returns are strong with a 3.5% dividend yield and ongoing buybacks, supported by CET1 ratios above target and improving organic growth prospects. Read the full article on Seeking Alpha
Mise à jour du récit Jul 10

KEY: Loan Growth And Technology Spending Will Support Higher Future Earnings Quality

KeyCorp's updated analyst price target has increased to $34.66 from $32.76, as analysts factor in revised assumptions around revenue growth, profitability, and future P/E multiples in light of a broad round of recent target increases across the Street. Analyst Commentary Recent research on KeyCorp shows a cluster of higher price targets as bullish analysts factor in updated assumptions around earnings power, loan growth, and P/E multiples ahead of upcoming bank earnings reports.
Mise à jour du récit Jun 26

KEY: Share Repurchases And Loan Mix Should Support Measured Repricing Potential

Analysts have nudged their fair value estimate for KeyCorp higher by about $0.19 to $25.22, reflecting updated expectations for slightly stronger loan-driven Net Interest Income and modestly adjusted assumptions for revenue growth, profit margins, discount rate, and future P/E multiples. Analyst Commentary Recent Street research around KeyCorp reflects a mix of cautious optimism and lingering concern, with multiple firms adjusting price targets as they revisit loan growth assumptions, Net Interest Income and expense trends.
Article d’analyse Jun 20

KeyCorp (KEY) Stock Could Be 9.7% Undervalued As Institutional Backing Draws Focus

Why KeyCorp Stock Is Back in Focus KeyCorp (KEY) is back on investors radars after fresh attention on its high institutional ownership, diversified regional banking model, and a new fixed income offering of senior subordinated notes due 2031. See our latest analysis for KeyCorp. KeyCorp's recent 16.38% 90 day share price return and 45.70% 1 year total shareholder return indicate positive recent performance, as investors respond to its diversified regional banking model, strong institutional...
Mise à jour du récit Jun 08

KEY: Share Repurchases And Credit Quality Should Support Future Repricing Opportunity

Analysts have made only a modest adjustment to the KeyCorp price target in recent weeks, with a mix of small $1 to $2 raises and cuts reflecting updated views on discount rates, long term growth, and P/E assumptions rather than any shift in the underlying fair value estimate of about $25 per share. Analyst Commentary Recent Street research around KeyCorp centers on fine tuning price targets rather than wholesale changes to fundamental views, with small upward and downward revisions clustered around the current fair value framework.
Mise à jour du récit May 25

KEY: Loan And Capital Return Should Support Future Repricing Opportunity

Analysts nudged their average price target for KeyCorp slightly higher, by about $0.10 to roughly $25.03. The revised target reflects updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E after a series of recent target changes across the Street.
Mise à jour du récit May 03

KEY: Loan And Capital Return Will Support Future Repricing Potential

KeyCorp's updated analyst price target edges higher to about $24.92 from roughly $24.61, reflecting analysts' adjusted assumptions around discount rates, long term revenue growth, profit margins and future P/E multiples after a mix of recent target hikes and trims across the Street. Analyst Commentary Recent research on KeyCorp shows a mix of higher and lower price targets, with several firms adjusting their views as new information on midcap banks, valuation and macro risks feeds into their models.
Mise à jour du récit Apr 18

KEY: Loan And Capital Return Tailwinds Will Support Future Repricing Potential

Analysts have adjusted the KeyCorp fair value estimate slightly higher to $24.61, reflecting modestly stronger assumptions for revenue growth, profit margins, and a lower future P/E multiple, despite mixed recent price target moves across the Street. Analyst Commentary Recent Street research on KeyCorp reflects a mix of optimism and caution, with several firms adjusting price targets in both directions and one upgrade in rating.
Mise à jour du récit Apr 03

KEY: Loan And Capital Return Tailwinds Will Drive Future Repricing Potential

KeyCorp's updated analyst price target edges slightly lower, reflecting minor tweaks to fair value, discount rate, and growth assumptions as analysts balance recent target raises across midcap and regional bank peers with more cautious views on how much upside is already reflected in current valuations. Analyst Commentary Recent research on KeyCorp shows a mix of optimism and caution, with several firms adjusting price targets and ratings as they reassess what is already reflected in the share price.
Mise à jour du récit Mar 20

KEY: Loan Tailwinds And Capital Returns Will Support Future Repricing Upside

KeyCorp's latest narrative update reflects a modestly higher analyst price target, with a cluster of recent revisions toward the $25 to $26 range as analysts point to loan growth, net interest margin trends and capital return as key supports, while debates continue around valuation and sector upside. Analyst Commentary Recent research updates on KeyCorp present a mixed picture, with several bullish analysts lifting price targets into the mid 20s while more cautious voices highlight valuation and sector wide constraints.
Mise à jour du récit Mar 06

KEY: Loan Tailwinds And Capital Returns Will Drive Future Upside Potential

KeyCorp's updated analyst price target edges higher to $24.55 from $24.45, reflecting analysts' aggregation of recent target lifts into the mid $20s range as they weigh loan growth, net interest margin, capital return, and a more mixed set of views on regional banks in 2026. Analyst Commentary Recent research on KeyCorp reflects a mix of optimism and caution, with several firms lifting price targets into the low to mid US$20s while others question how much upside is left after the stock’s recent move.
Mise à jour du récit Feb 17

KEY: Earnings Resilience And Share Repurchases Will Shape Future Upside Potential

The updated fair value estimate for KeyCorp edges up to about $24.45 from roughly $24.29, supported by analysts highlighting modest tweaks to revenue growth, profit margins, and future P/E assumptions, alongside a series of recent price target increases across the Street. Analyst Commentary Recent Street research on KeyCorp shows a mix of optimism and caution, with several firms lifting price targets around the mid $20s and one major downgrade flagging valuation concerns.
Mise à jour du récit Feb 03

KEY: Earnings Resilience And Activist Pressure Will Shape Balanced Risk Reward

Analysts lifted their aggregate fair value estimate for KeyCorp by roughly $0.32 to about $24.29 per share. This reflects updated assumptions around a slightly lower discount rate, more moderate revenue growth, stable profit margins, and a modestly higher future P/E multiple informed by recent price target revisions from several research firms.
Mise à jour du récit Jan 20

KEY: Future Earnings Tailwinds And Activism Tensions Will Shape Upside Potential

Analysts have nudged their fair value estimate for KeyCorp up from about US$22.80 to roughly US$24.00 per share. This reflects updated assumptions on revenue growth, profit margins, and future P/E multiples, informed by recent price target hikes from several research firms alongside a more cautious view from others.
Article d’analyse Jan 19

KeyCorp (NYSE:KEY) Is Paying Out A Dividend Of $0.205

The board of KeyCorp ( NYSE:KEY ) has announced that it will pay a dividend on the 13th of March, with investors...
Mise à jour du récit Jan 05

KEY: Future Revenue Momentum And Capital Strength Will Face Activism And Execution Risks

Narrative Update on KeyCorp Analysts have adjusted their KeyCorp fair value estimate slightly higher, from about US$22.22 to roughly US$22.80. This reflects updated price targets between US$21 and US$23 that are supported by views on strong recent results, solid capital and credit quality, and expectations for revenue momentum into 2026.
Mise à jour du récit Dec 15

KEY: Future Revenue Momentum Will Reflect Capital Strength Amid Activist And Sector Tailwinds

Analysts have modestly increased their fair value estimate for KeyCorp, lifting the implied price target by about $0.70 to reflect slightly stronger projected revenue growth, improved profitability, and sustained capital and credit strength highlighted in recent research. Analyst Commentary Street research on KeyCorp reflects a generally constructive stance, with most recent price target revisions still implying upside from current levels despite modest recalibrations.
Mise à jour du récit Nov 29

KEY: Future Revenue Momentum Will Reflect Strong Capital and Market Resilience

KeyCorp's analyst price target experienced a slight decrease to $21 from $22, as analysts cite stronger capital levels and ongoing revenue momentum. This is balanced against a market that already reflects improved guidance.
Mise à jour du récit Nov 15

KEY: Revenue Momentum Will Likely Carry Forward Amid Strong Capital Levels

KeyCorp's analyst price target saw a modest reduction from $22 to $21. Analysts cite strong revenue guidance, robust capital levels, and continued credit quality as key supporting factors for the updated outlook, reflecting cautious optimism.
Mise à jour du récit Nov 01

KEY: Strong Capital Levels And Credit Quality Will Drive Outperformance Through 2026

KeyCorp's analyst price target was lowered slightly from $22 to $21 as analysts cited strong capital levels and solid credit quality. However, they noted that revenue estimates are already reflected in consensus expectations.
Mise à jour du récit Oct 17

Strategic Shifts And Market Expansion Positively Impacting Bank's Profitability And Growth

KeyCorp's analyst price target saw a modest increase to $21.65 from $21.62, as analysts cited the company's top-tier capital levels, strong credit quality, and momentum in revenue and market activity as key factors supporting the higher valuation. Analyst Commentary Recent Street research on KeyCorp highlights a dynamic mix of optimism and caution among industry analysts.
Mise à jour du récit Oct 03

Strategic Shifts And Market Expansion Positively Impacting Bank's Profitability And Growth

KeyCorp's fair value estimate has increased modestly from $21.17 to $21.62 per share. Analysts cite improved net interest margin prospects, steady fee income growth, and a more constructive outlook for regional banks as supporting factors for a higher price target.
Mise à jour du récit Aug 18

Strategic Shifts And Market Expansion Positively Impacting Bank's Profitability And Growth

KeyCorp’s price target has been raised to $21.17 as analysts anticipate regional banks’ outperformance amid receding macro risks, sector-wide fundamental improvement, and continued earnings momentum, supported by attractive relative valuation. Analyst Commentary Bullish analysts highlight expectations for a regional bank "catch-up" trade, with KeyCorp seen as a major beneficiary due to its superior capital position, strong loan growth momentum, and likely upside in net interest income.
Seeking Alpha Apr 19

KeyCorp: Solid Q1 And Strong Capital Positions It As A Winner

Summary KeyCorp's solid Q1 results and strategic capital raise from Scotiabank have strengthened its balance sheet, positioning it well for a potential economic downturn. Despite a 25% stock decline since my last "buy" rating, I am increasingly bullish due to NII momentum and a robust capital position. Favorable net interest trends and strong reserves, combined with prudent credit quality management, support KEY's resilience amidst economic uncertainties. With a potential 30% upside, I upgrade KEY to a strong buy, expecting shares to recover to $18 by year-end. Read the full article on Seeking Alpha
Seeking Alpha Mar 17

KeyCorp: A Dividend Name I Am Starting To Accumulate

Summary KeyCorp's 2024 performance was bolstered by a $2.8 billion investment from Scotiabank, enabling a strategic portfolio repositioning and significant improvements in net interest income. Despite market weakness, KeyCorp's strong investment banking unit, solid loan portfolio, and expected net interest margin growth to 300 basis points by 2026 warranted further investigation. The Scotiabank investment also improved KeyCorp's capital ratios and positions the bank for potential acquisitions, enhancing its value proposition. Trading at a forward P/E of 10.6 and a 5.3% dividend yield, KEY stock appears a dividend name worth accumulating over time. An investment analysis around this regional bank name follows in the paragraphs below. Read the full article on Seeking Alpha
Seeking Alpha Jan 23

KeyCorp: Strong NII Outlook For 2025

Summary KeyCorp posted solid Q4 earnings, driven by robust investment banking performance and higher net interest income, leading to an optimistic FY 2025 outlook. Despite a valuation recovery post-2023 crisis, KeyCorp remains a hold due to its premium to book value. The bank's trend in provisioning expenses is favorable and KeyCorp benefited from solid balance sheet quality. KeyCorp's FY 2025 net interest income is projected to surge by 20%, supported by securities repositioning, business growth, and a favorable deposit mix. With shares trading at the 3-year average P/B ratio, I see no significant upside going forward and continue to rate shares a hold. Read the full article on Seeking Alpha
Seeking Alpha Dec 16

KeyCorp Series I Preferred Shares Offer Income Growth Opportunity

Summary KeyCorp's Series I preferred shares are now rated a buy due to recent performance. Improved net interest spread and margin, along with increased interest income, highlight KeyCorp's financial gains. The bank's shift from external borrowing to depositor financing enhances earnings potential and reduces risks. Series I preferred shares offer a 6.3% yield, with the potential for higher floating rates in 2026, benefiting income investors. Read the full article on Seeking Alpha

Analyse de la rémunération des PDG

Comment la rémunération de Chris Gorman a-t-elle évolué par rapport aux bénéfices de KeyCorp?
DateRémunération totaleSalaireBénéfices de l'entreprise
Jun 30 2026n/an/a

US$2b

Mar 31 2026n/an/a

US$2b

Dec 31 2025US$12mUS$1m

US$2b

Sep 30 2025n/an/a

US$932m

Jun 30 2025n/an/a

US$31m

Mar 31 2025n/an/a

-US$120m

Dec 31 2024US$19mUS$1m

-US$306m

Sep 30 2024n/an/a

US$3m

Jun 30 2024n/an/a

US$716m

Mar 31 2024n/an/a

US$729m

Dec 31 2023US$10mUS$1m

US$821m

Sep 30 2023n/an/a

US$1b

Jun 30 2023n/an/a

US$1b

Mar 31 2023n/an/a

US$2b

Dec 31 2022US$10mUS$1m

US$2b

Sep 30 2022n/an/a

US$2b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$2b

Dec 31 2021US$9mUS$1m

US$3b

Sep 30 2021n/an/a

US$2b

Jun 30 2021n/an/a

US$2b

Mar 31 2021n/an/a

US$2b

Dec 31 2020US$6mUS$928k

US$1b

Sep 30 2020n/an/a

US$1b

Jun 30 2020n/an/a

US$1b

Mar 31 2020n/an/a

US$1b

Dec 31 2019US$5mUS$777k

US$2b

Rémunération vs marché: La rémunération totale de Chris ($USD 11.52M ) est dans la moyenne des entreprises de taille similaire sur le marché US ($USD 14.39M ).

Rémunération et revenus: La rémunération de Chris a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Chris Gorman (65 yo)

6.3yrs
Titularisation
US$11,522,025
Compensation

Mr. Christopher Marrott Gorman, also known as Chris, has been Chairman and Chief Executive Officer and President at KeyCorp since May 01, 2020 and serves as its Director since September 19, 2019. He served...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Christopher Gorman
Chairman6.3yrsUS$11.52m0.11%
$ 27.6m
Clark Harold Khayat
Chief Financial Officer3.4yrsUS$4.93m0.015%
$ 3.6m
Andrew Paine
Head of Institutional Banking & President of Key Institutional Bank10yrsUS$5.62m0.032%
$ 7.7m
Mohit Ramani
Chief Risk Officer1.6yrsUS$7.27m0.0028%
$ 679.2k
Stacy Gilbert
Chief Accounting Officer2.4yrspas de données0.00059%
$ 143.1k
Brian Mauney
Director of Investor Relations2.4yrspas de donnéespas de données
James Waters
General Counsel & Corporate Secretary5.1yrspas de données0.0080%
$ 1.9m
Susan Donlan
Chief Communications Officerno datapas de donnéespas de données
Angela Mago
Chief Human Resources Officer2.8yrsUS$5.63m0.026%
$ 6.4m
Katrina Evans
Chief of Staff & Director of Corporate Center14yrspas de données0.0063%
$ 1.5m
Kenneth Gavrity
Head of Commercial Banking11.9yrspas de données0.013%
$ 3.1m
Victor Alexander
Head of Consumer Banking6.6yrspas de données0.016%
$ 4.0m
5.1yrs
Durée moyenne de l'emploi
55yo
Âge moyen

Gestion expérimentée: L'équipe dirigeante de KEY est chevronnée et expérimentée (5.1 années d'ancienneté moyenne).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Christopher Gorman
Chairman6.9yrsUS$11.52m0.11%
$ 27.6m
Richard Hipple
Independent Director14.3yrsUS$304.99k0.0098%
$ 2.4m
Alexander Cutler
Independent Director26.6yrsUS$324.99k0.030%
$ 7.4m
Todd Vasos
Lead Independent Director6.1yrsUS$274.99k0.0059%
$ 1.4m
Richard Tobin
Independent Director4.7yrsUS$264.99k0.000070%
$ 17.0k
H. Dallas
Independent Director21.3yrsUS$289.99k0.013%
$ 3.2m
Elizabeth Gile
Independent Director16.4yrsUS$304.99k0.0020%
$ 482.7k
Barbara Snyder
Independent Director16.1yrsUS$249.99k0.011%
$ 2.6m
Robin Hayes
Independent Director5.8yrsUS$264.99k0.0033%
$ 807.7k
Jacqueline Allard
Independent Director1.7yrsUS$249.99k0.000020%
$ 4.9k
Devina Rankin
Independent Director5.8yrsUS$264.99k0.0013%
$ 305.6k
Somesh Khanna
Independent Director1.7yrsUS$264.99k0.000010%
$ 2.4k
6.5yrs
Durée moyenne de l'emploi
65yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de KEY sont considérés comme expérimentés (ancienneté moyenne 6.5 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/08/10 11:03
Cours de l'action en fin de journée2026/08/10 00:00
Les revenus2026/06/30
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

KeyCorp est couverte par 45 analystes. 11 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Stephen BiggarArgus Research Company
David GeorgeBaird
Jason GoldbergBarclays