
KeyCorp (KEY) Stock Forecast & Price Target
KeyCorp (KEY) Analyst Ratings
Bulls say
KeyCorp's financial performance exhibits robust growth, highlighted by an increase of $6 million in Investment Banking and Debt Placement Fees and a $4 million rise in Trust Fees & Commissions, contributing to overall investment banking revenues growing by 19% to $353 million for the year. The bank's net interest income also experienced a solid 3.7% quarter-over-quarter increase, reaching $1.193 billion, supported by a 9 basis point uptick in the net interest margin to 2.75%. Additionally, KeyCorp's tangible common equity (TCE) ratio improved by 25 basis points to 8.06%, and its common equity tier 1 (CET1) ratio reached 10.3%, showcasing a strong capital position amid anticipated loan growth and margin expansion.
Bears say
KeyCorp's financial outlook appears negative primarily due to a significant decline in certain lending segments, including Consumer, Commercial Real Estate (CRE), and lease financing, leading to an overall diminished loan growth forecast for 2026, which has been lowered to 4.2%. Despite maintaining strong capital levels, demonstrated by a common equity tier 1 (CET1) ratio of 11.7%, the anticipated macroeconomic conditions, including a potential recession in 2026, could further exacerbate challenges by increasing credit losses and decreasing profitability. Additionally, modest reductions in fees and revenue forecasts indicate ongoing pressures that may hinder the bank's financial performance in the near future.
This aggregate rating is based on analysts' research of KeyCorp and is not a guaranteed prediction by Public.com or investment advice.
KeyCorp (KEY) Analyst Forecast & Price Prediction
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