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KEYKeyCorpHold6.1·$22.33+1.59%
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KeyCorp (KEY) Stock Analysis

Breakout setup

HoldModerate Confidence

Financial Services · Banks - Regional

Hold if already holding. Not a fresh buy at $22.33, but acceptable to hold if already in. Reasons: Concentration risk — Loan Portfolio: commercial and industrial, commercial real estate, and commercial leases (72.0%); Analyst target reached - limited upside remaining.

KeyCorp is a bank holding company with $184.4B in assets, providing consumer and commercial banking through 940 full-service branches in 15 states. Its Consumer Bank and Commercial Bank segments serve individuals, small businesses, middle market, and large institutional clients.... Read more

$22.33+0.9% A.UpsideScore 6.1/10#51 of 142 Banks - Regional
QualityF-score8 / 9FCF yield
IncomeYield3.73%(5y avg 4.86%)Payout50.31%sustainable
Stop $21.41Target $22.53(analyst − 10%)A.R:R 0.1:1
Analyst target$25.03+12.1%18 analysts
$22.53our TP
$22.33price
$25.03mean
$43

Hold if already holding. Not a fresh buy at $22.33, but acceptable to hold if already in. Reasons: Concentration risk — Loan Portfolio: commercial and industrial, commercial real estate, and commercial leases (72.0%); Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Maintain position. Not compelling to add more. Score 6.1/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, news events none recent, earnings proximity 39d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: moderate.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-06-12
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Tue, Jul 21, 202639d to earnings· next earnings call

Thesis

Rewards
Strong earnings beat streak (3/4)
Attractive valuation
Strong growth profile
Risks
Concentration risk — Loan Portfolio: commercial and industrial, commercial real estate, and commercial leases (72.0%)
Analyst target reached - limited upside remaining
Near 52-week high (4.4% away)

Key Metrics

P/E (TTM)13.5
P/E (Fwd)10.2
Mkt Cap$23.7B
EV/EBITDA
Profit Mgn27.0%
ROE10.0%
Rev Growth11.8%
Beta1.04
Dividend3.73%
Rating analysts23

Quality Signals

Piotroski F8/9

Options Flow

P/C0.16bullish
IV48%normal

Concentration Risks(10-K Item 1A)

  • HIGHloan_portfoliocommercial and industrial, commercial real estate, and commercial leases72%
    10-K Item 1A: 'approximately 72% of our loan portfolio consisted of commercial and industrial loans, commercial real estate loans, including commercial mortgage and construction loans, and commercial leases'

Material Events(8-K, last 90d)

  • 2026-03-02Item 5.02MEDIUM
    Amy G. Brady (Chief Information Officer) announced resignation from KeyCorp on February 24, 2026 due to personal health considerations. No successor named in the filing.
    SEC filing →

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

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Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

1 floor-breaker

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

Bollinger
0.0
Support Resistance
0.8
52w Position
9.5
GatesA.R:R 0.1 < 1.5@spotExecutive change: officer departure/appointmentMomentum 7.3>=5.5Insider activity: OKNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 39d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARBreakoutSuitability: Moderate
RSI
64 · Neutral
20D MA 50D MA 200D MAGOLDEN CROSSSupport $20.49Resistance $22.49

Price Targets

$21
$23
A.Upside+0.9%
A.R:R0.1:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Target reached (0.9% upside)
! asymmetry at 0.1 (below the engine's 1.5 threshold)@spot

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-21 (39d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is KEY stock a buy right now?

Hold if already holding. Not a fresh buy at $22.33, but acceptable to hold if already in. Reasons: Concentration risk — Loan Portfolio: commercial and industrial, commercial real estate, and commercial leases (72.0%); Analyst target reached - limited upside remaining. Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Maintain position. Not compelling to add more. Target $22.53 (+0.9%), stop $21.41 (−4.3%), A.R:R 0.1:1. Score 6.1/10, moderate confidence.

What is the KEY stock price target?

Take-profit target: $22.53 (+0.9% upside). Target $22.53 (+0.9%), stop $21.41 (−4.3%), A.R:R 0.1:1. Stop-loss: $21.41.

What are the risks of investing in KEY?

Concentration risk — Loan Portfolio: commercial and industrial, commercial real estate, and commercial leases (72.0%); Analyst target reached - limited upside remaining; Near 52-week high (4.4% away).

Is KEY overvalued or undervalued?

KeyCorp trades at a P/E of 13.5 (forward 10.2). TrendMatrix value score: 7.0/10. Verdict: Hold.

What do analysts say about KEY?

23 analysts cover KEY with a consensus score of 3.7/5. Average price target: $25.

What does KeyCorp do?KeyCorp is a bank holding company with $184.4B in assets, providing consumer and commercial banking through 940...

KeyCorp is a bank holding company with $184.4B in assets, providing consumer and commercial banking through 940 full-service branches in 15 states. Its Consumer Bank and Commercial Bank segments serve individuals, small businesses, middle market, and large institutional clients. Approximately 72% of the loan portfolio consists of commercial and industrial loans, commercial real estate, and commercial leases.

Related stocks: CUBI (Customers Bancorp, Inc) · IFS (Intercorp Financial Services In) · INTR (Inter & Co. Inc.) · SSB (SouthState Bank Corporation) · NIC (Nicolet Bankshares Inc.)
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