KeyCorp (KEY) Releases Q4 2025 Earnings: Revenue, EPS Beat; Net Income Surges

KeyCorp (KEY) reported fourth-quarter 2025 results showing strong year-over-year gains and beats on both revenue and earnings estimates.

Revenue: $2.0 billion, up 133.6% year over year and above the estimate of $1.98 billion.

Net income attributable to common shareholders: $510 million, up 1004.2% year over year.

Diluted earnings per share: $0.46, up 21.7% year over year and above the estimate of $0.39.

Gross profit: $228.4 million, up 33.4% year over year.

Balance sheet and cash-flow highlights:

Cash from operating activities: $396 million, up 117.3% year over year.

Capital spending: $29 million, down 50.4% year over year.

Cash and cash equivalents: $1.3 billion, down 26.2% year over year; total liabilities: $164.0 billion, down 2.95% year over year.

Overall, KeyCorp (KEY) beat both revenue and EPS expectations, with sizable improvement in net income and stronger operating cash flow driving the quarter's results.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

KeyCorp Insider Trading Activity

KeyCorp insiders have traded $KEY stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 have been sales.

Here’s a breakdown of recent trading of $KEY stock by insiders over the last 6 months:

CHRISTOPHER M. GORMAN (Chairman and CEO) sold 112,149 shares for an estimated $2,115,130
AMY G. BRADY (Chief Information Officer) sold 50,000 shares for an estimated $880,500
ANDREW J III PAINE (Head of Institutional Bank) sold 44,953 shares for an estimated $867,143
TRINA M EVANS (Director, Corporate Center) sold 17,000 shares for an estimated $317,390

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

KeyCorp Hedge Fund Activity

We have seen 387 institutional investors add shares of KeyCorp stock to their portfolio, and 338 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

WELLINGTON MANAGEMENT GROUP LLP added 17,245,128 shares (+90.2%) to their portfolio in Q3 2025, for an estimated $322,311,442
CAPITAL WORLD INVESTORS added 13,067,326 shares (+169.2%) to their portfolio in Q3 2025, for an estimated $244,228,322
FULLER & THALER ASSET MANAGEMENT, INC. removed 8,341,403 shares (-25.0%) from their portfolio in Q3 2025, for an estimated $155,900,822
PRICE T ROWE ASSOCIATES INC /MD/ added 6,408,322 shares (+12.5%) to their portfolio in Q3 2025, for an estimated $119,771,538
ALYESKA INVESTMENT GROUP, L.P. removed 6,156,414 shares (-87.9%) from their portfolio in Q3 2025, for an estimated $115,063,377
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 5,706,272 shares (+61.0%) to their portfolio in Q3 2025, for an estimated $106,650,223
BLACKROCK, INC. removed 5,520,900 shares (-5.6%) from their portfolio in Q3 2025, for an estimated $103,185,621

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

KeyCorp Congressional Stock Trading

Members of Congress have traded $KEY stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $KEY stock by members of Congress over the last 6 months:

REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 09/25.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

KeyCorp Analyst Ratings

Wall Street analysts have issued reports on $KEY in the last several months. We have seen 4 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Buy" rating on 10/07/2025
RBC Capital issued a "Outperform" rating on 10/06/2025
Wells Fargo issued a "Overweight" rating on 10/03/2025
Evercore ISI Group issued a "Outperform" rating on 09/30/2025

To track analyst ratings and price targets for KeyCorp, check out Quiver Quantitative's $KEY forecast page.

KeyCorp Price Targets

Multiple analysts have issued price targets for $KEY recently. We have seen 13 analysts offer price targets for $KEY in the last 6 months, with a median target of $23.0.

Here are some recent targets:

Steven Alexopoulos from TD Cowen set a target price of $25.0 on 01/07/2026
David George from Baird set a target price of $18.0 on 01/06/2026
Jason Goldberg from Barclays set a target price of $24.0 on 01/05/2026
Brian Foran from Truist Securities set a target price of $22.0 on 12/22/2025
David Konrad from Keefe, Bruyette & Woods set a target price of $24.0 on 12/17/2025
Peter Winter from DA Davidson set a target price of $23.0 on 12/10/2025
Erika Najarian from UBS set a target price of $23.0 on 10/07/2025