KeyCorp (KEY) reported Q4 2025 results with total revenues of $2.0 billion, up 133.57% year-over-year, and a gross profit of $228.4 million, a 33.37% increase versus the prior year.
Diluted earnings per share came in at $0.43 per share, a decline of 248.28% year-over-year. Cash from operating activities strengthened to $718.0 million (+293.9% YoY), while purchases of property, plant and equipment were -$45.0 million (-22.96% YoY).
Market reaction: shares were down 5.58% since the market open this morning.
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:
- ANDREW J III PAINE (Head of Institutional Bank) has made 0 purchases and 2 sales selling 110,914 shares for an estimated $2,399,417.
- ANGELA G MAGO (Chief Human Resources Officer) sold 62,850 shares for an estimated $1,354,417
- TRINA M EVANS (Director, Corporate Center) sold 32,695 shares for an estimated $710,789
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
KeyCorp Hedge Fund Activity
We have seen 429 institutional investors add shares of KeyCorp stock to their portfolio, and 379 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 34,976,717 shares (-60.6%) from their portfolio in Q4 2025, for an estimated $721,919,438
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 22,520,955 shares (-74.8%) from their portfolio in Q4 2025, for an estimated $464,832,511
- WELLINGTON MANAGEMENT GROUP LLP removed 14,258,036 shares (-39.2%) from their portfolio in Q4 2025, for an estimated $294,285,863
- FULLER & THALER ASSET MANAGEMENT, INC. removed 11,640,832 shares (-46.5%) from their portfolio in Q4 2025, for an estimated $240,266,772
- SQUAREPOINT OPS LLC removed 5,810,711 shares (-95.1%) from their portfolio in Q4 2025, for an estimated $119,933,075
- AQR CAPITAL MANAGEMENT LLC added 5,776,417 shares (+416.3%) to their portfolio in Q4 2025, for an estimated $119,225,246
- TWO SIGMA INVESTMENTS, LP added 5,166,699 shares (+144.8%) to their portfolio in Q4 2025, for an estimated $106,640,667
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 2 times in the past 6 months. Of those trades, 1 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 GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 01/09.
- 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 $24.0.
Here are some recent targets:
- Theresa Chen from Barclays set a target price of $48.0 on 02/13/2026
- Vivek Juneja from JP Morgan set a target price of $24.5 on 02/09/2026
- John Pancari from Evercore ISI Group set a target price of $26.0 on 02/05/2026
- Brian Foran from Truist Securities set a target price of $23.0 on 01/26/2026
- 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
- David Konrad from Keefe, Bruyette & Woods set a target price of $24.0 on 12/17/2025
