
KeyCorp (KEY) Stock Forecast & Price Target
KeyCorp (KEY) Analyst Ratings
Bulls say
KeyCorp's recent financial performance indicates robust growth potential, highlighted by a 3.7% increase in net interest income, reaching $1.193 billion, driven by a favorable increase in net interest margin and modest loan growth. Notably, investment banking revenues surged 19% year-to-date to $353 million, supported by strong capital markets activity and a significant uptick in M&A pipelines poised to enhance future fee generation. Additionally, KeyCorp's total common equity tier 1 (CET1) ratio strengthened to 10.3%, signaling a solid capital position that underpins growth and financial stability moving forward.
Bears say
KeyCorp is facing significant headwinds, as indicated by a decline in key loan categories such as Consumer, Commercial Real Estate (CRE), and lease financing, collectively amounting to a reduction of over $1.2 billion, despite some growth in commercial and industrial (C&I) lending. Furthermore, the slight decrease in the common equity tier 1 (CET1) ratio to 11.7% in 3Q25 suggests potential weakening capital stability as the overall financial landscape shifts, exacerbated by a lowered revenue forecast for 2026. Finally, the anticipated downside scenario reflects concerns over the macroeconomic environment, projecting a recession that could lead to lower earnings, increased credit losses, and slower loan growth, all contributing to a distinctly negative outlook for the stock.
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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