34,000 Shares in KeyCorp $KEY Bought by Nordwand Advisors LLC

Nordwand Advisors LLC bought a new position in shares of KeyCorp (NYSE:KEY) during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 34,000 shares of the financial services provider’s stock, valued at approximately $635,000.

Several other large investors also recently bought and sold shares of the company. Allstate Corp acquired a new position in shares of KeyCorp during the 3rd quarter worth $713,000. NorthCrest Asset Manangement LLC increased its holdings in KeyCorp by 4.1% during the 3rd quarter. NorthCrest Asset Manangement LLC now owns 15,912 shares of the financial services provider’s stock valued at $293,000 after acquiring an additional 627 shares in the last quarter. Maryland State Retirement & Pension System raised its position in KeyCorp by 5.1% during the third quarter. Maryland State Retirement & Pension System now owns 48,308 shares of the financial services provider’s stock worth $903,000 after acquiring an additional 2,348 shares during the last quarter. Sequoia Financial Advisors LLC raised its position in KeyCorp by 0.9% during the third quarter. Sequoia Financial Advisors LLC now owns 81,236 shares of the financial services provider’s stock worth $1,518,000 after acquiring an additional 694 shares during the last quarter. Finally, Ritholtz Wealth Management purchased a new stake in shares of KeyCorp in the third quarter valued at about $354,000. Institutional investors and hedge funds own 79.69% of the company’s stock.

KeyCorp Stock Down 0.3%

Shares of NYSE:KEY opened at $21.16 on Tuesday. The company has a current ratio of 0.83, a quick ratio of 0.83 and a debt-to-equity ratio of 0.62. The firm has a market cap of $23.13 billion, a price-to-earnings ratio of 26.12, a PEG ratio of 0.52 and a beta of 1.09. The stock’s 50-day moving average price is $19.82 and its two-hundred day moving average price is $18.83. KeyCorp has a 12-month low of $12.73 and a 12-month high of $21.75.

KeyCorp (NYSE:KEY) last announced its quarterly earnings data on Tuesday, January 20th. The financial services provider reported $0.41 earnings per share for the quarter, topping the consensus estimate of $0.38 by $0.03. KeyCorp had a net margin of 10.08% and a return on equity of 10.14%. The business had revenue of $2.01 billion for the quarter, compared to analyst estimates of $1.95 billion. On average, research analysts forecast that KeyCorp will post 1.5 EPS for the current year.

KeyCorp Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Tuesday, March 3rd will be issued a $0.205 dividend. This represents a $0.82 dividend on an annualized basis and a dividend yield of 3.9%. The ex-dividend date is Tuesday, March 3rd. KeyCorp’s dividend payout ratio (DPR) is 101.23%.

Analyst Ratings Changes

A number of research analysts have recently weighed in on KEY shares. Wells Fargo & Company set a $18.00 price objective on shares of KeyCorp and gave the stock an “underperform” rating in a research note on Tuesday, January 6th. Barclays increased their target price on KeyCorp from $20.00 to $24.00 and gave the company an “equal weight” rating in a report on Monday, January 5th. Jefferies Financial Group raised their price target on KeyCorp from $19.00 to $22.00 and gave the stock a “hold” rating in a research report on Wednesday, December 10th. Baird R W cut KeyCorp from a “hold” rating to a “strong sell” rating in a report on Tuesday, January 6th. Finally, UBS Group increased their price objective on KeyCorp from $22.00 to $23.00 and gave the company a “buy” rating in a research note on Tuesday, October 7th. Eleven analysts have rated the stock with a Buy rating, six have issued a Hold rating and four have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $22.33.

KeyCorp News Summary

Here are the key news stories impacting KeyCorp this week:

• Positive Sentiment: Q4 results beat consensus — Key reported adjusted EPS ~$0.41 (beat) and revenue ~$2.0B, with net income (~$474M) and higher net interest income/margin cited as drivers of the beat. Management also repurchased $200M of common stock. US lender KeyCorp beats fourth-quarter profit estimates on higher interest income
• Positive Sentiment: Company press release provides detail: adjusted net income, improved pre-provision net revenue, modest NPA and net charge-off improvements, CET1 ~11.7% — metrics that support earnings quality and capital strength. KeyCorp Q4 Press Release / Slide Deck
• Positive Sentiment: Board update and governance moves — nominations of Antonio DeSpirito and Christopher Henson, appointment of a new lead independent director, and planned retirements indicate board refreshment that investors often view positively for governance and strategy. KeyCorp Board of Directors Update
• Neutral Sentiment: Analyst coverage and price targets remain constructive overall (median targets near $23) — helpful context for sentiment but not an immediate catalyst. KeyCorp Releases Q4 2025 Earnings: Revenue, EPS Beat; Net Income Surges
• Neutral Sentiment: Market write-ups and non-GAAP detail (minor differences in GAAP vs. adjusted EPS reporting) — largely confirm the beat but are informational rather than new catalysts. KeyCorp Non-GAAP EPS of $0.41 beats by $0.02, revenue of $2B beats by $30M
• Negative Sentiment: Insider selling noted — several senior executives sold shares in recent months, which could raise short-term concerns about insider confidence even though sales may be routine. QuiverQuant report including insider activity

KeyCorp Company Profile

KeyCorp is a bank holding company headquartered in Cleveland, Ohio, that operates through its primary banking subsidiary, KeyBank. It provides a broad range of banking and financial services to individual consumers, small businesses, middle-market companies and large corporations. KeyBank’s offerings span traditional deposit and lending products as well as more specialized financial solutions designed for commercial and institutional clients.

The company’s product and service mix includes retail banking products such as checking and savings accounts, consumer and residential mortgage lending, and auto financing.