Overview

• Bank-based financial services firm's Q4 2025 revenue rose to $2 bln

• Net income from continuing operations was $474 mln, recovering from a loss last year

• Company repurchased $200 mln of common shares during the quarter

Outlook

• KeyCorp expects strong organic revenue and earnings growth in 2026

• Company plans to increase return of capital to shareholders in 2026

• KeyCorp sees strong business momentum with record assets under management

Result Drivers

• NET INTEREST INCOME - Increase driven by lower deposit costs and favorable balance sheet shift towards higher-yielding loans

• NONINTEREST INCOME - Growth driven by higher investment banking and debt placement fees

• CAPITAL RETURN - Repurchased $200 million of common shares, reflecting strong capital position

Key Details

Analyst Coverage

• The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 12 "strong buy" or "buy", 10 "hold" and 1 "sell" or "strong sell"

• The average consensus recommendation for the banks peer group is "buy"

• Wall Street's median 12-month price target for KeyCorp is $23.00, about 8.6% above its January 16 closing price of $21.17

• The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago

Press Release: ID:nPn1kB3lka

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)