KeyCorp (KEY) Earnings Analysis

KeyCorp (KEY) delivered mixed results in FY2026 on revenue of $101.9B versus the $99.9B estimate (-0.8% YoY) and EPS of $2.89. Below is the full KeyCorp earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

KeyCorp (KEY) Earnings Analysis — key stats

Latest reported quarterFY2026
Earnings verdictMixed
Institutional ownership90.6% (13F as of 2026-06-30)
Top 10 holders50.4% (of shares outstanding)
Insider activity6 buys / 6 sells (recent Form 4 filings)
Revenue$101.9B (vs $99.9B est · +2.0% surprise · -0.8% YoY)
EPS$2.89 (vs $2.71 est · +6.6% surprise · -6.0% YoY)
Share price$355.30 (-0.3%)
Market cap$720.0B

Top institutional holders

Holder% outstandingSharesValueQoQ change
Bank Of Nova Scotia14.6%157.8M$3.6B-3.2%
Blackrock, INC.8.2%88.5M$2.0B-0.3%
Vanguard Capital Management LLC6.0%65.5M$1.5B-0.6%
Vanguard Portfolio Management LLC4.8%51.9M$1.2B+0.7%
State Street Corp4.7%51.4M$1.2B+9.0%
Fmr LLC4.6%50.3M$1.2B+7.6%
Geode Capital Management, LLC2.4%25.6M$588.3M+0.8%
Invesco Ltd.1.9%20.9M$481.5M+8.6%
Price T Rowe Associates INC /Md/1.7%17.9M$413.7M+7.5%
Deutsche Bank Ag\1.5%16.5M$380.2M+65.8%

Recent insider transactions

InsiderRoleDateTypeSharesValue
Ramani Mohitofficer: Chief Risk Officer2026-07-22Sell25K$568500
BANK OF NOVA SCOTIAdirector, 10 percent owner: 2026-07-07Sell177K$4.1M
CUTLER ALEXANDER Mdirector2026-07-01Buy27K—
CUTLER ALEXANDER Mdirector2026-07-01Sell27K—
VASOS TODD Jdirector2026-07-01Buy27K—
VASOS TODD Jdirector2026-07-01Sell27K—
Snyder Barbara Rdirector2026-07-01Sell20K—
Snyder Barbara Rdirector2026-07-01Buy20K—

What you'll find

Frequently asked questions

When is KeyCorp's next earnings date?
Magnisto tracks KeyCorp's (KEY) earnings schedule and shows the confirmed next earnings date, the options-implied expected move and the estimates analysts are modeling into the print.
Did KeyCorp (KEY) beat or miss earnings?
In FY2026, KeyCorp (KEY) posted mixed results — revenue of $101.9B versus the $99.9B estimate (+2.0% surprise) and EPS of $2.89 versus $2.71 expected (+6.6% surprise). Magnisto decodes every KeyCorp (KEY) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
Who are the largest shareholders of KeyCorp?
Institutions hold about 90.6% of KeyCorp's (KEY) shares outstanding as of the 2026-06-30 13F quarter. Its largest institutional holders include Bank Of Nova Scotia (14.6%), Blackrock, INC. (8.2%), Vanguard Capital Management LLC (6.0%). Magnisto lists KeyCorp's (KEY) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling KeyCorp (KEY)?
In the most recent Form 4 filings Magnisto tracks, KeyCorp (KEY) insiders recorded 6 purchases and 6 sales — balanced buying and selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for KeyCorp (KEY) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for KeyCorp (KEY), anchored to the current $355.30 share price, so you can weigh the bull, base and bear cases for KeyCorp side by side.
Is KeyCorp (KEY) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether KeyCorp fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.