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With a market cap of $20.5 billion, KeyCorp (KEY) is a leading financial services company and the holding company for KeyBank National Association. It offers a comprehensive range of retail and commercial banking products, investment management, wealth management, and capital markets services to consumers, businesses, and institutional clients across the United States.
Companies worth more than $10 billion are generally labeled as “large-cap” stocks and KeyCorp fits this criterion perfectly. Operating primarily through its Consumer Bank and Commercial Bank segments, KeyCorp also provides community development financing, international banking, and advisory services.
Shares of the Cleveland, Ohio-based company have declined 4.9% from its 52-week high of $20.04. KEY stock has returned 15.6% over the past three months, slightly underperforming the Nasdaq Composite’s ($NASX) 15.8% increase over the same time frame.
In the longer term, KEY stock is up 11.2% on a YTD basis, lagging behind NASX’s 17.7% gain. Moreover, shares of the company have gained 13.4% over the past 52 weeks, compared to NASX’s 26.4% surge over the same time frame.
Yet, the stock has been trading above its 50-day moving average since May. Also, it has moved above its 200-day moving average since late June.
Shares of KeyCorp rose 2.4% on Jul. 22 following stronger-than-expected Q2 2025 results, with EPS of $0.35 beating the consensus estimate and marking a 40% year-over-year increase. Investor sentiment was boosted by a 20.9% rise in total revenues to $1.8 billion, driven by higher net interest income and a 10% increase in non-interest income, particularly from robust fee-based businesses. Additionally, improved capital ratios and sequential loan growth signaled financial strength, offsetting concerns over rising expenses and provisions.
In contrast, rival Huntington Bancshares Incorporated (HBAN) has lagged behind KEY stock on a YTD basis, rising 8.1%. HBAN stock has soared 20.5% over the past 52 weeks, outpacing KeyCorp’s performance.
Despite the stock’s underperformance relative to the Nasdaq, analysts remain moderately optimistic on KEY. The stock has a consensus rating of “Moderate Buy” from the 24 analysts in coverage, and the mean price target of $20.12 is a premium of 5.5% to current levels.
