KeyCorp (KEY) Reports Q4 2025 EPS of $0.43, Plans $1.2 Billion Share Buyback
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 20 2026
0mins
Source: seekingalpha
- Strong Financial Performance: KeyCorp reported Q4 earnings per share of $0.43 with revenue exceeding $2 billion, reflecting a 12% year-over-year growth that highlights the company's effective revenue growth and cost management, boosting market confidence.
- Accelerated Share Buyback Plan: The company announced an increase in its share repurchase plan from an initial $1 billion to at least $1.2 billion, indicating management's confidence in future performance and helping to enhance earnings per share.
- Improved Asset Quality: Management noted a decline in the non-performing asset ratio to 0.59% and a reduction in net charge-offs to $104 million, reflecting ongoing improvements in risk management and asset quality, which strengthens investor trust.
- Strategic Investment and Expansion: KeyCorp added nearly 10% to its frontline staff in wealth management and investment banking while investing $100 million in technology upgrades, aiming to enhance customer service capabilities and drive future business growth.
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Analyst Views on KEY
Wall Street analysts forecast KEY stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KEY is 23.00 USD with a low forecast of 18.00 USD and a high forecast of 25.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
8 Buy
5 Hold
1 Sell
Moderate Buy
Current: 21.310
Low
18.00
Averages
23.00
High
25.00
Current: 21.310
Low
18.00
Averages
23.00
High
25.00
About KEY
KeyCorp is a bank-based financial services company, which operates through its subsidiary, KeyBank National Association (KeyBank). Through KeyBank and certain other subsidiaries, it provides a range of retail and commercial banking, commercial leasing, investment management, consumer finance, student loan refinancing, commercial mortgage servicing and special servicing, and investment banking products and services to individual, corporate, and institutional clients. Its segment includes Consumer Bank and Commercial Bank. The Consumer Bank serves individuals and small businesses by offering a variety of deposit and investment products, personal finance and financial wellness services, lending, student loan refinancing, mortgage and home equity, credit card, treasury services, and others. The Commercial Bank consists of the Commercial and Institutional operating segments. The Commercial operating segment is focused on serving the borrowing, cash management, and capital markets.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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