Truist Securities Upholds Hold Rating for KeyCorp (KEY)
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 18 2025
0mins
Should l Buy KEY?
Source: NASDAQ.COM
Truist Securities Recommendation: Truist Securities has maintained a "Hold" recommendation for KeyCorp (NYSE:KEY) as of October 17, 2025, with an average one-year price target of $20.62/share, indicating a potential upside of 21.62% from its current price of $16.96/share.
Fund Sentiment and Ownership Changes: There are 1,415 funds reporting positions in KeyCorp, with a slight decrease in the number of owners. Notable changes include Bank Of Nova Scotia maintaining its 14.86% ownership, while Fuller & Thaler Asset Management increased its stake by 11.97% over the last quarter.
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Analyst Views on KEY
Wall Street analysts forecast KEY stock price to fall 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: 23.010
Low
18.00
Averages
23.00
High
25.00
Current: 23.010
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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- Strategic Investment: This expansion reflects KeyBank's strategic commitment to the middle market, where family offices and private equity increasingly drive capital deployment and decision-making, thereby enhancing the bank's competitiveness in this segment.
- Integrated Service Platform: KeyBank differentiates itself by providing integrated family office banking services, including direct investments, portfolio company banking, and wealth management, ensuring clients receive coordinated services across multiple touchpoints, which increases client loyalty.
- Market Leadership: Nixon's addition not only brings extensive experience in commercial banking and leveraged finance but also further solidifies KeyBank's market leadership in serving family offices, attracting more high-end clients and elite teams.
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Finance Conferences in Florida: Wall Street executives are gathering in southeast Florida for a series of finance industry conferences this week.
Activist Hedge Fund's Role: A small activist hedge fund known for advocating changes at U.S. banks is becoming more assertive during this event.
See More
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- Asset Management Scale: HoldCo Asset Management manages approximately $2.8 billion in regulatory assets, showcasing its strength and influence in the financial services sector, indicating its significant position within the industry.
- Activist Shareholder Campaigns: The firm has launched five public activist campaigns targeting banks such as KeyCorp and Comerica, demonstrating its proactive role in driving corporate governance and management changes, which is expected to impact upcoming shareholder meetings.
- Soft Activism Engagements: Additionally, HoldCo has engaged in behind-the-scenes 'soft activism' dialogues with four banks, reflecting its diversified strategy to promote industry change through constructive discussions aimed at achieving substantive improvements.
- Management Changes: Co-founders of HoldCo noted that over the past six months, management teams and boards have made significant changes due to their initiatives, indicating the effectiveness of their shareholder activism and potentially reducing the need for future proxy contests, thereby enhancing investor confidence.
See More
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- Strategic Investment: The new team's integration not only enhances KeyBank's expertise in family office financing but also provides a more coordinated client experience by integrating capital markets, commercial banking, and wealth advisory, thereby strengthening its competitive position.
- Talent Acquisition: New team members include Andrew Hendricks, who has extensive experience serving private equity and family office clients, and Chris Tallent, who brings nearly 25 years of commercial banking expertise, further bolstering KeyBank's service capabilities.
- Market Positioning: By establishing a comprehensive platform that attracts elite teams, KeyBank aims to provide more sophisticated banking relationships for family offices, showcasing its differentiated service advantage in the middle market banking sector.
See More
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- Educational Platform Achievement: Key Family Wealth was awarded the 'Best Educational Initiative' at the Private Asset Management Awards in New York City, reflecting its outstanding performance in wealth management, having delivered 48 bespoke educational experiences and 77 milestone engagements over the past year, significantly enhancing client wealth management capabilities.
- Comprehensive Education Philosophy: The platform goes beyond financial education to address the complex impacts of wealth on family life, relationships, and individual identity, fostering intergenerational understanding and emotional intelligence through carefully designed experiences that help families navigate the challenges of wealth inheritance.
- Strategic Partnerships: Key Family Wealth has established strategic partnerships with leading educational providers such as EVERFI, Tamarind Learning, and Corenology, launching modules covering financial literacy, beneficiary fundamentals, and family values alignment, thereby enhancing the platform's comprehensiveness and practicality.
- Client Asset Management: As of December 31, 2025, Key Family Wealth manages approximately $22 billion in assets, demonstrating its strong capabilities and market influence in the ultra-high net worth family wealth management sector, further solidifying its position as an industry leader.
See More
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- Booming CPU Business: AMD's client segment revenue soared 34% year-over-year in Q4 to a record $3.1 billion, with record server CPU sales indicating strong demand driven by AI infrastructure spending from hyperscalers like Amazon and Microsoft.
- Valuation Reset: Following the recent stock plunge, AMD's shares trade at 38 times forward earnings, but this reset makes the chipmaker more attractive given its growth prospects, highlighted by a PEG ratio of 0.52 based on five-year earnings growth projections.
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