Shares of KeyCorp (NYSE: KEY ) have been a solid performer over the past year, adding 17%, as the company has taken aggressive action to improve its capital position and yield on its investment securities portfolio by selling a stake toOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me know!A ...

Key Takeaways KEY's EPS rose 40% y/y in Q2, driven by strong revenue growth and higher average loan balances. Net interest income jumped 27.9% while fee income climbed 10% y/y. Expenses rose 7% and credit loss provisions increased 38%, partially offsetting gains.KeyCorp’s (KEY)  second-quarter 2025 earnings per share from continuing operations of 35 cents surpassed the Zacks Consensus Estimate by a penny. The bottom line reflected a 40% jump from the prior-year quarter’s actual.Results benefited from a ri ...

KeyCorp (KEY) Q2 2025 Earnings Call July 22, 2025 09:00 AM ET Company ParticipantsBrian Mauney - Director - Investor RelationsChristopher M. Gorman - Chairman & CEOClark H. I. Khayat - CFORyan Nash - MD - Regional Banks & Consumer FinanceEbrahim Poonawala - MD & Head - North American Banks ResearchChristopher Mcgratty - MD & Head - U.S. Bank ResearchManan Gosalia - Head - U.S. Midcaps Banks ResearchMo Ramani - Chief Risk OfficerConference Call ParticipantsR. Scott Siefers - MD & Senior Research AnalystKen U ...

KeyCorp (KEY) Q2 2025 Earnings Call July 22, 2025 09:00 AM ET Speaker0Morning, and welcome to KeyCorp's Second Quarter twenty twenty five Earnings Conference Call. As a reminder, this conference is being recorded. I would now like to turn the conference over to Brian Monney, KeyCorp Director of Investor Relations. Please go ahead.Speaker1Thank you, operator, and good morning, everyone. I'd like to thank you for joining KeyCorp's second quarter twenty twenty five earnings conference call. I'm here with Chris ...

KeyCorp Second Quarter 2025 Earnings Review July 22, 2025 Chris Gorman Chairman and Chief Executive Officer Clark Khayat Chief Financial Officer 2Q25 Results Differentiated Fee Businesses Focused on Targeted Scale +10% Noninterest Income Growth YoY $64Bn In Assets Under Management(1) Driving New Relationships Focused on Primacy +3% Commercial Loan Growth QoQ +2% Client Deposits and Net New Relationship Household Growth YoY 39bps NCOs / Average Loans, down 4bps QoQ 66bps NPAs / Loans + OREO, down 1bp QoQ Str ...

KEYCORP REPORTS SECOND QUARTER 2025 NET INCOME OF $387 MILLION, OR $.35 PER DILUTED COMMON SHARE Revenue of $1.8 billion, up 21% year-over-year; Significant positive operating leverage on both a total and fee basis year-over-year Net interest income up 4% and net interest margin increased 8 bps quarter-over-quarter Period-end loans up $1.6 billion quarter-over-quarter; Commercial loans up $3.3 billion or 5% year-to-date Net charge-offs declined 8% quarter-over-quarter; Other credit metrics stable to improve ...

Revenue of $1.8 billion, up 21% year-over-year; Significant positive operating leverage on both a total and fee basis year-over-yearNet interest income up 4% and net interest margin increased 8 bps quarter-over-quarterPeriod-end loans up $1.6 billion quarter-over-quarter; Commercial loans up $3.3 billion or 5% year-to-dateNet charge-offs declined 8% quarter-over-quarter; Other credit metrics stable to improvedCLEVELAND, July 22, 2025 /PRNewswire/ -- KeyCorp (NYSE: KEY) today announced net income from contin ...

Core Viewpoint - KeyCorp (KEY) is positioned favorably for an upcoming earnings report, with positive trends indicating a potential earnings beat [1][5]. Earnings Estimate Revisions - Recent earnings estimate revisions for KeyCorp have been favorable, suggesting analysts are optimistic about the company's performance ahead of the earnings report [2][5]. - The Most Accurate Estimate for the current quarter exceeds the Zacks Consensus Estimate of 34 cents per share, indicating a positive adjustment in analysts' expectations [3]. Earnings ESP and Historical Performance - KeyCorp has a Zacks Earnings ESP of +0.61%, which is a positive indicator for potential earnings surprises [3]. - Historical data shows that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of delivering positive surprises and have averaged over 28% in annual returns [4]. Investment Consideration - Given the positive earnings estimate revisions and a Zacks Rank of 3, KeyCorp is a stock that investors may want to consider prior to the earnings announcement [5].

Wall Street analysts forecast that KeyCorp (KEY) will report quarterly earnings of $0.34 per share in its upcoming release, pointing to a year-over-year increase of 36%. It is anticipated that revenues will amount to $1.8 billion, exhibiting an increase of 18.9% compared to the year-ago quarter.The consensus EPS estimate for the quarter has been revised 1.2% higher over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estima ...

Core Insights - KeyCorp (KEY) is expected to report second-quarter 2025 results on July 22, with solid improvements in lending activities noted during the quarter [1] - The demand for commercial and industrial (C&I) loans, which make up about 50% of KeyCorp's average loan balances, was strong, alongside an increase in consumer loan demand [1] Loan Balances and Earnings Estimates - The average loan balance for KeyCorp is projected to be $105.5 billion, reflecting a 3.2% year-over-year decline [2] - The Zacks Consensus Estimate for average earning assets is $171.2 billion, indicating a slight increase from the previous year, while the estimate is $173.5 billion [2] Net Interest Income and Margin - The Federal Reserve maintained interest rates at 4.25%-4.5%, which is expected to support KeyCorp's net interest income (NII) and net interest margin (NIM) through higher yields on interest-earning assets [3] - The consensus estimate for NII on a fully tax-equivalent basis is $1.14 billion, suggesting a year-over-year increase of 26.5% [4] Non-Interest Income Factors - Despite interest rate cuts in 2024, mortgage rates remained stable, leading to decent refinancing and origination volumes, which is expected to improve income from KeyCorp's mortgage banking business [5] - The consensus estimate for commercial mortgage servicing fees is $72.1 million, indicating an 18.2% year-over-year increase, while consumer mortgage income is estimated at $14.7 million, reflecting an 8% decline [6] Trading and Investment Banking - Increased client activity and market volatility are anticipated to positively impact KeyCorp's trading business, with a resurgence in the IPO market and decent bond issuance volumes [7] - The consensus estimate for investment banking and debt placement fees is $167.4 million, indicating a 32.9% surge, while the estimate is $178.4 million [7] Total Non-Interest Income and Expenses - The consensus estimate for total non-interest income is $671.9 million, suggesting a year-over-year increase of 7.2% [9] - Total non-interest expenses are estimated at $1.16 billion, reflecting a 7.9% year-over-year rise due to operational efficiency initiatives and investments in technology [10] Asset Quality and Credit Losses - KeyCorp is expected to build reserves for credit losses, with an estimated provision of $120.2 million, indicating a 20.2% rise year-over-year [11] - The consensus estimate for non-performing assets (NPAs) is $744.9 million, suggesting a 2.5% increase, while non-performing loans (NPLs) are estimated at $738.5 million, reflecting a 4% increase [12] Earnings Predictions - The Zacks Consensus Estimate for KeyCorp's second-quarter earnings is pegged at 34 cents, indicating a 36% jump from the prior year, with sales estimated at $1.80 billion, reflecting an 18.9% rise [15]