The market expects KeyCorp (KEY) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on Jul ...

CLEVELAND, July 7, 2025 /PRNewswire/ -- As part of its ongoing commitment to innovation and digital transformation, KeyBank (NYSE: KEY) today announced the launch of KeyTotal AR™, a fully unified solution for the invoice-to-cash process, powered by Versapay. Leveraging machine learning, the platform modernizes and automates accounts receivable (AR) operations for middle-market businesses. This latest enhancement reinforces KeyBank's commitment to delivering market-leading, technology-driven solutions to cli ...

Core Viewpoint - KeyCorp (KEY) has a strong track record of exceeding earnings estimates, making it a potential candidate for investors looking for consistent performance in the upcoming quarterly report [1][5]. Earnings Performance - In the most recent quarter, KeyCorp reported earnings of $0.32 per share, slightly below the expected $0.33, resulting in a surprise of 3.13% [2]. - In the previous quarter, the company exceeded expectations by reporting $0.38 per share against a consensus estimate of $0.33, achieving a surprise of 15.15% [2]. Earnings Estimates and Predictions - There has been a favorable shift in earnings estimates for KeyCorp, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [5][8]. - The current Earnings ESP for KeyCorp is +1.36%, suggesting that analysts have recently become more optimistic about the company's earnings prospects [8]. Zacks Rank and Success Rate - KeyCorp holds a Zacks Rank of 3 (Hold), which, when combined with a positive Earnings ESP, historically leads to a positive surprise rate of nearly 70% [6][8]. - The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, with the Most Accurate Estimate reflecting the latest analyst revisions [7]. Upcoming Earnings Report - The next earnings report for KeyCorp is expected to be released on July 21, 2025 [8].

Group 1 - KeyCorp, the holding company of KeyBank, has been under review for about 8 months, during which the industry has experienced improving interest margin dynamics [1] - The investment approach favored is long-term, buy-and-hold, focusing on stocks that can sustainably deliver high-quality earnings, particularly in the dividend and income sector [1] Group 2 - The article does not provide specific financial metrics or performance data for KeyCorp or the broader industry [2][3]

Company Overview - Jaan Health has developed the AI-powered proactive care platform Phamily© to address the clinical and financial needs of healthcare stakeholders [1][2] - The company has secured over $25 million in funding, including $15 million in non-dilutive growth capital from Level Structured Capital [1][2] Product and Market Impact - Phamily enables healthcare organizations to deliver high-quality, proactive care management at scale, serving over 150 healthcare organizations and hundreds of thousands of patients with more than 250 chronic condition diagnoses [2][5] - The platform has improved patient outcomes and provider profitability while significantly reducing the total cost of care for payors [2][5] Growth Strategy - The new funding will allow Jaan Health to expand Phamily's market leadership in virtual care, penetrate new market segments, and make key hires to support rapid growth [2][3] - The company aims to extend the benefits of Phamily to millions more patients across the United States [2] Industry Context - Jaan Health stands out in a crowded health tech market due to its proprietary data sets, operational strength, and capital efficiency [3] - The platform addresses the challenges faced by healthcare systems, particularly in managing chronic diseases amid labor shortages and rising costs [2][3]

Core Viewpoint - Plains All American Pipeline, L.P. and Plains GP Holdings have agreed to sell their Canadian NGL business to Keyera Corp for approximately $5.15 billion CAD ($3.75 billion USD), with the transaction expected to close in the first quarter of 2026, subject to regulatory approvals [1][2]. Transaction Details - The transaction will result in Plains divesting its Canadian NGL business while retaining its NGL assets in the United States and all crude oil assets in Canada [2]. - Plains expects to net approximately $3.0 billion USD from the transaction after taxes, transaction expenses, and a potential one-time special distribution [4]. Transaction Benefits - The sale is viewed as a win-win, allowing Plains to exit the Canadian NGL business at an attractive valuation while Keyera gains critical infrastructure [5]. - The transaction is anticipated to enhance Plains' free cash flow profile, reduce commodity exposure, and lower working capital requirements [5][7]. - The purchase price represents approximately 13 times the expected 2025 Distributable Cash Flow (DCF) [7]. Capital Allocation Strategy - Proceeds from the transaction will be prioritized towards disciplined capital allocation, including potential repurchases of preferred units and opportunistic common unit repurchases [8]. - The transaction is expected to create significant financial flexibility, allowing Plains to optimize its crude oil-focused asset base [7][8]. Tax Considerations - The transaction is a taxable event, expected to generate approximately $360 million USD in entity-level taxes payable in Canada [6][7]. - A one-time special distribution of approximately $0.35 per unit is intended to offset potential tax liabilities for unitholders, subject to Board approval [4][12]. Company Overview - Plains All American Pipeline operates midstream energy infrastructure and logistics services for crude oil and natural gas liquids, handling approximately eight million barrels per day [16]. - Plains GP Holdings holds a controlling general partner interest in Plains All American Pipeline, making it one of the largest energy infrastructure companies in North America [17].

KeyCorp (KEY) 2025 Conference Summary Company Overview - **Company**: KeyCorp (KEY) - **Event**: 2025 Conference - **Date**: June 11, 2025 Key Points Industry and Business Segments - **Commercial Banking**: Key's commercial banking platform is a significant and growing portion of total revenue, contributing $2 billion in 2024, accounting for nearly half of Key's total revenue during that period [5][12] - **Middle Market Focus**: The middle market segment includes companies with annual revenues from $10 million to $1 billion, representing about 200,000 businesses across the U.S. and a significant part of private sector GDP [12][28] - **Payments Platform**: Key has a scaled national payments business serving over 8,000 commercial clients across all 50 states, with 95% of deposits coming from customers with operating accounts [6][15] Financial Performance - **Revenue Growth**: The middle market revenues increased by approximately 25% over the last five years, with deposits up by $4 billion and operating deposits making up 88% of the total [19][20] - **Return on Equity**: The middle market business consistently generates a return on equity of 17% to 20%, while the commercial payments business has grown revenue at twice the industry rate over the past five years [7][12] - **Client Growth**: Key grew its client base by 8% and expects further growth as it focuses on adding core customers [20] Strategic Initiatives - **Investment in Talent**: Key plans to increase its banker count by 10% this year, targeting select geographies based on market attractiveness [21][72] - **Integrated Services**: The integration of lending, payments, and deposit teams aims to simplify the business model and enhance customer experience [10][11] - **Risk Management**: Key is enhancing its risk management capabilities, focusing on industry-specific expertise and deeper product knowledge [22][23] Market Sentiment and Client Behavior - **Cautious Optimism**: Clients in the middle market are cautiously optimistic, with 91% prioritizing operational efficiency and viewing market disruptions as growth opportunities [30][29] - **Adaptability**: The middle market segment has shown resilience and adaptability in response to economic shocks, with a 10% annualized revenue growth from 2022 to 2024 [28][29] Competitive Landscape - **Loan Growth**: Key has experienced significant growth in commercial and industrial (C&I) loans, with a 2% to 3% growth rate in the middle market [39][40] - **Pricing Competition**: While there is increased interest in loan growth among banks, pricing competition has remained stable [45] Future Outlook - **Growth Strategy**: Key aims to continue its focus on primacy clients, enhance product platforms, and scale its embedded banking strategy [21][22] - **Capital Management**: Key has a $1 billion buyback authorization and plans to manage its capital ratio effectively amid market volatility [74][75] Additional Insights - **Client Relationships**: The average tenure of Key's middle market clients exceeds 15 years, indicating strong loyalty and potential for increased product penetration [13][64] - **Private Credit**: Key is strategically positioned in the private credit space, focusing on partnerships and maintaining a competitive edge [66][70] This summary encapsulates the key insights and strategic directions discussed during the KeyCorp conference, highlighting the company's focus on growth, client relationships, and market adaptability.

KeyCorp Morgan Stanley U.S. Financials Conference June 11, 2025 A multi-decade journey to create a platform tailored to the needs of Middle Market clients… …with significant opportunity given our <5% market penetration 1998 2014 2022 2023 Acquisition of McDonald Investments Build out of Middle Market Investment Banking practice Integrated Servicing Model To create teams focused on end-to-end client journeys Combined Middle Market and Payments businesses To create one team to serve the customers' primary nee ...

Core Insights - KeyBank has been recognized as one of the 50 most community-minded companies in America for the twelfth time in 2025, highlighting its consistent high performance over the program's 13-year history [1][3] - KeyBank has also been named the Financials Sector Leader for the eighth consecutive year, showcasing its leadership in community engagement within the financial sector [3] Community Engagement and Social Impact - The recognition is based on four dimensions: investment of resources, integration across business functions, institutionalization through policies and systems, and impact measurement [2] - KeyBank has invested over $50 billion in community initiatives since 2017, focusing on affordable housing, small business and home lending, and transformative philanthropy [4] Company Overview - KeyCorp is celebrating its bicentennial in 2025, marking 200 years of service across the United States, with assets totaling approximately $189 billion as of March 31, 2025 [5] - KeyBank operates approximately 1,000 branches and 1,200 ATMs, providing a range of financial services including deposit, lending, cash management, and investment services [6] Philanthropic Efforts - The KeyBank Foundation is a nonprofit organization that supports initiatives aimed at improving financial wellness, education, and community development, emphasizing strategic philanthropy to create thriving communities [7]

Key provides deposit, lending, cash management, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of approximately 1,000 branches and approximately 1,200 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications and derivatives to middle market companies in selected industries throughout the United State ...