DA Davidson lowers KeyCorp stock price target to $21 on acquisition concerns

Published 17/10/2025, 11:14
DA Davidson lowers KeyCorp stock price target to $21 on acquisition concerns

Investing.com - DA Davidson has lowered its price target on KeyCorp (NYSE:KEY) to $21.00 from $22.00 while maintaining a Buy rating on the stock. According to InvestingPro data, the stock is currently trading at $16.78, suggesting significant upside potential to the new target. The stock has shown resilience with a 20.4% return over the past six months.

The firm noted that KeyCorp reported strong third-quarter results and increased its full-year revenue guidance, though consensus estimates had already factored in this improvement. InvestingPro analysis shows 7 analysts have revised their earnings upwards for the upcoming period, with revenue growth forecast at 75% for FY2025.

DA Davidson observed that KeyCorp is showing early signs of turning around its franchise, supported by strong net interest margin expansion and core organic growth, with management expecting the revenue momentum to continue into 2026. Notably, the company has maintained dividend payments for 54 consecutive years, currently offering a 4.9% yield.

The research firm highlighted that KeyCorp’s capital levels are at the top end compared to peers and its credit quality remains strong, positive factors supporting the maintained Buy rating.

Despite these strengths, DA Davidson cited investor concerns about potential acquisition activity as a factor in the price target reduction, specifically noting that KeyCorp had previously bid for FirstBank, which was ultimately acquired by PNC.

In other recent news, KeyCorp reported its third-quarter 2025 earnings, surpassing analysts’ expectations with an earnings per share (EPS) of $0.41, exceeding the forecasted $0.38. The company’s revenue also outperformed predictions, reaching $1.9 billion compared to the expected $1.88 billion. Despite these positive results, investor concerns over future challenges led to a decline in KeyCorp’s stock in pre-market trading. Additionally, Jefferies lowered its price target for KeyCorp from $20.00 to $18.00 while maintaining a Hold rating. The firm’s decision was influenced by KeyCorp’s strong third-quarter performance, primarily driven by net interest margin expansion and net interest income outperformance. These developments highlight the company’s recent financial activities and analyst perspectives.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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