First Citizens acquisition targets include KeyCorp, Bloomberg reports
First Citizens (FCNCA) is reportedly looking into potential acquisition targets that could increase its assets beyond the $250 billion mark. The bank is said to have engaged advisors to identify transactions to help absorb rising regulatory and compliance costs, with KeyCorp (KEY) being one of the companies considered. This strategic move aims to build scale for First Citizens.
KeyCorp stock gains on report of potential acquisition deal - Bloomberg By Investing.com
KeyCorp (NYSE:KEY) shares rose after reports emerged that First Citizens BancShares Inc. is exploring potential acquisition targets, with KeyCorp being a possibility. First Citizens aims to surpass the $250 billion asset threshold and has reportedly discussed major acquisitions with regulators. Both banks and the Federal Reserve declined to comment on the matter.
KeyCorp stock gains on report of potential acquisition deal - Bloomberg By Investing.com
KeyCorp (NYSE:KEY) shares rose after a Bloomberg report suggested that First Citizens BancShares Inc. is exploring potential acquisition targets, including KeyCorp. First Citizens is looking to surpass the $250 billion asset threshold and has reportedly discussed a major acquisition with regulators. Both KeyCorp and First Citizens spokespersons, as well as the Federal Reserve, declined to comment on the matter.
KeyCorp stock gains on report of potential acquisition deal - Bloomberg By Investing.com
KeyCorp (NYSE:KEY) shares rose after reports emerged that First Citizens BancShares Inc. is exploring potential acquisition targets, with KeyCorp possibly being among them. First Citizens is seeking to surpass the $250 billion asset threshold and has reportedly discussed a major acquisition with regulators following the removal of some regulatory citations. Both KeyCorp and First Citizens declined to comment on the matter.
KeyCorp stock gains on report of potential acquisition deal - Bloomberg
KeyCorp (NYSE:KEY) shares rose after a Bloomberg report suggested that First Citizens BancShares Inc. is considering potential acquisition targets, including KeyCorp. First Citizens is reportedly looking to exceed the $250 billion asset threshold to manage regulatory and compliance costs more effectively. Both KeyCorp and First Citizens spokespersons declined to comment on the matter.
Vanguard Group Inc. Decreases Holdings in KeyCorp $KEY
Vanguard Group Inc. reduced its stake in KeyCorp by 1.5% in the third quarter of 2025, selling 1,943,251 shares but still holding over 123 million shares valued at approximately $2.31 billion. KeyCorp reported strong Q4 results, beating EPS and revenue estimates, and announced a quarterly dividend. Insider selling also occurred, with two directors significantly decreasing their holdings.
RadNet, Inc. (NASDAQ:RDNT) Given Average Recommendation of "Moderate Buy" by Analysts
RadNet, Inc. (NASDAQ:RDNT) has received a consensus "Moderate Buy" rating from nine research firms, with an average 12-month price target of $90.33. Recent analyst coverage includes upgrades and target price hikes from firms like KeyCorp and Barclays, even as the stock experienced a slight dip. Institutional investors have also been actively adjusting their positions in the medical research company.
National Health Investors, Inc. (NYSE:NHI) Receives Consensus Rating of "Moderate Buy" from Analysts
National Health Investors, Inc. (NYSE:NHI) has received a consensus "Moderate Buy" rating from seven analysts, with an average one-year target price of $85.57. Institutional investors have also shown increased interest, with major firms like Vanguard Group and JPMorgan Chase & Co. significantly boosting their holdings. The company, a specialized REIT focusing on healthcare and senior housing facilities, currently trades at $88.74, boasting a market cap of $4.23 billion.
Q1 Earnings Forecast for Herc Issued By KeyCorp (NYSE:HRI)
KeyCorp has adjusted its Q1 2026 earnings per share (EPS) estimates for Herc (NYSE:HRI) downward from $1.06 to $0.86, while maintaining an "Overweight" rating and a $190.00 price objective. Several other analysts have also recently updated their ratings and price targets for Herc, resulting in a consensus "Moderate Buy" rating and a target price of $178.29. Herc recently reported Q4 earnings of $2.07 EPS, beating estimates, and announced a quarterly dividend of $0.70 per share.
KeyCorp $KEY Shares Acquired by BNP PARIBAS ASSET MANAGEMENT Holding S.A.
BNP PARIBAS ASSET MANAGEMENT Holding S.A. increased its stake in KeyCorp (NYSE:KEY) by 2.7% in the third quarter, acquiring an additional 53,682 shares to own a total of 2,013,977 shares valued at $37,641,000. Several other institutional investors also adjusted their positions in KeyCorp. The article also provides KeyCorp's recent price performance, Q4 earnings details, dividend announcement, insider trading activity, and analyst ratings, indicating an average rating of "Hold" with a consensus price target of $22.87.
La-Z-Boy Incorporated $LZB Shares Sold by Aberdeen Group plc
Aberdeen Group plc recently reduced its stake in La-Z-Boy (LZB) by 8.4% in the third quarter, selling 33,003 shares. Despite beating Q3 revenue and EPS estimates, La-Z-Boy issued softer guidance and warned of margin and weather risks, leading to an initial stock sell-off. The company's board declared a quarterly dividend, and analysts maintain a "Moderate Buy" rating with an average target of $42.50.
KeyBank hires PNC exec to drive merchant services sales in Pittsburgh, Cleveland
KeyBank has hired Josh Kopp, a former PNC territory manager, to serve as its new merchant services sales leader for the Pittsburgh and Cleveland areas. Kopp will focus on expanding payment solutions for businesses in these regions. This move is part of KeyBank's strategy to bolster its merchant services offerings.
KeyCorp Cuts Amplitude (NASDAQ:AMPL) Price Target to $14.00
KeyCorp reduced its price target for Amplitude (NASDAQ:AMPL) to $14.00 from $16.00, while maintaining an "overweight" rating. This adjustment comes amidst a broader analyst consensus targeting $13.82 for the stock, with a majority of Buy ratings. Despite the price target cut, the company reported strong Q4 revenue, issued positive FY 2026 guidance, and authorized a $100M share repurchase program, though it remains unprofitable on GAAP margins.
Endeavour Capital Advisors Inc. Sells 35,857 Shares of East West Bancorp, Inc. $EWBC
Endeavour Capital Advisors Inc. has significantly reduced its stake in East West Bancorp, Inc. by selling 35,857 shares, cutting its holdings by 67.9%. Despite this, East West Bancorp reported strong Q3 earnings, beating analyst estimates, and increased its quarterly dividend. The article also notes recent insider selling activity, with approximately 120,585 shares sold by insiders over the last 90 days.
US banks Huntington, First Horizon, M&T prep to test Cari deposit token network
Five US banks, including Huntington, First Horizon, and M&T, are preparing to test the new Cari deposit token network. Founded by former Comptroller of the Currency Eugene Ludwig, Cari aims to provide regional and community banks with FDIC-insured deposit tokens that offer 24/7 instant payments, similar to stablecoins but with greater regulatory backing. The network plans a minimum viable product launch in March, a pilot in Q3, and a full launch by the end of the year.
KeyCorp (KEY) Up 1.2% Since Last Earnings Report: Can It Continue?
KeyCorp (KEY) shares have increased by 1.2% since its last earnings report, outperforming the S&P 500. The company's Q4 2025 adjusted earnings beat analyst estimates, driven by higher net interest income and non-interest income. KeyCorp also provided a positive outlook for 2026, forecasting revenue growth, increased loan balances, and improved net interest income and margin.
KeyCorp’s 2022 ESG Report Highlights Climate Stewardship
KeyCorp's 2022 ESG Report details its expanded climate commitments and progress towards environmental targets. The company has financed or facilitated $5 billion toward its $38 billion sustainable finance goal and reached 36% of its target for carbon neutral operations by year-end 2030. KeyCorp also joined the Partnership for Carbon Accounting Financials and completed an initial assessment of financed emissions.
KeyCorp Stock Is Quietly Turning Into a High-Yield Bank Play
KeyCorp (KEY) is gaining attention as a potential high-yield rebound play among regional bank stocks due to rising rate-cut hopes, a significant dividend, and changing Wall Street sentiment. The Cleveland-based bank is considered a long-term survivor, offering exposure to the US consumer and business economy, but faces risks from commercial real estate, credit cycles, and shifting Fed rate expectations. Investors are weighing its attractive dividend yield against market volatility and the unpredictable macro-economic environment.
SmartStop Announces the Recast of its Multi-Currency Credit Facility
SmartStop Self Storage REIT, Inc. announced the completion of an amended and restated senior unsecured credit facility worth $500 million, led by KeyBank National Association and other major banks. This new facility aims to enhance financial flexibility, lower debt costs, and support SmartStop's growth strategy across the U.S. and Canada. The agreement includes an accordion feature for an additional $1.1 billion in borrowing capacity and allows for borrowing in both U.S. and Canadian dollars.
SmartStop Announces the Recast of its Multi-Currency Credit Facility
SmartStop Self Storage REIT, Inc. has finalized an amended and restated senior unsecured credit facility worth $500 million, led by several major banks. This new facility aims to enhance the company's financial flexibility, support growth in the U.S. and Canada, reduce debt costs, and extend debt maturities. The agreement also includes an accordion feature allowing for an additional $1.1 billion in borrowing capacity and provides the flexibility to borrow in both U.S. and Canadian dollars.
Crown Castle Inc. (NYSE:CCI) Receives Consensus Recommendation of "Hold" from Analysts
Crown Castle Inc. (NYSE:CCI) has received a consensus "Hold" rating from twenty research firms, with an average 1-year price target of $100.02. Several analysts recently cut their price targets, signaling more cautious near-term expectations for the company. Institutional investors largely hold the stock, with 90.77% ownership.
KeyCorp Stock Is Quietly Turning Into a High-Yield Bank Play
KeyCorp (KEY) is gaining traction among investors as a potential high-yield rebound play, driven by rising rate-cut expectations, an attractive dividend, and improving sentiment towards regional banks. While not a high-growth stock, its stability and dividend focus appeal to income-oriented investors, though it carries risks related to interest rate shifts and the broader US economy. The bank offers typical financial services for consumers and businesses, and its stock is viewed by analysts as a stable, income-generating component within a diversified portfolio.
Rep. Gilbert Ray Cisneros, Jr. Purchases Shares of KeyCorp (NYSE:KEY)
Representative Gilbert Ray Cisneros, Jr. (D-California) recently purchased between $1,001 and $15,000 worth of KeyCorp (NYSE:KEY) stock on January 9th. KeyCorp recently exceeded quarterly EPS and revenue estimates, announced a quarterly dividend of $0.205 per share, and maintains a "Hold" consensus rating from analysts with an average price target of $22.87. Institutional investors hold a significant stake of 79.69% in the company.
Capital One’s commercial bank zeroes in on middle market
Capital One's commercial bank is specifically targeting the middle market, which it views as underserved by larger banks that often shift focus to bigger corporations when lending activity increases. Neal Blinde, head of Capital One’s commercial bank, emphasized their consistent dedication to this segment, despite competition from regional banks. The recent acquisition of Brex is expected to significantly enhance Capital One's commercial payments capabilities, strengthening its offering to middle-market clients.
Netskope (NASDAQ:NTSK) Price Target Cut to $17.00 by Analysts at KeyCorp
KeyCorp reduced its price target for Netskope (NASDAQ:NTSK) to $17.00 from $24.00, affirming an "overweight" rating. This comes despite Netskope beating quarterly earnings and revenue estimates. The report also highlights significant insider selling, with the CFO and other insiders selling over a million shares recently.
EQPT (NASDAQ:EQPT) Coverage Initiated by Analysts at KeyCorp
KeyCorp has initiated coverage on EQPT (NASDAQ:EQPT), assigning a "sector weight" rating. This follows other analyst actions, including a "neutral" rating from Citigroup and a "hold" rating from Wall Street Zen. The stock currently holds a "Moderate Buy" consensus rating with an average price target of $48.00, despite trading below this target.
JPMorgan Chase & Co. Initiates Coverage on AeroVironment (NASDAQ:AVAV)
JPMorgan Chase & Co. has initiated coverage on AeroVironment (NASDAQ:AVAV) with an "Overweight" rating and a $320 price target, suggesting a 31% upside. This aligns with a generally positive analyst consensus of "Moderate Buy" and an average target of $374.83. AeroVironment recently reported mixed Q1 results, missing EPS estimates but exceeding revenue expectations, and provided FY2026 guidance.
Tuesday’s analyst upgrades and downgrades
This article summarizes various analyst upgrades and downgrades for Canadian companies across several sectors, including midstream energy, banking, mining, auto parts, and real estate. Key actions include downgrades for Enbridge, Pembina Pipeline, and TC Energy due to valuation concerns, alongside target revisions for numerous banks ahead of earnings season. Analysts also discuss Magna International's strong guidance, Lundin Mining's downgrade due to share price appreciation, and Cameco Corp.'s potential benefits from strengthening uranium markets.
3 Reasons KEY is Risky and 1 Stock to Buy Instead
This article analyzes KeyCorp (KEY) and suggests caution despite its recent stock performance. The author highlights three main concerns: slow net interest income growth, low net interest margin indicating weak loan profitability, and although tangible book value per share is growing, the overall valuation doesn't present a significant opportunity. The article recommends considering other "more exciting stocks" instead of KeyCorp.
Scotiabank's 1832 Asset Management sells last shares in Israeli military supplier
Scotiabank's 1832 Asset Management has fully divested its stake in Israeli defense manufacturer Elbit Systems Ltd. The move follows significant criticism and protests over Scotiabank's indirect investment in the company, which supplies military equipment used in the Gaza conflict. Regulatory filings indicate that the asset manager, which previously held shares worth millions, no longer lists Elbit among its holdings.
Visual Inspection Software Market to Unlock Strong Revenue
Coherent Market Insights has published a new report titled "Visual Inspection Software Market: Industry Trends, Share, Size, Growth, Opportunity, and Forecast, 2026-2033". The report provides a comprehensive analysis of the market, including competitive dynamics, regional performance, and long-term growth potential. It also covers segment-level analysis, corporate strategy, SWOT analysis of leading companies, and key market players such as Cognex Corporation and Keyence Corporation.
3 Reasons KEY is Risky and 1 Stock to Buy Instead
KeyCorp (KEY) has seen an 18.2% return in the past six months, outperforming the S&P 500, but StockStory analysts advise caution. The article highlights three risks: slow net interest income growth, a low net interest margin indicating weak loan profitability, and although tangible book value per share (TBVPS) has grown recently, it was flat over five years. The article recommends looking into other growth opportunities, such as a top digital advertising platform or stocks from their "Top 5 Strong Momentum Stocks" list.
Is Invesco High Yield Equity Dividend Achievers ETF (PEY) a Strong ETF Right Now?
The Invesco High Yield Equity Dividend Achievers ETF (PEY) is highlighted as an investment option focusing on dividend yield and growth, with a 12-month trailing dividend yield of 4.74%. The article discusses PEY's attributes, including its annual operating expense ratio and asset base, while also suggesting alternative ETFs for comparison. It briefly covers First Interstate BancSystem (FIBK) due to an analyst downgrade and recent financial news.
Caprock Group LLC Acquires New Shares in Element Solutions Inc. $ESI
Caprock Group LLC has acquired 46,972 shares of Element Solutions Inc. (NYSE:ESI) in Q3, valued at approximately $1.21 million, increasing institutional ownership to about 92.32%. Analysts maintain a "Moderate Buy" rating with an average price target of $31.50, despite a recent downgrade from BMO Capital Markets. The company announced a quarterly dividend of $0.08 per share and an insider, Matthew Liebowitz, sold 37,000 shares, reducing his stake.
Wedbush Securities Inc. Increases Holdings in Broadcom Inc. $AVGO
Wedbush Securities Inc. recently increased its stake in Broadcom Inc. by 3.7% in Q3, now holding 67,030 shares valued at approximately $22.11 million. This increase positions Broadcom as its 19th largest holding, despite significant insider selling totaling around $283.8 million in the past three months. The semiconductor manufacturer recently surpassed quarterly estimates, raised its dividend, and multiple brokerages have upwardly revised their price targets due to strong AI-driven demand.
Rhumbline Advisers Reduces Stock Position in KeyCorp $KEY
Rhumbline Advisers recently reduced its stake in KeyCorp (NYSE:KEY) by 4.0% in Q3, selling 75,328 shares and now holding 1,816,835 shares valued at approximately $33.96 million. Despite this reduction, KeyCorp exceeded analyst expectations for the quarter with EPS of $0.41 and revenue of $2.01 billion, trading near its 52-week high with a 3.8% annualized dividend yield. The company currently has a consensus "Hold" rating from analysts with an average price target of $23.03.
Caprock Group LLC Purchases Shares of 7,889 EastGroup Properties, Inc. $EGP
Caprock Group LLC has acquired 7,889 shares of EastGroup Properties, Inc. (NYSE:EGP) in the third quarter, valued at approximately $1.338 million, establishing a new position in the company. Institutional investors hold 92.14% of the stock, with significant stakes from Vanguard, Norges Bank, Principal, Invesco, and CBRE. Analysts maintain a "Moderate Buy" consensus rating for EastGroup Properties with an average price target of $197.89, following recent price target increases and upgrades from several firms.
Assessing KeyCorp (KEY) Valuation After Recent Share Price Pullback And Longer Term Gains
KeyCorp (KEY) has experienced a mix of short-term share price pullback and longer-term gains, with a 6.5% decline over the past week but a 28.4% total return over the last year. Despite a recent share price of $21.70, analysis suggests the stock might be undervalued by 10.6% based on a "narrative fair value" of $24.29, driven by expected improvements in net interest income. However, its P/E ratio of 14.2x is slightly above peers, prompting investors to consider whether current expectations are already factored into the price.
EOG Resources (NYSE:EOG) Price Target Raised to $157.00
Raymond James Financial increased its price target for EOG Resources (NYSE:EOG) from $153.00 to $157.00, reiterating a "strong-buy" rating and implying a nearly 30% upside. This adjustment contrasts with a mixed analyst sentiment, which currently holds a consensus "Hold" rating and a target price of $134.30. The article also notes recent insider selling by the COO and significant institutional ownership in the company.
Talos Energy (NYSE:TALO) Raised to Hold at Wall Street Zen
Wall Street Zen has upgraded Talos Energy (TALO) from a "sell" to a "hold" rating following a research report issued on Saturday. The market consensus for Talos Energy is now a "Hold" with a target price of $13.50, reflecting recent price target increases from firms like KeyCorp, Citi, and Mizuho. The company, which specializes in offshore hydrocarbon exploration and production in the U.S. Gulf of Mexico, has a market cap of $2.23 billion, and institutional investors own about 89.35% of its stock.
Assessing Whether KeyCorp (KEY) Remains Undervalued After Recent Revenue And Earnings Results
KeyCorp (KEY) recently reported annual revenue of US$7,007.0 million and net income of US$1,685.0 million. Despite a strong 23.16% 90-day share price return, an analysis by Simply Wall St suggests the stock is 10.6% undervalued, with a fair value of $24.29 compared to its current price of $21.70. This valuation is based on projections for revenue growth, higher profit margins, and a richer earnings multiple, although it highlights potential risks related to asset quality and loan demand.
Bank Of Nova Scotia (BNS) Gets a Buy from Canaccord Genuity
Canaccord Genuity analyst Matthew Lee maintained a Buy rating on Bank Of Nova Scotia (BNS) and set a price target of C$112.00. Lee, known for his 21.8% average return and 70.92% success rate, covers the Financial sector. Despite negative corporate insider sentiment with increased selling of BNS shares recently, the stock has a Moderate Buy analyst consensus and a C$103.06 price target.
KeyCorp Refocuses On Buybacks And Governance After HoldCo Agreement
KeyCorp and HoldCo Asset Management have reached an agreement to pursue a US$300 million stock buyback, halt acquisitions, and appoint a new independent director to its board. This deal prevents a potential proxy fight and signals a shift towards capital return and internal execution for the regional banking group. Investors should monitor KeyCorp's capital plan, board committee work, credit trends, and organic growth in its core businesses.
What Fueled KEY's NII Expansion in 2025 Despite Easing Rates
KeyCorp's net interest income (NII) on a tax-equivalent basis increased 23% in 2025 to $4.67 billion, driven by strong commercial loan expansion, improved deposit trends, and lower funding costs. This growth occurred despite the Federal Reserve's rate cuts, with strategic asset repositioning and commercial deposit growth playing key roles. For 2026, KeyCorp anticipates an 8-10% increase in NII, with NIM expected to expand to 3.00-3.05% by the fourth quarter.
What Fueled KEY's NII Expansion in 2025 Despite Easing Rates
KeyCorp (KEY) saw its net interest income (NII) increase by 23% in 2025 to $4.67 billion, despite Federal Reserve rate cuts. This growth was driven by strong commercial loan expansion, improved deposit trends, lower funding costs, and balance sheet optimization. The bank also reported a positive NII outlook for 2026, expecting an 8-10% increase.
What Fueled KEY's NII Expansion in 2025 Despite Easing Rates
KeyCorp (KEY) saw its net interest income (NII) rise by 23% in 2025 to $4.67 billion, driven by robust commercial loan growth, improved deposit trends, and lower funding costs, even with Federal Reserve rate cuts. Peers PNC Financial Services Group and Huntington Bancshares also experienced NII growth. KeyCorp anticipates NII to increase by 8-10% in 2026, supported by expected net interest margin expansion and loan growth.
Caprock Group LLC Makes New Investment in Consolidated Edison Inc $ED
Caprock Group LLC has acquired a new stake in Consolidated Edison Inc (NYSE:ED) during the third quarter, purchasing 26,065 shares valued at approximately $2.586 million. Other institutional investors like Vanguard Group Inc. and Geode Capital Management LLC also increased their holdings. The article details insider trading activity, recent analyst ratings, financial performance metrics, and Consolidated Edison's recent dividend increase.
Consolidated Edison Inc (NYSE:ED) Receives Average Rating of "Reduce" from Analysts
Fifteen analysts have given Consolidated Edison (NYSE:ED) a consensus "Reduce" rating, with an average 12-month target price of $104.20. The company recently increased its quarterly dividend to $0.8875, resulting in an annualized dividend of $3.55 and a 3.2% yield. Despite several firms trimming price targets, the stock is currently trading above the average analyst target at around $111.65.
Pinnacle West Capital Corp stock hits 52-week high at 96.75 USD
Pinnacle West Capital Corp (PNW) has reached a 52-week high of $96.75, showcasing strong performance with a 12.23% return over the past year and a 9.32% year-to-date return. The company offers a 3.79% dividend yield and has maintained dividend payments for 34 consecutive years. Despite a recent downgrade from KeyBanc due to regulatory plan transition delays, the company recently announced a quarterly dividend of $0.91 per share.
Paycom Software (NYSE:PAYC) Given New $195.00 Price Target at KeyCorp
KeyCorp reduced its price target for Paycom Software (NYSE:PAYC) to $195.00 from $250.00 but maintained an "overweight" rating, suggesting a significant upside. This follows several other analysts lowering their price targets after Paycom's Q4 earnings, which slightly beat EPS estimates but missed revenue expectations and provided weak guidance for FY2026. Despite the target cuts, the company reported positive Q4 EPS growth and declared a quarterly dividend, while institutional investors have adjusted their positions.
