KeyCorp (KEY) Could Be 10% Undervalued After Stronger Q2 Earnings

Simply Wall St.08-04

KeyCorp (KEY) has drawn fresh attention after reporting second quarter 2026 results, with higher net interest income and net income alongside an increase in net loan charge offs compared with a year ...

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See our latest analysis for KeyCorp. At a share price of US$22.59, KeyCorp has seen a modest 90 day share price return of 3.29%, while the 1 year total shareholder return of 33.40% points to stronger longer term momentum, even as higher net loan charge offs temper sentiment around recent earnings. If these results have you thinking about where else capital could work hard, it may be worth lining up your next ideas with the solid balance sheet and fundamentals stocks screener (45 results) KeyCorp now trades at a discount to both analyst targets and one estimate of intrinsic value, even after its recent rebound. Is that a simple case of the market being too cautious about rising charge offs, or a fair warning sign investors should respect? AdvertisementMost Popular Narrative: 10.4% Undervalued At $22.59, the most followed narrative on KeyCorp pegs fair value higher at $25.22. The gap comes down to how you view its earnings power over time. The anticipated shift from net interest income (NII) headwinds to tailwinds due to a pivot in fixed asset repricing and the structure of swap and treasury maturities, expected to significantly enhance NII in the forthcoming quarters, impacting revenue growth positively. Read the complete narrative. Want to see what sits behind that NII inflection call for KeyCorp? The narrative leans on a detailed path for revenue, margins and future earnings multiples. The full set of assumptions shows how those moving parts add up to the $25.22 fair value estimate. Result: Fair Value of $25.22 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, KeyCorp still faces meaningful risks if credit quality weakens further or if higher funding costs squeeze net interest income more than analysts currently factor in. Find out about the key risks to this KeyCorp narrative. Next Steps With both risks and rewards in focus for KeyCorp, this is a moment to move quickly, review the figures yourself, and shape your own view with the 4 key rewards and 1 important warning sign Looking for more investment ideas beyond KeyCorp? If you stop at KeyCorp, you may miss other opportunities where your capital could work just as hard. Consider broadening your watchlist using targeted stock screeners.  Spot potential value opportunities early by scanning 55 high quality undervalued stocks that may be trading below what their fundamentals suggest. Prioritise resilience by reviewing 81 resilient stocks with low risk scores that carry lower overall risk scores based on multiple factors. Hunt for potential future standouts with the screener containing 19 high quality undiscovered gems that still sit off many investors' radars.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n        and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n        financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n        Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n        Simply Wall St has no position in any stocks mentioned.Valuation is complex, but we're here to simplify it.Discover if KeyCorp might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.Access Free AnalysisHave feedback on this article? Concerned about the content? Get in touch with us directly. 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