KEY Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $20.18
Market Cap (MRQ) $21.63B
P/E (TTM) 11.7
EPS (TTM) $1.72
Revenue (TTM) $7.82B
Div Yield 4.8%
ROE (TTM) 10.3%
52W Range $16–$24

KEY Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 3
Ex-date Split Type
March 9, 1998 2-for-1 Forward
March 2, 1994 241-for-200 Forward
April 15, 1992 3-for-2 Forward

About KeyCorp Common Stock Company overview from Wikipedia

05 · wikidata

KeyBank is an American regional bank, headquartered in Cleveland, Ohio. Formed by the 1994 merger of the Society Corporation and KeyCorp, KeyBank is the 27th largest bank in the United States. The company today operates nearly 1,000 branches and over 1,200 ATMs across the Midwest, the Pacific Northwest and Northeast United States as well as in Alaska, Colorado, Texas and Utah.

History

KeyBank is the primary subsidiary of KeyCorp, which was formed in 1994 through the merger of Society Corporation of Cleveland, Ohio ("Society Bank") and KeyCorp ("Old KeyCorp") of Albany, New York. The merger briefly made Key the 10th largest US bank. Its roots trace back to the Commercial Bank of Albany in 1825 and Cleveland's Society for Savings, founded in 1849.

Society Corporation (Society National Bank)

Society For Savings originated in 1849 as a mutual savings bank, founded by Samuel H. Mather. In 1867, the modest but growing bank built Cleveland's first skyscraper, the 10-story Society for Savings Building on Public Square. Despite erecting the tallest structure between New York and Chicago at the time, the bank largely eschewed expansion. That aspect is highlighted by the fact that when it celebrated its 100th anniversary in 1949, it still only had one office although it had over $200 million (~$2.08 billion in 2024) in deposits. This conservatism helped the bank sidestep many depressions and financial panics.

In 1958, Society converted from a mutual to a public company, which enabled it to grow quickly by acquiring 12 community banks between 1958 and 1978 under the banner Society National Bank. It went through another growth spurt from 1979 to 1989, as it acquired dozens of small banks and completed four mergers worth one billion dollars, most notably Cleveland-based Central National Bank in 1986. In 1987, Society CEO Gordon E. Heffern retired and was succeeded by Robert W. Gillespie, who, although just 42, was a major figure and part of the office of the chairman for more than 5 years. Gillespie was also named chairman. Gillespie started as a teller with Society to earn money while he was finishing his graduate studies.

Society Corporation acquired Toledo, Ohio-based Trustcorp in 1990 and holding company AmeriTrust Corporation, in September 1991. Ameritrust was the successor to Cleveland Trust Company, which was Ohio's largest bank during the 1940s through the late 1970s. The AmeriTrust deal established Society as a large regional bank. However, its footing became unsteady due to bad real estate loans, forcing the resignation of AmeriTrust chairman Jerry V. Jarrett in 1990. Moreover, Gillespie was able to outbid Society's larger rival, National City Corp., which also bid for Cleveland Trust.

KeyCorp (KeyBank)

In 1825, New York Governor DeWitt Clinton signed a bill chartering the Commercial Bank of Albany. In 1865, Commercial Bank was reorganized under the National Banking Act of 1864, and changed its name to National Commercial Bank of Albany. Over a hundred years passed before National Commercial merged with First Trust and Deposit of Syracuse to become First Commercial Banks in 1971, still a modest New York State bank with 89 offices. Victor J. Riley Jr. became president and CEO in 1973, and changed First Commercial's name to Key Bank Inc. in 1979.

Riley embarked on a plan to grow Key through acquisitions. From the mid-1970s to the early 1980s, it made numerous acquisitions throughout upstate New York. Beginning in the 1980s, Riley looked outside New York, expanding Key's footprint with an acquisition in Maine, and eventually adding branches in Massachusetts and Vermont. However, by the mid-1980s, banking regulators in New England began looking askance at New York-based banks controlling the region's capital. That, coupled with increasing competition for acquisition targets, caused Riley to essentially abandon the Northeast. Instead, he began searching for prey in the Pacific Northwest. Riley found a target-rich environment in rural and underserved areas. He snapped up small banks in Wyoming, Idaho, Utah, Washington and Oregon. He even went so far as to buy two banks in Alaska, for which he was flogged in the media and in banking circles. Unorthodox strategy aside, Riley quintupled Key's assets from $3 billion to $15 billion in just four years between 1985 and 1990.

While the early 1990s recession rocked many banks, Key had ample capital. It bought the assets of two failed thrifts from the government: Empire Federal Savings and Loan and Goldome Savings Bank. In March 1992, it acquired Tacoma-based Puget Sound Bancorp for $807.2 million (~$1.62 billion in 2024) to bolster its presence in Washington. Also in 1992, Key acquired Home Federal Savings of Fort Collins, its first move into Colorado. Key soon amassed nearly 700 banking offices.

The result was two separate banking networks united under a single corporate umbrella. However, this strategy actually worked well for Key. Not only was it insulated from regional economic downturns, but it avoided bad loans by lending primarily to customers in the areas it served. When Key acquired a bank, it retained most of the bank's personnel. Riley argued that a bank that entered new territory and "start(ed) shuffling people around" could not brand itself as a community bank.

By 1993, the rural strategy with local management and minimal technology made Key a very profitable bank. However, it was getting tougher for Riley and CFO William Dougherty to maintain their 15% return on equity target and investors were cooling on Key stock after many high growth years. Key began testing a Vision 2001 computer system, which sped up and enhanced the loan process through faster credit scoring, loan servicing, and collection capabilities.

Society National Bank and KeyBank merger (1994)

Although Gillespie had built Society into a regional powerhouse in the Midwest, he wanted to vault the bank into the big leagues. He concluded Key, a bank with similar ambitions, was a suitable partner. Society and Key held talks in 1990 at Gillespie's prompting, but Riley decided to stay the course of smaller, more lucrative acquisitions with obvious synergies. Yet, news reports swirled that a possible merger was in the works in the fall of 1993. Key was the 29th largest U.S. bank with $26 billion in assets, while Society was the 25th largest with $32 billion in assets. Both needed a merger to improve their prospects. For its part, Key needed a succession plan due to the lack of an obvious successor to the 62-year-old Riley.

In one week in June 1993, the bench had become barren – Chief Banking Officer James Waterston, hired the year before, quit and publicly stated that he was frustrated with the pace of achieving his goal of running a large bank. The head of KeyBank of Washington, Hans Harjo, was pushed out over an apparent dispute to move its headquarters from Seattle to Tacoma. It also became clear that Key had to undertake a technology infrastructure upgrade to connect its far-flung offices. Meanwhile, Society was in search of higher growth and longed to expand its presence outside of the so-called rust belt states of Ohio, Michigan, and Indiana.

The merger was announced in early October 1993. This time it was Riley who made the first move; he called Gillespie while recuperating at his Albany home after breaking his hip in a horse-riding accident in Wyoming. The two quickly sketched out the deal. The banks were roughly the same size in assets and had very little geographic overlap, so it was touted as an out-of-market merger in which few branches needed to be sold off. It created a $58 billion banking behemoth with a footprint that literally stretched from Portland, Maine to Portland, Oregon. Furthermore, the deal plugged many of the perceived holes for both partners. The soft-spoken Gillespie was just 49 and Society had cultivated a deep bench of lieutenants. More importantly, Society had the computer systems and technology expertise to combine the two banks, along with Chief Information Officer Allen J. Gula. Riley also lamented the modest Albany International Airport, which lost service from several major airlines in the 1980's and complicated air travel for Key executives. Ohio also had lower state taxes than New York. Lastly, Society had recently built Society Center (now Key Tower), a 947-foot skyscraper that was more commensurate with a major bank headquarters than the modest buildings used in Albany. These issues made Cleveland the preferable location for the merged bank's headquarters. Conversely, Key's brand was more recognizable.

The deal was structured as a merger of equals. The merged bank took the KeyCorp name, and operates under the charter of the old KeyCorp. However, Society was the nominal survivor; the merged bank was headquartered in Cleveland and retains Society's pre-1994 stock price history. The Society name continued to be used in Society's former footprint for an additional two more years before it was retired in June 1996 and the charters were merged.

Riley became chairman and CEO of the "new" KeyCorp, with Gillespie as president and chief operating officer. Despite assurances from both Riley and Gillespie, the city of Albany and then-Governor Mario Cuomo openly fretted that the merger would be bad for the state capital since Key and its subsidiaries owned or leased more than 10% of Albany's commercial office space. By 2014, only about 225 non-branch employees were still based in Albany at the former KeyCorp Tower.

Society and Key completed the merger on March 1, 1994, after regulatory approval. Although it was touted as a merger of equals, Key and Society were an odd couple. As mentioned above, Key was a decentralized community bank combining two banking networks—an eastern network in New England and upstate New York and a western one in the Rockies and Pacific Northwest—within a single corporate structure. Society, in contrast, was a classic big-city commercial bank with a centralized structure largely concentrated in three states.

Riley planned to retire as CEO at the end of 1995. He decided to accelerate it by four months, however, instead stepping down on September 1, 1995. Gillespie took the helm as CEO and later chairman, allowing his protege Henry Meyer to become COO and later president.

Post-merger

While still integrating Society Bank and KeyBank, Gillespie attempted to turn Key into a financial services powerhouse. Between 1995 and 2001, Gillespie initiated nine significant acquisitions and 6 divestitures.

In late 1998, Key bought Cleveland-based brokerage firm, McDonald & Co. for $653 million (~$1.17 billion in 2024) in stock. The McDonald acquisition was the largest non-banking deal in both size and impact on Key. McDonald was sold to the U.S. investment arm of UBS AG in 2007 for roughly $280 million (~$407 million in 2024). As a result, Key began processing all subsequent securities transactions under its new broker-dealer name, "KeyBanc Capital Markets Inc", in April 2007.

However, investors became wary of all the Gillespie-era deals. Some believed that Gillespie was making all the moves to cover up poor performance, although in hindsight that appears to be far from the truth. The concept was dubbed "burning the furniture", implying that Key would sell an asset to obfuscate earnings. For instance, Key sold its residential mortgage servicing to Countrywide Financial (now Bank of America Home Loans) in 1995, shareholder services in 1996, various chunks of the bank in 1997–1999 (i.e. Wyoming, Florida, and Long Island), and credit card operations to The Associates in 2000 (which was quickly thereafter acquired by Citigroup).

But Gillespie was attempting to increase fee-income by acquiring high-growth businesses, including McDonald and equipment financing firm Leastec, and decreasing the exposure to the bank's shrinking population base in its primary footprint, so-called rust belt states such as Ohio, Michigan, and Indiana. Gillespie resigned from the CEO position on February 1, 2001, and then as chairman at the annual meeting on May 17 during which he was replaced by Henry Meyer.

In October 2008, Key received approximately $2.5 billion (~$3.57 billion in 2024) in investment from the Troubled Asset Relief Program. In March 2011, Key was one of the last major banks to pay back TARP funds. In May 2011, Key made history by naming Beth E. Mooney, previously the bank's president, as the first female chairman and CEO of a top 20 bank. In January 2012, Key acquired 37 former HSBC Bank USA branches in Upstate New York from First Niagara Bank for $110 million. In May 2013, the company acquired mortgage servicing rights from Bank of America. In January 2015, KeyBank participated in the construction debt financing syndicate behind the Balko Wind Project purchased from Apex Clean Energy by D.E. Shaw Renewable Investments.

First Niagara Bank and KeyBank merger

On July 29, 2016, KeyCorp acquired First Niagara Bank for $4.1 billion (~$5.24 billion in 2024) in cash and stock. The deal strengthened Key's position in Upstate New York and New England, as well as entering Pennsylvania for the first time with a presence in both Philadelphia and Pittsburgh. The deal made Key one of the largest banks in Pittsburgh, and gave it branches that were once part of the crosstown rival National City Corp., which Key tried to acquire from PNC Financial Services following the National City acquisition by PNC in 2008 before being outbid by First Niagara. As a result, KeyCorp now held much of the core of what had been Marine Midland Bank, old KeyCorp's longtime rival. Five years earlier, First Niagara had acquired most of the upstate New York branch network of HSBC Bank USA, which had changed its name from Marine Midland in 1999; as mentioned above, Key had acquired 37 HSBC branches in 2012.

As part of the transaction, 18 First Niagara branches in Erie and Niagara Counties in New York were sold to Northwest Savings Bank for antitrust reasons.

Current day operations

KeyBank continues to play an important role in the regional economy of Cleveland, having 6,400 employees. In April 2019, Keybank acquired Laurel Road. On May 13, 2019, it announced it would be opening its first tellerless branch in Boulder, Colorado. Instead of teller lines, the branch features private offices where clients can interact with bankers trained as "financial wellness consultants". In September 2019, Christopher Gorman was appointed president. On May 1, 2020, Christopher M. Gorman assumed the role of Chairman, Chief Executive Officer, and President of KeyCorp bringing more than 30 years of financial services experience to his role. In 2021, KeyBank originated 52,366 mortgages worth $25 billion (~$28.5 billion in 2024). KeyBank provided $21 Million in financing options for seniors in a senior housing initiative based in New York in June 2023. However, in May earlier that year, multiple groups claim that they broke a $16.5 billion promise. In February 2026, a KeyBank employee was charged with grand larceny, identity theft, and falsifying business records after using bank credentials to write a forged check of a deceased customer, stealing more than $15,000.

Naming rights and sponsorships

KeyBank is a sponsor of:

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorFinancials industryBanking employees17,493 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$7.51B
2016-12-31 → 2025-12-31
EPS$1.52
2016-12-31 → 2025-12-31
Free Cash Flow$2.10B
2016-12-31 → 2025-12-31
Net margin26.0%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend KEY 5Y avg Peer Median Verdict
P/E (TTM) 11.75Y avg ≈-1.2 ≈-1.2 13.5 Fair value
P/S (TTM) 2.85Y avg ≈2.9 ≈2.9 3.5 Undervalued
P/B (MRQ) 1.15Y avg ≈1.1 ≈1.1 1.4 Undervalued
Price / FCF (TTM) 18.05Y avg ≈14.2 ≈14.2 · ·
Price / Cash Flow (TTM) 16.55Y avg ≈13.2 ≈13.2 · ·
Price / Tangible Book (MRQ) 1.15Y avg ≈1.3 ≈1.3 · ·
PEG Ratio ≈3.2 · · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield4.8%
Payout Ratio57.6%
Annualized Payout≈$0.82Paid quarterly
5Y Div CAGR≈2.1%Per share, split-adjusted
Ex-dateAmountCurrencyYield
Sep 1, 2026$0.21USD≈3.9%
Jun 2, 2026$0.21USD≈3.9%
Mar 3, 2026$0.21USD≈4.0%
Dec 2, 2025$0.21USD≈4.5%
Sep 2, 2025$0.21USD≈4.3%
May 27, 2025$0.21USD≈5.2%
Mar 4, 2025$0.21USD≈5.0%
Dec 3, 2024$0.21USD≈4.4%
Aug 27, 2024$0.21USD≈4.9%
May 24, 2024$0.21USD≈5.7%
Feb 26, 2024$0.21USD≈6.0%
Nov 27, 2023$0.21USD≈7.0%
Aug 28, 2023$0.21USD≈7.5%
May 26, 2023$0.21USD≈8.2%
Feb 27, 2023$0.21USD≈4.4%
Nov 28, 2022$0.21USD≈4.3%
Aug 29, 2022$0.20USD≈4.3%
May 27, 2022$0.20USD≈3.9%
Feb 28, 2022$0.20USD≈3.0%
Nov 29, 2021$0.20USD≈3.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 3.8%
Next Report Oct 20, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 21, 2026 $0.44 $0.43 3.1%
March 31, 2026 $0.44 $0.42 5.8%
Dec. 31, 2025 $0.41 $0.39 4.9%
Sept. 30, 2025 $0.41 $0.39 6.1%
June 30, 2025 $0.35 $0.35 0.37%
March 31, 2025 $0.33 $0.32 2.7%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 11
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $7.51B$4.62B$6.41B$7.27B$7.29B$6.71B$6.40B$6.46B$6.31B$5.02B$4.26B$4.11B
Interest Expense ··$4.01B$885M$296M$651M$1.33B$969M$613M$400M$274M$261M
Interest Income $8.39B$8.43B$7.93B$5.41B$4.37B$4.68B$5.24B$4.88B$4.39B$3.32B$2.62B$2.55B
Pretax Income $2.30B$-306M$1.16B$2.33B$3.25B$1.56B$2.02B$2.20B$1.93B$968M$1.22B$1.27B
Income Tax $476M$-143M$196M$422M$642M$227M$314M$344M$637M$179M$303M$326M
Net Income $1.83B$-161M$967M$1.92B$2.62B$1.34B$1.72B$1.87B$1.30B$791M$916M$900M
EPS (Basic) $1.53$-0.32$0.89$1.94$2.65$1.28$1.63$1.73$1.14$0.81$1.06$1.01
EPS (Diluted) $1.52$-0.32$0.88$1.93$2.63$1.27$1.62$1.71$1.13$0.80$1.05$0.99
Shares (Basic) 1,098,558,000949,561,000927,217,000924,363,000947,065,000967,783,000992,091,0001,040,890,0001,072,078,000927,816,000836,846,000871,464,000
Shares (Diluted) 1,107,994,000949,561,000932,759,000933,059,000957,414,000974,807,0001,002,254,0001,054,682,0001,088,593,000938,536,000844,489,000878,199,000
EBITDA $87M$91M$89M$96M$107M$115M$118M$129M$138M$314M$247M$227M
Balance Sheet 17
Metric Trend 202520242023202220212020201920182017201620152014
Short-term Investments $10.16B$17.50B$10.82B$2.43B$11.01B$16.19B$1.27B$2.56B$4.45B$2.77B$2.71B$4.27B
PP&E (Net) ······$814M$882M$930M$978M$779M$841M
PP&E (Gross) ·······$2.48B$2.51B$2.54B··
Accum. Depreciation ·······$1.60B$1.58B$1.56B$1.40B$1.30B
Goodwill $2.75B$2.75B$2.75B$2.75B$2.69B$2.66B$2.66B$2.52B$2.54B$2.45B$1.06B$1.06B
Intangibles $8M$27M$55M$94M$130M$188M$253M$316M$416M$384M$65M$101M
Total Assets $184.38B$187.17B$188.28B$189.81B$186.35B$170.34B$144.99B$139.61B$137.70B$136.45B$95.13B$93.82B
Total Liabilities $164.00B$168.99B$173.64B$176.36B$168.92B$152.35B$127.95B$124.02B$122.67B$121.21B$84.37B$83.28B
Long-term Debt $9.92B$12.11B$19.55B$19.31B$12.04B$13.71B$12.45B$13.73B$14.33B$12.38B$10.18B$7.88B
Common Stock $1.26B$1.26B$1.26B$1.26B$1.26B$1.26B$1.26B$1.26B$1.26B$1.26B$1.02B$1.02B
Paid-in Capital $6.04B$6.04B$6.28B$6.29B$6.28B$6.28B$6.29B$6.33B$6.33B$6.38B$3.92B$3.99B
Retained Earnings $15.36B$14.58B$15.67B$15.62B$14.55B$12.75B$12.47B$11.56B$10.34B$9.38B$8.92B$8.27B
Treasury Stock $2.81B$2.73B$5.84B$5.91B$5.98B$4.95B$4.91B$4.18B$3.15B$2.90B$3.00B$2.68B
AOCI $-1.96B$-3.47B$-5.23B$-6.29B$-586M$738M$26M$-818M$-779M$-541M$-405M$-356M
Stockholders' Equity $20.38B$18.18B$14.64B$13.45B$17.42B$17.98B$17.04B$15.60B$15.02B$15.24B$10.75B$10.53B
Liabilities + Equity $184.38B$187.17B$188.28B$189.81B$186.35B$170.34B$144.99B$139.61B$137.70B$136.45B$95.13B$93.82B
Shares Outstanding 1,102,401,0001,106,786,000936,564,000933,325,000928,850,000975,773,000977,189,0001,019,503,0001,069,084,0001,079,314,000835,751,000859,403,000
Cash Flow 19
Metric Trend 202520242023202220212020201920182017201620152014
D&A $87M$91M$89M$96M$107M$115M$118M$131M$138M$123M$120M$246M
Stock-based Comp $132M$104M$121M$120M$104M$101M$96M$99M$100M$99M$58M$44M
Deferred Tax $3M$-351M$-109M$-26M$146M$-192M$53M$98M$303M$11M$-76M$5M
Amort. of Intangibles ····$58M$65M$89M$99M$95M$55M$36M$39M
Other Non-cash $157M$981M$1.83B$2.36B$-1.83B$306M$922M$314M$-22M$474M$-14M$144M
Operating Cash Flow $2.21B$664M$2.90B$4.47B$1.15B$1.67B$2.91B$2.51B$1.81B$1.69B$1.13B$1.32B
CapEx $107M$65M$142M$96M$66M$63M$85M$99M$112M$145M$75M$97M
Investing Cash Flow $3.22B$2.50B$1.42B$-10.93B$-15.07B$-24.72B$-4.92B$-2.48B$-2.24B$-6.46B$-2.02B$-2.82B
Debt Issued $1.56B$1.65B$5.24B$16.60B$1.20B$3.61B$2.13B$2.31B$2.85B$2.83B$3.76B$1.73B
Net Debt Issued $-2.50B$-7.41B$188M$8.02B$-1.36B$1.10B$-1.50B$-574M$2.10B$1.52B$2.58B$372M
Stock Issued $9M$10M$1M$6M$27M$8M$18M$20M$25M$32M$22M$27M
Stock Repurchased ··$0$0$585M$134M$835M$1.10B$664M$140M$448M$484M
Net Stock Activity $9M$10M$1M$6M$-532M$-126M$-817M$-1.08B$-639M$-108M$-426M$-457M
Dividends Paid $1.05B$927M$911M$854M$823M$829M$804M$656M$480M$335M$267M$240M
Financing Cash Flow $-5.88B$-2.36B$-4.27B$6.44B$13.74B$23.41B$2.07B$-17M$418M$4.84B$846M$1.53B
Net Change in Cash $-456M$802M$54M$-26M$-178M$359M$54M$7M$-6M$70M$-46M$36M
Taxes Paid $71M$68M$156M$292M$277M$241M$18M$12M$6M$144M$281M$131M
Free Cash Flow $2.10B$599M$2.76B$4.37B$1.09B$1.61B$2.82B$2.41B$1.70B$1.54B$1.06B$1.22B
Levered FCF ··$-575M$3.65B$849M$1.05B$1.70B$1.59B$1.29B$1.22B$850M$1.03B
Profitability 5
Metric Trend 202520242023202220212020201920182017201620152014
Net Margin 24.3%-3.5%15.1%26.4%36.0%20.0%26.8%28.9%20.5%15.7%21.7%22.0%
Pretax Margin 30.7%-6.6%18.1%32.1%44.6%23.2%31.6%34.1%30.6%19.3%28.9%31.1%
EBITDA Margin 1.2%2.0%1.4%1.3%1.5%1.7%1.8%2.0%2.2%6.2%5.8%5.5%
ROA 0.98%-0.09%0.51%1.0%1.5%0.85%1.2%1.4%0.95%0.68%0.96%0.98%
ROE 9.2%-0.92%6.9%14.3%15.0%7.5%10.5%12.2%8.6%6.1%8.5%8.6%
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.00.00.00.00.00.00.00.00.00.00.00.0
Per Share 5
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $18.49$16.42$15.63$14.42$18.76$18.43$17.44$15.30$14.05$14.12$12.86$12.25
Revenue / Share $6.78$4.86$6.88$7.79$7.62$6.89$6.39$6.12$5.79$5.35$5.01$4.66
Cash Flow / Share $1.99$0.70$3.11$4.79$1.20$1.72$2.90$2.38$1.67$1.80$1.34$1.50
Dividend / Share $0.82$0.82$0.82$0.79$0.75$0.74$0.71$0.56$0.38$0.33$0.29$0.25
EPS (TTM) $1.52$-0.32$0.88$1.93$2.63$1.27$1.62$1.71$1.13$0.80$1.05$0.99
Growth Rates 10
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 62.6%-28.0%-11.8%-0.27%8.6%·······
Revenue CAGR 3Y 1.1%-14.1%-1.5%·········
Revenue CAGR 5Y 2.3%···········
EPS YoY ··-54.4%-26.6%107.1%·······
EPS CAGR 3Y -7.6%·-11.5%·········
EPS CAGR 5Y 3.7%···········
Net Income YoY ··-49.6%-27.0%95.5%·······
Net Income CAGR 3Y -1.6%·-10.4%·········
Net Income CAGR 5Y 6.4%···········
Dividends Paid CAGR 5Y 4.9%···········
Valuation (TTM) 13
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $7.51B$4.62B$6.41B$7.27B$7.29B$6.71B$6.40B$6.46B$6.31B$5.02B$4.26B$4.11B
Net Income TTM $1.83B$-161M$967M$1.92B$2.62B$1.34B$1.72B$1.87B$1.30B$791M$916M$900M
Market Cap $22.75B$18.97B$13.49B$16.26B$21.48B$16.01B$19.78B$15.07B$21.56B$19.72B$11.02B$11.95B
P/E 13.6-53.616.49.08.812.912.58.617.822.812.614.0
P/S 3.04.12.12.22.92.43.12.33.43.92.62.9
P/B 1.11.00.91.21.20.91.21.01.41.31.01.1
P / Tangible Book 1.31.21.11.51.51.1······
P / Cash Flow 10.328.64.63.618.69.66.86.011.911.79.79.0
P / FCF 10.831.74.93.719.89.97.06.312.712.810.49.8
Dividend Yield 4.6%4.9%6.8%5.2%3.8%5.2%4.1%4.3%2.2%1.7%2.4%2.0%
Earnings Yield 7.4%-1.9%6.1%11.1%11.4%7.7%8.0%11.6%5.6%4.4%8.0%7.1%
Payout Ratio 57.6%-575.8%94.2%44.5%31.4%61.7%46.8%35.2%37.0%42.4%29.1%26.7%
Annual Payout $1.05B$927M$911M$854M$823M$829M$804M$656M$480M$335M$267M$240M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $7.51B $4.62B $6.41B $7.27B $7.29B
Net Income $1.83B $-161M $967M $1.92B $2.62B
Diluted EPS $1.52 $-0.32 $0.88 $1.93 $2.63

Institutional owners (13F) 1,015 filers · $24.2B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 1,015
Value held $24.2B
New positions 111
Exited positions 62
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
111 (-27 vs prior Q) 62 (-19 vs prior Q) 344 (-3 vs prior Q) 319 (+35 vs prior Q) +21.9M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BANK OF NOVA SCOTIA $3,636,436,181 157,762,958 15.05% Shares
VANGUARD GROUP INC $2,576,110,247 124,811,543 10.66% Shares
BlackRock, Inc. $2,039,113,266 88,464,784 8.44% Shares
VANGUARD CAPITAL MANAGEMENT LLC $1,509,461,382 65,486,394 6.25% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,195,386,438 51,860,583 4.95% Shares
STATE STREET CORP $1,184,047,613 51,368,660 4.90% Shares
FMR LLC $1,158,853,487 50,275,640 4.80% Shares
GEODE CAPITAL MANAGEMENT, LLC $588,291,006 25,619,560 2.43% Shares
Invesco Ltd. $481,504,349 20,889,560 1.99% Shares
DEUTSCHE BANK AG\ $380,243,564 16,496,467 1.57% Shares
GOLDMAN SACHS GROUP INC $342,232,774 14,847,409 1.42% Shares
MORGAN STANLEY $315,881,660 13,704,191 1.31% Shares
VICTORY CAPITAL MANAGEMENT INC $305,545,751 13,255,781 1.26% Shares
Capital World Investors $295,651,839 12,826,544 1.22% Shares
NORGES BANK $280,791,412 12,181,840 1.16% Shares
DIMENSIONAL FUND ADVISORS LP $274,981,840 11,929,294 1.14% Shares
WELLINGTON MANAGEMENT GROUP LLP $212,366,634 9,213,303 0.88% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $211,500,554 9,175,729 0.88% Shares
NORTHERN TRUST CORP $211,377,167 9,170,376 0.87% Shares
Ninety One UK Ltd $210,526,847 9,133,486 0.87% Shares
North Reef Capital Management LP $190,162,500 8,250,000 0.79% Shares
Artemis Investment Management LLP $174,686,822 7,578,604 0.72% Shares
HoldCo Asset Management, LP $171,871,956 7,456,484 0.71% Shares
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $163,165,697 8,137,940 0.68% Shares
AQR CAPITAL MANAGEMENT LLC $153,289,289 6,650,295 0.63% Shares
WESTFIELD CAPITAL MANAGEMENT CO LP $149,674,414 6,493,467 0.62% Shares
Balyasny Asset Management L.P. $142,623,996 6,187,592 0.59% Shares
Legal & General Group Plc $142,169,032 6,167,854 0.59% Shares
JPMORGAN CHASE & CO $137,877,981 5,955,851 0.57% Shares
BANK OF AMERICA CORP /DE/ $135,798,737 5,891,485 0.56% Shares
ROYAL BANK OF CANADA $124,249,000 5,390,437 0.51% Shares
Bank of New York Mellon Corp $122,763,106 5,325,948 0.51% Shares
VANGUARD FIDUCIARY TRUST CO $122,178,991 5,300,607 0.51% Shares
BARCLAYS PLC $118,055,577 5,121,717 0.49% Shares
Alyeska Investment Group, L.P. $106,052,312 4,600,968 0.44% Shares
TWO SIGMA ADVISERS, LP $96,450,720 4,673,000 0.40% Shares
Qube Research & Technologies Ltd $89,164,776 3,868,320 0.37% Shares
Point72 Asset Management, L.P. $87,082,785 3,777,995 0.36% Shares
LOS ANGELES CAPITAL MANAGEMENT LLC $85,575,087 3,712,585 0.35% Shares
Prana Capital Management, LP $84,686,876 3,674,051 0.35% Shares
Diamond Hill Capital Management, LLC (Investment Advisor) $82,224,467 3,567,222 0.34% Shares
TWO SIGMA INVESTMENTS, LP $79,248,067 3,438,094 0.33% Shares
UBS Group AG $72,245,107 3,134,278 0.30% Shares
FIRST TRUST ADVISORS LP $70,268,669 3,048,532 0.29% Shares
PANAGORA ASSET MANAGEMENT INC $69,981,206 3,036,061 0.29% Shares
BANK OF MONTREAL /CAN/ $67,920,953 2,946,679 0.28% Shares
MARSHALL WACE, LLP $66,242,380 2,873,856 0.27% Shares
Amundi $65,931,160 2,860,354 0.27% Shares
MILLENNIUM MANAGEMENT LLC $64,067,544 2,779,503 0.27% Shares
Nuveen, LLC $61,914,210 2,686,083 0.26% Shares

Show all 1,015 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Undisclosed reporting person Oct. 3, 2002 · Initial filing M&A / sale SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 83 insiders · 20 officers · 18 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Christopher M. Gorman Chairman and CEO Sept. 21, 2026 G 0 0 0 $0
Donald R Kimble CFO, CAO, & Vice Chair Feb. 24, 2023 M 483,394 0 0 $0
Mohit Ramani Chief Risk Officer July 22, 2026 S 29,855 0 1 $-568,500
Angela G Mago Chief Human Resources Officer May 8, 2026 M 281,564 0 2 $-1,848,829
Stacy L Gilbert Chief Accounting Officer Feb. 17, 2026 M 6,280 0 0 $0
Allyson M Kidik Chief Auditor Feb. 17, 2026 M 25,299 0 0 $0
Kenneth C Gavrity Head of Commercial Bank Feb. 17, 2026 M 134,647 0 0 $0
Victor B Alexander Head of Consumer Bank Feb. 17, 2026 M 162,458 0 0 $0
James L Waters General Counsel and Secretary Feb. 17, 2026 M 85,216 0 0 $0
Andrew J Paine III Head of Institutional Bank Feb. 17, 2026 M 197,727 0 1 $-1,532,274
Trina M Evans Director, Corporate Center Feb. 17, 2026 M 67,471 0 1 $-710,789
Amy G. Brady Chief Information Officer Feb. 17, 2026 M 51,915 0 0 $0
Douglas M Schosser Chief Accounting Officer Feb. 24, 2024 M 24,380 0 0 $0
Darrin L Benhart Chief Risk Officer Feb. 17, 2024 M 1,932 0 0 $0
Jamie Warder Head of Digital Banking Feb. 17, 2024 M 90,045 0 0 $0
Brian L Fishel Chief Human Resources Officer Feb. 24, 2023 M 70,242 0 0 $0
Mark W Midkiff Chief Risk Officer Feb. 24, 2023 M 76,564 0 0 $0
Kevin Thomas Ryan Chief Risk Review Officer Feb. 24, 2022 M 114,852 0 0 $0
Craigt T Beazer General Counsel and Secretary July 23, 2020 M 10,544 0 0 $0
Peter D. Hancock Vice Chair Dec. 11, 2009 A 98,508 0 0 $0
Barbara R Snyder Director Oct. 1, 2026 M 116,184 0 0 $0
Devina A Rankin Director Sept. 30, 2026 A 13,430 0 0 $0
Robin Hayes Director Sept. 30, 2026 A 35,519 0 0 $0
Todd J Vasos Director Sept. 30, 2026 A 62,640 0 0 $0
Alexander M Cutler Director Sept. 30, 2026 A 325,309 0 0 $0
THE BANK OF NOVA SCOTIA Director June 30, 2026 D 157,646,917 0 0 $0
Elizabeth R. Gile Director June 3, 2026 S 21,255 0 1 $-499,992
Somesh Khanna Director May 14, 2026 A 100 0 0 $0
Jacqui Allard Director May 14, 2026 A 180 0 0 $0
Richard J Tobin Director May 14, 2026 A 750 0 0 $0
Antonio Despirito III Director May 14, 2026 A · 0 0 $0
David K Wilson Director Jan. 2, 2026 M 61,209 0 0 $0
Ruth Ann M Gillis Director May 15, 2025 A 42,961 0 0 $0
Bruce D Broussard Director July 1, 2021 M 19,587 0 0 $0
Gary M Crosby Director May 10, 2021 M 7,111 0 0 $0
Kristen L Manos Director March 31, 2021 A 137,987 0 0 $0
Beth E Mooney Director May 1, 2020 A 1,368,429 0 0 $0
James H Dallas · May 14, 2026 A 138,769 0 0 $0
Richard J Hipple · May 14, 2026 A 104,575 0 0 $0
Christopher L Henson · May 14, 2026 A · 0 0 $0
Carlton L Highsmith · May 11, 2026 M 46,236 0 0 $0
Clark H Khayat · Feb. 17, 2026 M 160,059 0 0 $0
William G Gisel JR · Dec. 31, 2019 A 17,900 0 0 $0
Paul N Harris · Dec. 5, 2019 G 70,675 0 0 $0
Charles P Cooley · May 23, 2019 A 5 0 0 $0
Edward J. Burke · Feb. 18, 2019 A 150,392 0 0 $0
Dennis A Devine · Feb. 18, 2019 A 165,732 0 0 $0
Robert A Deangelis · Feb. 18, 2019 A 211,032 0 0 $0
Demos Parneros · May 21, 2018 M 20,435 0 0 $0
Craig A Buffie · Feb. 19, 2018 A 78,553 0 0 $0
William L. Hartmann · Nov. 20, 2017 M 152,932 0 0 $0
Austin A Adams · May 18, 2017 A 31,013 0 0 $0
Joseph A Carrabba · May 19, 2016 A 22,889 0 0 $0
Robert L Morris · March 4, 2015 M 28,943 0 0 $0
CAMPBELL EDWARD P · April 1, 2014 M 14,997 0 0 $0
William R Koehler · March 17, 2014 F 73,963 0 0 $0
Jeffrey B Weeden · May 13, 2013 M 419,328 0 0 $0
Thomas G Stevens · March 2, 2013 M 366,428 0 0 $0
Bill R Sanford · July 30, 2012 M 29,809 0 0 $0
Carol A Cartwright · April 1, 2012 M 14,020 0 0 $0
Charles S Hyle · March 2, 2012 A 79,339 0 0 $0
Edward W Stack · July 22, 2011 A 10,000 0 0 $0
Henry L Meyer III · April 29, 2011 F 939,609 0 0 $0
Eduardo S Menasce · July 27, 2010 A 10,297 0 0 $0
Lauralee Martin · July 27, 2010 A 14,458 0 0 $0
William G Bares · July 27, 2010 A 53,217 0 0 $0
Peter G Ten Eyck · July 27, 2009 A 13,710 0 0 $0
Thomas W Bunn · Nov. 4, 2008 S 93,783 0 0 $0
Ralph Alvarez · July 25, 2008 A 1,000 0 0 $0
Charles R Hogan · July 23, 2007 M 252,682 0 0 $0
Douglas J Mcgregor · Oct. 25, 2006 M 16,491 0 0 $0
Robert B Heisler JR · April 21, 2006 I 44,390 0 0 $0
Leroy G Irving · April 3, 2006 F 66,539 0 0 $0
Steven A Minter · April 3, 2006 M 23,606 0 0 $0
Henry S Hemingway · Jan. 24, 2006 M 10,031 0 0 $0
Jack L Kopnisky · April 1, 2005 F 85,311 0 0 $0
Dennis W Sullivan · March 31, 2005 A 13,533 0 0 $0
Karen R Haefling · Dec. 31, 2004 F 21,647 0 0 $0
Thomas E Helfrich · Dec. 31, 2004 F 32,822 0 0 $0
Richard J Buoncore · Nov. 30, 2004 G 154,915 0 0 $0
Timothy J King · July 26, 2004 P 5,000 0 0 $0
Robert G Jones · July 23, 2004 A 18,535 0 0 $0
Robert G Rickert · May 17, 2004 F 34,535 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 143 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
PGF · Invesco Exchange-Traded Fund Trust 3.67% 1,005,234 Oct. 2, 2026 Daily
IAT · iShares Trust 3.33% 999,785 SH Sept. 11, 2026 Daily
KBWB · Invesco Exchange-Traded Fund Trust … 2.71% 8,404,137 SH Oct. 2, 2026 Daily
PFI · Invesco Exchange-Traded Fund Trust 2.22% 61,484 SH Oct. 2, 2026 Daily
RDIV · Invesco Exchange-Traded Fund Trust … 1.98% 1,380,277 SH Oct. 2, 2026 Daily
SPDV · ETF Series Solutions 1.86% 108,528 NS July 31, 2026 N-PORT
GDIV · Harbor ETF Trust 1.62% 168,492 NS July 31, 2026 N-PORT
SPHD · Invesco Exchange-Traded Fund Trust … 1.53% 2,412,208 SH Oct. 2, 2026 Daily
DVY · iShares Trust 1.30% 14,100,198 SH Sept. 11, 2026 Daily
PGX · Invesco Exchange-Traded Fund Trust … 1.30% 2,207,411 Oct. 2, 2026 Daily
RSPF · Invesco Exchange-Traded Fund Trust 1.29% 239,989 SH Oct. 2, 2026 Daily
CZA · Invesco Exchange-Traded Fund Trust 1.10% 111,096 SH Oct. 2, 2026 Daily
SPVM · Invesco Exchange-Traded Fund Trust 1.04% 68,250 SH Oct. 2, 2026 Daily
WLDR · Two Roads Shared Trust 1.02% 41,168 NS July 31, 2026 N-PORT
PFF · iShares Trust 0.87% 4,834,111 SH Sept. 11, 2026 Daily
SPLV · Invesco Exchange-Traded Fund Trust … 0.79% 2,720,723 SH Oct. 2, 2026 Daily
RPV · Invesco Exchange-Traded Fund Trust 0.50% 419,251 SH Oct. 2, 2026 Daily
PIZ · Invesco Exchange-Traded Fund Trust … 0.47% 88,178 SH Oct. 2, 2026 Daily
VOE · VANGUARD INDEX FUNDS 0.43% 6,964,732 SH Aug. 19, 2026 Daily
BSCR · Invesco Exchange-Traded Self-Indexe… 0.42% 18,921,000 Oct. 2, 2026 Daily
EWC · iShares, Inc. 0.38% 650,345 SH Sept. 11, 2026 Daily
VRP · Invesco Exchange-Traded Fund Trust … 0.37% 455,452 Oct. 2, 2026 Daily
FTA · First Trust Exchange-Traded AlphaDE… 0.34% 208,622 NS July 31, 2026 N-PORT
IGF · iShares Trust 0.33% 857,678 SH Sept. 11, 2026 Daily
IYF · iShares Trust 0.31% 616,099 SH Sept. 11, 2026 Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.30% 61,563 NS July 31, 2026 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 0.29% 146,916 NS July 31, 2026 N-PORT
FFSM · FIDELITY COVINGTON TRUST 0.29% 194,028 NS July 31, 2026 N-PORT
IMCV · iShares Trust 0.28% 150,302 SH Sept. 11, 2026 Daily
IYG · iShares Trust 0.28% 279,740 SH Sept. 11, 2026 Daily
FEX · First Trust Exchange-Traded AlphaDE… 0.26% 183,394 NS July 31, 2026 N-PORT
VFH · VANGUARD WORLD FUND 0.25% 1,485,329 SH Aug. 19, 2026 Daily
VO · VANGUARD INDEX FUNDS 0.24% 23,496,097 SH Aug. 19, 2026 Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.23% 85,106 NS July 31, 2026 N-PORT
FNCL · FIDELITY COVINGTON TRUST 0.23% 238,511 NS July 31, 2026 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0.21% 284,000 Oct. 2, 2026 Daily
SIZE · iShares Trust 0.20% 39,571 SH Sept. 11, 2026 Daily
EUSA · iShares, Inc. 0.20% 176,558 SH Sept. 11, 2026 Daily
IWS · iShares Trust 0.20% 1,382,287 SH Sept. 11, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.19% 8,981,778 SH Oct. 2, 2026 Daily
FAS · Direxion Shares ETF Trust 0.17% 181,586 NS July 31, 2026 N-PORT
BSCS · Invesco Exchange-Traded Self-Indexe… 0.17% 6,073,000 Oct. 1, 2026 Daily
FAB · First Trust Exchange-Traded AlphaDE… 0.17% 12,601 NS July 31, 2026 N-PORT
BSCT · Invesco Exchange-Traded Self-Indexe… 0.16% 5,161,000 Oct. 2, 2026 Daily
INFO · Harbor ETF Trust 0.16% 58,097 NS July 31, 2026 N-PORT
IWR · iShares Trust 0.15% 3,801,073 SH Sept. 11, 2026 Daily
IMCB · iShares Trust 0.14% 107,940 SH Sept. 11, 2026 Daily
LGDX · Tidal Trust III 0.13% 8,386 NS July 31, 2026 N-PORT
IXG · iShares Trust 0.13% 39,897 SH Sept. 11, 2026 Daily
XOEF · iShares Trust 0.11% 1,151 SH Sept. 11, 2026 Daily
VLUE · iShares Trust 0.11% 479,813 SH Sept. 11, 2026 Daily
JFLI · J.P. Morgan Exchange-Traded Fund Tr… 0.10% 2,177 NS July 31, 2026 N-PORT
DFUV · Dimensional ETF Trust 0.09% 617,634 NS July 31, 2026 N-PORT
VTV · VANGUARD INDEX FUNDS 0.09% 10,303,623 SH Aug. 19, 2026 Daily
VYM · VANGUARD WHITEHALL FUNDS 0.09% 3,695,917 SH Aug. 19, 2026 Daily
DCOR · Dimensional ETF Trust 0.09% 132,823 NS July 31, 2026 N-PORT
DFSU · Dimensional ETF Trust 0.08% 81,839 NS July 31, 2026 N-PORT
DXUV · Dimensional ETF Trust 0.08% 19,818 NS July 31, 2026 N-PORT
DIVB · iShares Trust 0.08% 74,876 SH Sept. 11, 2026 Daily
USXF · iShares Trust 0.08% 54,039 SH Sept. 11, 2026 Daily
IMTM · iShares Trust 0.08% 83,674 SH Sept. 11, 2026 Daily
DFLV · Dimensional ETF Trust 0.08% 227,619 NS July 31, 2026 N-PORT
DFAC · Dimensional ETF Trust 0.07% 1,565,843 NS July 31, 2026 N-PORT
VOOV · VANGUARD ADMIRAL FUNDS 0.07% 211,601 SH Aug. 19, 2026 Daily
VEGN · ETF Series Solutions 0.07% 5,395 NS July 31, 2026 N-PORT
IVE · iShares Trust 0.07% 1,529,112 SH Sept. 11, 2026 Daily
IUSV · iShares Trust 0.06% 804,383 SH Sept. 11, 2026 Daily
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.06% 12,873 NS July 31, 2026 N-PORT
ESG · FlexShares Trust 0.06% 3,570 NS July 31, 2026 N-PORT
EQAL · Invesco Exchange-Traded Fund Trust … 0.06% 24,254 SH Oct. 2, 2026 Daily
PRF · Invesco Exchange-Traded Fund Trust 0.06% 295,739 SH Oct. 2, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.06% 559,112 SH Aug. 19, 2026 Daily
ILCV · iShares Trust 0.06% 36,192 SH Sept. 11, 2026 Daily
SUSL · iShares Trust 0.06% 32,380 SH Sept. 11, 2026 Daily
DSI · iShares Trust 0.06% 139,857 SH Sept. 11, 2026 Daily
IQLT · iShares Trust 0.05% 189,263 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.05% 2,055,208 SH Sept. 11, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.05% 253,853 SH Oct. 2, 2026 Daily
VYMI · VANGUARD WHITEHALL FUNDS 0.05% 256,839 SH Aug. 19, 2026 Daily
EGLE · Global X Funds 0.05% 47 NS July 31, 2026 N-PORT
DFAU · Dimensional ETF Trust 0.05% 247,634 NS July 31, 2026 N-PORT
VV · VANGUARD INDEX FUNDS 0.04% 1,266,314 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.04% 209,396 SH Aug. 19, 2026 Daily
TOV · EA Series Trust 0.04% 4,355 NS July 31, 2026 N-PORT
TOPC · iShares Trust 0.04% 572 SH Sept. 11, 2026 Daily
IDEV · iShares Trust 0.04% 306,698 SH Sept. 11, 2026 Daily
CATH · Global X Funds 0.04% 21,299 NS July 31, 2026 N-PORT
XRMI · Global X Funds 0.04% 817 NS July 31, 2026 N-PORT
ACVF · ETF Opportunities Trust 0.04% 2,379 NS July 31, 2026 N-PORT
VOXP · Advisors Series Trust 0.04% 90 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.03% 10,744 SH Sept. 11, 2026 Daily
XYLG · Global X Funds 0.03% 969 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.03% 54 NS July 31, 2026 N-PORT
URTH · iShares, Inc. 0.03% 106,414 SH Sept. 11, 2026 Daily
CHRI · Global X Funds 0.03% 119 NS July 31, 2026 N-PORT
TOK · iShares Trust 0.03% 3,192 SH Sept. 11, 2026 Daily
PTLC · Pacer Funds Trust 0.03% 47,403 NS July 31, 2026 N-PORT
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.03% 127,322 NS July 31, 2026 N-PORT
VOTE · TCW ETF Trust 0.03% 15,619 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.03% 46,008 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.03% 68 NS July 31, 2026 N-PORT
PXF · Invesco Exchange-Traded Fund Trust … 0.03% 24,567 SH Oct. 2, 2026 Daily
ILCB · iShares Trust 0.03% 18,217 SH Sept. 11, 2026 Daily
BKLC · BNY Mellon ETF Trust 0.03% 74,276 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.03% 11,615,937 SH Sept. 11, 2026 Daily
DFUS · Dimensional ETF Trust 0.03% 277,772 NS July 31, 2026 N-PORT
VOO · VANGUARD INDEX FUNDS 0.03% 23,934,441 SH Aug. 19, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.03% 34,402,718 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.03% 1,045,235 SH Aug. 19, 2026 Daily
VEA · VANGUARD TAX-MANAGED FUNDS 0.03% 2,234,952 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.03% 152,802 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.03% 77,790 SH Aug. 19, 2026 Daily
SPUU · Direxion Shares ETF Trust 0.03% 3,477 NS July 31, 2026 N-PORT
ACWX · iShares Trust 0.03% 92,334 SH Sept. 11, 2026 Daily
QDPL · Pacer Funds Trust 0.03% 22,186 NS July 31, 2026 N-PORT
TILT · FlexShares Trust 0.03% 28,342 NS July 31, 2026 N-PORT
IWB · iShares Trust 0.03% 644,172 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.03% 369,596 SH Sept. 11, 2026 Daily
IYY · iShares Trust 0.03% 39,781 SH Sept. 11, 2026 Daily
PBP · Invesco Exchange-Traded Fund Trust 0.03% 5,396 SH Oct. 2, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.03% 158,941 SH Oct. 2, 2026 Daily
ITOT · iShares Trust 0.03% 1,202,433 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.03% 252,115 SH Sept. 11, 2026 Daily
IXUS · iShares Trust 0.03% 404,825 SH Sept. 11, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.03% 6,411 NS July 31, 2026 N-PORT
SPXL · Direxion Shares ETF Trust 0.02% 72,046 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.02% 711 SH Oct. 2, 2026 Daily
VXUS · VANGUARD STAR FUNDS 0.02% 3,383,222 SH Aug. 19, 2026 Daily
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0.02% 536,996 SH Aug. 19, 2026 Daily
GTO · Invesco Actively Managed Exchange-T… 0.02% 587,000 Oct. 2, 2026 Daily
IMFL · Invesco Exchange-Traded Self-Indexe… 0.02% 4,434 SH Oct. 2, 2026 Daily
USCL · iShares Trust 0.01% 11,940 SH Sept. 11, 2026 Daily
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCRB · VANGUARD MALVERN FUNDS · · July 15, 2026 Daily
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KEY Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

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rating · 24 analysts BUY
Median target $25.00 +23.9%
4 16.7% Strong Buy
10 41.7% Buy
10 41.7% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

19 analysts · 2026-10-04

Mean target $25.53 +26.5%

← Below all targets Current price $20.18
Low$22.00 Mean$25.53 High$43.00

Peer comparison (GICS sub-industry) Key metrics vs sector peers

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FY basis, prices as of each company's last fiscal year-end close.

Ticker Market Cap P/E Rev YoY Net Margin ROE Gross Margin
KEY $22.75B 13.6 62.6% 24.3% 9.2% ·
C · 16.7 5.6% 16.8% 6.8% ·
USB $85.38B 11.5 4.4% 26.4% 12.2% ·
PNC $81.40B 12.6 7.2% 30.3% 12.2% ·
FITB · · · · · ·
FCNCA · · · · · ·
FRBT · · · · · ·
FCBM · · · · · ·
JPM $868.77B 16.1 2.8% 31.3% 16.1% ·

Latest News Recent headlines mentioning this company

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My Metrics Your personal watchlist — selected rows from Full Fundamentals

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Source: SEC 10-Q filed Aug 4, 2026