Dec 31, 2025 • Finviz
NEUTRAL
Truist Maintains Hold Recommendation on KeyCorp (KEY)
Truist analyst Brian Foran assigned a Hold recommendation on KeyCorp (KEY) and boosted its target price from $19 to $22. This comes as KeyCorp CEO Chris Gorman announced the bank is not seeking acquisitions but will focus on share repurchases, aligning with activist investor recommendations. The company believes its stock is undervalued and will use capital to buy back shares.
Dec 31, 2025 • TipRanks
NEUTRAL
Neutral on Fifth Third Bancorp: Modest Earnings Upside but Limited Valuation Appeal Amid CMA Integration Uncertainty
Keith Horowitz from Citi maintains a Hold rating on Fifth Third Bancorp (FITB) with a $50.00 price target, citing modest earnings upside but limited valuation appeal due to uncertainties surrounding the CMA acquisition integration. He forecasts a slight earnings beat for the upcoming quarter, driven by net interest income and expense management, but highlights that investor focus will shift to 2026 guidance and CMA integration. Horowitz remains neutral, finding the risk/reward more attractive in other bank stocks until the post-acquisition earnings path becomes clearer.
Dec 31, 2025 • Insider Monkey
NEUTRAL
HoldCo Urges Comerica (CMA) Shareholders to Vote No for Potential Merger with Fifth Third Bank
HoldCo Asset Management is urging Comerica (CMA) shareholders to vote against the proposed $10.9 billion all-stock merger with Fifth Third Bank, arguing that the transaction timeline is too rushed and that the merger is primarily motivated by CEO compensation rather than shareholder value. HoldCo believes a "no" vote could force Comerica and Fifth Third Bank to offer a substantially higher valuation for shareholders, potentially approaching $120 per share. The firm also claims Comerica rejected another merger proposal due to a longer timeline that would have threatened the CEO's position.
Dec 31, 2025 • Insider Monkey
SOMEWHAT-BULLISH
Truist Maintains Hold Recommendation on KeyCorp (KEY)
Truist analyst Brian Foran maintained a Hold rating on KeyCorp (KEY) and raised the price target from $19 to $22. This comes as KeyCorp CEO Chris Gorman announced the bank will focus on share repurchases over acquisitions, aligning with activist investor HoldCo Asset Management's views. Billionaire David Tepper also recently added KeyCorp to his portfolio.
Dec 31, 2025 • Insider Monkey
NEUTRAL
10 New Stocks in David Tepper’s Portfolio
This article details KeyCorp (NYSE:KEY) as one of the new stocks in David Tepper’s Appaloosa Management portfolio, highlighting his $37.75 million stake as of Q3 2025. It covers analyst recommendations and KeyCorp CEO Chris Gorman's focus on share repurchases over acquisitions, aligning with activist investor advice. The bank's strategy is to buy back its "undervalued" stock.
Dec 30, 2025 • MarketBeat
BULLISH
Fifth Third Bancorp Sees Unusually High Options Volume (NASDAQ:FITB)
Fifth Third Bancorp saw unusually high call option volume on Tuesday, indicating significant bullish investor interest. The company announced a quarterly dividend of $0.40 per share, yielding 3.4%, with an ex-dividend date of December 31st and payment on January 15th. Shares traded at $47.53, and analysts have a "Moderate Buy" rating with a consensus target price of $52.15.