NYSE$KEY
KeyCorp · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
Reported net income of $601 million, or $.64 per diluted common share for the fourth quarter of 2021.
KeyCorp reported a strong fourth quarter in 2021, with record revenue and pre-provision net revenue for both the quarter and the full year. The company demonstrated positive operating leverage and strong credit quality, returning 75% of net income to shareholders in 2021.
- Record revenue for the fourth quarter and full year
- Record pre-provision net revenue for the fourth quarter and full year
- Positive operating leverage for the fourth quarter and full year
- Strong credit quality: net charge-offs to average loans of 8 basis points
- Significant capital return: 75% of net income returned to shareholders in 2021
Headline financials
Revenue & EPS history
KeyCorp · Revenue · Quarterly
$1.95B
Revenue by segment
KeyCorp · $1.95B total across 3 segments · Q4 2021
- Commercial Bank$1.03B+12.6%52.8%
- Consumer Bank$839M-7.3%43.1%
- Other$80M+196.3%4.1%
Forward guidance
This earnings release contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These statements do not relate strictly to historical or current facts. Forward-looking statements usually can be identified by the use of words such as “goal,” “objective,” “plan,” “expect,” “assume,” “anticipate,” “intend,” “project,” “believe,” “estimate,” or other words of similar meaning.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2021
-0.4%
Avg return
Earnings day
-0.0%
Avg return
5 days after
+3.1%
Avg return
30 days after
49%
36 / 73 earnings
Positive
+8.2%
Q3 2016
Best reaction
-9.4%
Q2 2009
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q4 2025 | -0.3% | +2.5% | -2.4% | |
| Q1 2026 | -0.4% | +2.5% | -2.4% | |
| Q3 2025 | -5.5% | -1.1% | -0.6% | |
| Q2 2025 | +0.4% | -0.4% | +4.6% | |
| Q1 2025 | +1.4% | +0.7% | +18.2% | |
| Q4 2024 | -5.5% | -3.4% | -3.9% | |
| Q3 2024 | -2.0% | -3.0% | +8.2% | |
| Q2 2024 | -3.8% | -2.2% | +1.1% | |
| Q1 2024 | +1.4% | +2.0% | +6.7% | |
| Q4 2023 | +0.7% | +4.1% | +1.7% | |
| Q3 2023 | -7.4% | -8.1% | +15.4% | |
| Q2 2023 | +0.2% | +1.8% | -5.1% | |
| Q1 2023 | -6.4% | -15.3% | -20.7% | |
| Q4 2022 | +1.2% | +4.0% | +11.1% | |
| Q3 2022 | +2.5% | +7.8% | +12.9% | |
| Q2 2022 | -0.6% | -2.8% | +6.4% | |
| Q1 2022 | -4.8% | -8.5% | -15.8% | |
| Q4 2021 | -3.1% | -2.7% | +0.2% | |
| Q3 2021 | +1.3% | +0.7% | -1.5% | |
| Q2 2021 | +5.0% | +3.3% | +6.8% | |
| Q1 2021 | +0.1% | +1.7% | +11.8% | |
| Q4 2020 | -0.5% | -4.5% | +10.2% | |
| Q3 2020 | +0.0% | -0.6% | +17.2% | |
| Q2 2020 | +2.2% | -0.4% | -1.6% | |
| Q1 2020 | +4.8% | +0.1% | -5.7% | |
| Q4 2019 | -1.7% | -2.7% | +0.3% | |
| Q3 2019 | +0.5% | +2.5% | +7.2% | |
| Q2 2019 | +6.2% | +6.6% | -4.6% | |
| Q1 2019 | -1.0% | +0.1% | -2.4% | |
| Q4 2018 | +0.6% | +0.9% | +4.5% | |
| Q3 2018 | -4.8% | -7.5% | -2.4% | |
| Q2 2018 | +1.1% | +3.2% | +6.4% | |
| Q1 2018 | +5.2% | +6.4% | +7.3% | |
| Q4 2017 | -0.5% | +1.6% | -1.1% | |
| Q3 2017 | -0.5% | -0.6% | -1.5% | |
| Q2 2017 | -5.5% | -3.1% | -7.8% | |
| Q1 2017 | +4.5% | +7.2% | +2.1% | |
| Q4 2016 | -1.5% | -0.4% | +4.6% | |
| Q3 2016 | +8.2% | +7.4% | +33.7% | |
| Q2 2016 | -0.9% | +0.2% | +5.0% | |
| Q1 2016 | +3.6% | — | — | |
| Q4 2015 | +1.1% | — | — | |
| Q3 2015 | +3.9% | — | — | |
| Q2 2015 | -2.3% | — | — | |
| Q1 2015 | -0.7% | — | — | |
| Q4 2014 | +7.6% | — | — | |
| Q3 2014 | -5.4% | — | — | |
| Q2 2014 | -3.5% | — | — | |
| Q1 2014 | +0.9% | — | — | |
| Q4 2013 | -8.6% | — | — | |
| Q3 2013 | +5.8% | — | — | |
| Q2 2013 | +3.3% | — | — | |
| Q1 2013 | -1.3% | — | — | |
| Q4 2012 | -0.1% | — | — | |
| Q3 2012 | +3.9% | — | — | |
| Q4 2011 | +3.4% | — | — | |
| Q2 2012 | +0.8% | — | — | |
| Q1 2012 | -1.5% | — | — | |
| Q3 2011 | +2.5% | — | — | |
| Q2 2011 | -8.5% | — | — | |
| Q1 2011 | +0.2% | — | — | |
| Q4 2009 | +1.1% | — | — | |
| Q4 2010 | +1.1% | — | — | |
| Q3 2010 | -1.2% | — | — | |
| Q2 2010 | -1.1% | — | — | |
| Q1 2009 | -7.7% | — | — | |
| Q1 2010 | +0.5% | — | — | |
| Q4 2007 | -1.5% | — | — | |
| Q3 2009 | +5.8% | — | — | |
| Q3 2008 | +5.8% | — | — | |
| Q2 2008 | -9.4% | — | — | |
| Q2 2009 | -9.4% | — | — | |
| Q4 2008 | -9.4% | — | — |
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