KeyCorp Stock Discussion

KeyCorp's share price drop mirrors its falling earnings per share. Despite recent sell-off, long-term shareholders gained 1.7% annually over 5 years. However, 2 warning signs in KeyCorp's investment analysis warrant investor caution.

The analyst predicts KeyCorp could deliver positive operating leverage if fee performance improves and costs stay flat. For Regions Financial, the analyst expects net interest margin to remain around 3.5% as it bottoms in 1Q24.

The significant insider selling at KeyCorp in the last three months may suggest that some insiders think the shares are already maxed out. Caution is recommended - long-term analysis of insider transactions does not inspire confidence.

Despite concerns, analysts from Goldman Sachs and JP Morgan remain optimistic about Altria and Walgreens due to their attractive valuation and high yields. Equally, KBW analysts see improvements in KeyCorp, while CEOs of Boston Properties and Healthpeak Properties remain confident about their companies' financial performance.

The stock's valuation may become more attractive with lower rates. Upgraded ratings align with the SA Quant's Hold rating, while the average SA Analyst rating and Wall Street rating stand at Buy.

A few U.S. regional banks' shares surged on Thursday. Pimco's former CIO, Bill Gross, the "Bond King," recently said that he thinks "regional bank falling knife has hit bottom," suggesting that the price has finally bottomed out while deviating from his previous statement that he wanted to wait a little longer before purchasing.
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