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KeyBanc Capital Markets — Tellvest
Firms
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KeyBanc Capital Markets
KeyBanc Capital Markets
Real Estate (6)
Financial Services (6)
Basic Materials (5)
Communication Services (4)
Consumer Cyclical (2)
Consumer Defensive (1)
Industrials (1)
Healthcare (1)
9
Analysts
10
Companies
26
Questions
Trends
up to 8 quarters
Questions per Quarter
7
2024Q4: 7
2024Q4
5
2025Q1: 5
2025Q1
6
2025Q2: 6
2025Q2
5
2025Q3: 5
2025Q3
3
2025Q4: 3
2025Q4
Active Analysts
5
2024Q4: 5
2024Q4
5
2025Q1: 5
2025Q1
6
2025Q2: 6
2025Q2
4
2025Q3: 4
2025Q3
3
2025Q4: 3
2025Q4
Companies Covered
6
2024Q4: 6
2024Q4
5
2025Q1: 5
2025Q1
6
2025Q2: 6
2025Q2
5
2025Q3: 5
2025Q3
3
2025Q4: 3
2025Q4
Analysts
9
Analyst
Coverage
Questions
Andy Schmidt
MA
V
6
Austin Wurschmidt
WELL
5
Aleksey Yefremov
SHW
5
Focus Areas
16 topics
Demand
13
Revenue Growth
5
Competitive Dynamics
5
Capex Investment
4
Product Launch
4
Macroeconomic
4
Pricing
3
Geographic Expansion
3
Cost Pressure
3
Cloud & AI
2
Company Coverage
10 companies
SHW
The Sherwin-Williams Company
5q
WELL
Welltower
5q
NFLX
Netflix, Inc.
4q
V
Visa Inc.
3q
MA
Mastercard
3q
MCD
McDonald's Corporation
2q
WMT
Walmart Inc.
1q
Justin Patterson
NFLX
4
Eric Gonzalez
MCD
2
Matt Gillmor
UNH
1
Brad Thomas
WMT
1
Todd Thomas
PLD
1
Jeff Hammond
ETN
1
Andy Schmidt
2 companies
6
Austin Wurschmidt
1 company
5
Aleksey Yefremov
1 company
5
Justin Patterson
1 company
4
Eric Gonzalez
1 company
2
Matt Gillmor
1 company
1
Brad Thomas
1 company
1
Todd Thomas
1 company
1
Jeff Hammond
1 company
1
Innovation & R&D
2
Margin
2
M&A
1
Guidance Reliability
1
Labor Market
1
Regulation Policy
1
PLD
Prologis
1q
ETN
Eaton Corporation
1q
UNH
UnitedHealth Group Incorporated
1q