KeyCorp · KEY-PI · Next earnings

KeyCorp reports Tuesday, Oct 20, 2026

KEY-PI reports before market open with consensus EPS at $0.46 and revenue at $2.05B. Last quarter: KeyCorp posts record Q3 as deposits and commercial loans accelerate

Reports Before market open0 days awayDate estimated Financial Services

What the street expects

Consensus for the coming report
Consensus EPS $0.46 Calendar consensus
Consensus revenue $2.05B Calendar consensus
Report date Oct 20, 2026 Tuesday, date estimated
Session Before market open 0 days away

Where KEY-PI left off: FY2026 Q3

Full report

KeyCorp posts record Q3 as deposits and commercial loans accelerate

EPS surprise — Reported — vs $0.46
Revenue surprise — Reported — vs $2.05B
Stock move — Event window
Subsequent drift — Up to 20 sessions

Management raised average loan-growth expectations to about 5%, commercial-loan growth to about 10%, and lowered the expected net charge-off ratio.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Deposit competition and liability-cost volatility could pressure margins.
  • A slowdown in middle-market M&A or real-estate activity could reduce fee revenue.
  • Macroeconomic and geopolitical uncertainty could affect loan demand.
  • Technology and AI investment may create expense headwinds.
  • Utilities and data-center borrower concentrations, plus regulatory changes, remain watch items.

Questions analysts left open

  • Whether deposit growth can sustainably fund loan expansion.
  • Whether high commercial-loan utilization and margin momentum endure.
  • Potential expense pressure from technology and AI investment.
  • Slower real-estate transactions could weigh on investment-banking revenue.

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Recent KEY-PI quarters

All KEY-PI earnings
—FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.