KeyCorp · KEY-PJ · Next earnings

KeyCorp reports Tuesday, Oct 20, 2026

KEY-PJ reports before market open with consensus EPS at $0.46 and revenue at $2.05B. Last quarter: KeyCorp posts record revenue as deposits and commercial demand strengthen

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-PJ left off: FY2026 Q3

Full report

KeyCorp posts record revenue as deposits and commercial demand strengthen

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

Management maintained a constructive outlook, raising loan and deposit growth expectations while tightening the NII growth outlook.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Rate volatility could pressure net interest margin and deposit-cost compression.
  • A slowdown in middle-market M&A or real-estate activity could weigh on fee revenue.
  • AI investment may carry execution and cost risks, while macro uncertainty could affect loan demand.

Questions analysts left open

  • Whether the 200 bps increase in C&I loan utilization is sustainable.
  • How deposit beta and funding costs evolve as loan growth continues.
  • Execution, scale, and cost impact of the AI and technology program.

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Recent KEY-PJ quarters

All KEY-PJ 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.