KeyCorp · KEY-PL · Next earnings

KeyCorp reports Tuesday, Oct 20, 2026

KEY-PL reports before market open with consensus EPS at $0.46 and revenue at $2.05B. Last quarter: KeyCorp reports strong Q3 execution as deposits and utilization rise

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-PL left off: FY2026 Q3

Full report

KeyCorp reports strong Q3 execution as deposits and utilization rise

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

Net interest income growth outlook was adjusted to approximately 10%, above the prior 9%-11% range's midpoint; net charge-off guidance was lowered to 37-39 bps. Loan-growth and credit-quality guidance was tightened, while management maintained its 15%+ ROTCE target for 2027.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Macroeconomic and geopolitical uncertainty may affect loan demand and credit quality
  • A slowdown in middle-market M&A and real-estate activity could pressure fees
  • Liability-side rate sensitivity could compress deposit economics
  • Utilities and data-center financing carry evolving credit risks
  • Capital-return plans may interact with regulatory capital requirements

Questions analysts left open

  • Sustainability of the 200 bps increase in C&I line utilization
  • Sensitivity of middle-market M&A pipelines to volatile interest rates
  • Timing and scale of AI-driven efficiency gains
  • Capital return versus regulatory capital needs
  • Credit quality in utilities and data-center sectors

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Recent KEY-PL quarters

All KEY-PL 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.