tiprankstipranks
Trending News
More News >
Keycorp (KEY)
NYSE:KEY
US Market
Advertisement

KeyCorp (KEY) Earnings Dates, Call Summary & Reports

Compare
2,162 Followers

Earnings Data

Report Date
Jan 20, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.38
Last Year’s EPS
0.38
Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 16, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call reflected strong financial performance and strategic growth, particularly in revenue, fee income, and asset quality metrics. The capital position remains robust, providing flexibility for future initiatives. However, there were challenges related to expense management and slower growth in certain segments such as consumer loans and middle market M&A activity.
Company Guidance
During the KeyCorp Third Quarter 2025 Earnings Conference Call, the company reported several key metrics and provided guidance for the coming periods. They announced an earnings per share of 41¢ and a return on assets exceeding 1%. Pre-provision net revenue increased by $33 million or 5% quarter over quarter, marking the sixth consecutive quarter of improvement. Adjusted revenues grew by 17% from the previous year, and fee income rose in the high single digits compared to 2024. The net interest margin (NIM) reached 2.75%, meeting the year-end target ahead of schedule. KeyCorp plans to repurchase approximately $100 million of common stock in the fourth quarter. They aim for a return on tangible common equity of 15% or better by 2027, with a target NIM of 3.25% or greater. The bank also reported a robust 11.8% CET1 ratio, with commercial pipelines nearly doubling since the previous year. Additionally, they expect full-year net interest income growth of about 22% and fee growth between 5-6%.
Record Revenues and Growth in Fee Income
Revenues, adjusting for last year's securities portfolio repositioning, grew 17%. Fee income increased in the high single digits compared to 2024, both for the quarter and on a year-to-date basis.
Net Interest Margin and Asset Quality Improvements
Achieved a 2.75% Net Interest Margin (NIM) for the quarter, reaching the year-end target ahead of schedule. Asset quality metrics improved, with NPAs and criticized loans declining.
Strong Capital Position
Reported CET1 capital ratio approached 12% at quarter-end, providing flexibility and optionality for the future.
Wealth Management and Commercial Growth
Assets under management reached a record $68 billion. Relationship households and commercial clients grew by about 2% this year.
Investment Banking Success
Raised $50 billion in capital for clients in the third quarter, retaining 15% on the balance sheet. The M&A pipeline is significantly up, contributing to a strong outlook for the investment banking division.

KeyCorp (KEY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

KEY Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 20, 2026
2025 (Q4)
0.38 / -
0.38
Oct 16, 2025
2025 (Q3)
0.38 / 0.41
0.336.67% (+0.11)
Jul 22, 2025
2025 (Q2)
0.35 / 0.35
0.2540.00% (+0.10)
Apr 17, 2025
2025 (Q1)
0.32 / 0.33
0.2250.00% (+0.11)
Jan 21, 2025
2024 (Q4)
0.33 / 0.38
0.2552.00% (+0.13)
Oct 17, 2024
2024 (Q3)
0.28 / 0.30
0.293.45% (+0.01)
Jul 18, 2024
2024 (Q2)
0.24 / 0.25
0.27-7.41% (-0.02)
Apr 18, 2024
2024 (Q1)
0.23 / 0.22
0.333-33.93% (-0.11)
Jan 18, 2024
2023 (Q4)
0.23 / 0.25
0.38-34.21% (-0.13)
Oct 19, 2023
2023 (Q3)
0.27 / 0.29
0.55-47.27% (-0.26)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

KEY Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 22, 2025
$18.09$18.51+2.32%
Apr 17, 2025
$13.74$13.93+1.38%
Jan 21, 2025
$17.65$17.02-3.57%
Oct 17, 2024
$16.89$16.46-2.55%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Keycorp (KEY) report earnings?
Keycorp (KEY) is schdueled to report earning on Jan 20, 2026, Before Open (Confirmed).
    What is Keycorp (KEY) earnings time?
    Keycorp (KEY) earnings time is at Jan 20, 2026, Before Open (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is KEY EPS forecast?
          KEY EPS forecast for the fiscal quarter 2025 (Q4) is 0.38.

            KeyCorp (KEY) Earnings News

            KeyCorp (NYSE:KEY) Slides on Weak Outlook
            Premium
            Market News
            KeyCorp (NYSE:KEY) Slides on Weak Outlook
            2y ago
            KeyCorp (NYSE:KEY) Drops on Q2 Miss
            Premium
            Market News
            KeyCorp (NYSE:KEY) Drops on Q2 Miss
            2y ago
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis