KEY

KEY vs. NTRS: Which Stock Is the Better Value Option?

KeyCorp just dropped Q3 2026 numbers that beat the market’s mood, not by a little but in the core places that matter for a regional bank.

Scotiabank announced today that the expected net income contribution from its ownership interest in KeyCorp will be approximately CAD $96 million in Q4 2026.

Regional banking company KeyCorp (NYSE:KEY) met Wall Street’s revenue expectations in Q3 2026, with sales up 8.3% year on year to $2.05 billion. Its non-GAAP profit of $0.51 per share was 10.4% above analysts’ consensus estimates.

Management targets 15%+ return on tangible common equity through deposit growth and fixed-asset repricing.

Record revenue and commercial loan momentum propel KeyCorp toward 15% tangible equity target.

Moby summary of KeyCorp's Q3 2026 earnings call

KeyCorp (NYSE:KEY) reported third-quarter 2026 earnings of $0.51 per share, up 24% from a year earlier, as record revenue, commercial loan growth and improved credit quality supported results.

Although the revenue and EPS for KeyCorp (KEY) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

KeyCorp's Q3 earnings beat estimates as higher NII, fee income and lower provisions drive growth, despite rising expenses and weaker capital ratios.