Keycorp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
17.3%projected annual EPS growth
Analyst Coverage
19analysts covering
FY EPS (est.)
$1.83next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 20 Oct 2026 |
| Q4 2026 Earnings Release | 20 Jan 2027 |
Monitoring Framework
Key Performance Indicators
Net Interest Margin (NIM) Quarterly287.0%Target: 3.05% exit rate by Q4 2026; 3.25%+ by Q4 2027
Return on Tangible Common Equity (ROTCE) Quarterly13.0Target: 15%+ by Q4 2027; 16-19% long-term
Common Equity Tier 1 (CET1) Ratio Quarterly1,140.0%Target: 9.5-10.0% long-term target
Cash Efficiency Ratio Quarterly6,040.0%Target: Continuous improvement via 1-2% annual cost savings
Watch Items
- Deposit Beta and Funding CostsTrigger: Cumulative deposit beta exceeding 56% or funding beta exceeding 68%Action: Re-evaluate deposit pricing strategy and index deposit mix to protect Net Interest Income (NII) growth.
- Credit Quality and Asset PerformanceTrigger: Net charge-offs (NCOs) rising significantly above the 38 basis points reported in Q1 2026Action: Review underwriting standards in commercial real estate and private credit portfolios; adjust loan loss provisions.
- Share Repurchase ExecutionTrigger: Quarterly buybacks falling below the planned $300 million minimumAction: Assess capital conservation needs against the Board's $3.0 billion authorization and the $1.3 billion full-year 2026 target.
Research as of 2 Sep 2026