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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for KeyCorp (KEY) is 9/10.
KeyCorp delivered Q1 2026 EPS of $0.44, up 33% year-over-year, with revenue growing 10% and ROTCE exceeding 13% as NIM expanded to 2.87% on track for the 3%+ year-end target. NII guidance was raised from 8-10% to 9-10%, and loan guidance was improved from 1-2% to 2-4% with commercial growth raised from approximately 5% to 6-8%. Record first-quarter investment banking fees were achieved despite muted M&A conversion, and aggressive capital returns continued with $400 million in Q1 buybacks. Private credit reintermediation emerged as an opportunity, though macro uncertainty dampened middle market M&A.
Scored from KeyCorp’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.87B | -28.4% | $-0.28 | -972.3% | -22.0% | -13.0% |
| FY2025 Q1 | $2.70B | +2.3% | $0.33 | +65.0% | 19.1% | 15.0% |
| FY2025 Q2 | $2.80B | +4.4% | $0.35 | +40.0% | 19.3% | 15.2% |
| FY2025 Q3 |
| $2.83B |
| +51.9% |
| $0.41 |
| +187.2% |
| 21.2% |
| 17.3% |
| FY2025 Q4 | $2.86B | +52.6% | $0.43 | +253.6% | 22.7% | 17.8% |
| FY2026 Q1 | $2.73B | +1.1% | $0.44 | +33.3% | 25.7% | 19.1% |
| FY2026 Q2 | $2.77B | -1.1% | $0.44 | +25.7% | 23.4% | 18.4% |