KeyCorp (KEY) Reports Q4 Earnings: Revenue Forecasted to Rise 10.5% Year on Year

KeyCorp (NYSE: KEY) is set to release fourth-quarter earnings on Tuesday, January 20, 2026. Analysts expect revenue of $1.97 billion, a 10.5% year-on-year increase, slowing from the 15.9% growth seen in the same period last year. Adjusted earnings are forecast at $0.39 per share. The company exceeded expectations in the prior quarter with $1.90 billion in revenue, up 17.5% annually, and beat tangible book value per share estimates. KeyCorp has missed Wall Street’s revenue forecast only once in the past two years, averaging a 3.3% top-line beat since then. Peer results offer context: First Horizon reported 8.1% revenue growth, beating estimates by 3.2%, while BOK Financial saw 12.2% growth, surpassing forecasts by 7.1%. Despite strong results, First Horizon’s stock fell 26.3% post-earnings. Regional bank shares have risen 1.4% on average over the past month. KeyCorp’s stock was flat during that period and trades at $21.27, below the average analyst price target of $23.96.