Executive readout · one minute
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Earnings call · FY2026 Q3
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Executive readout · one minute
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Forward guidance
14 guided metrics
Management's latest ranges and targets are included below.
Research coverage
2 live sources
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From the 8-K filed Oct 20, 2026.
| Metric | Period | Guided | Basis |
|---|---|---|---|
|
Repurchase
2026
|
$1.3B | — | |
|
Noninterest income on an adjusted basis
FY2026
|
6% – 7% | Non-GAAP | |
|
Average commercial loans
FY2026
|
10% | — | |
|
GAAP tax rate
Maintained
FY2026
|
22% | GAAP | |
|
ROTCE
Long-Term Targets
|
16% – 19% | Non-GAAP | |
|
Marked CET1
Long-Term Targets
|
9.5% – 10% | Non-GAAP | |
|
ROTCE
4Q27 Targets
|
at least 15% | Non-GAAP | |
|
NIM
Long-Term Targets
|
at least 3.25% | — | |
|
Diluted EPS from continuing operations attributable to Key commo
1Q27
|
$0.44 | Non-GAAP | |
|
Diluted EPS from continuing operations attributable to Key commo
4Q26
|
$0.51 | Non-GAAP | |
|
Diluted EPS from continuing operations attributable to Key commo
2Q27
|
$0.44 | Non-GAAP | |
|
Diluted EPS from continuing operations attributable to Key commo
3Q27
|
$0.41 | Non-GAAP | |
|
Diluted EPS from continuing operations attributable to Key commo
4Q27
|
$0.41 | Non-GAAP | |
|
Net interest margin
4Q exit rate
|
3% | Non-GAAP |
Company presentation
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SEC filing · Item 2.02
Filed Oct 20, 2026 · complete as-filed document