KeyCorp stock heads toward earnings after 8 percent growth in 1H26

Published on 10/05/2026 at 13:01 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

KeyCorp stock was last at USD 20.08 on October 2, while first-half revenue reached USD 3.917 billion, up 8 percent year over year. JPMorgan cut its target to USD 23.

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KeyCorp stock (ISIN US4932671088) was last at USD 20.08 on the NYSE on October 2, 2026, after the bank reported first-half taxable-equivalent revenue of USD 3.917 billion, up 8 percent from the year-earlier period. The next checkpoint is October 20, 2026, when KeyCorp is scheduled to publish third-quarter results before the market opens.

First-half growth sets the tone

According to StockTitan, KeyCorp's September 25, 2026 investor presentation showed diluted first-half GAAP EPS of USD 0.88, up 28 percent year over year. Taxable-equivalent net interest income reached USD 2.488 billion, an increase of 10 percent, while second-quarter revenue was USD 1.964 billion.

The operating picture is broader than the headline EPS gain. KeyCorp reported a 9.8 percent marked common equity tier 1 ratio at June 30, 2026, assets under management of USD 74 billion and USD 341 million of common-share repurchases during the second quarter, according to StockTitan.

Analysts trim targets ahead

The latest analyst action is more cautious. Markets Insider reported on October 2, 2026, that JPMorgan analyst Vivek Juneja lowered the KeyCorp target from USD 24.50 to USD 23.00 and kept a Neutral rating.

Consensus remains more constructive. A September 30, 2026 earnings preview from Yahoo Finance described a Moderate Buy view from 20 analysts, with nine Strong Buy ratings, two Moderate Buy ratings and nine Hold ratings. The average target was USD 24.79, which lies 23.5 percent above the October 2 price of USD 20.08.

Stock stays below yearly high

KeyCorp's October 2 price stood 16.6 percent below its 52-week high of USD 24.07 and 21.9 percent above its 52-week low of USD 16.47. The session range was USD 20.00 to USD 20.27, volume reached 12,450,296 shares and market capitalization was USD 21.7 billion.

For the third quarter, the earnings bar is USD 0.46 in consensus EPS. Zacks lists October 20, 2026, as the confirmed release date and says the prior quarter produced USD 0.44 EPS against a USD 0.42 consensus estimate. That comparison leaves execution and net interest income as the central figures for the upcoming report.

KeyCorp stock and the October 2 price

KeyCorp stock was last at USD 20.08 on the NYSE on October 2, 2026, at 4:00 p.m. ET, with a daily change of 0.15 percent. The price remains below the USD 24.07 yearly high while the bank enters its next earnings cycle with first-half revenue growth of 8 percent.