State Street reported Q3 2026 earnings of $3.69 per share, beating estimates of $3.65, with net income up 28.4% year-over-year. However, shares fell 9% pre-market due to net inflows plummeting to $7B from $114B, revenues missing estimates at $4B, and management raising 2026 expense growth guidance to 8-8.5%. The company did achieve record AUM of $6.31T and AUC/A of $59.17T.

BankUnited (BKU) is expected to report Q3 2026 earnings of $1.05 per share with 6.1% revenue growth, but recent analyst downgrades and a negative Earnings ESP of -0.79% combined with a Zacks Rank #4 make an earnings beat unlikely. In contrast, KeyCorp (KEY) is projected to deliver $0.46 per share with a positive Earnings ESP of +0.44% and Zacks Rank #3, suggesting a higher probability of beating consensus estimates.

KeyCorp is expected to report Q3 2026 earnings of $0.46 per share (up 12.2% YoY) with revenues of $2.03 billion (up 7.5% YoY) on October 20. The company has a positive Earnings ESP of +0.44% with a Zacks Rank #3, suggesting it will likely beat consensus estimates. KeyCorp has beaten EPS estimates in all four trailing quarters.

KeyCorp (KEY), a major regional bank, has demonstrated a strong track record of beating earnings estimates in recent quarters, surpassing consensus by an average of 6.04%. With a positive Earnings ESP of +0.88% and a Zacks Rank #3 (Hold), analysts suggest another earnings beat is likely when the company reports on October 20, 2026. The combination of positive Earnings ESP and Zacks Rank #3 or better historically produces positive surprises nearly 70% of the time.

KeyCorp raised its 2026 revenue guidance to 8% growth from 7-8%, driven by strong loan growth (4-5%), NII expansion (9-11%), and improved fee income guidance (6-7% adjusted). The Clearwater acquisition and robust investment banking activity support the outlook. NIM is expected to reach 3.00-3.05% by year-end. Peer banks PNC and Citizens Financial also project solid 2026 growth.

Bank of America expects Q3 investment banking fees of $1.6-$1.8B, down ~15% year-over-year, with trading revenues flat. However, wealth management AUM fees projected to rise 10-15% should offset some weakness. CEO Moynihan noted a 'very strong' deal pipeline, suggesting the slowdown may be timing-related rather than structural.

KeyCorp announced a quarterly cash dividend of $0.205 per share on common stock payable June 15, 2026, along with dividends on multiple preferred stock series. The company also authorized a new $3.0 billion share repurchase program, replacing its previous $1.0 billion authorization with approximately $280 million remaining.

Huntington Bancshares stock fell 6.02% on January 22, 2026, after missing Q4 2025 revenue and EPS estimates due to higher expenses and credit provisions. Despite 12% revenue growth, the bank's criticized asset ratio rose and management guided for 10% expense increases in 2026. However, management expects strong growth in net interest income, loans, deposits, and fee revenue, with full synergies from acquisitions expected by mid-2026.

KeyCorp announced quarterly cash dividends for Q1 2026, including $0.205 per share on common stock and various dividend amounts on preferred stocks, with payment dates in March 2026. The company also set its 2026 Annual Meeting of Shareholders for May 14, 2026.

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Billionaire investor David Tepper sold his entire Oracle stake in Q3 and shifted investments into the financial sector, which Wall Street analysts expect to outperform despite recent underperformance.

KeyCorp announced quarterly cash dividends for its common and preferred shares, with dividends ranging from $0.205 to $312.50 per share, payable on December 15, 2025.