KEKEYEarnings Analysis财报电话会Source pending来源待核by InvestLog AIInvestLog AI 整理
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KEY earnings call: We are tightening our full year net interest income growth outlook to approximately 10% compared to the prior guide of 9%-11%.KeyCorp (KEY) 电话会：克拉克·哈亚特表示，我们将全年净利息收入增长预期收紧至约10%，此前的预期区间为9%至11%。
Management remarks
Call period: 2026 Q3 · 2026-10-20
Guidance: Clark Khayat: We are tightening our full year net interest income growth outlook to approximately 10% compared to the prior guide of 9%-11%.
Demand and orders: Clark Khayat: Increased industry loan demand could ratchet that up, although we expect some of the loan growth for us to moderate actually in 4Q.
Analyst Q&A
Analyst Matthew O'Connor asked: Good morning. You guys are obviously focused on growing the commercial side of the loan book, and the results are looking really good. Just remind us on the consumer side, you've been running down there and where do those balances kind of level out, and are there any areas that you're kind of leaning into or would like to be better at over time on the consumer lending side? Management Chris Gorman answered: We would've said two quarters ago that the quarterly runoff would've been about $600 million. Given where rates have gone, the current runoff is about $400 million. What we're doing is we're basically redeploying out of mortgages that are very safe mortgages because they're made to they're jumbo mortgages, they're first mortgages to doctors and dentists. But we're redeploying that in our C&I portfolio, where we have a really good track record of having a complete relationship and driving a bunch of revenue.
