BKU

BankUnited reported Q3 2026 earnings of $1.03 per share, missing the consensus estimate of $1.05, and revenues of $280.44 million, falling short of expectations by 4.16%. The company has underperformed the S&P 500 by 17.8% year-to-date. With unfavorable estimate revision trends, BankUnited received a Zacks Rank #4 (Sell) rating, suggesting near-term underperformance.

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 reported Q3 2026 earnings of $0.51 per share, beating consensus estimates of $0.46, with revenues of $2.05 billion exceeding expectations. However, the stock has declined 3.5% year-to-date versus the S&P 500's 12.4% gain. The company received a Zacks Rank #3 (Hold) rating with mixed estimate revisions, and the broader regional banking industry ranks in the bottom 31% of sectors.