{"filings":[{"id":835997,"accession_number":"0001628280-26-040502","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2026-06-03T21:12:51+00:00","items":["8.01","9.01"],"status":"ready","headline":"KeyCorp recasts 2025 segment data to reflect interest rate risk reallocation; no change to consolidated results","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Effective Jan 1, 2026: segment reporting moves centrally managed interest rate risk to Other segment.","Prior period segment results for 2025 recast; no impact on consolidated financial statements.","This filing does not reflect events after 2025 10-K; refer to Q1 2026 10-Q for developments.","Exhibit 99.1 contains recast MD&A and financial statements from the 2025 10-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":748918,"accession_number":"0001628280-26-039245","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2026-05-29T21:12:12+00:00","items":["7.01","9.01"],"status":"ready","headline":"KeyCorp reports 1Q26 diluted EPS $0.44, NII up 11% YoY; targets 3.25%+ NIM by 4Q27","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["1Q26 diluted EPS $0.44, up 33% YoY; net interest income $1,230M, up 11% YoY.","ROTCE 13.0%, up 179bp YoY; cash efficiency ratio improved to 60.4%.","Board authorized up to $3B share repurchases; 2026 repurchase guidance increased to $1.3B.","NIM target 3.25%+ by 4Q27 driven by fixed-rate asset repricing and deposit optimization.","Priority fee businesses (Wealth, IB, Payments) grew 12% YoY; AUM ~$70B, up 14% YoY."],"consensus_eps_estimate":0.4159,"consensus_eps_actual":0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":1953000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":442360,"accession_number":"0001628280-26-035060","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2026-05-14T20:02:04+00:00","items":["5.02","5.07","8.01","9.01"],"status":"ready","headline":"KeyCorp launches $3.0B share buyback, declares $0.205 quarterly dividend","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board authorized $3.0B common share repurchase program, replacing existing $1.0B authorization (~$280M remaining).","Quarterly common dividend of $0.205 per share declared, payable June 15, 2026 to holders of record June 2, 2026.","Shareholders approved 2026 equity compensation plan, increasing annual non-employee director comp cap from $500K to $750K.","All 14 director nominees elected; Ernst & Young ratified as independent auditor for fiscal 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99727,"accession_number":"0000091576-26-000013","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2026-04-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KeyCorp Q1 net income $0.44/diluted share, up 33% YoY; revenue up 10%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $486M ($0.44 diluted EPS), up 33% YoY from $0.33; revenue $1.95B (+10% YoY).","Net interest income up 11% YoY; NIM 2.87%, +5 bps QoQ; commercial loans up $3.3B QoQ.","Priority fee-based businesses (wealth, IB, payments) grew 12% YoY; noninterest income up 8%.","Repurchased $389M of common stock in Q1; CET1 ratio 11.4%; updated Basel III proposal could add >100 bps.","Return on tangible common equity 13.02% (+179 bps YoY); tangible book value per share up 10% YoY."],"consensus_eps_estimate":null,"consensus_eps_actual":0.44,"consensus_revenue_estimate":null,"consensus_revenue_actual":1953000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115898,"accession_number":"0001628280-26-013254","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"KeyCorp CIO Amy G. Brady resigns effective March 2 due to health; will assist transition through May 31","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Amy G. Brady steps down as Chief Information Officer on March 2, 2026, citing personal health considerations.","She will remain a non-executive employee through May 31, 2026 to ensure orderly transition of duties.","Salary continuation of $700,000 over 52 weeks, plus continued health benefits for one year after termination.","Eligible for 2026 incentive award of $1,300,000 and continued vesting in Capital and Earnings Improvement Award with holding requirement waived upon vesting.","Payments conditioned on execution of a general release of claims and non-revocation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115897,"accession_number":"0000091576-26-000008","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2026-02-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"KeyCorp commercial bank revenue $1.04B in 2025, deposits $58.1B, targets double-digit payments growth","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Commercial banking revenue (excl. securities/swaps) grew 26% to $1.04B in 2025 from $823M in 2019.","Commercial deposits increased 60% to $58.1B in 2025 from $36.4B in 2019; gross payments fees up 37% to $18.3B.","Middle market avg ROE ~9% (FY22-25); commercial payments CAGR 17-20% over 5 years.","Targeting ~10% growth in bankers, double-digit productivity improvements, and high single-digit to low double-digit payments fee growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115896,"accession_number":"0001193125-26-027193","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"KeyCorp issues $750M of 5.305% Fixed-to-Floating Senior Notes due 2037","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $750M aggregate principal of 5.305% Fixed-to-Floating Rate Senior Medium Term Notes, Series S.","Notes mature January 28, 2037; interest rate converts from fixed to floating after an initial period.","Offered under KeyCorp's existing shelf registration statement (File No. 333-272573)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115895,"accession_number":"0000091576-26-000006","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2026-01-20T23:59:59+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"KeyCorp Q4 net income $474M ($0.43 EPS); board adds DeSpirito, Henson","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income $474M ($0.43 diluted EPS); adjusted net income $458M ($0.41).","Q4 revenue $2.0B; record full-year revenue $7.5B, up 16% adjusted YoY.","Net interest margin 2.82% (+7 bps QoQ); CET1 ratio 11.7%; repurchased $200M shares.","Nonperforming loans down 6% QoQ; net charge-offs 39 bps (down 3 bps).","Directors Gillis and Highsmith retiring; nominees DeSpirito (ex-BlackRock) and Henson (ex-Truist); Vasos named Lead Independent Director."],"consensus_eps_estimate":null,"consensus_eps_actual":1.52,"consensus_revenue_estimate":null,"consensus_revenue_actual":7513000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115894,"accession_number":"0000091576-26-000003","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2026-01-16T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"KeyCorp director David K. Wilson retires for health reasons; board reduced to 14","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David K. Wilson retired from KeyCorp Board effective January 13, 2026, citing personal health reasons.","Board size reduced from 15 to 14 members effective January 15, 2026.","No other changes or departures announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132309,"accession_number":"0001193125-25-331038","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2025-12-23T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"KeyCorp files prospectus supplement to register 161.97M common shares issued to Bank of Nova Scotia","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Prospectus supplement registers 161,968,762 common shares issued to BNS under August 2024 Investment Agreement.","Filing required by Investment Agreement terms; deadline was December 27, 2025.","Legal opinion from Squire Patton Boggs filed as Exhibit 5.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132308,"accession_number":"0000091576-25-000121","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"KeyCorp posts investor presentation for Goldman Sachs conference; no material details available","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["CEO Chris Gorman presented at Goldman Sachs 2025 U.S. Financial Services Conference on December 9, 2025.","Investor presentation posted on KeyCorp IR website on December 9, 2025.","No financial results or guidance changes disclosed in the excerpt provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132307,"accession_number":"0000091576-25-000119","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2025-11-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"KeyBank to redeem all outstanding 4.700% Senior Bank Notes due Jan 2026 on Dec 29","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Redemption of all 4.700% Fixed Rate Senior Bank Notes (CUSIP 49327M3G7) due January 26, 2026.","Redemption price is 100% of principal plus accrued interest to, but excluding, December 29, 2025.","Notes issued by KeyBank National Association, a wholly owned KeyCorp subsidiary.","Redemption notice delivered to Deutsche Bank Trust Company Americas as fiscal agent."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132306,"accession_number":"0001628280-25-049631","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2025-11-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"KeyCorp consumer bank outlines $88B deposits, $68B AUM; targets $100B AUM by 2030","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Consumer deposits $88B, loans $35B; revenue $3.6B TTM; net charge-off ratio 0.12% YTD vs peer median 0.48%.","Relationship household growth ~3% annually; new households are younger and have 2x deposits vs non-relationship peers.","Wealth Management AUM $68B (3Q25), up from $41B in 2019; target $100B by 2030 under long-run market returns.","85% of consumer fees are recurring; deposit cost 0.27% YTD vs peer median 0.48%, highlighting low-cost funding.","Branch efficiency improved: deposits per branch $93MM vs $66MM in 2019; FTE reduced from 8,500 to 7,500."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132305,"accession_number":"0000091576-25-000118","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2025-10-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KeyCorp Q3 net income $454M ($0.41 EPS); revenue up 17% YoY adjusted; NIM expands to 2.75%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP EPS $0.41 vs $(0.47) loss last year; adjusted EPS $0.41 vs $0.30 last year.","Total revenue (TE) $1.895B, up 172% YoY; adjusted revenue up 17% YoY.","Net interest margin 2.75% (+9 bps QoQ, +58 bps YoY); net interest income $1.193B (+4% QoQ).","Net charge-offs 42 bps stable; nonperforming assets down 6% sequentially; provision $107M.","CET1 ratio 11.8% (est); tangible book value +4% QoQ; deposits up 2% QoQ to $150.4B."],"consensus_eps_estimate":null,"consensus_eps_actual":1.09,"consensus_revenue_estimate":null,"consensus_revenue_actual":5508000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148888,"accession_number":"0000091576-25-000115","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2025-09-26T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"KeyCorp reports 1H25 EPS up 47% YoY; targets NIM above 3.25% medium-term","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["1H25 diluted EPS $0.69 (+47% YoY); revenue $3.6B (+18%) on NII growth of 26%.","Net interest margin target of 3.25%+ medium-term, with 2.75%+ expected by Q4 2025.","CET1 ratio 11.7% (up ~120 bps YoY); marked CET1 10.0% (up ~270 bps).","Investment banking fees target ~$1B medium-term; AUM record $64B.","Commercial loan growth +5% YTD; deposits +2% YoY; momentum in fee-based businesses."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148887,"accession_number":"0000091576-25-000104","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KeyCorp Q2 2025 EPS $0.35, revenue up 21% YoY; NIM expands to 2.66%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $387M ($0.35 diluted EPS) vs. $237M ($0.25) in Q2 2024; revenue $1.84B (+21% YoY).","Net interest margin 2.66%, up 62bps YoY and 8bps QoQ; NII $1.15B (+28% YoY).","Net charge-offs $102M (0.39% avg loans) down from $110M (0.43%) Q1 2025; credit stable.","Commercial loans grew $2.1B QoQ; deposits $147.4B avg (+2.3% YoY); CET1 11.7%.","Assets under management record $64B; dividend maintained at $0.205/share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":3613000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167800,"accession_number":"0000091576-25-000089","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"KeyCorp highlights commercial banking growth at Morgan Stanley conference; deposits up 38% since 2019","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Middle Market avg ROE 17-20% over FY2022-2024; Commercial Payments revenue CAGR 10% over 5 years.","Total commercial deposits grew 38% to ~$58B from 2019 to 2024; operating deposits improved 800bps to 89%.","Commercial Payments fees rose 61% to ~$360M in 2024 vs. 2019; merchant fees +85% to ~$210M.","API clients grew 325% and embedded banking clients grew 71% from Dec 2023 to Mar 2025.","Client base expanded ~8% to 4.6K Middle Market clients; average client tenure ~15 years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167799,"accession_number":"0000091576-25-000085","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2025-05-19T23:59:59+00:00","items":[],"status":"ready","headline":"KeyCorp shareholders elect all 15 director nominees, ratify auditor, approve say-on-pay at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 15 director nominees received majority support; broker non-votes totaled ~84.5M per nominee.","Ratification of Ernst & Young as 2025 auditor passed with 958M for, 30.7M against, 1.1M abstain.","Advisory say-on-pay vote passed: 570.7M for (62.1%), 332.5M against (36.2%), 84.5M broker non-votes.","Meeting held May 15, 2025; results reported in 8-K filed May 19, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167798,"accession_number":"0000091576-25-000050","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2025-04-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KeyCorp Q1 net income $370M, EPS $0.33; 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fixed rate initially, then floating.","Issued under existing shelf registration statement; Squire Patton Boggs opinion filed.","Proceeds for general corporate purposes, though not explicitly stated in filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185060,"accession_number":"0000091576-25-000014","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2025-01-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KeyCorp Q4 2024 GAAP net loss $279M, adjusted EPS $0.38; CET1 rises to 12%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 GAAP net loss $(279)M, $(0.28)/share; adjusted net income $378M, $0.38/share.","Revenue $865M, down 44% YoY (GAAP) but adjusted revenue up 16% YoY on higher NII and fees.","Completed $3B securities portfolio repositioning in Q4; NII up 10% linked quarter to $1.061B.","Scotiabank minority investment received regulatory approval and closed; CET1 ratio improved 120bps to 12.0%.","Net charge-offs fell 26% QoQ to $114M; criticized loans down 7%; dividend declared $0.205/share."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":4619000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185059,"accession_number":"0001193125-25-001536","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K/A","filed_at":"2025-01-03T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"KeyCorp amends 8-K to correct compensation awards for Paine and Mago","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Corrected target grant values: Paine $2,613,551; Mago $1,982,688.","Awards are share-settled performance-based equity vested in Jan 2027 on capital and EPS/CET1 goals.","CEO Gorman target grant $7.57M, CFO Khayat $2.93M, CIO Brady $1.62M.","Maximum payout 150% of target; total value capped at 250% of target; one-year holding period.","Awards granted Dec 30, 2024 under KeyCorp's 2019 Equity Plan."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201663,"accession_number":"0001193125-24-287188","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2024-12-31T23:59:59+00:00","items":["8.01","5.02","9.01"],"status":"ready","headline":"KeyCorp closes $2B Scotiabank tranche; now 14.9% owned; books $700M securities repositioning loss","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Scotiabank completed $2.0B purchase of KeyCorp common stock, now owns 14.9% of outstanding shares.","KeyCorp sold $3.0B low-yielding securities and terminated ~$3.0B cash flow hedges, expecting Q4 after-tax loss of ~$700M.","Reinvested proceeds into securities with average yield 5.5% (up from 1.5%) and duration 4 years (down from 8).","Board expanded to 15; appointed Jacqueline Allard and Somesh Khanna as directors, designated by Scotiabank.","CEO Christopher Gorman received target equity award of $7.57M under Capital and Earnings Improvement Awards."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201662,"accession_number":"0001193125-24-277943","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2024-12-13T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"KeyCorp receives regulatory approval for Scotiabank's ~10% minority investment, expected to close in 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Federal Reserve approved Scotiabank's remaining ~10% stake; total investment now cleared.","Initial 4.9% tranche was completed on August 30, 2024.","Closing of the second tranche expected in 2024.","CEO Chris Gorman says the investment creates additional capacity for growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201661,"accession_number":"0000091576-24-000104","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2024-10-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KeyCorp Q3 GAAP net loss $(0.47)/share; adjusted EPS $0.30; receives $821M Scotiabank tranche","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP net loss $(447)M ($(0.47)/diluted) vs. prior Q $0.25; includes $(737)M after-tax securities repositioning charge.","Adjusted net income $290M ($0.30/diluted); net interest income up 7% QoQ to $964M; NIM 2.17%.","Received initial $821M of $2.8B Scotiabank strategic investment; CET1 ratio 10.8%, TCE ratio 6.2%.","Average loans $106.2B down 9.7% YoY; average deposits $147.8B up 2.0% YoY; cost of deposits 2.39%.","Provision for credit losses $95M; net charge-offs 0.58% of avg loans; nonperforming loans 0.69% of loans."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.03,"consensus_revenue_estimate":null,"consensus_revenue_actual":3754000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217657,"accession_number":"0001193125-24-215513","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2024-09-09T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"KeyCorp sells $7B low-yield securities, expects $700M after-tax loss in Q3 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Sold ~$7.0B of low-yielding investment securities in a strategic repositioning.","Expected after-tax loss of ~$700M in Q3 2024 from the sale.","Sold securities had weighted average book yield of ~2.3% and average duration of ~6 years.","Net proceeds likely to be reinvested in higher-yielding assets to improve income."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217656,"accession_number":"0001193125-24-211094","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2024-08-30T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Scotiabank completes $0.8B initial KeyCorp investment; owns 4.9% of common stock","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Initial purchase of $0.8B at $17.17/share completed; Scotiabank now holds 4.9% of KeyCorp common.","Total strategic investment of ~$2.8B for 14.9% pro forma ownership, with final $2.0B tranche pending.","Final purchase of ~$2.0B expected to close in Q1 2025, subject to Federal Reserve approval.","Deal announced August 12, 2024; Scotiabank to become a 14.9% shareholder."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217655,"accession_number":"0001193125-24-199332","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2024-08-13T23:59:59+00:00","items":["1.01","3.02","9.01"],"status":"ready","headline":"KeyCorp enters $2.8B investment deal with Scotiabank for up to 14.9% stake at $17.17/share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Scotiabank to purchase KeyCorp common shares at $17.17 each for aggregate ~$2.8B across two closings.","First closing: 4.9% stake after HSR clearance; second closing: up to 14.9% after bank regulatory approvals.","Scotiabank gets board representation – two directors after second closing; voting restrictions until <5% ownership.","Lock-up period until first anniversary of second closing; standstill for up to 5 years or until ownership <19.99%.","Registration rights, pre-emptive rights, and right of first offer granted to Scotiabank."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217654,"accession_number":"0001193125-24-198310","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Scotiabank to invest ~$2.8B in KeyCorp at $17.17/share; 14.9% stake; pro forma CET1 12.4%","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Scotiabank will invest ~$2.8B in KeyCorp at $17.17/share for ~14.9% pro forma common ownership.","Investment raises KeyCorp's pro forma CET1 ratio by 195 bps to 12.4% and increases tangible book value per share by >10%.","Initial $0.8B tranche (4.9% stake) expected upon HSR expiration end of Aug 2024; $2.0B tranche after Federal Reserve approval expected Q1 2025.","KeyCorp intends to evaluate repositioning of AFS securities portfolio to accelerate profitability & liquidity; net CET1 range 11.3%-11.6%.","Transaction expected to be low single-digit accretive to 2025 EPS and slightly accretive to 2026 EPS."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217653,"accession_number":"0001628280-24-032171","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2024-07-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KeyCorp Q2 2024 net income $237M ($0.25 EPS); 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CEO Christopher M. Gorman received 652.4M for, 43.5M against.","Ratification of Ernst & Young as auditors for 2024: 767.6M for, 29.9M against.","Advisory approval of executive compensation approved: 623.9M for, 68.8M against.","Shareholder proposal for independent board chair rejected: 175.5M for, 519.8M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237548,"accession_number":"0000091576-24-000061","cik":91576,"company_name":"KEYCORP /NEW/","ticker":"KEY","form_type":"8-K","filed_at":"2024-04-18T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"KeyCorp Q1 2024 net income $183M ($0.20 EPS); noninterest income up 6% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $183M, EPS $0.20, vs $275M ($0.30) YoY; includes $0.02 FDIC special assessment.","Net interest income $886M, down 19.9% YoY; net interest margin 2.02%, down 45 bps.","Noninterest income $647M, up 6.4% YoY, driven by record Q1 investment banking fees (+17.2%).","CET1 ratio 10.3%, up 120 bps YoY; tangible common equity ratio 5.0%.","Net charge-offs $81M (0.29% of loans) vs $45M (0.15%) YoY; NPLs $658M (0.60% of loans)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":1533000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":23310853212.677998,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}