KeyCorp Q3 EPS $0.51, up 24% YoY; record revenue $2.04B and NIM 2.95%

KEYCORP /NEW/

Net income from continuing operations attributable to Key common shareholders of $537M, or $0.51 per diluted share, vs $0.41 a year ago and $0.44 in 2Q26.
Record total revenue $2.04B, up 8.4% YoY and 4.5% QoQ; net interest income $1.30B (+9.8% YoY) with net interest margin 2.95% (+20 bps YoY).
Investment banking and debt placement fees $214M, up 26.6% QoQ and 16.3% YoY; trust and investment services income $165M (+10% YoY).
Credit improved: net charge-offs $89M (0.32% of avg loans) vs 0.42%; provision $61M vs $107M; nonperforming loans $618M (0.55%) from 0.73% in 2Q26.
CET1 estimated 11.1%; repurchased $320M of shares in 3Q26 ($1.3B planned for 2026); declared common dividend of $0.205 per share; ROTCE 15.11%.

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