KeyCorp reports 1Q26 diluted EPS $0.44, NII up 11% YoY; targets 3.25%+ NIM by 4Q27

KEYCORP /NEW/

2026-Q1 EPS reported $0.44 vs consensus $0.42 ▲ beat (+5.8%)

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.

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