---
schema_version: "secwatch.filing_event.v1"
accession: "0001628280-26-039245"
form_type: "8-K"
ticker: "KEY"
cik: "0000091576"
company_name: "KEYCORP /NEW/"
filed_at: "2026-05-29T21:12:12+00:00"
generated_at: "2026-05-29T21:18:13.314305+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0001628280-26-039245
- form_type: 8-K
- ticker: KEY
- cik: 0000091576
- company_name: KEYCORP /NEW/
- filed_at: 2026-05-29T21:12:12+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/91576/000162828026039245/0001628280-26-039245-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/91576/000162828026039245/key-20260529.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-039245
- JSON: https://secwatch.observer/filing/0001628280-26-039245.json
- Plain text: https://secwatch.observer/filing/0001628280-26-039245.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.