KeyCorp lifts FY2026 revenue, NII, fee-income guidance at Barclays conference

KEYCORP /NEW/

FY2026 revenue now up ~8% YoY (prior 7-8%); NII up 9-11%; adjusted noninterest income up 6-7% (prior 5-6%).
Average loans up 4-5%; average commercial loans up 8-10%; NCOs guided 40-45 bps of average loans.
4Q exit NIM guided to 3.00-3.05%; ROTCE 9.5-10%; marked CET1 3.25%+ (15%+ total capital).
Adjusted noninterest expense up ~4% (prior 3-4%); GAAP tax rate ~22%, tax-equivalent ~23%.
CFO Clark Khayat presented Sept 14, 2026 at Barclays Global Financial Services Conference; slides on KeyCorp IR site.

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