{"schema_version":"secwatch.filing_event.v1","accession":"0001628280-26-061680","form_type":"8-K","ticker":"KEY","cik":"0000091576","company_name":"KEYCORP /NEW/","filed_at":"2026-09-14T11:56:54+00:00","discovered_at":"2026-09-14T12:00:03.729312+00:00","generated_at":"2026-09-14T12:00:31.770006+00:00","sec_items":["7.01","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"confidence":"high","headline":"KeyCorp lifts FY2026 revenue, NII, fee-income guidance at Barclays conference","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0001628280-26-061680","json":"https://secwatch.observer/filing/0001628280-26-061680.json","markdown":"https://secwatch.observer/filing/0001628280-26-061680.md","text":"https://secwatch.observer/filing/0001628280-26-061680.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/91576/000162828026061680/0001628280-26-061680-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/91576/000162828026061680/key-20260914.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-09-14T12:00:31.770006+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}