---
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"
generated_at: "2026-09-14T12:00:31.770006+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 7.01, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001628280-26-061680
- JSON: https://secwatch.observer/filing/0001628280-26-061680.json
- Plain text: https://secwatch.observer/filing/0001628280-26-061680.txt

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