secwatch.observer — SEC 8-K summary
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Issuer:     KEYCORP /NEW/ (KEY)
CIK:        0000091576
Form:       8-K
Filed at:   2026-09-14T11:56:54+00:00
Accession:  0001628280-26-061680
Event type: earnings
Sentiment:  positive
Materiality: 0.65
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/91576/000162828026061680/0001628280-26-061680-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/91576/000162828026061680/key-20260914.htm
  HTML page:      https://secwatch.observer/filing/0001628280-26-061680

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer