Recent 8-K filings for KEY

• June 3, 2026, 5:12 PM ET other materiality 0.20 neutral item 8.01item 9.01

  KeyCorp recasts 2025 segment data to reflect interest rate risk reallocation; no change to consolidated results

  Effective Jan 1, 2026: segment reporting moves centrally managed interest rate risk to Other segment.

• May 29, 2026, 5:12 PM ET earnings materiality 0.70 positive item 7.01item 9.01

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

  1Q26 diluted EPS $0.44, up 33% YoY; net interest income $1,230M, up 11% YoY.

• May 14, 2026, 4:02 PM ET other material materiality 0.75 positive item 5.02item 5.07item 8.01item 9.01

  KeyCorp launches $3.0B share buyback, declares $0.205 quarterly dividend

  Board authorized $3.0B common share repurchase program, replacing existing $1.0B authorization (~$280M remaining).

• April 16, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  KeyCorp Q1 net income $0.44/diluted share, up 33% YoY; revenue up 10%

  Net income $486M ($0.44 diluted EPS), up 33% YoY from $0.33; revenue $1.95B (+10% YoY).

• March 2, 2026, 6:59 PM ET leadership materiality 0.45 negative item 5.02item 9.01

  KeyCorp CIO Amy G. Brady resigns effective March 2 due to health; will assist transition through May 31

  Amy G. Brady steps down as Chief Information Officer on March 2, 2026, citing personal health considerations.

• February 9, 2026, 6:59 PM ET other material materiality 0.55 positive item 7.01item 9.01

  KeyCorp commercial bank revenue $1.04B in 2025, deposits $58.1B, targets double-digit payments growth

  Commercial banking revenue (excl. securities/swaps) grew 26% to $1.04B in 2025 from $823M in 2019.

• January 28, 2026, 6:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  KeyCorp issues $750M of 5.305% Fixed-to-Floating Senior Notes due 2037

  Issued $750M aggregate principal of 5.305% Fixed-to-Floating Rate Senior Medium Term Notes, Series S.

• January 20, 2026, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 5.02item 8.01item 9.01

  KeyCorp Q4 net income $474M ($0.43 EPS); board adds DeSpirito, Henson

  Q4 net income $474M ($0.43 diluted EPS); adjusted net income $458M ($0.41).

• January 16, 2026, 6:59 PM ET leadership materiality 0.30 neutral item 5.02

  KeyCorp director David K. Wilson retires for health reasons; board reduced to 14

  David K. Wilson retired from KeyCorp Board effective January 13, 2026, citing personal health reasons.

• December 23, 2025, 6:59 PM ET other materiality 0.20 neutral item 8.01item 9.01

  KeyCorp files prospectus supplement to register 161.97M common shares issued to Bank of Nova Scotia

  Prospectus supplement registers 161,968,762 common shares issued to BNS under August 2024 Investment Agreement.

• December 9, 2025, 6:59 PM ET other material materiality 0.10 neutral item 7.01item 9.01

  KeyCorp posts investor presentation for Goldman Sachs conference; no material details available

  CEO Chris Gorman presented at Goldman Sachs 2025 U.S. Financial Services Conference on December 9, 2025.

• November 25, 2025, 6:59 PM ET debt materiality 0.20 neutral item 8.01item 9.01

  KeyBank to redeem all outstanding 4.700% Senior Bank Notes due Jan 2026 on Dec 29

  Redemption of all 4.700% Fixed Rate Senior Bank Notes (CUSIP 49327M3G7) due January 26, 2026.

• November 5, 2025, 6:59 PM ET other material materiality 0.75 positive item 7.01item 9.01

  KeyCorp consumer bank outlines $88B deposits, $68B AUM; targets $100B AUM by 2030

  Consumer deposits $88B, loans $35B; revenue $3.6B TTM; net charge-off ratio 0.12% YTD vs peer median 0.48%.

• October 16, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  KeyCorp Q3 net income $454M ($0.41 EPS); revenue up 17% YoY adjusted; NIM expands to 2.75%

  GAAP EPS $0.41 vs $(0.47) loss last year; adjusted EPS $0.41 vs $0.30 last year.

• September 26, 2025, 7:59 PM ET other material materiality 0.70 positive item 7.01item 9.01

  KeyCorp reports 1H25 EPS up 47% YoY; targets NIM above 3.25% medium-term

  1H25 diluted EPS $0.69 (+47% YoY); revenue $3.6B (+18%) on NII growth of 26%.

• July 22, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  KeyCorp Q2 2025 EPS $0.35, revenue up 21% YoY; NIM expands to 2.66%

  Net income $387M ($0.35 diluted EPS) vs. $237M ($0.25) in Q2 2024; revenue $1.84B (+21% YoY).

• June 10, 2025, 7:59 PM ET other material materiality 0.60 positive item 7.01

  KeyCorp highlights commercial banking growth at Morgan Stanley conference; deposits up 38% since 2019

  Middle Market avg ROE 17-20% over FY2022-2024; Commercial Payments revenue CAGR 10% over 5 years.

• May 19, 2025, 7:59 PM ET other materiality 0.20 neutral

  KeyCorp shareholders elect all 15 director nominees, ratify auditor, approve say-on-pay at 2025 annual meeting

  All 15 director nominees received majority support; broker non-votes totaled ~84.5M per nominee.

• April 17, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  KeyCorp Q1 net income $370M, EPS $0.33; revenue up 16% YoY, NIM expands to 2.58%

  Net income $370M ($0.33 diluted EPS) vs $183M ($0.20) YoY; adjusted EPS $0.33 vs $0.22 YoY.

• March 13, 2025, 7:59 PM ET other material materiality 0.70 positive item 8.01item 9.01

  KeyCorp authorizes $1.0B share repurchase program, to begin in H2 2025

  Board authorized up to $1.0 billion in common share repurchases via open market or private transactions.

• March 4, 2025, 6:59 PM ET debt materiality 0.50 neutral item 8.01item 9.01

  KeyCorp issues $750M in 5.121% Fixed-to-Floating Senior Notes due 2031

  $750M aggregate principal of 5.121% Fixed-to-Floating Rate Senior Medium Term Notes (Series S) issued.

• January 21, 2025, 6:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  KeyCorp Q4 2024 GAAP net loss $279M, adjusted EPS $0.38; CET1 rises to 12%

  Q4 GAAP net loss $(279)M, $(0.28)/share; adjusted net income $378M, $0.38/share.

• January 3, 2025, 6:59 PM ET other material materiality 0.25 neutral item 5.02

  KeyCorp amends 8-K to correct compensation awards for Paine and Mago

  Corrected target grant values: Paine $2,613,551; Mago $1,982,688.

• December 31, 2024, 6:59 PM ET other material materiality 0.75 positive item 8.01item 5.02item 9.01

  KeyCorp closes $2B Scotiabank tranche; now 14.9% owned; books $700M securities repositioning loss

  Scotiabank completed $2.0B purchase of KeyCorp common stock, now owns 14.9% of outstanding shares.

• December 13, 2024, 6:59 PM ET other material materiality 0.70 positive item 8.01item 9.01

  KeyCorp receives regulatory approval for Scotiabank's ~10% minority investment, expected to close in 2024

  Federal Reserve approved Scotiabank's remaining ~10% stake; total investment now cleared.

• October 17, 2024, 7:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01

  KeyCorp Q3 GAAP net loss $(0.47)/share; adjusted EPS $0.30; receives $821M Scotiabank tranche

  GAAP net loss $(447)M ($(0.47)/diluted) vs. prior Q $0.25; includes $(737)M after-tax securities repositioning charge.

• September 9, 2024, 7:59 PM ET other material materiality 0.85 negative item 8.01

  KeyCorp sells $7B low-yield securities, expects $700M after-tax loss in Q3 2024

  Sold ~$7.0B of low-yielding investment securities in a strategic repositioning.

• August 30, 2024, 7:59 PM ET M&A materiality 0.70 positive item 8.01item 9.01

  Scotiabank completes $0.8B initial KeyCorp investment; owns 4.9% of common stock

  Initial purchase of $0.8B at $17.17/share completed; Scotiabank now holds 4.9% of KeyCorp common.

• August 13, 2024, 7:59 PM ET other material materiality 0.75 positive item 1.01item 3.02item 9.01

  KeyCorp enters $2.8B investment deal with Scotiabank for up to 14.9% stake at $17.17/share

  Scotiabank to purchase KeyCorp common shares at $17.17 each for aggregate ~$2.8B across two closings.

• August 12, 2024, 7:59 PM ET M&A materiality 0.85 positive item 7.01item 9.01

  Scotiabank to invest ~$2.8B in KeyCorp at $17.17/share; 14.9% stake; pro forma CET1 12.4%

  Scotiabank will invest ~$2.8B in KeyCorp at $17.17/share for ~14.9% pro forma common ownership.

• July 18, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  KeyCorp Q2 2024 net income $237M ($0.25 EPS); deposits up 5% YoY

  Net income from continuing operations $237M ($0.25 diluted EPS) vs $250M ($0.27) year ago.

• May 10, 2024, 7:59 PM ET other material materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×4

  KeyCorp shareholders re-elect all 13 directors, ratify EY, reject independent chair

  All 13 director nominees elected; CEO Christopher M. Gorman received 652.4M for, 43.5M against.

• April 18, 2024, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  KeyCorp Q1 2024 net income $183M ($0.20 EPS); noninterest income up 6% YoY

  Net income $183M, EPS $0.20, vs $275M ($0.30) YoY; includes $0.02 FDIC special assessment.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event other_material

17 positive 2 negative 14 neutral

source · KEY on sec.gov