Recent 8-K filings for KEY

• 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).

• 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).

• 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.

• 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.

• 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.

• 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.

• 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