Earnings summaries and quarterly performance for KEYCORP /NEW/.
Executive leadership at KEYCORP /NEW/.
Board of directors at KEYCORP /NEW/.
AC
Alexander Cutler
Detailed
Lead Independent Director
BS
Barbara Snyder
Detailed
Director
CH
Carlton Highsmith
Detailed
Director
DW
David Wilson
Detailed
Director
DR
Devina Rankin
Detailed
Director
EG
Elizabeth Gile
Detailed
Director
JA
Jacqueline Allard
Detailed
Director
JD
James Dallas
Detailed
Director
RH
Richard Hipple
Detailed
Director
RT
Richard Tobin
Detailed
Director
RH
Robin Hayes
Detailed
Director
RA
Ruth Ann Gillis
Detailed
Director
SK
Somesh Khanna
Detailed
Director
TV
Todd Vasos
Detailed
Director
Research analysts who have asked questions during KEYCORP /NEW/ earnings calls.
Ebrahim Poonawala
Bank of America Securities
4 questions for KEY
Also covers: , BK, BMO +31 more
MG
Manan Gosalia
Morgan Stanley
4 questions for KEY
Also covers: CADE, CFG, CFR +16 more
JP
John Pancari
Evercore ISI
3 questions for KEY
Also covers: ALLY, BFH, CFG +18 more
Bill Carcache
Wolfe Research, LLC
2 questions for KEY
Also covers: BFH, CMA, COF +10 more
BF
Brian Foran
Truist Financial
2 questions for KEY
Also covers: AXP, CMA, COF +6 more
Erika Najarian
UBS
2 questions for KEY
Also covers: AXP, BAC, C +14 more
MO
Matthew O'Connor
Deutsche Bank
2 questions for KEY
Also covers: BAC, C, CFG +11 more
MM
Michael Mayo
Wells Fargo
2 questions for KEY
Also covers: BAC, BK, C +10 more
Christopher McGratty
Keefe, Bruyette & Woods
1 question for KEY
Also covers: ASB, BAC, BANC +34 more
Gerard Cassidy
RBC Capital Markets
1 question for KEY
Also covers: BAC, BK, BPOP +14 more
KU
Ken Usdin
Autonomous Research
1 question for KEY
Also covers: BAC, BK, C +12 more
LE
L. Erika Penala
UBS
1 question for KEY
Also covers: AXP, BAC, CFG +9 more
MO
Matt O'Connor
Deutsche Bank
1 question for KEY
Also covers: BAC, CFG, HBAN +7 more
MM
Mike Mayo
Wells Fargo
1 question for KEY
Also covers: BAC, BK, C +11 more
Nathan Stein
Deutsche Bank
1 question for KEY
Also covers: CFG, HBAN, HLI +1 more
PW
Peter Winter
D.A. Davidson
1 question for KEY
Also covers: BFIN, BOKF, CFG +12 more
RS
R. Scott Siefers
Piper Sandler Companies
1 question for KEY
Also covers: ASB, CFG, FITB +6 more
Ryan Nash
Goldman Sachs & Co.
1 question for KEY
Also covers: ALLY, AXP, CFG +7 more
Thomas Leddy
RBC Capital Markets
1 question for KEY
Also covers: BK, BPOP, FITB +2 more
Recent press releases and 8-K filings for KEY.
KeyCorp reports Q4 2025 results
KEY
Earnings
Guidance Update
Share Buyback
- Q4 EPS was $0.43, or $0.41 adjusted, up 8% YoY; revenue (taxable equivalent) totaled $2,005 MM (+12% YoY), with net interest income of $1,223 MM (+15% YoY) and NIM up 7 bps QoQ to 2.82%.
- Common Equity Tier 1 ratio stood at 11.7%, above its 9.5–10% target, with a marked CET1 ratio of 10.3% flat QoQ.
- Repurchased $200 MM of common stock in Q4, ~2× its initial target, and plans $1.2 Bn of share buybacks in 2026.
- FY2026 guidance calls for revenue up ~7%, net interest income up 8–10%, and an exit NIM of 3.00–3.05%.
5 days ago
KeyCorp reports Q4 2025 results
KEY
Earnings
Guidance Update
Share Buyback
- EPS of $0.43, revenue over $2 billion (+12% YoY adj) and expenses +2%; NII up 15% YoY, with asset quality improving (net charge-offs 39 bps)
- Full-year revenue +16% YoY; NII +23%, fee income +7.5% vs. 2024; expenses +4.6% delivering ~1,200 bps of operating leverage and net charge-offs at 41 bps
- Marked CET1 ratio at 10.3% (11.7% reported); repurchased $200 million of stock at $18/share in Q4 and plans ≥$300 million in Q1 2026 and ≥$1.2 billion for 2026
- 2026 guidance: revenue +7%; NII +8–10%; non-interest income +3–4% (or +5–6% adj); expenses +3–4% implying ~300–400 bps operating leverage; avg loans +1–2%; net charge-offs 40–45 bps
- Strategic priorities include record AUM of $70 billion, strong investment banking pipelines, $1 billion in tech investment, and board nominees Tony DeSpirito & Chris Henson
5 days ago
KeyCorp reports Q4 2025 results
KEY
Earnings
Guidance Update
Share Buyback
- KeyCorp reported Q4 EPS of $0.43 and adjusted revenue above $2 billion (+12% YoY) while expenses rose 2%.
- Full-year revenue reached a record, up 16% YoY; net interest income and fee revenue outperformed guidance, driving 1,200 bps of operating leverage and 44% PP&R growth.
- The bank repurchased $200 million of stock in Q4 (double its commitment) and plans at least $300 million of buybacks in Q1 2026, ending the quarter with a CET1 ratio of 10.3%.
- Management forecasts high single-digit revenue growth in 2026 with expenses growing at about half that pace, targets NIM of 3%+ by Q4 2026 and 3.25%+ by Q4 2027, and reaffirms a 15%+ return on tangible common equity by end-2027.
5 days ago
KeyCorp reports Q4 2025 results
KEY
Earnings
Guidance Update
Share Buyback
Board Change
- In Q4, KeyCorp delivered EPS of $0.43, revenue above $2 billion (+12% YoY) and expense growth of 2%; repurchased $200 million of stock and ended with a marked CET1 ratio of 10.3%.
- For FY2025, the bank posted record revenue (+16%), net interest income growth of 23%, expenses up 4.6%, achieving ~1,200 bps of operating leverage and 44% PP&R growth.
- 2026 guidance includes 7% revenue growth (NII +8–10%, adjusted non-interest income +5–6%), expenses up 3–4% (implying 300–400 bps of operating leverage), 1–2% average loan growth, 40–45 bps net charge-off ratio, and a 22–23% tax rate.
- Governance and capital plan updates: board will add Tony DeSpirito and Chris Henson; Todd Vassos becomes lead independent director; retirements announced; Key plans $300 million of buybacks in Q1 and $1.2 billion in 2026, targeting CET1 of 9.5–10% by year-end.
5 days ago
KeyCorp reports Q4 2025 earnings
KEY
Earnings
Share Buyback
- KeyCorp posted Q4 2025 net income of $474 million ($0.43 per diluted share; adjusted net income of $458 million, or $0.41 per diluted share).
- Fourth-quarter revenue was $2.005 billion, up 6% sequentially, with net interest income of $1.223 billion and net interest margin expanding to 2.82%.
- Credit quality improved: nonperforming assets declined 6% quarter-over-quarter and the net charge-off ratio narrowed to 0.39%.
- Capital position remained strong with a Common Equity Tier 1 ratio of 11.7% and $200 million of common shares repurchased in the quarter.
6 days ago
KeyCorp reports Q4 2025 net income of $474 million
KEY
Earnings
Share Buyback
- KeyCorp posted net income from continuing operations of $474 million ( $0.43 per diluted share ) and adjusted net income of $458 million ( $0.41 per diluted share ).
- Revenue for Q4 was $2.0 billion, contributing to a record full-year of $7.5 billion, up 16% YoY on an adjusted basis.
- Net interest income rose 3% QoQ, with net interest margin expanding to 2.82% (+7 bps).
- The bank maintained robust capital with a Common Equity Tier 1 ratio of 11.7% and repurchased $200 million of common shares in the quarter.
6 days ago
KeyCorp adviser Greenbacker sells 237 MW solar portfolio to Altus Power
KEY
M&A
New Projects/Investments
- Greenbacker sold a 237 MW portfolio of solar generation and storage assets spanning over 100 projects in 18 states to Altus Power, advancing its shift toward larger utility-scale renewables.
- The transaction builds on Greenbacker’s earlier 51 MW distributed solar sale in 2025 as part of its disciplined non-core asset divestiture strategy.
- Greenbacker secured nearly $1 billion financing for its 674 MWdc utility-scale New York solar farm—poised to be the state’s largest upon its late-2026 completion.
- KeyBanc Capital Markets Inc., KeyCorp’s corporate and investment banking arm, acted as exclusive financial advisor on the deal.
Jan 13, 2026, 3:04 PM
KEY Investment Partners acquires BellRock Brands portfolio
KEY
M&A
New Projects/Investments
Management Change
- KEY Investment Partners has purchased BellRock Brands out of receivership, securing all brand assets and providing working capital to refocus and revitalize the business under the new company MM Brands.
- The acquisition includes major cannabis and hemp-infused consumer packaged goods brands such as Dixie Elixirs, Rebel Coast, Défoncé and the Mary’s family of brands (Medicinals, Nutritionals, Tails).
- Joe Bayern, former Curaleaf CEO with over 20 years of leadership in CPG and cannabis, will serve as incoming CEO of MM Brands.
- MM Brands products are currently available in 11 U.S. markets, and the investment is positioned to capitalize on the potential federal rescheduling of cannabis and growing consumer wellness trends.
Jan 12, 2026, 12:00 PM
KeyCorp lowers its prime lending rate to 6.75%
KEY
- KeyCorp and its banking affiliates lowered their prime lending rate to 6.75% from 7.00%, effective Dec. 11, 2025.
- As of Sept. 30, 2025, KeyCorp held $187 billion in total assets.
- The bank operates about 1,000 branches and 1,200 ATMs across 15 states.
- Offers deposit, lending, cash management, and investment services to individuals and businesses, plus corporate and investment banking products under KeyBanc Capital Markets.
Dec 10, 2025, 8:03 PM
KeyCorp projects record 2025 revenue and outlines capital return plan
KEY
Guidance Update
Share Buyback
- Record revenue expected in 2025, with full-year adjusted total revenue growth of 15%+ YoY and net interest income up 22%+ (TE).
- Strong capital position, marked Common Equity Tier 1 of 10.3% in 3Q25 (adjusted), and ~$800 MM remaining on share repurchase authorization after ~$200 MM repurchased in 4Q25.
- On pace to meet or exceed all FY targets while making meaningful franchise investments; no depository institution acquisitions planned.
- ROTCE trajectory improving, at a 12.5% run rate in 3Q25 with a long-term target of 16–19% by end-2027.
Dec 9, 2025, 1:40 PM
Quarterly earnings call transcripts for KEYCORP /NEW/.
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