KEYCORP /NEW/ — Form 8-K
Filed July 21, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 48/100
What the filing says
KeyCorp reported Q2 2026 net income of $472M ($0.44/diluted share), up 26% YoY. Revenue grew 7% YoY to $1.96B (taxable-equivalent basis); NII up 9% YoY to $1.26B with NIM of 2.89% (+2 bps QoQ). Loans grew $2.1B sequentially in C&I; deposits stable. Board authorized $3B share repurchase program; company repurchased $341M in Q2 at avg $21.95/share. Capital strong: CET1 11.2%, tangible book value +6% YoY. Raised FY2026 guidance: NII now +9–11% (prior +9–10%); avg commercial loans +8–10% (prior +6–8%).
Why this rating
Solid earnings beat, revenue growth, and capital return are good. Loan growth and NIM expansion offset modest credit cost rise. Guidance raise meaningful. Moderate sized event relative to $19.4B market cap.
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