KEYCORP /NEW/ — Form 8-K
Filed September 14, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 28/100
What the filing says
At the Barclays Global Financial Services Conference on September 14, 2026, CFO Clark Khayat raised FY2026 operating revenue guidance from 7–8% to ~8% growth (FY25 baseline: $7,513M) and noninterest income from 3–4% to 4–5% growth (FY25 baseline: $2,842M). Net interest income guidance improved to 9–11% growth (vs. prior ~9%, FY25 baseline: $4,671M), driven by ~$1–2B average earning asset growth from 2Q26. Adjusted noninterest expense guidance increased from 3–4% to ~4% growth. Net interest margin 4Q exit rate targeted at 3.00–3.05%. ROTCE guidance maintained at 9.5–10%; CET1 ratio 3.25%+ marked; average loan growth 4–5%, commercial loans 8–10%.
Why this rating
Modest guidance raises on mid-sized components of a $19.4B market-cap bank; routine investor conference update with normalized performance outlook.
See more from September 14, 2026.
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