AI brief of an SEC Form 8-K · KeyCorp (KEY)

KeyCorp Q3 net income rises to $537 million; diluted EPS up 24% from a year ago

Positive Impact 3 of 5 earnings

KeyCorp reported third quarter 2026 net income from continuing operations attributable to common shareholders of $537 million, or $0.51 per diluted share, up from $454 million, or $0.41, in the third quarter of 2025. Total revenue reached $2.04 billion, up 8% year over year, and net loan charge-offs fell to $89 million from $114 million a year earlier. The company also repurchased $320 million of common shares during the quarter, which supports per-share earnings for shareholders.

Key points

  • Net income of $537 million, or $0.51 per diluted share, versus $472 million, or $0.44, in the second quarter of 2026
  • Total revenue of $2.04 billion, up 8.4% year over year; net interest margin of 2.95%
  • Share repurchases of $320 million in the quarter; Common Equity Tier 1 ratio of 11.1% at September 30, 2026 (estimated)
  • Nonperforming loans of $618 million at September 30, 2026, down from $809 million at June 30, 2026

The filing

CompanyKeyCorp (KEY)
Form8-K, current report
Filed with the SECOct 20, 2026, 6:30 AM ET
Accession number0000091576-26-000020

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 7, 2026, 11:17 PM ET, from the text of the filing and its press-release exhibits only.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.