Keycorp /NEW/

Market Movers (8-K)

NYSE
KeyCorp announced a 26% year-over-year increase in net income for the second quarter of 2026, reaching $472 million, or $0.44 per diluted common share, driven by revenue growth and margin expansion.
Better than expected
NYSE
KeyCorp announced an update to its Medium-Term Note Program, allowing for the issuance of Senior and Subordinated Medium-Term Notes.
Capital raise
NYSE
KeyCorp is filing a Form 8-K to recast segment financial information from its 2025 10-K to reflect a change in segment reporting for centrally managed interest rate risk.
NYSE
KeyCorp outlines its strategic growth initiatives, capital deployment plans, and financial outlook in a June 2026 investor presentation.
NYSE
KeyCorp's Board of Directors declared quarterly dividends and authorized a new $3.0 billion share repurchase program, replacing the existing authorization.
NYSE
KeyCorp reported first quarter 2026 net income of $486 million, or $0.44 per diluted share, driven by 10% year-over-year revenue growth.

Quarterly Earnings (10-Q)

NYSE
KeyCorp announced its first quarter 2026 financial results, reporting a net income of $486 million, or $0.44 per diluted share, marking an increase from the prior year period.
NYSE
KeyCorp announced robust third-quarter 2025 results, with net income and diluted EPS rising significantly, driven by strong net interest income and fee-based business growth.
Delay expected
Better than expected
NYSE
KeyCorp reports a significant increase in net income and improved capital ratios for the second quarter of 2025, driven by strategic fee businesses and disciplined risk management.
Better than expected
Delay expected
NYSE
KeyCorp announced a net income of $370 million for Q1 2025, driven by growth in net interest income and record investment banking fees.
NYSE
KeyCorp's Q3 results show a net loss due to a strategic securities repositioning, but also highlight growth in client deposits and a strong capital position.
Worse than expected
Capital raise
NYSE
KeyCorp's second quarter 2024 results show a decrease in net interest income due to lower loan balances and higher funding costs, despite growth in client deposits and assets under management.
Worse than expected

Annual Reports (10-K)

NYSE
KeyCorp reported record total revenue in 2025, driven by significant growth in net interest income and fee revenue, while maintaining a strong capital position and improving credit quality.
Delay expected
Better than expected
NYSE
KeyCorp's 2024 results reflect strategic repositioning trades aimed at enhancing future earnings, with net interest income down but fee growth exceeding expectations.
Capital raise
NYSE
KeyCorp's 10-K filing details the company's capital structure, including common and preferred stock, and outlines governance and regulatory compliance.
Worse than expected

Insider Trading (Form 4)

NYSE
Mohit Ramani, Chief Risk Officer of Keycorp /New/, sold 25,000 shares of common stock on July 22, 2026 for $22.74 per share.
NYSE
Bank of Nova Scotia reports a disposition of KeyCorp common shares under an investment agreement, impacting its beneficial ownership.
NYSE
KeyCorp Director Alexander M. Cutler acquired 26,893 common shares through a deferred share transaction on July 1, 2026.
NYSE
KeyCorp Director Todd J. Vasos reported a transaction involving deferred shares, acquiring 27,385 units equivalent to common shares.
NYSE
KeyCorp Director Barbara R. Snyder reported transactions involving deferred shares converted into common shares, reflecting her participation in compensation plans.
NYSE
KeyCorp Director Todd J. Vasos reported a transaction related to the Directors' Deferred Share Sub-Plan, converting deferred fees into 1,843 deferred shares.

Proxy Statements (Def-14A)

NYSE
KeyCorp announces its 2026 Annual Meeting of Shareholders, seeking approval for director elections, auditor ratification, executive compensation, and a new equity compensation plan, following a strong 2025 performance.
Capital raise
NYSE
KeyCorp urges shareholders to support its executive compensation plan, despite negative recommendations from proxy advisors regarding Capital & Earnings Improvement Awards granted to the executive team.
NYSE
KeyCorp's annual shareholder meeting will be held virtually on May 15, 2025, and proxy materials are now available online.
NYSE
KeyCorp's 2025 proxy statement outlines proposals for the annual shareholder meeting, including director elections, auditor ratification, and executive compensation approval.
NYSE
KeyCorp's 2024 proxy statement outlines proposals for the annual shareholder meeting, including director elections, auditor ratification, executive compensation, and a shareholder proposal regarding board leadership structure.
Worse than expected

Schedule 13D - Activist Investments

NYSE
The Bank of Nova Scotia has finalized its two-tranche equity investment in KeyCorp, acquiring a 14.93% beneficial ownership stake and gaining two seats on KeyCorp's board of directors.
Capital raise

Schedule 13G - Passive Investments

NYSE
Vanguard Capital Management has disclosed beneficial ownership of 75,581,332 shares, representing 7.04% of KeyCorp's common stock as of March 31, 2026.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting zero beneficial ownership in KeyCorp common stock following an internal realignment.
NYSE
T. Rowe Price Associates, Inc. has reported a 5.3% beneficial ownership stake in KeyCorp's common stock as of September 30, 2025.
NYSE
BlackRock, Inc. has filed an amended Schedule 13G, revealing its continued passive beneficial ownership of 7.9% of KeyCorp's common stock as of March 31, 2025.