Company facts
- Industry
- National Commercial Banks
- Headquarters
- Cleveland, Ohio
- Most recent report
- 10-Q, filed Nov 3, 2026
- Incorporated
- Ohio
- Filings on record
- 1,000+ filings
- On EDGAR
- CIK 91576
- Fiscal year ends
- December
- Filer status
- Large accelerated filer
Financials 8 of 35
News 8 of 105
Prospectuses and Registrations 8 of 52
- 424B5 Prospectus supplement for an offering Oct 28, 2026
- FWP Free writing prospectus Oct 27, 2026
- 424B5 Prospectus supplement for an offering Oct 27, 2026
- S-3/A Shelf registration statement, amended Jun 22, 2026
- 424B5 Prospectus supplement for an offering Jun 10, 2026
- S-3 Shelf registration statement Jun 5, 2026
- S-3ASR Automatic shelf registration Jun 5, 2026
- S-8 POS Post-effective amendment to an employee plan registration May 14, 2026
Proxies 8 of 15
- DEFA14A Extra proxy material Mar 27, 2026
- DEF 14A Proxy statement for a shareholder vote Mar 27, 2026
- DEFA14A Extra proxy material May 7, 2025
- DEFA14A Extra proxy material Mar 28, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 28, 2025
- DEF 14A Proxy statement for a shareholder vote Mar 22, 2024
- DEF 14A Proxy statement for a shareholder vote Mar 24, 2023
- DEFA14A Extra proxy material Apr 25, 2022
Ownership 8 of 773
- 4 Insider reported a trade Nov 2, 2026
- 4/A Insider reported a trade, amended Nov 2, 2026
- 4 Insider reported a trade Oct 29, 2026
- 144 Notice of a proposed sale of restricted stock Oct 28, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
- 4 Insider reported a trade Oct 2, 2026
Other 8 of 20
- 11-K Employee stock plan report Jun 25, 2026
- EFFECT Notice that a registration became effective Jun 24, 2026
- ARS Annual report sent to shareholders Mar 27, 2026
- 424B7 Dec 23, 2025
- 11-K Employee stock plan report Jun 30, 2025
- ARS Annual report sent to shareholders Mar 28, 2025
- 11-K Employee stock plan report Jun 27, 2024
- ARS Annual report sent to shareholders Mar 22, 2024
What to read: Sep 2026 10-Q
SECSift found 3 of 11 sections worth reading, with 9 positive, 12 notable, and 0 negative flags.
Management's Discussion (Item 2)
Full MD&A with detailed financial results, outlook, and risk management.Positive- Net income from continuing operations was $537M in Q3 2026, up from $453M in Q3 2025.
- Assets Under Management reached $74.5B in Q3 2026, up 9.7% year-over-year.
- Net charge-offs were 32 bps in Q3 2026, down from 42 bps in Q3 2025.
- KeyCorp repurchased $320M of common shares in Q3 2026, on pace for $1.3B in 2026.
- Full-year 2026 net interest income outlook raised to up ~10% (previously 9-11%).
- Full-year 2026 net charge-off outlook tightened to 37-39 bps from 40-45 bps.
- Net interest income (TE) rose $115M to $1.31B in Q3 2026; net interest margin increased 20 bps to 2.95%.
- Average commercial loans grew $7.7B in Q3 2026 vs Q3 2025, driven by commercial and industrial loans.
Notable- Provision for credit losses fell to $61M in Q3 2026 from $107M in Q3 2025, driven by reserve releases.
- Personnel expense increased 9.8% in Q3 2026 vs Q3 2025, driven by merit increases and higher headcount.
- Commercial Bank net income rose 17.3% to $516M in Q3 2026; Consumer Bank net income was flat at $211M.
- Transferred ~$2.0B of mortgage-backed securities from AFS to HTM in October 2026, with $44M pretax unrealized losses.
- Uninsured deposits were $70.5B at September 30, 2026, or 46% of total deposits, up from 44% a year ago.
- Board authorized a new $3.0B share repurchase program in May 2026, replacing the prior $1.0B authorization.
- KeyCorp's tangible common equity to tangible assets ratio fell to 6.9% at September 30, 2026 from 8.4% at December 31, 2025.
- KeyCorp established a new $15.0B Medium-Term Note Program in June 2026.
- Key refined its CECL allowance estimation to use three probability-weighted economic scenarios.
Financial Statements (Item 1)
Financial statements and notes with material balance-sheet and credit-quality details for Q3 2026.Unregistered Sales and Repurchases (Item 2)
New $3.0B buyback authorization and $320M in Q3 2026 repurchases disclosed.
What changed: Sep 2026 vs. Jun 2026
About 3% of KEY's Sep 2026 10-Q is new information. 22 paragraphs were added, 307 changed, and 30 removed. Below are the most important lines SECSift identified.
Changed
- Q3 2026 average price paid was $22.57 vs Q2 2026 average of $21.95.
- Remaining buyback authorization fell to $2.46B at Sep 30, 2026 from $2.78B at Jun 30, 2026.
- Exhibit 101 now references the quarterly period ended September 30, 2026, up from June 30, 2026.
- Exhibit 104 now references the quarterly period ended September 30, 2026, up from June 30, 2026.
- Q3 2026 table covers July–September; prior table covered April–June 2026.
- Consolidated Balance Sheets page moved from 44 to 46.
- Consolidated Statements of Changes in Equity page moved from 47 to 49.
- Consolidated Statements of Comprehensive Income page moved from 46 to 48.
- Consolidated Statements of Income page moved from 45 to 47.
- Financial Statements page moved from 44 to 46.
Everything here comes from Keycorp's own filings on SEC EDGAR. The filing list is rechecked every hour. SECSift analysis was completed on Nov 3, 2026, from the 10-Q for Sep 2026.