Welcome to our dedicated page for Keycorp SEC filings (Ticker: KEY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
KeyCorp filings document the reporting, governance, and capital structure of a bank-based financial services company with common shares listed under KEY and multiple series of depositary preferred shares. Its 8-K filings include operating results, supplemental earnings materials, investor presentation disclosures, executive and board changes, and other material events.
Regulatory filings also cover proxy matters, director elections, executive compensation, shareholder voting items, and board structure. Capital-structure disclosures include registered securities, preferred stock depositary shares, senior medium-term notes, Form S-3 registration activity, and prospectus supplements tied to securities offerings.
KeyCorp furnished an investor presentation outlining recent performance, balance sheet strength, and multi‑year targets. For 1Q26, diluted EPS from continuing operations was $0.44, up from $0.33 a year earlier, with net interest income of $1.23 billion and total taxable‑equivalent revenue of $1.95 billion, both up double digits year over year.
The bank highlighted a sticky, relationship‑driven deposit base, with $148 billion in deposits, a loan‑to‑deposit ratio of 75%, and a 10‑year average net charge‑off ratio of 0.30%. Credit metrics remain solid, including 1Q26 net charge‑offs of 0.38% of average loans and nonperforming assets of 0.63% of loans plus OREO.
Capital levels are described as peer‑leading, with a 1Q26 Common Equity Tier 1 ratio of 11.4% and a marked CET1 ratio of 10.0%. The board authorized a new $3.0 billion share repurchase program, and management plans at least $1.3 billion of repurchases in 2026. Guidance calls for 2026 net interest income growth of 9–10%, total revenue growth of about 7%, and progress toward a net interest margin above 3.25% and return on tangible common equity above 15% by 4Q27.
Bank of Nova Scotia, a major shareholder of KeyCorp, reported a routine disposition of common shares back to the company. On the reported date, it disposed of 162,692 common shares at $21.25 per share in a transaction classified as a disposition to the issuer rather than an open-market sale.
Following this transaction, Bank of Nova Scotia held 158,723,874 KeyCorp common shares directly. The footnote explains that this disposition occurred under an Investment Agreement dated August 12, 2024, which provides for pro rata participation by Bank of Nova Scotia when KeyCorp repurchases its own common shares in certain circumstances.
Bank of Nova Scotia, a significant shareholder and director of KeyCorp, reported a disposition of 220,354 Common Shares back to the company at $21.14 per share. This issuer repurchase reduced its direct holdings to 158,886,566 Common Shares.
The transaction is coded as a Disposition to issuer and occurred under an existing Investment Agreement. That agreement allows Bank of Nova Scotia to participate on a pro rata basis when KeyCorp repurchases its own common shares.
Snyder Barbara R reported acquisition or exercise transactions in this Form 4 filing.
KeyCorp director Barbara R. Snyder reported a new compensation-related award of Deferred Shares. On May 14, 2026 she received 7,352 Deferred Shares, each economically equivalent to one Common Share, as a grant under KeyCorp's Amended and Restated Directors' Deferred Share Sub-Plan of the KeyCorp 2026 Equity Compensation Plan.
Under this Deferred Share Plan, she will receive payment of the Deferred Shares one-half as Common Shares and one-half in cash on May 14, 2029. Following these transactions, she directly holds 168,668 Deferred Shares and 91,288 Common Shares.
DeSpirito Antonio III reported acquisition or exercise transactions in this Form 4 filing.
KeyCorp director Antonio DeSpirito III received a compensation grant of 7,352 Deferred Shares, each economically equivalent to one Common Share. These Deferred Shares were awarded under KeyCorp's Amended and Restated Directors' Deferred Share Sub-Plan of the KeyCorp 2026 Equity Compensation Plan.
Under the plan, the Participant will receive payment of the Deferred Shares one-half as Common Shares and one-half in cash on May 14, 2029. Separately, the filing reports that DeSpirito directly holds 4,450 Common Shares following the reported transactions.
Hayes Robin reported acquisition or exercise transactions in this Form 4 filing.
KeyCorp director Robin Hayes received an award of 7,352 Deferred Shares, each economically equivalent to one Common Share. Under KeyCorp’s Deferred Share Plan, Hayes will receive these Deferred Shares one-half as Common Shares and one-half in cash on May 14, 2029. Following this grant, Hayes holds 35,519 Common Shares directly and 50,933 Deferred Shares tied to Common Shares.
Allard Jacqui reported acquisition or exercise transactions in this Form 4 filing.
KeyCorp director Jacqui Allard received a grant of 7,352 Deferred Shares, each economically equivalent to one Common Share. Under KeyCorp’s Directors’ Deferred Share Sub-Plan of the 2026 Equity Compensation Plan, these Deferred Shares will be paid half in Common Shares and half in cash on May 14, 2029. Following this award, Allard holds 16,551 Deferred Shares and 180 Common Shares directly, reflecting routine equity-based director compensation rather than an open-market trade.
CUTLER ALEXANDER M reported acquisition or exercise transactions in this Form 4 filing.
KeyCorp director Alexander M. Cutler reported a compensation-related award of deferred equity. He received 7,352 Deferred Shares on May 14, 2026, each economically equivalent to one common share and awarded at a stated price of $0.00 under KeyCorp’s 2026 Equity Compensation Plan.
Under the company’s Directors’ Deferred Share Sub-Plan, payment of these deferred shares is scheduled for July 1, 2029. After this award, Cutler holds 65,174 Deferred Shares and 298,416 Common Shares directly, indicating this filing reflects ongoing board compensation rather than open-market trading.
Hipple Richard J reported acquisition or exercise transactions in this Form 4 filing.
KeyCorp director Richard J. Hipple received an award of 7,352 Deferred Shares as director compensation. Each Deferred Share is economically equivalent to one Common Share. Under KeyCorp's Deferred Share Plan, he will receive payment of these Deferred Shares one-half as Common Shares and one-half in cash on May 14, 2029.
Following this award, Hipple holds 26,777 Deferred Shares and 104,575 Common Shares directly. The transaction reflects a grant or award, not an open-market purchase or sale.
Khanna Somesh reported acquisition or exercise transactions in this Form 4 filing.
KeyCorp director Somesh Khanna received an award of 7,352 Deferred Shares, each economically equivalent to one Common Share. The grant was made under KeyCorp's Amended and Restated Directors' Deferred Share Sub-Plan of the KeyCorp 2026 Equity Compensation Plan. Khanna will receive payment of these Deferred Shares on May 14, 2029, with one-half delivered as Common Shares and one-half in cash. The reported Deferred Share balance of 16,551 units includes approximately 401 dividend-equivalent Deferred Shares accrued between June 2025 and March 2026, and Khanna also directly holds 100 Common Shares after the reported transactions.