KEY KeyCorp

FY2025 10-K
Filed: Feb 23, 2026
Financials
National Commercial BanksSEC EDGAR

KeyCorp (KEY) filed its fiscal year 2025 10-K annual report with the SEC on Feb 23, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.

AI Filing Analysis
FY2025 10-K

Business Overview

  • Diversified bank-based financial services via Consumer Bank and Commercial Bank segments; $184.4B total assets at Dec 31, 2025
  • Voluntary employee turnover fell to 12.7% in 2025 vs 13.2% in 2024 and 5-year average of 15.3%; workforce of 17,883
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Management Discussion & Analysis

  • Revenue (TE) $7,513M in 2025; NII (TE) up $861M YoY to $4,671M; net interest margin 2.69% vs 2.16% in 2024
  • Return on avg tangible common equity 11.85% vs -3.03% in 2024; effective tax rate 20.7% vs 46.6% in 2024
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Risk Factors

  • Commercial loan concentration: ~72% of loan portfolio in C&I, CRE, and commercial leases as of Dec 31, 2025 — elevated loss risk if market deteriorates
  • Scotiabank holds ~14.9% of KeyCorp common shares with rights to designate up to two Board directors, creating governance influence and takeover deterrence risk
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Financial Summary
XBRL

Revenue

$1.7B

Net Income

$1.8B

Net Margin

104.6%

ROE

9.0%

Total Assets

$184.4B

EPS (Diluted)

$1.52

Operating Cash Flow

$2.2B

Source: XBRL data from KeyCorp FY2025 10-K filing on SEC EDGAR. All figures in USD.

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