10-Q quarterly report · filed May 5, 2026

KeyCorp (KEY) Q1 2026 10-Q Quarterly Report

Short answer

KeyCorp (KEY) filed its Q1 2026 10-Q quarterly report on May 5, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $462M (up 12.4% year over year) with net income of $522M.

Q1 2026 key financials · XBRL

Revenue
$462M
+12.4% YoY
Net income
$522M
+28.9% YoY
EPS (diluted)
$0.44
+33.3% YoY

Source: XBRL data from the KeyCorp (KEY) Q1 2026 10-Q on SEC EDGAR. USD.

KeyCorp Q1 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • ALLL $1,449M, up $22M or 1.5% from December 31, 2025
  • Net charge-offs $101M, down $9M YoY; ratio 0.38% vs 0.43%
  • Commercial loans largest allowance category at $1,097M, versus consumer loans at $352M
  • Nonperforming assets $692M, up $65M sequentially from utilities and multifamily exposures
  • Management cited geopolitical tensions and energy-price volatility as emerging credit risks

Risk Factors

  • No risk-factor section provided; supplied text covers share repurchases and other disclosures
  • Capital allocation risk: $389 million repurchases reduced remaining authorization to $410.3 million
  • Liquidity risk: repurchases depend on corporate liquidity requirements and capital needs
  • Regulatory risk: repurchase timing and volume subject to regulatory requirements and limitations
  • Scotiabank participation risk: $45 million of first-quarter repurchases completed under the pro rata true-up agreement

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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