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Dec 31, 2025
KeyCorp Q4 2025 Earnings Report
KeyCorp reported strong quarterly results with a return to profitability compared to the prior year.
Key Takeaways
KeyCorp posted solid Q4 2025 results with $474 million in net income and revenue surpassing $2 billion. EPS improved from a loss in the prior year, driven by strong investment banking performance, lower deposit costs, and improved credit quality.
Revenue by Segment
Forward Guidance
KeyCorp expects continued organic revenue and earnings growth in 2026, supported by strategic investments and strong capital positioning.
Positive Outlook
- Strong capital position with CET1 at 11.7%
- Record assets under management at $70B
- Investment banking had second-best annual performance
- Momentum in trust and investment services
- Planned increase in shareholder capital return
Challenges Ahead
- Consumer loan balances continued to decline
- Provision for credit losses increased QoQ
- Deposit costs, while lower, remain a pressure point
- Share repurchase impacts book value marginally
- Higher personnel expenses due to incentive compensation
Historical Earnings Impact
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Avg. Return Before/After Earnings
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