SI
Bank Universe

Data source: CET1 ratio sourced from FDIC Call Reports (bank-subsidiary level). Published figures from investor relations may differ by 1–2pp as those reflect the bank holding company level. For precise regulatory CET1 figures, refer to each bank's quarterly earnings release.

KeyCorp

KEY
US · USRegulated by OCCLatest: 2026-Q1
61MED

CET1 Ratio

12.49%-0.26pp QoQ

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$147.1B

+2.10% QoQ growth

Total Loan Book

$108.8B

+4.2% YoY growth

Leverage Ratio

10.02%

Tier 1 / Average assets

CET1 Ratio Trend

8 quarters · regulatory minimum 8% · scoring threshold 12%

RWA Growth

Bars = total ($B) · Line = QoQ growth %

Loan Book Composition

Latest quarter · 2026-Q1

Comm. Real Estate38.3%
Consumer5.1%
SME / C&I32.4%
Other24.1%

Metric History

12 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2026-Q1latest12.49%10.02%$147.1B$108.8B+4.2%+2.10%38.3%5.1%32.4%61
2025-Q412.75%9.96%$144.1B$106.4B+2.4%+1.35%39.4%5.5%32.6%
2025-Q312.83%9.85%$142.2B$105.7B+0.5%+1.18%39.7%5.6%32.2%
2025-Q212.90%9.81%$140.5B$105.7B-0.6%+2.01%40.1%5.7%31.9%
2025-Q113.04%9.75%$137.8B$104.4B-4.1%+1.49%40.7%5.9%30.2%
2024-Q412.94%9.42%$135.7B$103.9B-7.2%-0.64%41.6%6.1%28.8%
2024-Q312.43%9.04%$136.6B$105.2B-8.7%-2.27%42.0%6.2%39.8%
2024-Q212.59%9.35%$139.8B$106.3B-10.7%-1.83%42.2%6.3%39.1%
2024-Q112.26%9.33%$142.4B$108.9B-2.74%41.7%6.4%39.4%
2023-Q411.94%9.22%$146.4B$111.9B-2.84%41.8%6.5%39.0%
2023-Q311.58%8.98%$150.7B$115.1B-4.85%41.6%6.5%39.3%
2023-Q210.88%8.72%$158.4B$119.0B41.0%6.4%39.8%

Latest Earnings Signals

From 2026-04-16 SEC 8-K earnings release · composite 1/4

Neutral
CET1 pressure
RWA growth
Provisions rising
Capital optimisation

We are also encouraged by the recently updated Basel III proposal which, if implemented as currently proposed, would imply more than 100 basis point benefit to our marked CET1 ratio.

View source filing ↗

AI Investment Memo

Llama will analyze KeyCorp across 4 data dimensions and write a structured memo

Score: 61/100·Model: llama-3.3-70b·Tools: get_bank_metrics · get_historical_deals · get_regulatory_context · calculate_candidate_score

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Score Breakdown

61/100 —MEDIUM

Live score · base 59 pts +2 macro adj

Capital Pressure14/40

CET1 12.49% — below active SRT zone

+4

-0.49pp headroom above 8% regulatory floor

+0

CET1 declining for 2+ consecutive quarters (12.83% → 12.75% → 12.49%)

+10

Leverage ratio 10.02% — adequate headroom

+0
Loan Book Growth8/30

Loan book grew 4.2% YoY

+0

RWA grew 2.1% QoQ

+4

CRE: 38.3212018301216%, Lev.Loans: 0%, max(Consumer/SME): 32.40559148961874%

+4
Historical SRT20/25

Bank has previously issued SRT transactions

+15

8 months since last deal — active SRT program

+5
Macro Context7/10

Live macro signal: FAVORABLE (sentiment +6/20) — 7/10 pts

+7
Mid-Size Bank

$50B–$500B total assets — sweet spot: capital pressure + sourcing alpha

+10
Macro environment · FAVORABLE+2

Sentiment +6/20 · global +2 pts

Overall SRT likelihood61/100