US · Real Estate · REIT - Mortgage
EPS came in at 0.06 against a street estimate of 0.03 — a beat of 100.0%.
Analysts rate KKR Real Estate Finance Trust Inc a buy (2 buy, 3 hold, 1 sell out of 6) with an average price target of $7.25.
CAUTIOUS KREF strengthened liquidity and reduced leverage through heavy repayments, but faces potential additional reserves, ongoing strategic-review costs, and continued valuation pressure. Q3 FY26 Management said the Boston life science loan was assigned back to the non-recourse lender, with KREF recognizing its portion of the loss. Multifamily refinancing risk is being monitored closely. Analysts focused on Boston life science, multifamily credit risk, leverage, interest sensitivity, strategic-review costs, and investment activity. Management emphasized disciplined deployment, ongoing resolutions, and potential reserve increases. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Kohlberg Kravis Roberts & Co LP | 17.07% |
| BlackRock Inc | 10.07% |
| Long Pond Capital, LP | 9.92% |
| UBS Group AG | 6.22% |
| Nomura Holdings Inc | 4.62% |
| Vanguard Capital Management, LLC | 3.90% |
| Dimension Capital Management LLC | 2.71% |
| Geode Capital Management, LLC | 2.41% |
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.10 / share ex-date Sep 30, 2026 · pay Oct 15, 2026 | 2026-09-30 |
| Dividend | $0.10 / share ex-date Jun 30, 2026 · pay Jul 15, 2026 | 2026-06-30 |
| Dividend | $0.25 / share ex-date Mar 31, 2026 · pay Apr 15, 2026 | 2026-03-31 |
| Dividend | $0.25 / share ex-date Dec 31, 2025 · pay Jan 15, 2026 | 2025-12-31 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for KKR Real Estate Finance Trust Inc — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.