KKR Real Estate Finance Trust (KREF) Projected to Post Earnings on Wednesday

Key Points

• The company is set to report Q1 2026 results after the market closes on Wednesday, April 22, with analysts forecasting EPS of $0.11 and revenue of $28.756 million; an earnings call is scheduled for Thursday, April 23 at 9:00 AM ET.
• KKR Real Estate Finance Trust recently declared a quarterly dividend of $0.25 (paid April 15, ex-dividend March 31), equal to a $1.00 annualized payout and a 15.2% yield.
• Last quarter the trust beat estimates (EPS $0.22 vs. $0.14; revenue $32.72M), it has a market cap around $423M, and analysts hold an average rating of "Hold" with a $9.30 average price target amid several recent target cuts.

KKR Real Estate Finance Trust (NYSE:KREF - Get Free Report) is projected to post its Q1 2026 results after the market closes on Wednesday, April 22nd. Analysts expect KKR Real Estate Finance Trust to post earnings of $0.11 per share and revenue of $28.7560 million for the quarter. Individuals can check the company's upcoming Q1 2026 earning summary page for the latest details on the call scheduled for Thursday, April 23, 2026 at 9:00 AM ET.

KKR Real Estate Finance Trust (NYSE:KREF - Get Free Report) last posted its quarterly earnings data on Tuesday, February 3rd. The company reported $0.22 earnings per share for the quarter, beating analysts' consensus estimates of $0.14 by $0.08. The business had revenue of $32.72 million during the quarter, compared to the consensus estimate of $26.06 million. KKR Real Estate Finance Trust had a negative return on equity of 1.13% and a negative net margin of 10.80%. On average, analysts expect KKR Real Estate Finance Trust to post $1 EPS for the current fiscal year and $1 EPS for the next fiscal year.

KKR Real Estate Finance Trust Stock Performance

NYSE KREF opened at $6.58 on Wednesday. The company has a market capitalization of $422.96 million, a price-to-earnings ratio of -6.27 and a beta of 0.91. KKR Real Estate Finance Trust has a twelve month low of $5.87 and a twelve month high of $9.98. The stock has a fifty day simple moving average of $6.74 and a 200 day simple moving average of $7.81. The company has a quick ratio of 407.64, a current ratio of 407.64 and a debt-to-equity ratio of 3.83.

KKR Real Estate Finance Trust Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 15th. Investors of record on Tuesday, March 31st will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 15.2%. The ex-dividend date is Tuesday, March 31st. KKR Real Estate Finance Trust's dividend payout ratio is presently -95.24%.

Analysts Set New Price Targets

A number of brokerages have weighed in on KREF. Zacks Research upgraded KKR Real Estate Finance Trust from a "strong sell" rating to a "hold" rating in a report on Friday, April 10th. JPMorgan Chase & Co. decreased their price target on KKR Real Estate Finance Trust from $8.50 to $8.00 and set a "neutral" rating for the company in a report on Thursday, February 5th. Citizens Jmp decreased their price target on KKR Real Estate Finance Trust from $10.00 to $9.50 and set a "market outperform" rating for the company in a report on Monday, March 23rd. Keefe, Bruyette & Woods decreased their price target on KKR Real Estate Finance Trust from $8.00 to $7.00 and set a "market perform" rating for the company in a report on Wednesday, April 8th. Finally, BTIG Research downgraded KKR Real Estate Finance Trust from a "buy" rating to a "neutral" rating in a report on Thursday, February 5th. Two investment analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, KKR Real Estate Finance Trust currently has an average rating of "Hold" and an average price target of $9.30.

Institutional Trading of KKR Real Estate Finance Trust

Large investors have recently bought and sold shares of the business. PNC Financial Services Group Inc. grew its holdings in KKR Real Estate Finance Trust by 178.3% during the 4th quarter. PNC Financial Services Group Inc. now owns 3,537 shares of the company's stock worth $29,000 after acquiring an additional 2,266 shares during the period. Geneos Wealth Management Inc. grew its stake in shares of KKR Real Estate Finance Trust by 100.0% in the 2nd quarter. Geneos Wealth Management Inc. now owns 3,450 shares of the company's stock valued at $30,000 after buying an additional 1,725 shares during the period. EverSource Wealth Advisors LLC grew its stake in shares of KKR Real Estate Finance Trust by 742.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 4,151 shares of the company's stock valued at $36,000 after buying an additional 3,658 shares during the period. Tower Research Capital LLC TRC grew its stake in shares of KKR Real Estate Finance Trust by 64.1% in the 2nd quarter. Tower Research Capital LLC TRC now owns 5,732 shares of the company's stock valued at $50,000 after buying an additional 2,238 shares during the period. Finally, Russell Investments Group Ltd. grew its stake in shares of KKR Real Estate Finance Trust by 700.4% in the 3rd quarter. Russell Investments Group Ltd. now owns 6,851 shares of the company's stock valued at $62,000 after buying an additional 5,995 shares during the period. 70.23% of the stock is currently owned by institutional investors and hedge funds.

About KKR Real Estate Finance Trust

KKR Real Estate Finance Trust, Inc NYSE: KREF is a mortgage real estate investment trust sponsored by KKR & Co Inc The company focuses on originating, acquiring, financing and managing a diversified portfolio of commercial real estate debt and real estate-related assets across the United States and select European markets.

The trust's investment strategy is centered on lending to high-quality office, industrial, retail, multifamily and hotel properties. Its portfolio primarily consists of senior mortgage loans, mezzanine loans, floating-rate debt securities and preferred equity positions.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.