KREF logo

KKR REAL ESTATE FINANCE TRUS

KREFNYSE
๐Ÿ† #2408 by market capEarnings Oct 20US Equity
$7.57โ–ผ $0.08 (โˆ’1.05%)
๐ŸŒ™ After hours$7.57โ–ฒ 0.00%Regular close ยท extended-hours price shown
1hโ€”
24hโ–ผ 1.1%
7dโ–ฒ 4.9%
14dโ–ฒ 4.4%
30dโ–ฒ 2.7%
1yโ–ผ 18.5%
๐ŸฆMarket Cap
$443M
Small Cap
๐Ÿ“ˆRevenue Growth (YoY)
-19.3%
Declining
๐Ÿ“ŠGross Margin
28.8%
Moderate
๐Ÿ’ตFCF Margin
12.1%
Healthy
โš–๏ธP/S Ratio
1.1x
Cheap
Otter Score
44
Weak

Trading Snapshot

Day Range
$7.54 โ€“ $7.64
52-Week Range
$5.25 โ€“ $9.98
Volume
$4.39B
Avg Volume
$4.78B
Shares Outstanding
58.6M
Next Earnings
Sep 2, 2026

Fundamentals Snapshot

Annual Revenue
$458M
Last Q Revenue
$91M
P/E Ratio
โ€”
P/S Ratio
1.1x
EPS (TTM)
$-2.92
Dividend Yield
19.23%

Why Investors Own KREF

  • โœ“High-growth profile โ€” revenue up +43.0% YoY with expanding US Equity exposure.
  • โœ“Healthy economics โ€” 44% gross margin and 10% free-cash-flow margin.
  • โœ“New products and segments could unlock additional revenue streams.
โš ๏ธ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$458Mโ–ฒ +43.2% YoY
Gross Margin (TTM)
43.8%โ–ฒ +2.1% YoY
Operating Income (TTM)
$113Mโ–ฒ +43.2% YoY
Free Cash Flow (TTM)
$45Mโ–ฒ +43.2% YoY

About KKR REAL ESTATE FINANCE TRUS

KKR Real Estate Finance Trust Inc. (KREF) operates as a mortgage real estate investment trust (REIT), primarily focused on originating and acquiring first-lien debt secured by commercial properties. Its investment strategy includes a range of commercial real estate credit products, such as both leveraged and unleveraged commercial mortgage loans, as well as commercial mortgage-backed securities (CMBS). As an elected REIT, the company is exempt from federal corporate income tax, provided it distributes a minimum of 90% of its taxable income to its shareholders. KREF was established in 2014 and maintains its corporate headquarters in New York, New York.

๐Ÿฆฆ

Otter Score Breakdown

โ“˜
๐Ÿ’ŽQualityโ˜…โ˜…โ˜…โ˜…โ˜…
๐Ÿš€Growthโ˜…โ˜…โ˜…โ˜…โ˜…
โš–๏ธValuationโ˜…โ˜…โ˜…โ˜…โ˜…
โšกMomentumโ˜…โ˜…โ˜…โ˜…โ˜…
Overall Score
Weak
44/100

Analyst Ratings

โ“˜
Consensus
Hold
11 analysts
Strong Buy0
Buy1
Hold6
Sell2
Strong Sell2
Ratings as of Aug 2026

Latest News & Updates

Yahooยท10d ago

KKR Real Estate Finance Trust (KREF) Stock Sees Fair Value Lift As Analysts Split On Rates

The latest shift in fair value for KKR Real Estate Finance Trust from about US$6.50 to roughly US$7.17 puts a modestly higher price target in focus for investors tracking this commercial mortgage REIT. That move lines up with a split on Wall Street, where some analysts are lifting targets toward US$7 while others stay cautious around US$6 to US$7.50 as they weigh interest rate and credit risks. In this article you will see how that evolving narrative is taking shape and what to watch next as...

SeekingAlphaยท16d ago

KKR Real Estate Finance Trust Inc. 2026 Q2 - Results - Earnings Call Presentation

2026-07-26. The following slide deck was published by KKR Real Estate Finance Trust Inc.

SeekingAlphaยท16d ago

The Fed's Crude Dilemma

Markets dip as Middle East conflict lifts oil above $100 and bond yields.

๐Ÿš€
Benzingaยท18d ago

JP Morgan Maintains Underweight on KKR Real Est Finance Tr, Lowers Price Target to $7.5

JP Morgan analyst Richard Shane maintains KKR Real Est Finance Tr (NYSE:KREF) with a Underweight and lowers the price target from $8 to $7.5.

๐Ÿ›ฐ๏ธ
Benzingaยท19d ago

Keefe, Bruyette & Woods Maintains Market Perform on KKR Real Est Finance Tr, Raises Price Target to $7

Keefe, Bruyette & Woods analyst Jade Rahmani maintains KKR Real Est Finance Tr (NYSE:KREF) with a Market Perform and raises the price target from $6.5 to $7.

Yahooยท20d ago

KKR Real Estate Finance Trust Weighs Sale or Merger Options

KKR Real Estate Finance Trust weighs a sale, merger, or asset sale as loan losses mount, signaling growing strain on mortgage REITs.