KKR Real Estate Finance Trust (KREF) Expected to Announce Earnings on Tuesday

KKR Real Estate Finance Trust (NYSE:KREF) is expected to be announcing its Q4 2025 results after the market closes on Tuesday, February 3rd. Analysts expect KKR Real Estate Finance Trust to post earnings of $0.14 per share and revenue of $26.06 million for the quarter. Interested persons are encouraged to explore the company’s upcoming Q4 2025 earning overview page for the latest details on the call scheduled for Wednesday, February 4, 2026 at 10:00 AM ET.

KKR Real Estate Finance Trust Price Performance

Shares of KREF stock opened at $8.10 on Tuesday. The stock has a 50 day moving average price of $8.34 and a 200 day moving average price of $8.78. KKR Real Estate Finance Trust has a 52-week low of $7.55 and a 52-week high of $11.53. The company has a debt-to-equity ratio of 3.63, a quick ratio of 423.43 and a current ratio of 423.43. The firm has a market capitalization of $530.14 million, a P/E ratio of -23.13 and a beta of 0.89.

KKR Real Estate Finance Trust Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Shareholders of record on Wednesday, December 31st were paid a $0.25 dividend. The ex-dividend date was Wednesday, December 31st. This represents a $1.00 dividend on an annualized basis and a yield of 12.4%. KKR Real Estate Finance Trust’s dividend payout ratio (DPR) is presently -285.71%.

Analyst Ratings Changes

KREF has been the topic of a number of research analyst reports. Wells Fargo & Company cut their price target on shares of KKR Real Estate Finance Trust from $11.00 to $10.00 and set an “overweight” rating on the stock in a report on Friday, October 24th. Weiss Ratings reissued a “sell (d)” rating on shares of KKR Real Estate Finance Trust in a research report on Thursday. Keefe, Bruyette & Woods reduced their target price on shares of KKR Real Estate Finance Trust from $8.75 to $8.25 and set a “market perform” rating on the stock in a research report on Thursday, January 8th. JPMorgan Chase & Co. reiterated a “neutral” rating and issued a $9.00 price target (down previously from $9.50) on shares of KKR Real Estate Finance Trust in a report on Monday, October 20th. Finally, Zacks Research raised KKR Real Estate Finance Trust from a “strong sell” rating to a “hold” rating in a research note on Monday, September 29th. Two investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $9.81.

Insider Buying and Selling at KKR Real Estate Finance Trust

In related news, Director Ralph F. Rosenberg sold 125,289 shares of KKR Real Estate Finance Trust stock in a transaction that occurred on Wednesday, December 3rd. The shares were sold at an average price of $8.25, for a total transaction of $1,033,634.25. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, COO W Patrick Mattson bought 13,000 shares of the stock in a transaction on Thursday, November 6th. The shares were bought at an average price of $7.91 per share, with a total value of $102,830.00. Following the acquisition, the chief operating officer owned 386,787 shares of the company’s stock, valued at $3,059,485.17. This trade represents a 3.48% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have acquired 55,000 shares of company stock worth $431,710. 1.90% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the stock. Geneos Wealth Management Inc. lifted its stake in shares of KKR Real Estate Finance Trust by 100.0% during the 2nd quarter. Geneos Wealth Management Inc. now owns 3,450 shares of the company’s stock worth $30,000 after purchasing an additional 1,725 shares during the last quarter. EverSource Wealth Advisors LLC raised its holdings in KKR Real Estate Finance Trust by 742.0% in the second quarter. EverSource Wealth Advisors LLC now owns 4,151 shares of the company’s stock worth $36,000 after purchasing an additional 3,658 shares in the last quarter. Tower Research Capital LLC TRC lifted its position in shares of KKR Real Estate Finance Trust by 64.1% during the second 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 last quarter. Acadian Asset Management LLC purchased a new stake in shares of KKR Real Estate Finance Trust during the first quarter valued at about $66,000. Finally, Russell Investments Group Ltd. boosted its holdings 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 in the last quarter. 70.23% of the stock is owned by institutional investors.

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.