The Truth About Kilroy Realty Corp: Why Wall Street Suddenly Can’t Ignore It
Kilroy Realty Corp (KRC) is gaining quiet traction among investors, appearing on financial social media as a potential rebound play in the oversold office real estate sector. The article examines KRC's business model, which focuses on high-end office and mixed-use properties in tech-heavy coastal markets, and its dividend appeal as a REIT. It also compares KRC to competitors like Boston Properties, assessing whether it represents a 'cop' for value investors or a 'drop' for those seeking rapid gains or wary of sector-specific risks.
The Truth About Kilroy Realty Corp: Why Wall Street Suddenly Can’t Ignore It
Kilroy Realty Corp (KRC) is gaining "quiet hype" among finance influencers and investors as a potential rebound play in the office real estate sector. The article examines KRC's stock performance, its business model focusing on high-end coastal properties, and its dividend appeal, comparing it to rivals like Boston Properties. It concludes with a "Cop or Drop" verdict, positioning KRC as a calculated, macro-sensitive bet for long-term investors who believe in the recovery of quality office spaces.
Evercore ISI Lowers its Price Target on Kilroy Realty Corporation (KRC) to $42 and Keeps an In Line Rating
Evercore ISI analyst Steve Sakwa lowered his price target on Kilroy Realty Corporation (KRC) to $42 from $46 while maintaining an "In Line" rating. This adjustment followed the release of Q4 results and 2026 guidance, which offered no major surprises but indicated increased uncertainty for 2027. Kilroy Realty reported strong quarterly revenue and highlighted robust tenant demand in West Coast commercial real estate.
Evercore ISI Lowers its Price Target on Kilroy Realty Corporation (KRC) to $42 and Keeps an In Line Rating
Evercore ISI analyst Steve Sakwa has lowered the price target for Kilroy Realty Corporation (KRC) to $42 from $46, while maintaining an "In Line" rating. This adjustment follows KRC's fourth-quarter results, which showed revenue beating estimates, though the firm noted increased uncertainty regarding 2027 guidance. Kilroy Realty, a U.S. landlord and developer, reported a strong year of execution and platform momentum, encouraged by tenant demand and renewed institutional investor interest in West Coast commercial real estate.
Evercore ISI Lowers its Price Target on Kilroy Realty Corporation (KRC) to $42 and Keeps an In Line Rating
Evercore ISI analyst Steve Sakwa lowered the price target for Kilroy Realty Corporation (KRC) to $42 from $46, while maintaining an "In Line" rating. This adjustment follows the company's fourth-quarter results, which met consensus estimates for revenue, but the firm expressed uncertainty about the trajectory into 2027 despite a strong performance in 2026. Kilroy Realty highlighted strong tenant demand and renewed institutional interest in West Coast commercial real estate.
Citi Initiates Kilroy Realty Corp(KRC.US) With Hold Rating, Announces Target Price $34
Citi analyst Nicholas Joseph has initiated coverage on Kilroy Realty Corp (KRC.US) with a Hold rating, setting a target price of $34. According to TipRanks, the analyst has a 65.5% success rate and a 1.5% average return over the past year. Kilroy Realty Corp's stock experienced a 4.75% increase following the announcement.
Citigroup Lowers Price Target for Kilroy Realty (KRC) to $34 | KRC Stock News
Citigroup has lowered its price target for Kilroy Realty (KRC) to $34 from $42, while maintaining a Neutral rating. This follows a trend of other analysts also reducing their price targets for KRC, reflecting cautious market sentiment. Kilroy Realty operates as a real estate investment trust specializing in office spaces across major U.S. markets.
Real Estate Investing for Beginners: 10 Best Stocks to Buy
This article identifies Kilroy Realty Corporation (NYSE: KRC) as one of the 10 best stocks for beginners in real estate investing. An analyst lowered the price target on KRC due to uncertainty about 2027 guidance, but the company reported strong fourth-quarter results and is optimistic about continued growth in 2026, benefiting from renewed institutional investor interest in West Coast commercial real estate.
As S.F. recovers, 'everything is on the table' for Flower Mart, Kilroy says
Kilroy Realty is exploring all development options for its Flower Mart property in San Francisco as the city's office and residential markets show signs of recovery. CEO Angela Aman stated that "everything is on the table," indicating the company is considering both residential and office projects. This assessment comes amidst rising rents and an improving office market in San Francisco.
Kilroy Realty Corp (KRC) Q4 2025 Earnings Call Highlights: Strong Leasing Performance and ... By GuruFocus
Kilroy Realty Corp (KRC) reported strong Q4 2025 leasing performance with 827,000 square feet leased and 2.1 million for the full year. Key highlights include an anchor lease with UCSF and the acquisition of the Nautilus campus. However, the company faces challenges with a lower-than-expected yield at Kilroy Oyster Point Phase Two and a projected decline in 2026 average occupancy.
Assessing Kilroy Realty: Insights From 7 Financial Analysts
Seven financial analysts have recently evaluated Kilroy Realty (NYSE: KRC), with a consensus average price target of $42.0, reflecting a 1.34% decrease from the previous average. While the company boasts a high market capitalization and strong net margins, ROE, and ROA, it has faced revenue growth challenges, experiencing a -3.52% decline over the last three months. The analysis provides a detailed breakdown of individual analyst actions, ratings, and price target adjustments.
A Quick Look at Today's Ratings for Kilroy Realty Corp(KRC.US), With a Forecast Between $39 to $44
On February 10, major Wall Street analysts updated their ratings for Kilroy Realty Corp (KRC.US), with price targets ranging from $39 to $44. Barclays, BMO Capital, BTIG, and Scotiabank analysts all maintained hold ratings on the stock. Barclays set a price target of $39, BMO Capital set $44, and Scotiabank set $42.
Evercore Maintains Kilroy Realty Corp(KRC.US) With Hold Rating, Cuts Target Price to $42
Evercore analyst Steve Sakwa has maintained a "Hold" rating on Kilroy Realty Corp (KRC.US) but decreased the target price from $46 to $42. Sakwa's past year performance shows a 50.6% success rate and a 0.2% average return in his recommendations, according to TipRanks data. This adjustment reflects an analyst's revised outlook on the real estate company.
Allianz Asset Management GmbH Acquires 81,292 Shares of Kilroy Realty Corporation $KRC
Allianz Asset Management GmbH significantly increased its stake in Kilroy Realty Corporation (NYSE:KRC), purchasing an additional 81,292 shares and bringing its total holdings to 141,806 shares valued at $5.99 million. This move reflects a 134.3% increase in their position during the third quarter. Other institutional investors also adjusted their positions in KRC, while the company itself recently announced a quarterly dividend of $0.54 per share and provided positive FY 2026 EPS guidance, despite a recent FFO miss.
Kilroy Realty Corporation (NYSE:KRC) Given Consensus Rating of "Hold" by Brokerages
Fourteen brokerages have issued a "Hold" consensus rating for Kilroy Realty Corporation (KRC), with an average 12-month price target of $40.92. Despite a high institutional ownership of 94.22% and an attractive dividend yield of 6.2%, the company faces a high payout ratio of 79.7%. Several analyst firms have recently adjusted their price targets and ratings, primarily maintaining "hold" or "sector perform" recommendations.
BMO Capital Maintains Kilroy Realty Corp(KRC.US) With Hold Rating, Maintains Target Price $44
BMO Capital analyst John Kim has reiterated a "Hold" rating for Kilroy Realty Corp (KRC.US) and maintained a target price of $44. According to TipRanks, the analyst has a 45.9% success rate and a -1.2% average return over the past year. This information is provided for informational purposes only and is not investment advice.
Kilroy Realty (NYSE:KRC) Announces Earnings Results, Misses Expectations By $0.88 EPS
Kilroy Realty (NYSE:KRC) announced its Q4 earnings, reporting $0.97 EPS, which missed analyst expectations by $0.01, despite revenue of $272.2 million exceeding estimates. The real estate investment trust updated its FY 2026 guidance to $3.25-$3.45 EPS and its shares fell by 1.4% following the announcement. The company also declared a quarterly dividend of $0.54 per share, representing a 6.3% yield with a payout ratio near 79.7%.
Kilroy Realty: Fourth Quarter Earnings Overview
Kilroy Realty Corp. announced its fourth-quarter financial results, reporting funds from operations of 97 cents per share, which was slightly below analyst expectations. However, the company's revenue of $272.2 million surpassed forecasts. For the full year, Kilroy Realty reported substantial funds from operations and revenue, and projected its full-year funds from operations to be between $3.25 and $3.45 per share.
Kilroy Realty (NYSE: KRC) details 2025 results, leasing, deals and 2026 FFO guidance
Kilroy Realty (KRC) reported mixed financial results for Q4 and full-year 2025, with revenues of $1,112.7 million for the year and FFO of $4.20 per diluted share. Despite a decline in FFO, the company was active in leasing, capital recycling, and development, signing over 2 million square feet of leases and acquiring $397.3 million in assets. Kilroy initiated 2026 FFO guidance of $3.25 to $3.45 per diluted share, assuming an average full-year occupancy of 76.0% to 78.0%.
Kilroy Realty: Q4 Earnings Snapshot
Kilroy Realty Corp. (KRC) reported its fourth-quarter earnings, with funds from operations (FFO) falling short of Wall Street expectations at 97 cents per share against an estimated 98 cents. Despite missing FFO estimates, the Los Angeles-based real estate investment trust exceeded revenue forecasts, posting $272.2 million for the period. For the full year, the company reported FFO of $505.9 million and projected future FFO between $3.25 to $3.45 per share.
Kilroy Realty: Fourth Quarter Earnings Overview
Kilroy Realty Corp. reported its fourth-quarter financial results, with funds from operations (FFO) at $117.2 million, or 97 cents per share, slightly missing analyst estimates of 98 cents per share. However, the company's revenue of $272.2 million surpassed the forecasted $270.6 million. For the full year, Kilroy Realty recorded FFO of $505.9 million and total revenue of $1.11 billion, projecting 2026 FFO between $3.25 and $3.45 per share.
Kilroy Realty Corporation Q4 Income Drops
Kilroy Realty Corporation (KRC) reported a significant drop in its fourth-quarter profit compared to the previous year. The company's net income fell to $12.44 million, or $0.10 per share, from $59.46 million, or $0.50 per share, in the same period last year. Revenue for the quarter also decreased by 5.0% to $272.18 million.
Kilroy Realty to Announce Q4 Earnings on February 9
Kilroy Realty is scheduled to release its Q4 earnings on February 9, with analysts projecting funds from operations (FFO) of $0.98 and revenue of $270.15 million. The company's earnings and revenue estimates have seen mixed revisions, indicating analyst divergence. Despite this, Kilroy Realty is viewed as an undervalued stock with a 6% dividend yield, attracting income-seeking investors.
Principal Financial Group Inc. Has $178.90 Million Stake in Kilroy Realty Corporation $KRC
Principal Financial Group Inc. reduced its stake in Kilroy Realty Corporation (NYSE:KRC) by 3.2% in the third quarter, while still holding 4,234,367 shares valued at $178.9 million. Other institutional investors also adjusted their positions in the real estate investment trust, which recently paid a quarterly dividend of $0.54, resulting in a 6.3% yield. Analysts currently hold a "Hold" rating on KRC with a consensus price target of $40.92, slightly above its current trading price of $34.48.
Nan Fung Trinity HK Ltd. Makes New Investment in Kilroy Realty Corporation $KRC
Nan Fung Trinity HK Ltd. recently acquired a new stake of 77,400 shares in Kilroy Realty Corporation (NYSE:KRC), valued at approximately $3.27 million. This investment represents about 0.07% ownership in the real estate investment trust. Kilroy Realty also offers an attractive dividend yield of 6.3% with a payout ratio near 79.7%, which may appeal to income-focused investors.
127,969 Shares in Kilroy Realty Corporation $KRC Purchased by Knights of Columbus Asset Advisors LLC
Knights of Columbus Asset Advisors LLC has purchased 127,969 shares of Kilroy Realty Corporation (NYSE:KRC), valued at approximately $5.41 million, establishing a new position in the company during the third quarter. Kilroy Realty reported strong Q3 earnings per share of $1.09, surpassing analyst expectations, and maintains an annualized dividend of $2.16 with a 6.3% yield. The real estate investment trust currently holds a consensus "Hold" rating from analysts with an average price target of $40.92.
AlphaQuest LLC Boosts Position in Kilroy Realty Corporation $KRC
AlphaQuest LLC significantly increased its stake in Kilroy Realty Corporation (NYSE:KRC) by 1,483.9% in the third quarter of 2025, acquiring 81,257 additional shares to hold a total of 86,733 shares valued at approximately $3.66 million. Kilroy Realty, a real estate investment trust focusing on high-quality office and mixed-use properties on the U.S. West Coast, currently has a consensus "Hold" rating from analysts with an average price target of $40.92, suggesting potential upside from its recent trading price of $34.48. The company also offers a quarterly dividend of $0.54 per share, resulting in an annualized yield of 6.3%.
Federated Hermes Inc. Grows Holdings in Kilroy Realty Corporation $KRC
Federated Hermes Inc. increased its stake in Kilroy Realty Corporation by 6.4% in the third quarter, now owning 1,494,985 shares valued at $63.16 million, representing about 1.26% of the company. Other institutional investors like Norges Bank, State Street Corp, and Daiwa Securities Group Inc. also hold significant positions, with institutional investors collectively owning 94.22% of KRC. Kilroy Realty recently surpassed earnings expectations, reported a 6.3% dividend yield, and analysts currently maintain an average "Hold" rating with a target price of $40.92 against a current share price of approximately $34.32.
Press Release: Kilroy Realty Corporation Announces 2025 Tax Treatment of Its Dividend Distributions
Kilroy Realty Corporation has announced the 2025 tax treatment of its dividend distributions. The article also briefly mentions Unity Software's fourth-quarter financial results, reporting revenue of $609 million and a quarterly loss of 66 cents per share. Details about the tax treatment from Kilroy Realty are not provided in the snippet, only the announcement title.
Strs Ohio Has $11.31 Million Position in Kilroy Realty Corporation $KRC
STRS Ohio reduced its stake in Kilroy Realty Corporation by 15.3% in Q3, now holding shares valued at $11.31 million. Other institutional investors like Norges Bank and State Street Corp have adjusted their positions, with institutional investors owning 94.22% of the company. Kilroy Realty reported strong Q3 earnings, beating estimates, and maintains a quarterly dividend.
SG Americas Securities LLC Cuts Stock Holdings in Kilroy Realty Corporation $KRC
SG Americas Securities LLC significantly reduced its stake in Kilroy Realty Corporation (NYSE:KRC) by 85.4% in the third quarter, selling 71,409 shares and retaining 12,219 shares valued at $516,000. Other institutional investors showed mixed activity, with some increasing and others decreasing their positions. The company recently declared a quarterly dividend of $0.54, resulting in a 6.1% yield, while analyst sentiment remains cautious with an average "Hold" rating and a price target of $40.92, despite some recent upgrades.
PGGM Investments Lowers Stock Position in Kilroy Realty Corporation $KRC
PGGM Investments reduced its stake in Kilroy Realty Corporation (NYSE:KRC) by 20% in the third quarter of 2025, selling 619,823 shares and ending with 2,480,570 shares valued at approximately $104.8 million. Despite this, Kilroy Realty remains PGGM's 23rd largest position. Analysts generally have a "Hold" rating on KRC with a consensus price target of $40.92, though Jefferies recently upgraded the stock to "Buy" with a $45 target.
Kilroy Realty Corporation (NYSE:KRC) Receives Average Rating of "Hold" from Brokerages
Kilroy Realty Corporation (NYSE:KRC) has received an average "Hold" rating from 14 brokerages, with an average 1-year target price of $40.92. The company recently reported strong quarterly earnings, beating estimates with EPS of $1.09 and revenue of $279.7 million, and announced a quarterly dividend of $0.54 per share. Institutional investors have actively adjusted their positions, and the stock currently trades around $38.26 with a market cap of $4.53 billion.
Scotiabank Maintains Kilroy Realty Corp(KRC.US) With Hold Rating, Cuts Target Price to $42
Scotiabank has maintained a "Hold" rating on Kilroy Realty Corp (KRC.US) but has reduced its target price from $47 to $42. Analyst Nicholas Yulico, responsible for this rating adjustment, has a 46.6% success rate and an average return of 1.7% over the past year, according to TipRanks data. The revised target price indicates a more conservative outlook on the stock's future performance.
Barclays Maintains Kilroy Realty Corp(KRC.US) With Hold Rating, Cuts Target Price to $39
Barclays analyst Brendan Lynch has maintained a 'hold' rating for Kilroy Realty Corp (KRC.US) but has reduced the target price from $43 to $39. According to TipRanks data, the analyst has a 41.2% success rate and an average return of -3.3% over the past year. The information provided is for informational purposes only and not an investment recommendation.
Leading U.S. landlord will share 2025 performance details in February
Kilroy Realty Corporation (NYSE: KRC) announced it will release its fourth-quarter 2025 financial results on Monday, February 9, 2026, after market close. A conference call to discuss these results is scheduled for Tuesday, February 10, 2026, at 10:00 a.m. PT / 1:00 p.m. ET. The leading U.S. landlord and developer operates in major West Coast markets and Austin, with a strong focus on sustainability and corporate social responsibility.
UCSF Health's real estate blitz adds an 'anchor' lease at Kilroy's South San Francisco megadevelopment
UCSF Health has signed a significant 280,000-square-foot anchor lease at Phase 2 of Kilroy's Oyster Point project in South San Francisco. This expansion secures one of three buildings in the recently completed second phase of the development. The move marks a major real estate investment for UCSF Health.
Kilroy Realty Corporation Announces Dates for Fourth Quarter 2025 Earnings Release and Conference Call
Kilroy Realty Corporation (NYSE: KRC) announced it will release its fourth-quarter 2025 financial results after the market closes on Monday, February 9, 2026. The company will host a conference call to discuss these results on Tuesday, February 10, 2026, at 10:00 a.m. PT / 1:00 p.m. ET. Registration for the call and access to the live internet broadcast and replay will be available through the company's investor relations website.
BMO Capital Maintains Kilroy Realty Corp(KRC.US) With Hold Rating, Maintains Target Price $44
BMO Capital analyst John Kim has reiterated a "Hold" rating for Kilroy Realty Corp (KRC.US), maintaining a target price of $44. This assessment comes from an analyst with a 43.0% success rate and a -1.6% average return over the past year, according to TipRanks data. The information is provided for informational purposes and is not an investment recommendation.
Kilroy Realty Corporation Announces Dates for Fourth Quarter 2025 Earnings Release and Conference Call
Kilroy Realty Corporation (NYSE: KRC) announced it will release its fourth quarter 2025 financial results on Monday, February 9, 2026, after market close. The company will host a conference call the following day, Tuesday, February 10, 2026, at 10:00 a.m. PT / 1:00 p.m. ET to discuss the results. Interested parties can register online for dial-in details or access a live broadcast and replay via Kilroy's Investor Relations website.
UCSF moves major lab operations to new South San Francisco campus
Kilroy Realty Corporation announced 300,000 square feet of additional lease executions in 2025 at its Kilroy Oyster Point Phase 2 (KOP 2) life science campus in South San Francisco, bringing the total leased space to 384,000 square feet. The University of California, San Francisco (UCSF) signed a 16.5-year lease for approximately 280,000 square feet to relocate its pharmacy and clinical laboratory groups and establish pathology and genetics operations. Additionally, a genomic sequencing foundry leased 20,000 square feet at KOP 2 for its headquarters and technology development.
Kilroy Realty Says Green Bonds Diversify Investor Base
Kilroy Realty's Senior Vice President for Sustainability, Sara Neff, stated that green bonds are a natural fit for the company due to its integrated sustainability practices. These bonds have also helped Kilroy Realty diversify its investor base, with interest remaining strong despite the COVID-19 crisis. Neff advises companies to create broad green bond frameworks, clearly define the use of proceeds, and include both sustainability and finance experts in investor roadshows.
Kilroy Realty Corp To Go Ex-Dividend On December 31st, 2025 With 0.54 USD Dividend Per Share
Kilroy Realty Corp (KRC.US) is scheduled to go ex-dividend on December 31st, 2025. Shareholders of record on this date will receive a cash dividend of $0.54 per share on January 7th, 2026. The article also provides general definitions of cash and stock dividends.
Kilroy Realty Corporation (NYSE:KRC) Receives Consensus Rating of "Hold" from Brokerages
Kilroy Realty Corporation (NYSE:KRC) has received a consensus "Hold" rating from 13 brokerages, with an average 12-month price target of $42.08. The real estate investment trust recently reported Q3 EPS of $1.09, beating estimates, and announced a quarterly dividend of $0.54, annualized to $2.16, representing a 5.6% yield. Institutional investors own 94.22% of the company's stock.
RBC Capital Maintains Kilroy Realty Corp(KRC.US) With Buy Rating, Cuts Target Price to $46
RBC Capital analyst Michael Carroll has reiterated a Buy rating on Kilroy Realty Corp (KRC.US) but has adjusted the target price downwards from $47 to $46. Carroll has a 60.8% success rate and a 7.3% average return over the past year, according to TipRanks data. This adjustment reflects a moderated outlook for the company's stock while still recommending it as a buy.
Daiwa Securities Group Inc. Buys 2,236,539 Shares of Kilroy Realty Corporation $KRC
Daiwa Securities Group Inc. significantly increased its stake in Kilroy Realty Corporation, acquiring an additional 2,236,539 shares and bringing its total ownership to 3.01% of the company. Several other institutional investors also adjusted their positions in the real estate investment trust. Analysts have issued varied ratings for KRC, with an average "Hold" rating and a target price of $41.92.
Hedge Fund’s $358 Million Kilroy Realty Stake Reveals a Big Contrarian Bet on West Coast Real Estate
D1 Capital Partners significantly increased its stake in Kilroy Realty Corporation, adding nearly 6.6 million shares during the third quarter, bringing its total holding to 8.5 million shares valued at $358.4 million. This move represents a contrarian investment in West Coast office REITs, as Kilroy's shares have underperformed the broader market, despite recent operational improvements. Despite ongoing occupancy pressures and regional risks, the hedge fund appears to be betting on long-term value from discounted valuations and improving cash flows.
BofA Securities Maintains Kilroy Realty Corp(KRC.US) With Hold Rating, Maintains Target Price $44
BofA Securities analyst Jana Galan has maintained a "Hold" rating on Kilroy Realty Corp (KRC.US) and kept the target price at $44. The analyst has a 46.4% success rate and a -0.5% average return over the past year, according to TipRanks data. This information is intended for informational purposes only and does not constitute investment advice.
Goldman Sachs Maintains Kilroy Realty Corp(KRC.US) With Sell Rating, Raises Target Price to $34
Goldman Sachs has reiterated its "Sell" rating on Kilroy Realty Corp (KRC.US), while simultaneously increasing the target price from $33 to $34. Analyst Caitlin Burrows, who maintains the rating, has a success rate of 51.2% and an average return of -2.2% over the past year according to TipRanks data. This information is for informational purposes only and not an investment recommendation.
J.P. Morgan Maintains Kilroy Realty Corp(KRC.US) With Hold Rating, Maintains Target Price $44
J.P. Morgan analyst Anthony Paolone has reiterated a "Hold" rating for Kilroy Realty Corp (KRC.US), maintaining a target price of $44. According to TipRanks data, the analyst has a 52.8% success rate and a 2.3% average return over the past year. This report provides information and analysis on the analyst's recommendation for informational purposes only.
