Long Pond Capital reports 5.73M KREF stake (KREF) — 8.92% ownership
Long Pond Capital and its affiliates, including Long Pond Capital GP, LLC and John Khoury, have reported a beneficial ownership of 5,733,513 shares of KKR Real Estate Finance Trust Inc. (KREF), representing an 8.92% stake. This disclosure was made via a Schedule 13G filing, indicating shared voting and dispositive power over the shares. The filing also notes that certain funds managed by Long Pond LP have economic interests in these securities.
KKR Real Estate Finance Trust (NYSE:KREF) Receives Average Recommendation of "Reduce" from Analysts
KKR Real Estate Finance Trust (NYSE:KREF) has received an average "Reduce" recommendation from eight analysts, with a target price of $8.40, following weaker-than-expected earnings and a dividend cut. Recent insider buying by the CEO and COO, as well as institutional inflows, indicate some confidence in the stock despite the negative analyst sentiment and poor financial performance. The company's stock is trading at $6.44 with a negative P/E ratio and has experienced a 50-day simple moving average of $6.50.
Zacks Research Downgrades KKR Real Estate Finance Trust (NYSE:KREF) to Strong Sell
Zacks Research has downgraded KKR Real Estate Finance Trust (NYSE:KREF) from "hold" to "strong sell" following a series of negative analyst revisions and weaker-than-expected Q1 earnings. The company reported a loss of $0.06 per share against an expected profit, and revenue also missed estimates. Analysts now have a consensus "Reduce" rating and an average target price of $8.40 for KREF.
KKR Real Estate Finance Trust (KREF) Earnings Date and Reports 2026
KKR Real Estate Finance Trust (KREF) reported Q1 2026 earnings, missing analysts' consensus estimates for both EPS and revenue. The company announced an EPS of -$0.06 and revenue of $20.89 million, below expectations of $0.11 and $28.76 million respectively. KREF's next earnings date is estimated for July 28, 2026, and its earnings are projected to grow by 18.18% in the next year.
KKR Real Estate Finance Trust : KREF Investor Presentation – May 2026 (kref 1q26 investor presentation)
KKR Real Estate Finance Trust (KREF) released its May 2026 Investor Presentation, highlighting its strategic integration with KKR's broader Real Estate platform, which boasts $84 billion in Real Estate AUM and a cycle-tested leadership team. The presentation details KREF's conservative investment strategy, diversified loan portfolio primarily focused on multifamily and industrial properties, and robust liability management with substantial financing capacity and liquidity. It also provides an overview of its loan portfolio composition by geography, investment type, and property type, along with an in-depth look at its multifamily, office, and life science loan portfolios and repayment activity.
KREF SEC Filings - Kkr Real Estate 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to KKR Real Estate Finance Trust Inc. (KREF) SEC filings, including annual 10-K reports, quarterly 10-Q earnings, 8-K material events, and insider trading forms. It highlights how these documents offer insights into KREF's business, finances, and governance, detailing specific examples like earnings releases and credit agreement amendments. The platform also offers AI-powered summaries and sentiment analysis for each filing, helping users quickly grasp key information.
KKR Real Estate Finance Trust (KREF) price target decreased by 11.76% to 7.65
This article reports a significant decrease in the price target for KKR Real Estate Finance Trust (KREF). The target has been lowered by 11.76% to $7.65.
KKR Real Estate Finance Trust (KREF) price target decreased by 11.76% to 7.65
This article reports a significant price target decrease for KKR Real Estate Finance Trust (KREF), with the target being cut by 11.76% to $7.65. The content indicates this is a financial news update regarding analyst expectations for the company's stock.
KKR Real Estate Finance Trust (KREF) price target decreased by 11.76% to 7.65
This article reports a significant decrease in the price target for KKR Real Estate Finance Trust (KREF). The target was lowered by 11.76% to $7.65.
KKR Real Estate Finance Trust Inc. to Announce Fourth Quarter 2025 Results
KKR Real Estate Finance Trust Inc. (KREF) announced it will release its financial results for the fourth quarter of 2025 on Tuesday, February 3, 2026, after the close of trading. The company will also host a conference call to discuss these results on Wednesday, February 4, 2026, at 10:00 a.m. ET. KREF specializes in originating and acquiring senior loans secured by commercial real estate properties.
Total equity of KKR Real Estate Finance Trust, Inc. – DUS:8KR
This article provides financial information for KKR Real Estate Finance Trust, Inc. (DUS:8KR), focusing on its total equity. It lists the company on the Dusseldorf Stock Exchange and offers an overview of its financial data. The content primarily serves as a financial data point for investors interested in this real estate investment trust.
Miscellaneous funds of KKR Real Estate Finance Trust, Inc. – DUS:8KR
The article provides financial information for KKR Real Estate Finance Trust, Inc. (DUS:8KR) on the Dusseldorf Stock Exchange. It focuses on the company's miscellaneous funds, with details on period value changes. The content is primarily a data page from TradingView.
KKR Real Estate Finance Trust, Inc. Income Statement – DUS:8KR
The article presents the income statement for KKR Real Estate Finance Trust, Inc. (DUS:8KR), highlighting its financial performance. For the last quarter, total revenue was €88.06 million, a 3.79% decrease from the previous quarter, and the net income for Q1 '26 was -€48.95 million. The content includes historical quarterly revenue and net income data, along with various other financial metrics such as operating income and pretax income.
KKR Real Estate Finance Trust, Inc. Cash Flow – DUS:8KR
This article provides financial data for KKR Real Estate Finance Trust, Inc. (8KR) focusing on its cash flow activities. It highlights that the free cash flow for Q1 2026 was €11.38 million, while for the full year 2025, both free cash flow and operating cash flow stood at €61.54 million. The data is presented with an overview of operating, investing, and financing activities, along with historical quarterly and annual cash flow statements.
KKR Real Estate Finance Trust CEO & Director Acquires 12% More Stock
Matthew Salem, CEO & Director of KKR Real Estate Finance Trust Inc. (NYSE:KREF), recently purchased US$362,000 worth of company stock, increasing his holding by 12%. This significant insider buy contrasts with larger insider sales over the past year by the Non-Independent Chairman, though that sale was at a higher price. Despite relatively low overall insider ownership, the recent purchase is viewed positively.
Wells Fargo Maintains KKR Real Estate Finance Trust(KREF.US) With Buy Rating, Cuts Target Price to $7
Wells Fargo has reaffirmed its Buy rating for KKR Real Estate Finance Trust (KREF.US) but has lowered its target price to $7. This adjustment reflects an updated outlook from the financial institution regarding the company's valuation.
KKR Real Estate Finance Trust (NYSE:KREF) COO Buys $241,200.00 in Stock
W. Patrick Mattson, COO of KKR Real Estate Finance Trust (NYSE:KREF), purchased 40,000 shares valued at $241,200, increasing his direct ownership to over 500,000 shares. This insider buying occurred despite the company recently missing quarterly earnings expectations and cutting its quarterly dividend to $0.10. The stock has been trading down, with institutional investors holding approximately 70.2% of shares, and analysts generally maintaining a "Hold" rating with an average target price of $8.80.
Insider Buying: KKR Real Estate Finance Trust (NYSE:KREF) CEO Acquires 60,000 Shares of Stock
KKR Real Estate Finance Trust (NYSE:KREF) CEO Matthew Salem recently acquired 60,000 shares of the company's stock for $362,400, increasing his direct ownership to 703,075 shares. This insider purchase occurred after the company reported an EPS miss and lower-than-expected revenue, alongside declaring a quarterly dividend of $0.10, representing a 6.8% yield. The stock is currently trading below its 50- and 200-day moving averages, and analysts maintain mixed ratings with an average target price of $8.80.
Kkr real estate finance CEO Matthew Salem buys $362k in stock
Matthew A. Salem, CEO of KKR Real Estate Finance Trust Inc. (NYSE:KREF), recently purchased 60,000 shares of company stock for $362,472, following a significant 12% stock decline. This insider purchase comes amidst disappointing Q1 2026 financial results, where the company missed both earnings and revenue expectations, leading to a downgrade by Citizens due to anticipated earnings headwinds.
Kkr real estate finance CEO Matthew Salem buys $362k in stock
Matthew A. Salem, CEO of KKR Real Estate Finance Trust Inc. (NYSE:KREF), recently purchased 60,000 shares of the company's common stock for $362,472. This purchase follows a 12% stock decline and disappointing Q1 2026 financial results where the company missed earnings and revenue expectations. Analysts have also downgraded KREF, citing anticipated earnings headwinds.
KKR Real Estate Finance Trust (NYSE: KREF) president acquires 40,000 shares
W. Patrick Mattson, President, COO, and Secretary of KKR Real Estate Finance Trust Inc. (NYSE: KREF), purchased 40,000 shares of the company's common stock at a weighted average price of $6.0268 per share. This open-market transaction increased his direct holdings to 500,287 shares. The filing of this Form 4 signals positive insider sentiment with a high filing impact.
KKR Real Estate Finance Trust | 10-Q: Q1 2026 Earnings Report
This document is the Q1 2026 Earnings Report for KKR Real Estate Finance Trust. It contains the company's official financial filing, a Form 10-Q, detailing its performance for the first quarter of 2026.
KKR Real Estate Finance Trust declares $0.4063 dividend
KKR Real Estate Finance Trust (NYSE:KREF) has declared a dividend of $0.4063 per share. This declaration indicates the company's commitment to returning value to its shareholders through regular distributions.
Keefe, Bruyette & Woods Lowers KKR Real Estate Finance Trust (NYSE:KREF) Price Target to $6.00
Keefe, Bruyette & Woods has reduced its price target for KKR Real Estate Finance Trust (NYSE:KREF) from $7.00 to $6.00, maintaining a "market perform" rating. This adjustment comes after KKR REIT missed its latest quarterly earnings and revenue estimates, reporting a negative EPS of -$0.06 and revenue of $20.89 million. The stock currently trades around $6.02, with institutional investors holding approximately 70% of the company's shares.
KKR Real Estate Finance Trust Inc. (NYSE:KREF) Q1 2026 Earnings Call Transcript
KKR Real Estate Finance Trust Inc. (NYSE:KREF) reported a GAAP net loss of $62 million and a distributable loss of $4 million for Q1 2026. The company is undergoing a transition year focused on resolving watch list assets, reducing legacy office exposure, and positioning REO portfolios for liquidity, aiming to redeploy capital into newer, higher-quality investments. KREF also announced a dividend reduction to $0.10 per share and authorized a $75 million share repurchase program, believing these actions are in the best interest of shareholder value creation.
Earnings call transcript: KKR Real Estate Q1 2026 reveals earnings miss
KKR Real Estate Finance Trust Inc. (KREF) reported a challenging Q1 2026, missing earnings and revenue forecasts with an EPS of negative $0.06 and revenue of $26.7 million. The company announced a dividend reduction effective July 2026 as part of a strategic transition to reposition its portfolio and improve long-term quality, despite causing short-term financial volatility and a significant premarket stock decline. Management emphasized the company's strong liquidity and plans to monetize REO assets and redeploy capital into higher-quality investments, including share repurchases, to drive future earnings and book value accretion.
KKR Real Estate Finance Trust: Q1 2026 featured a $62M net loss, 9% book value drop, dividend cut, and $75M buyback authorization
KKR Real Estate Finance Trust reported a GAAP net loss of $62 million and a 9% decline in book value for Q1 2026, primarily due to portfolio transitioning and resolving legacy assets. Despite strong liquidity of $653 million and authorization of a $75 million buyback program, the company decided to cut its dividend to $0.10 per share. This information is based on the company's Q1 2026 audio transcript.
KKR Real Estate Finance Trust: Net loss of ($0.96) per share in 1Q 2026 amid credit provisions and asset resolution focus
KKR Real Estate Finance Trust (KKR Real Estate) reported a net loss of ($0.96) per share in the first quarter of 2026, primarily due to credit loss provisions and watch list downgrades. The company's portfolio continues to focus on multifamily and industrial assets, with ongoing efforts to resolve legacy office and watch list exposures. This information is based on an AI-generated summary from Quartr.
KKR Real Estate Finance Trust (NYSE:KREF) Announces Quarterly Earnings Results, Misses Estimates By $0.17 EPS
KKR Real Estate Finance Trust (NYSE:KREF) reported Q1 earnings with a loss of $0.06 per share, missing consensus estimates by $0.17, and revenue of $20.89 million, below the expected $28.76 million. The company's negative financial metrics include a negative return on equity of 1.13% and a negative net margin of 10.80%. Despite paying a quarterly dividend of $0.25, its payout ratio is negative due to the reported loss, and recent analyst downgrades have set the consensus price target at $9.00 with a "Hold" rating.
KKR Real Estate Finance Trust (NYSE: KREF) swings to deeper Q1 2026 loss as credit reserves rise
KKR Real Estate Finance Trust (NYSE: KREF) reported a significantly larger loss in Q1 2026, with net income attributable to common stockholders at $(61.9) million, compared to $(10.6) million in the prior-year quarter. This deeper loss was primarily driven by a substantial increase in credit reserves, which rose by $73.5 million to $260.3 million, mainly due to underperforming risk-rated 5 office, life science, and multifamily loans. Despite efforts to de-risk its loan portfolio through repayments exceeding new originations, and positive operating cash flow, the company's earnings were significantly impacted by deteriorating commercial real estate credit quality.
KKR Real Estate: Q1 Earnings Snapshot
KKR Real Estate Finance Trust Inc. (KREF) reported a first-quarter loss of $56.1 million, or 96 cents per share. After adjusting for non-recurring costs and stock option expense, the loss was 6 cents per share. The company's revenue for the period was $95.9 million, with adjusted revenue at $26.2 million.
KKR Real Estate Finance Trust Inc. Reports First Quarter 2026 Results
KKR Real Estate Finance Trust Inc. (KREF) has announced its first-quarter 2026 financial results, which are available on its Investor Relations website. The company will host a conference call on April 23, 2026, to discuss these results, with a live broadcast and replay options provided. KREF is a real estate finance company specializing in originating and acquiring senior loans secured by commercial properties.
KKR Real Estate Finance Trust Inc expected to post earnings of 11 cents a share - Earnings Preview
KKR Real Estate Finance Trust Inc (KREF) is projected to report earnings of 11 cents per share. This financial forecast comes as an earnings preview, providing insight into the company's expected performance. The information is sourced from Refinitiv.
KKR Real Estate Finance Trust (NYSE:KREF) Given Average Rating of "Hold" by Brokerages
KKR Real Estate Finance Trust (NYSE:KREF) has received an average "Hold" rating from seven brokerages, with an average 1-year target price of $9.00. Institutional investors hold approximately 70.2% of the company's shares. Despite a 14.9% dividend yield, the company reports negative profitability and a negative payout ratio.
KKR Real Estate Finance Trust re-elects board and ratifies auditor at annual meeting
KKR Real Estate Finance Trust Inc. (NYSE:KREF) held its 2026 Annual Meeting, where shareholders re-elected all eight directors, ratified Deloitte & Touche LLP as the independent auditor for 2026, and approved the compensation of named executive officers. The company trades at $6.62 with a $424.86 million market cap and offers a 15% dividend yield, though it has recently seen a downgrade from BTIG due to portfolio quality concerns despite exceeding Q4 2025 earnings and revenue expectations.
Director at KKR Real Estate Finance (NYSE: KREF) receives RSU grant
Paula Madoff, a director at KKR Real Estate Finance Trust Inc. (NYSE: KREF), received a grant of 16,691 restricted stock units (RSUs) as compensation. These RSUs will vest on the earlier of April 14, 2027, or the company's first regularly scheduled annual stockholder meeting after the grant date. Following this transaction, Madoff directly holds 70,182 shares of KREF.
[Form 4] KKR Real Estate Finance Trust Inc. Insider Trading Activity
This article reports KKR Real Estate Finance Trust Inc. (KREF) Director Deborah H. McAneny's Form 4 filing, detailing her acquisition of 16,691 restricted stock units (RSUs). These RSUs, granted on April 14, 2026, will vest by April 14, 2027, or the next annual shareholder meeting, and she has deferred their delivery until she leaves the board. Following this transaction, McAneny's direct holdings in KREF total 80,099 shares.
Director at KKR Real Estate Finance (NYSE: KREF) receives 16,691 RSUs
Irene M. Esteves, a director at KKR Real Estate Finance Trust Inc. (NYSE: KREF), was granted 16,691 restricted stock units (RSUs) as equity compensation. These RSUs will vest by April 14, 2027, or the next annual stockholder meeting, and she has elected to defer delivery of the underlying common shares until her departure from the board. This grant increases her direct holdings to 69,968 shares, reflecting a neutral impact on the stock.
JPMorgan Chase & Co. Lowers KKR Real Estate Finance Trust (NYSE:KREF) Price Target to $6.50
JPMorgan Chase & Co. has reduced its price target for KKR Real Estate Finance Trust (NYSE:KREF) from $8.00 to $6.50, maintaining a "neutral" rating, which implies a slight downside. Despite KREF beating EPS and revenue estimates in its latest earnings report, the company still exhibits negative net margin and return on equity. The consensus among analysts remains a "Hold" with an average price target of $9.00, reflecting varied opinions on the stock.
KKR Real Estate Finance Trust (KREF) Projected to Post Earnings on Wednesday
KKR Real Estate Finance Trust (KREF) is expected to announce its Q1 2026 earnings on Wednesday, April 22nd, with analysts forecasting EPS of $0.11 and revenue of $28.756 million. The company recently declared a quarterly dividend of $0.25, leading to an annualized payout of $1.00 and a 15.2% yield. KREF has a "Hold" rating from analysts with an average price target of $9.30, amidst recent target reductions.
KKR Real Estate Finance Trust declares $0.25 dividend
KKR Real Estate Finance Trust (KREF) has announced a quarterly dividend of $0.25 per share. This declaration was made by the company's Board of Directors. The dividend is payable on July 15, 2024, to shareholders of record as of June 28, 2024.
Keefe Bruyette Lowers Its Price Target on KKR Real Estate Finance Trust (KREF)
Keefe Bruyette has lowered its price target on KKR Real Estate Finance Trust (KREF) to $7 from $8, maintaining a Market Perform rating. This follows a previous reduction by Citizens to $9.50. KREF recently announced a lease with OpenAI for a repositioned Class A property in Mountain View, California, which it co-owns with KKR-advised capital accounts.
5 Buy-Rated All-Time Low Stocks to Buy
This article focuses on KKR Real Estate Finance Trust Inc. (NYSE: KREF), highlighting recent analyst ratings and strategic developments. Keefe Bruyette lowered its price target on KREF to $7 from $8, maintaining a Market Perform rating, while Citizens reduced its target to $9.50 from $10 but kept an Outperform rating due to the company's aggressive approach to resolving watch list loans. KREF also announced a significant lease with OpenAI at its Mountain View campus, which was repositioned by TMG Partners.
KKR Real Estate Finance Trust Hits New 52-Week Low at $5.93
KKR Real Estate Finance Trust, Inc. has reached a new 52-week low of $5.93, marking a significant 34.74% decline over the past year, contrasting sharply with the S&P 500's gain. The microcap company faces financial challenges including a negative return on equity of -4.14%, declining net sales, and low operating cash flow, raising concerns about its stability despite a high dividend yield.
KKR Real Estate Finance Trust Hits New 52-Week Low at $6.04
KKR Real Estate Finance Trust, Inc. has reached a new 52-week low of $6.04, reflecting a significant 33.77% stock price decline over the past year. The microcap company is experiencing financial difficulties, evidenced by negative return on equity, declining net sales, and low operating cash flow. Despite a high dividend yield, its financial performance raises questions about sustainability.
Is the options market predicting a spike in KKR real estate stock?
The article title asks if the options market is predicting a spike in KKR real estate stock. However, no content beyond the title was provided, making it impossible to determine the market's actual outlook or any related analysis. The full article would be needed to answer the question posed in the title.
Vanguard amends Schedule 13G/A; reports 0 shares in KREF (KREF)
Vanguard Group filed an Amendment No. 8 to Schedule 13G/A, reporting 0 shares (0%) of KKR Real Estate Finance Trust Inc (KREF) common stock as of March 13, 2026. This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report beneficial ownership separately. Vanguard no longer deems itself to beneficially own securities held by these entities, in reliance on SEC Release No. 34-39538.
Is the Options Market Signaling a Surge for KKR Real Estate Shares?
The options market is showing significant activity for KKR Real Estate Finance Trust Inc. (KREF), with the April 17, 2026 $2.50 Call option exhibiting high implied volatility, suggesting anticipated large price movements. Despite this, analysts have a cautious outlook, rating KREF as a Zacks Rank #5 (Strong Sell) and lowering earnings estimates. This divergence could present a unique opportunity for experienced options traders who aim to sell premium.
Is the Options Market Predicting a Spike in KKR Real Estate Stock?
The options market is indicating a potential significant price movement for KKR Real Estate Finance Trust Inc. (KREF), with the Apr 17, 2026 $2.50 Call showing high implied volatility. Despite this, analysts currently rate KREF as a Zacks Rank #5 (Strong Sell), with recent downward revisions to earnings estimates. The high implied volatility could suggest a developing options trading opportunity, possibly for selling premium.
KKR Real Estate Finance Trust Hits New 52-Week Low at $6.29
KKR Real Estate Finance Trust Inc. (KREF) has hit a new 52-week low of $6.29, reflecting a 31.16% stock price decline over the past year. The company is facing significant financial challenges, including negative return on equity, a low price-to-book ratio, and declining net sales and operating cash flow. Despite a high dividend yield, concerns are rising about the sustainability of its financial performance.
