Brokerages Set KKR Real Estate Finance Trust (NYSE:KREF) Target Price at $10.45

KKR Real Estate Finance Trust (NYSE:KREF) has received an average rating of “Hold” from the seven research firms that are covering the company, MarketBeat reports. Two analysts have rated the stock with a sell rating, three have issued a hold rating and two have given a buy rating to the company. The average 12-month target price among analysts that have updated their coverage on the stock in the last year is $10.00.

KREF has been the topic of several research analyst reports. Keefe, Bruyette & Woods cut their price target on KKR Real Estate Finance Trust from $8.25 to $8.00 and set a “market perform” rating on the stock in a research report on Thursday. BTIG Research cut shares of KKR Real Estate Finance Trust from a “buy” rating to a “neutral” rating in a report on Thursday. JPMorgan Chase & Co. reduced their price target on shares of KKR Real Estate Finance Trust from $8.50 to $8.00 and set a “neutral” rating for the company in a research report on Thursday. Weiss Ratings reiterated a “sell (d)” rating on shares of KKR Real Estate Finance Trust in a research note on Thursday, January 22nd. Finally, Zacks Research downgraded shares of KKR Real Estate Finance Trust from a “hold” rating to a “strong sell” rating in a research report on Tuesday.

KKR Real Estate Finance Trust Stock Performance

NYSE KREF opened at $7.30 on Tuesday. The company has a fifty day moving average of $8.31 and a two-hundred day moving average of $8.73. The company has a market capitalization of $468.92 million, a PE ratio of -6.95 and a beta of 0.88. KKR Real Estate Finance Trust has a 1 year low of $7.22 and a 1 year high of $11.53. The company has a debt-to-equity ratio of 3.83, a current ratio of 407.64 and a quick ratio of 423.43.

KKR Real Estate Finance Trust (NYSE:KREF) last posted its earnings results on Tuesday, February 3rd. The company reported $0.22 EPS for the quarter, topping analysts’ consensus estimates of $0.14 by $0.08. The business had revenue of $32.72 million for the quarter, compared to analysts’ expectations 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%. As a group, analysts expect that KKR Real Estate Finance Trust will post 1.05 earnings per share for the current year.

KKR Real Estate Finance Trust Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, January 15th. Investors of record on Wednesday, December 31st were issued a dividend of $0.25 per share. The ex-dividend date of this dividend was Wednesday, December 31st. This represents a $1.00 dividend on an annualized basis and a dividend yield of 13.7%. KKR Real Estate Finance Trust’s dividend payout ratio (DPR) is currently -95.24%.

Insider Transactions at KKR Real Estate Finance Trust

In other KKR Real Estate Finance Trust news, Director Ralph F. Rosenberg sold 125,289 shares of the company’s stock in a transaction that occurred on Wednesday, December 3rd. The stock was sold at an average price of $8.25, for a total transaction of $1,033,634.25. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 1.90% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Several hedge funds and other institutional investors have recently modified their holdings of KREF. Geneos Wealth Management Inc. raised its stake in shares of KKR Real Estate Finance Trust by 100.0% during the second 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 increased its stake in 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. Allworth Financial LP raised its position in KKR Real Estate Finance Trust by 3,904.6% during the 2nd quarter. Allworth Financial LP now owns 4,365 shares of the company’s stock worth $38,000 after buying an additional 4,256 shares during the last quarter. Cloud Capital Management LLC acquired a new stake in shares of KKR Real Estate Finance Trust in the 3rd quarter worth $48,000. Finally, Tower Research Capital LLC TRC lifted 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 worth $50,000 after acquiring an additional 2,238 shares during the period. 70.23% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about KKR Real Estate Finance Trust

Here are the key news stories impacting KKR Real Estate Finance Trust this week:

• Positive Sentiment: Wells Fargo cut its price target from $10 to $9 but kept an “overweight” rating, implying meaningful upside vs. the current share level — a supportive institutional view. Article
• Positive Sentiment: KKR’s Q4 call outlined a $1.5B repayment target and aggressive asset resolutions — moves that should strengthen the balance sheet and reduce credit risk over time. MSN: Repayment & Resolutions
• Neutral Sentiment: Keefe, Bruyette & Woods trimmed its target to $8 and rates KREF “market perform” — a muted view that signals steady but limited near-term upside. Article
• Neutral Sentiment: The Q4 2025 earnings call transcript/coverage shows revenue and EPS beats but continued negative margins and management’s evaluation of dividend policy — results that are mixed for income-focused investors. Earnings Call Transcript Call Highlights
• Negative Sentiment: JPMorgan cut its target to $8 and set a “neutral” rating — a downgrade that removes a prior bullish catalyst and likely pressured shares. Article
• Negative Sentiment: BTIG moved from “buy” to “neutral” on KREF, reducing conviction from a prior buy recommendation. BTIG Downgrade
• Negative Sentiment: Zacks cut KREF to a “strong sell,” a significant negative signal for sentiment and likely a contributor to intraday selling pressure. Zacks

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.