Weekly Analysts’ Ratings Changes for KKR Real Estate Finance Trust (KREF)

KKR Real Estate Finance Trust (NYSE: KREF) recently received a number of ratings updates from brokerages and research firms:

• 2/5/2026 – KKR Real Estate Finance Trust had its price target lowered by analysts at JPMorgan Chase & Co. from $8.50 to $8.00. They now have a “neutral” rating on the stock.
• 2/5/2026 – KKR Real Estate Finance Trust had its price target lowered by analysts at Wells Fargo & Company from $10.00 to $9.00. They now have an “overweight” rating on the stock.
• 2/5/2026 – KKR Real Estate Finance Trust had its price target lowered by analysts at Keefe, Bruyette & Woods from $8.25 to $8.00. They now have a “market perform” rating on the stock.
• 2/5/2026 – KKR Real Estate Finance Trust was downgraded by analysts at BTIG Research from a “buy” rating to a “neutral” rating.
• 2/3/2026 – KKR Real Estate Finance Trust was downgraded by analysts at Zacks Research from a “hold” rating to a “strong sell” rating.
• 2/2/2026 – KKR Real Estate Finance Trust had its “buy” rating reaffirmed by analysts at BTIG Research. They now have a $13.00 price target on the stock.
• 1/22/2026 – KKR Real Estate Finance Trust had its “sell (d)” rating reaffirmed by analysts at Weiss Ratings.
• 1/8/2026 – KKR Real Estate Finance Trust had its price target lowered by analysts at Keefe, Bruyette & Woods from $8.75 to $8.25. They now have a “market perform” rating on the stock.

KKR Real Estate Finance Trust Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were issued a $0.25 dividend. The ex-dividend date was Wednesday, December 31st. This represents a $1.00 dividend on an annualized basis and a dividend yield of 15.0%. KKR Real Estate Finance Trust’s dividend payout ratio (DPR) is -95.24%.

Insider Activity at KKR Real Estate Finance Trust

In related news, Director Ralph F. Rosenberg sold 125,289 shares of the stock in a transaction 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 legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 1.90% of the stock is currently owned by corporate insiders.

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.