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

KKR Real Estate Finance Trust (NYSE:KREF) is expected to be releasing its Q2 2026 results after the market closes on Tuesday, July 21st. Analysts expect the company to post earnings of ($0.65) per share and revenue of $24.9730 million for the quarter. Investors are encouraged to explore the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Wednesday, July 22, 2026 at 10:00 AM ET.

KKR Real Estate Finance Trust (NYSE:KREF) last posted its earnings results on Wednesday, April 22nd. The company reported ($0.06) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.11 by ($0.17). KKR Real Estate Finance Trust had a negative net margin of 23.55% and a negative return on equity of 0.78%. The business had revenue of $20.89 million during the quarter, compared to analyst estimates of $28.76 million. On average, analysts expect KKR Real Estate Finance Trust to post $-2 EPS for the current fiscal year and $-0 EPS for the next fiscal year.

KKR Real Estate Finance Trust Stock Down 4.2%

KREF stock opened at $7.28 on Friday. KKR Real Estate Finance Trust has a 1 year low of $5.25 and a 1 year high of $9.98. The company has a fifty day simple moving average of $6.92 and a 200 day simple moving average of $7.04. The firm has a market cap of $468.30 million, a PE ratio of -3.92 and a beta of 0.82. The company has a current ratio of 407.64, a quick ratio of 407.64 and a debt-to-equity ratio of 3.90.

KKR Real Estate Finance Trust Cuts Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 15th. Investors of record on Tuesday, June 30th were issued a $0.10 dividend. This represents a $0.40 annualized dividend and a yield of 5.5%. The ex-dividend date was Tuesday, June 30th. KKR Real Estate Finance Trust’s payout ratio is -21.51%.

Analyst Ratings Changes

Several research firms recently issued reports on KREF. Citizens Jmp downgraded shares of KKR Real Estate Finance Trust from an “outperform” rating to a “market perform” rating in a report on Monday, April 27th. Keefe, Bruyette & Woods cut their target price on KKR Real Estate Finance Trust from $7.00 to $6.00 and set a “market perform” rating for the company in a research note on Friday, April 24th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of KKR Real Estate Finance Trust in a report on Tuesday, April 21st. JPMorgan Chase & Co. lowered shares of KKR Real Estate Finance Trust from a “neutral” rating to an “underweight” rating and set a $6.00 target price on the stock. in a report on Friday. Finally, Zacks Research upgraded KKR Real Estate Finance Trust from a “strong sell” rating to a “hold” rating in a research note on Friday, July 10th. One equities research analyst has rated the stock with a Buy rating, five have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Reduce” and a consensus target price of $8.30.

Insider Activity

In other KKR Real Estate Finance Trust news, CEO Matthew A. Salem acquired 60,000 shares of the firm’s stock in a transaction that occurred on Friday, April 24th. The stock was acquired at an average cost of $6.04 per share, for a total transaction of $362,400.00. Following the transaction, the chief executive officer owned 703,075 shares of the company’s stock, valued at $4,246,573. This trade represents a 9.33% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, COO W Patrick Mattson bought 40,000 shares of KKR Real Estate Finance Trust stock in a transaction that occurred on Friday, April 24th. The stock was bought at an average cost of $6.03 per share, with a total value of $241,200.00. Following the completion of the purchase, the chief operating officer owned 500,287 shares in the company, valued at approximately $3,016,730.61. This trade represents a 8.69% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders own 2.12% of the company’s stock.

Hedge Funds Weigh In On KKR Real Estate Finance Trust

Several institutional investors and hedge funds have recently modified their holdings of the stock. Geneos Wealth Management Inc. lifted its holdings 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 buying an additional 1,725 shares in the last quarter. Tower Research Capital LLC TRC boosted its holdings in 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 valued at $50,000 after purchasing an additional 2,238 shares during the period. PNC Financial Services Group Inc. raised its position in shares of KKR Real Estate Finance Trust by 178.3% in the fourth quarter. PNC Financial Services Group Inc. now owns 3,537 shares of the company’s stock valued at $29,000 after buying an additional 2,266 shares in the last quarter. The Manufacturers Life Insurance Company boosted its stake in shares of KKR Real Estate Finance Trust by 6.6% in the second quarter. The Manufacturers Life Insurance Company now owns 43,885 shares of the company’s stock valued at $385,000 after buying an additional 2,702 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its stake in shares of 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 valued at $36,000 after buying an additional 3,658 shares during the period. 70.23% of the stock is currently owned by institutional investors and hedge funds.

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.