KKR REAL ESTATE FINANCE TRUS (KREF) Forecast, Price Target & Analyst Ratings
NYSE:KREF • US48251K1007
7.18 USD
-0.09 (-1.24%)
At close: Mar 6, 2026
7.18 USD
0 (0%)
After Hours: 3/6/2026, 8:04:00 PM
View the latest analyst price targets, stock forecast, EPS estimates, revenue projections, revisions, full estimates, rating distribution and upgrades/downgrades for KKR REAL ESTATE FINANCE TRUS (KREF).
Forecast Snapshot
Consensus Price Target
$9.18
+ 27.86% Upside
Next Earnings Forecast
Release DateApr 21, 2026
PeriodQ1 / 2026
EPS Estimate$0.20
Revenue Estimate26.775M
ChartMill Buy Consensus
78.33%
Weighted Analyst Rating Score
Price Target Details & History
Consensus Price Target and Range
Mean target
$9.18
Upside
+ 27.86%
From current price of $7.18 to mean target of $9.18, Based on 12 analyst forecasts
Low
$8.08
Median
$9.18
High
$10.50
Price Target Revisions
1 Month
-11.33%
3 Months
-12.20%
Price Target Summary
12 analysts have analysed KREF and the average price target is 9.18 USD. This implies a price increase of 27.86% is expected in the next year compared to the current price of 7.18.
The average price target has been revised downward by 12.2% in the past 3 months.
Analyst Ratings & History
Current Analyst Ratings
Analyst Ratings History
Analyst Ratings Consensus
ChartMill Buy Consensus
78.33%
KREF was analyzed by 12 analysts. The buy percentage consensus is at 78. So analysts seem to be have mildly positive about KREF.
In the previous month the buy percentage consensus was at a similar level.
KREF was analyzed by 12 analysts, which is quite many. So the average rating should be quite meaningful.
Recent Upgrades & Downgrades
| Date | Firm | Action | From → To |
|---|---|---|---|
| 2026-02-05 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2026-02-05 | BTIG | Downgrade | Buy -> Neutral |
| 2026-02-05 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2026-02-05 | JP Morgan | Maintains | Neutral -> Neutral |
| 2026-02-02 | BTIG | Reiterate | Buy -> Buy |
| 2026-01-08 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2025-10-24 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2025-10-23 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2025-10-23 | JP Morgan | Maintains | Neutral -> Neutral |
| 2025-10-20 | JP Morgan | Downgrade | Overweight -> Neutral |
| 2025-05-20 | JMP Securities | Reiterate | Market Outperform -> Market Outperform |
| 2025-04-24 | JMP Securities | Maintains | Market Outperform -> Market Outperform |
| 2025-04-16 | JP Morgan | Maintains | Overweight -> Overweight |
| 2025-02-26 | Citizens Capital Markets | Reiterate | Market Outperform -> Market Outperform |
| 2025-01-21 | JP Morgan | Maintains | Overweight -> Overweight |
| 2025-01-14 | Keefe, Bruyette & Woods | Maintains | Outperform -> Outperform |
| 2024-12-09 | JP Morgan | Maintains | Overweight -> Overweight |
| 2024-10-30 | JMP Securities | Maintains | Market Outperform -> Market Outperform |
| 2024-10-23 | Raymond James | Maintains | Outperform -> Outperform |
| 2024-10-17 | JP Morgan | Maintains | Overweight -> Overweight |
| 2024-09-20 | Wells Fargo | Maintains | Overweight -> Overweight |
| 2024-09-19 | Raymond James | Maintains | Outperform -> Outperform |
| 2024-09-05 | Keefe, Bruyette & Woods | Upgrade | Market Perform -> Outperform |
| 2024-07-30 | Keefe, Bruyette & Woods | Maintains | Market Perform -> Market Perform |
| 2024-07-16 | JP Morgan | Maintains | Overweight -> Overweight |
Next Earnings Forecast Details
Next Earnings Details
Release DateApr 21, 2026
PeriodQ1 / 2026
EPS Estimate$0.20
Revenue Estimate26.775M
Revenue Q2Q-14.57%
EPS Q2Q-20.85%
Number of Analysts8
Next Earnings Revisions
Revenue (1 Month)
-6.08%
Revenue (3 Months)
-7.73%
EPS (1 Month)
3.93%
EPS (3 Months)
1.04%
Next Earnings Summary
KREF is expected to report earnings on 4/21/2026. The consensus EPS estimate for the next earnings is 0.2 USD and the consensus revenue estimate is 26.77M USD.
The next earnings revenue estimate has been revised downward by 7.73% in the past 3 months. Downward revisions are a negative sign and indicate that analysts are more pessimistic about the next earnings compared to 3 months ago.
Full Analyst Estimates
Yearly Earnings Per Share (EPS), Revenue, EBIT, EBITDA and Operating Margin Analyst Estimates
| 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | ||
|---|---|---|---|---|---|---|---|
| Revenue YoY % growth | 661.611M 49.96% | 594.136M -10.20% | 458.102M -22.90% | 104.63M -77.16% | 105.01M 0.36% | 123.93M 18.02% | |
| EBITDA YoY % growth | N/A | 35.558M -92.44% | -48.041M -235.11% | 301.1M 726.76% | 331.81M 10.20% | 350.27M 5.56% | |
| EBIT YoY % growth | -30.947M -182.09% | 34.575M 211.72% | -50.645M -246.48% | 301.1M 694.53% | 331.81M 10.20% | 350.27M 5.56% | |
| Operating Margin | -4.68% | 5.82% | -11.06% | 287.78% | 315.98% | 282.64% | |
| EPS YoY % growth | 0.84 -48.47% | -1.02 -221.43% | 0.40 139.22% | 0.67 67.45% | 1.07 59.90% | 0.97 -9.52% |
All data in USD
Quarterly Earnings Per Share (EPS), Revenue, EBIT and EBITDA Analyst Estimates
| Q1 / 26 | Q2 / 26 | Q3 / 26 | Q4 / 26 | |
|---|---|---|---|---|
| EPS Q2Q % growth | 0.20 -20.85% | 0.14 462.10% | 0.20 763.00% | 0.15 -30.45% |
| Revenue Q2Q % growth | 26.775M -14.57% | 26.112M -13.45% | 27.846M 9.92% | 27.285M 5.79% |
| EBITDA Q2Q % growth | N/A | N/A | N/A | N/A |
| EBIT Q2Q % growth | N/A | N/A | N/A | N/A |
All data in USD
Yearly Earnings Per Share (EPS) and Revenue Trends vs Historical Data
Long Term Forward Growth Forecast Summary
Long Term EPS Growth (CAGR)
EPS Next 3 Year
34.30%
EPS Next 5 Year
N/A
Long Term Revenue Growth (CAGR)
Revenue Next 3 Year
2.56%
Revenue Next 5 Year
N/A
Long Term EBIT Growth (CAGR)
EBIT Next 3 Year
4.39%
EBIT Next 5 Year
N/A
KKR REAL ESTATE FINANCE TRUS / KREF Forecast FAQ
Can you provide the average price target for KKR REAL ESTATE FINANCE TRUS stock?
12 analysts have analysed KREF and the average price target is 9.18 USD. This implies a price increase of 27.86% is expected in the next year compared to the current price of 7.18.
What is the next earnings date for KREF stock?
KKR REAL ESTATE FINANCE TRUS (KREF) will report earnings on 2026-04-21.
What are the consensus estimates for KKR REAL ESTATE FINANCE TRUS (KREF) next earnings?
The consensus EPS estimate for the next earnings of KKR REAL ESTATE FINANCE TRUS (KREF) is 0.2 USD and the consensus revenue estimate is 26.77M USD.
Can you provide the consensus rating for KKR REAL ESTATE FINANCE TRUS stock?
The consensus rating for KKR REAL ESTATE FINANCE TRUS (KREF) is 78.3333 / 100 . This indicates that analysts generally have a positive outlook on the stock.