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KREF

KREF Stock Forecast & Price Target

KREF Analyst Ratings

Based on 6 analyst ratings
Buy
Strong Buy 17%
Buy 50%
Hold 33%
Sell 0%
Strong Sell 0%

Bulls say

KKR Real Estate Finance Trust Inc is currently experiencing a discounted pricing situation, which presents an opportunity for investors, especially as improvements in the company's portfolio stability and earnings are anticipated. The return to an offensive strategy in 2025, marked by an increase in loan originations and the potential for net portfolio growth, is likely to boost investor sentiment and support a positive trajectory for earnings heading into 2026. Additionally, strong demand for transitional commercial real estate capital and favorable regulatory conditions for specialty finance lenders further bolster optimism regarding KKR's long-term financial performance.

Bears say

KKR Real Estate Finance Trust Inc faces a challenging outlook due to an expected contraction of its net portfolio by $443 million in 2025, with only modest growth of $200 million projected for 2026, indicating potential long-term stability issues in its loan portfolio. The company is contending with significant headwinds from non-performing loans and a growing REO portfolio that may further erode its earnings and lead to a declining book value per share, estimated to decrease to $13.22 by 2026. Additionally, external macroeconomic pressures and the anticipated impact of increasing interest rates contribute to concerns regarding the company's ability to generate sufficient net interest income and maintain its dividend payouts amid a competitive commercial mortgage REIT landscape.

KREF has been analyzed by 6 analysts, with a consensus rating of Buy. 17% of analysts recommend a Strong Buy, 50% recommend Buy, 33% suggest Holding, 0% advise Selling, and 0% predict a Strong Sell.

This aggregate rating is based on analysts' research of KKR Real Estate Finance Trust and is not a guaranteed prediction by Public.com or investment advice.

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FAQs About KKR Real Estate Finance Trust (KREF) Forecast

Analysts have given KREF a Buy based on their latest research and market trends.

According to 6 analysts, KREF has a Buy consensus rating as of Feb 14, 2026. This rating is provided by third-party analysts and is not investment advice from Public.com.

Wall Street analysts have set a price target of $10.50, reflecting a 0.00% increase from the current stock price.

Financial analysts have set a price target of $10.50, indicating a 0.00% increase from the current stock price, but ratings and forecasts are frequently updated based on market conditions, earnings reports, and industry trends. This prediction is provided by third-party analysts and is not investment advice from Public.com.

KKR Real Estate Finance Trust (KREF)


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