KKR Real Estate Finance Trust Inc. (KREF) Stock Forecast
KREF analyst forecast
as of October 18, 2026- Analyst consensus
- Buy 3.50 / 5 from 6 analysts
- Price target
- $7.25 average of analyst targets
- Upside to target
- +25.0% from the latest close
- Next earnings
- October 28, 2026 EPS estimate $0.02
- 52-week range
- $5.75 – $8.94
KREF analyst ratings
6 analystsNumber of analysts at each rating.
KREF price target
The average of analyst 12-month price targets compared with the latest close and the 52-week range.
KREF earnings per share estimates
| Period | Average | Low | High | Year ago | Growth | Analysts |
|---|---|---|---|---|---|---|
| Current quarter (Sep '26) | $0.05 | $0.00 | $0.08 | −$0.03 | +258.3% | 4 |
| Current fiscal year (2026) | −$0.70 | −$1.17 | −$0.50 | $0.39 | −280.1% | 4 |
| Next fiscal year (2027) | −$0.55 | −$1.98 | $0.30 | −$0.70 | +21.7% | 4 |
Consensus EPS estimates; growth compares the average estimate with the year-ago EPS.
KREF revenue estimates
| Period | Average | Low | High | Growth | Analysts |
|---|---|---|---|---|---|
| Current quarter (Sep '26) | $14.3M | $8.8M | $16.0M | −43.4% | 6 |
| Current fiscal year (2026) | $72.2M | $61.7M | $77.0M | −35.9% | 6 |
| Next fiscal year (2027) | $56.7M | $42.0M | $66.0M | −21.4% | 6 |
KREF EPS: reported and forecast
Fiscal years; "E" marks estimates, the line shows the range from the lowest to the highest estimate.
KREF revenue: reported and forecast
KREF EPS estimate revisions
| Period | 90 days ago | 60 days ago | 30 days ago | 7 days ago | Now | Change (90 d) | Revisions (30 d) |
|---|---|---|---|---|---|---|---|
| Current quarter (Sep '26) | $0.13 | $0.09 | $0.06 | $0.05 | $0.05 | −63.5% | 0 up · 2 down |
| Current fiscal year (2026) | −$0.38 | −$0.53 | −$0.62 | −$0.70 | −$0.70 | +82.9% | 0 up · 1 down |
| Next fiscal year (2027) | $0.35 | $0.29 | $0.11 | −$0.07 | −$0.55 | −255.0% | 0 up · 2 down |
How the consensus EPS estimate changed over the last 90 days, and how many analysts raised or lowered it in the last 30 days.
KREF earnings surprises
Reported EPS vs the consensus estimate for the last 12 quarters; KREF beat in 7 of 12.
What analysts expect from KREF
6 analysts cover KKR Real Estate Finance; their consensus rating is buy (3.50 on a 1–5 scale, where 5 is a strong buy). The average price target is $7.25, 25.0% above the latest close of $5.80. Analysts expect earnings of −$0.70 per share for 2026, −280.1% from a year earlier. For 2027 the average estimate is −$0.55 per share on revenue of $56.7 million. KKR Real Estate Finance beat the EPS estimate in 7 of the last 12 quarters.
Related: KREF income statement, KREF key metrics, KREF chart. See the KREF stock overview for the latest quote and news.
KREF forecast FAQ
What is KKR Real Estate Finance's price target?
The average analyst price target for KKR Real Estate Finance is $7.25, 25.0% above the latest close of $5.80.
Is KKR Real Estate Finance a buy, hold or sell?
Of 6 analysts covering KKR Real Estate Finance, 2 rate it a strong buy, 0 a buy, 3 a hold, 1 a sell and 0 a strong sell, a consensus of buy. Ratings are opinions, not a recommendation from Quotelinks.
What is KKR Real Estate Finance's EPS forecast?
Analysts forecast −$0.70 per share for 2026 (range −$1.17 to −$0.50); for 2027 the estimate is −$0.55.
What is KKR Real Estate Finance's revenue forecast?
The average revenue estimate for 2026 is $72.2 million, growth of −35.9%; for 2027 it is $56.7 million.
When does KKR Real Estate Finance report earnings?
KKR Real Estate Finance is expected to report results for the quarter ending September 30, 2026 on October 28, 2026 after the market closes; the EPS estimate is $0.02.
Does KKR Real Estate Finance usually beat earnings estimates?
KKR Real Estate Finance reported EPS at or above the analyst estimate in 7 of the last 12 quarters.