KKR Real Estate Finance Trust (NYSE:KREF) Price Target Lowered to $8.00 at JPMorgan Chase & Co.

KKR Real Estate Finance Trust (NYSE:KREF) had its price objective lowered by JPMorgan Chase & Co. from $8.50 to $8.00 in a research note released on Thursday,Benzinga reports. The firm currently has a neutral rating on the stock.

A number of other equities research analysts have also recently issued reports on KREF. Keefe, Bruyette & Woods reduced their price objective on KKR Real Estate Finance Trust from $8.25 to $8.00 and set a “market perform” rating for the company in a report on Thursday. Wells Fargo & Company decreased their price objective on KKR Real Estate Finance Trust from $10.00 to $9.00 and set an “overweight” rating on the stock in a report on Thursday. BTIG Research downgraded KKR Real Estate Finance Trust from a “buy” rating to a “neutral” rating in a report on Thursday. Weiss Ratings reissued a “sell (d)” rating on shares of KKR Real Estate Finance Trust in a research report on Thursday, January 22nd. Finally, Zacks Research downgraded shares of KKR Real Estate Finance Trust from a “hold” rating to a “strong sell” rating in a research note on Tuesday. Two investment analysts have rated the stock with a Buy rating, three have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $10.00.

KKR Real Estate Finance Trust Trading Down 7.4%

KREF stock opened at $7.30 on Thursday. KKR Real Estate Finance Trust has a one year low of $7.22 and a one year high of $11.53. The stock has a market cap of $468.92 million, a price-to-earnings ratio of -6.95 and a beta of 0.88. The company has a fifty day moving average price of $8.31 and a two-hundred day moving average price of $8.73. The company has a debt-to-equity ratio of 3.83, a current ratio of 407.64 and a quick ratio of 423.43.

KKR Real Estate Finance Trust (NYSE:KREF) last posted its earnings results on Tuesday, February 3rd. The company reported $0.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.14 by $0.08. KKR Real Estate Finance Trust had a negative net margin of 10.80% and a negative return on equity of 1.13%. The company had revenue of $32.72 million during the quarter, compared to analysts’ expectations of $26.06 million. Equities analysts anticipate that KKR Real Estate Finance Trust will post 1.05 EPS for the current year.

KKR Real Estate Finance Trust Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, January 15th. Stockholders of record on Wednesday, December 31st were issued a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 13.7%. The ex-dividend date of this dividend was Wednesday, December 31st. KKR Real Estate Finance Trust’s dividend payout ratio is -95.24%.

Insider Activity at KKR Real Estate Finance Trust

In related news, Director Ralph F. Rosenberg sold 125,289 shares of the business’s stock in a transaction dated Wednesday, December 3rd. The stock was sold at an average price of $8.25, for a total value of $1,033,634.25. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Insiders own 1.90% of the company’s stock.

Hedge Funds Weigh In On KKR Real Estate Finance Trust

Several hedge funds have recently bought and sold shares of KREF. Geneos Wealth Management Inc. lifted its holdings in shares of KKR Real Estate Finance Trust by 100.0% during the 2nd quarter. Geneos Wealth Management Inc. now owns 3,450 shares of the company’s stock worth $30,000 after acquiring an additional 1,725 shares during the period. EverSource Wealth Advisors LLC increased its stake in 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 acquiring an additional 3,658 shares during the last quarter. Allworth Financial LP raised its position in KKR Real Estate Finance Trust by 3,904.6% during the second quarter. Allworth Financial LP now owns 4,365 shares of the company’s stock valued at $38,000 after purchasing an additional 4,256 shares in the last quarter. Cloud Capital Management LLC bought a new stake in KKR Real Estate Finance Trust during the third quarter worth $48,000. Finally, Tower Research Capital LLC TRC boosted its holdings in shares of 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 in the last quarter. 70.23% of the stock is owned by institutional investors.

Trending Headlines about KKR Real Estate Finance Trust

Here are the key news stories impacting KKR Real Estate Finance Trust this week:

• Positive Sentiment: Wells Fargo cut its price target from $10 to $9 but kept an “overweight” rating, implying meaningful upside vs. the current share level — a supportive institutional view. Article
• Positive Sentiment: KKR’s Q4 call outlined a $1.5B repayment target and aggressive asset resolutions — moves that should strengthen the balance sheet and reduce credit risk over time. MSN: Repayment & Resolutions
• Neutral Sentiment: Keefe, Bruyette & Woods trimmed its target to $8 and rates KREF “market perform” — a muted view that signals steady but limited near-term upside. Article
• Neutral Sentiment: The Q4 2025 earnings call transcript/coverage shows revenue and EPS beats but continued negative margins and management’s evaluation of dividend policy — results that are mixed for income-focused investors. Earnings Call Transcript Call Highlights
• Negative Sentiment: JPMorgan cut its target to $8 and set a “neutral” rating — a downgrade that removes a prior bullish catalyst and likely pressured shares. Article
• Negative Sentiment: BTIG moved from “buy” to “neutral” on KREF, reducing conviction from a prior buy recommendation. BTIG Downgrade
• Negative Sentiment: Zacks cut KREF to a “strong sell,” a significant negative signal for sentiment and likely a contributor to intraday selling pressure. Zacks

KKR Real Estate Finance Trust Company Profile

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.