KKR Real Estate Finance Trust Inc. (KREF)

KREF Stock Forecast

Stock Price Forecast

The 6 analysts that cover KREF stock have a consensus rating of "Buy" and an average price target of $10.63, which forecasts a 29.32% increase in the stock price over the next year. The lowest target is $8.25 and the highest is $13.

Price Target: $10.63 (+29.32%)

Analyst Consensus: Buy

Target	Low	Average	Median	High
Price	$8.25	$10.63	$12	$13
Change	+0.36%	+29.32%	+45.99%	+58.15%

Analyst Ratings

The average analyst rating for KREF stock is "Buy". This means that analysts believe this stock is likely to outperform the market over the next twelve months.

Recommendation Trends

Rating	Aug '25	Sep '25	Oct '25	Nov '25	Dec '25	Jan '26
Strong Buy	1	1	0	0	0	0
Buy	7	7	4	4	4	4
Hold	0	0	2	2	2	2
Sell	0	0	0	0	0	0
Strong Sell	0	0	0	0	0	0
Total	8	8	6	6	6	6

Latest Forecasts

Analyst	Firm	Rating	Rating	Action	Price Target	Upside	Date
Jade Rahmani Keefe, Bruyette & Woods	Keefe, Bruyette & Woods	Hold Maintains $8.75 → $8.25	Hold	Maintains	$8.75 → $8.25	+0.36%	Jan 8, 2026
Donald Fandetti Wells Fargo	Wells Fargo	Buy Maintains $11 → $10	Buy	Maintains	$11 → $10	+21.65%	Oct 24, 2025
Jade Rahmani Keefe, Bruyette & Woods	Keefe, Bruyette & Woods	Hold Maintains $9.5 → $8.75	Hold	Maintains	$9.5 → $8.75	+6.45%	Oct 23, 2025
Richard Shane JP Morgan	JP Morgan	Hold Maintains $9 → $8.5	Hold	Maintains	$9 → $8.5	+3.41%	Oct 23, 2025
Richard Shane JP Morgan	JP Morgan	Buy → Hold Downgrades $9.5 → $9	Buy → Hold	Downgrades	$9.5 → $9	+9.49%	Oct 20, 2025

More Analyst Ratings

Financial Forecast

Revenue This Year

116.06M

Increased by 15.35%

from 100.62M

Revenue Next Year

108.94M

Decreased by -6.13%

from 116.06M

EPS This Year

0.34

Increased by 80.51%

from 0.19

EPS Next Year

0.70

Increased by 105.50%

from 0.34

Fiscal Year	FY 2020	FY 2021	FY 2022	FY 2023	FY 2024	FY 2025	FY 2026
Period Ending	Dec 31, 2020	Dec 31, 2021	Dec 31, 2022	Dec 31, 2023	Dec 31, 2024	Dec 31, 2025	Dec 31, 2026
Revenue	92.81M	176.65M	91.39M	27.69M	100.62M	116.06M	108.94M
Revenue Growth	-23.59%	90.33%	-48.26%	-69.70%	263.33%	15.35%	-6.13%
EPS	0.96	2.21	0.23	-0.78	0.19	0.34	0.70
EPS Growth	-39.07%	131.04%	-89.70%	-	-	80.51%	105.50%
Forward PE	-	-	-	-	-	24.18	11.76
No. Analysts	-	-	-	-	-	8	8

Historical EPS numbers are GAAP, while forecasted numbers may be non-GAAP.

Revenue Forecast

Revenue	2025	2026	2027
High	125.0M	120.7M
Avg	116.1M	108.9M
Low	105.8M	92.1M

Revenue Growth

Revenue Growth	2025	2026	2027
High	24.2%	4.0%
Avg	15.3%	-6.1%
Low	5.2%	-20.6%

EPS Forecast

EPS	2025	2026	2027
High	0.42	0.98
Avg	0.34	0.70
Low	0.26	0.40

EPS Growth

EPS Growth	2025	2026	2027
High	123.0%	187.2%
Avg	80.5%	105.5%
Low	40.5%	18.2%

Sources: Price targets and analyst ratings provided by Benzinga. Revenue and EPS forecast data provided by Finnhub. The data is sourced from Wall Street analysts. Data disclaimer.