KKR Real Estate Finance (KREF) reported $25.79 million in revenue for the quarter ended December 2025, representing a year-over-year decline of 26.6%. EPS of $0.22 for the same period compares to $0.31 a year ago.
The reported revenue represents a surprise of -0.07% over the Zacks Consensus Estimate of $25.81 million. With the consensus EPS estimate being $0.13, the EPS surprise was +69.23%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how KKR Real Estate performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Total net interest income: $25.79 million versus the two-analyst average estimate of $25.81 million. The reported number represents a year-over-year change of -26.6%.
- Total other income- Other income: $1.3 million versus the two-analyst average estimate of $1.38 million. The reported number represents a year-over-year change of +9.1%.
- Total other income- Revenue from real estate owned operations: $4.87 million compared to the $5.21 million average estimate based on two analysts. The reported number represents a change of +36.5% year over year.
- Total other income: $6.85 million versus $6.58 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +47.1% change.
View all Key Company Metrics for KKR Real Estate here>>>
Shares of KKR Real Estate have returned +2.9% over the past month versus the Zacks S&P 500 composite's +1.8% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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KKR Real Estate Finance Trust (KREF): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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