SecBot SecBot

KREF

KKR Real Estate Finance Trust Inc.
NYSE· Real Estate Investment Trusts· Inc. MD· CIK 0001631596 Real Estate
$5.94 +0.12 (+2.06%)
Oct 27 4:00 PM ET · prev $5.82
Market cap
$337.4M
Small cap
Consensus
Buy
58% Buy or better · 12 analysts
Median target
$6.75
+14% · range $6.00–9.50
1 year
−30.3%
from $8.52 · Oct 28
30 days
−5.1%
from $6.26
52-week range
$5.48–8.94
−34% from high · low Oct 21
Avg volume 20D
972.0K
shares / day
Short interest
5.92M
≈10.1% of shares · −1.5%
Days to cover
6.5
at average volume
Insider net
+$603.5K
2 buyers · 0 sellers · 12 mo
New fund stakes
0
Q2 2026 13F · 0 exits
Filing reports
4
analyzed by SecBot
SecBot read MIXED 1 report · 90 days
Balance 0 bearish · 0 bullish · 1 neutral oldest → newest, height = score
Avg score ·High conf. 1/1
Strongest NEUTRAL Terra REIT Advisors, LLC and related entities filed an amended Schedule 13G disclosing a passive 8.0% stake…
All reports →

Price

Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.

Signal stack

Where each data set points today.

  • InsidersBULLISH

    2 insiders bought $603.5K at an average $6.04. No open-market sales.

  • InstitutionsBULLISH

    Q2 2026: 23 added (0 new), 15 trimmed or exited.

  • AnalystsBULLISH

    7 of 12 rate it Buy or better. Every target is above the price.

  • EstimatesFALLING

    Current-quarter EPS estimate $0.130 → $0.048 over 90 days. 0 up, 2 down in 30 days.

  • Short sellersSTEADY

    Short interest −1.5% to 5.92M shares. 6.5 days to cover, ≈10.1% of shares.

  • TrendDOWNTREND

    11% below its 50-day average. New closing low $5.48 on Oct 21.

Who's buying

13F· Q2 2026
0
new positions
0
exits
FundMoveSharesValue
UBS Group AGDOUBLED3,641,056$24.9M
MORGAN STANLEYADD1,290,211$8.8M
MILLENNIUM MANAGEMENT LLCTRIM969,954$6.6M
Qube Research & Technologies LtdADD601,842$4.1M
JANE STREET GROUP, LLCADD585,212$4.0M
WELLS FARGO & COMPANY/MNDOUBLED557,842$3.8M
BANK OF AMERICA CORP /DE/ADD401,115$2.7M
Quantinno Capital Management LPDOUBLED326,398$2.2M

Quarterly 13F filings are due 45 days after each quarter ends.

The Street

12 analysts
Buy 58% rate it Buy or better
Strong Buy3Buy4Hold4Sell1Strong Sell0
12-month targets · 4 analysts

Price is below the lowest target. Median implies +14%.Targets as of Oct 28, 2026.

Recent actions
DateFirmActionRating
Oct 9, 2026Keefe, Bruyette & Woods
MAINTAIN
MAINTAINMarket Perform
Jul 24, 2026JP Morgan
MAINTAIN
MAINTAINUnderweight
Jul 23, 2026Keefe, Bruyette & Woods
MAINTAIN
MAINTAINMarket Perform
Jul 17, 2026JP Morgan
DOWNGRADE
DOWNGRADEUnderweight

Insider ledger

Form 4
$603.5K
bought · 2 insiders
$0
sold · 0 insiders
−1.6%
vs their $6.04 cost
DateInsiderTypeValue
Oct 1, 2026
Decious Kendra
CFO and Treasurer
TAX W/H$60.1K
Oct 1, 2026
Lee Christen E.J.
Director
TAX W/H$20.9K
Apr 24, 2026
Salem Matthew A
Chief Executive Officer
BUY$362.5K
Apr 24, 2026
Mattson W Patrick
President, COO and Secretary
BUY$241.1K
Apr 14, 2026
ESTEVES IRENE M
Director
AWARD16,691 sh
Apr 14, 2026
Langer Jonathan A
Director
AWARD16,691 sh
Apr 14, 2026
MCANENY DEBORAH H
Director
AWARD16,691 sh
Apr 14, 2026
Madoff Paula
Director
AWARD16,691 sh

Earnings setup

Estimates
$0.05
EPS estimate, this quarter
−63%
estimate change, 90 days
0↑ 2↓
revisions, 30 days
Current-quarter EPS estimate
PeriodEPS est.Range30D rev.Revenue
Current Q$0.05$0.00–$0.08-20.8%$14.3M
Next Q-$0.10-$0.52–$0.08-69.6%$13.4M
Current FY-$0.70-$1.17–-$0.50-12.9%$72.2M
Next FY🔒 Fresh data, subscribers only

Short side

FINRA· Oct 15, 2026
5,916,068
shares short
-1.5%
vs prior settlement
6.5
days to cover
≈10.1%
of shares outstanding
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 28, 2026 Earnings calendar
🔒 Fresh data, subscribers only
Oct 19, 2026 SEC
Terra REIT Advisors, LLC and related entities filed an amended Schedule 13G disclosing a passive 8.0% stake in KKR…
SC 13G/A — Impact 3/10
Oct 1, 2026 Insider
Decious Kendra surrendered for taxes 9,672 shares
CFO and Treasurer @ $6.21 ($60.1K)
Oct 1, 2026 Insider
Lee Christen E.J. surrendered for taxes 3,358 shares
Director @ $6.21 ($20.9K)
Jun 30, 2026 Inst.
UBS Group AG — DOUBLED
3,641,056 shares ($24.9M)
Jun 30, 2026 Inst.
MORGAN STANLEY — ADD
1,290,211 shares ($8.8M)
Jun 11, 2026 SEC
Q3 2025 13F filings show a net-distributing institutional cluster in KREF: 3 passive buyers added $4.6M (Invesco, UBS…
INST-CLUSTER — Impact 4/10
Apr 24, 2026 Insider
Salem Matthew A bought 60,000 shares
Chief Executive Officer @ $6.04 ($362.5K)
Catalysts
Scheduled dates and disclosed events: earnings, FDA and trial readouts, halts, press releases. Colored dot = impact.
Recent
Oct 28, 2026
Earnings date
🔒 Fresh data, subscribers only
Aug 31, 2026
Short interest
Short Interest: KREF up 11% to 6.0M shares
Settlement 2026-08-31 | Days to cover: 10.10 | ≈10.23% of shares outstanding (est.)
Jul 21, 2026
Earnings date
KREF Q2 2026 Earnings Scheduled — 2026-07-21
Jun 15, 2026
Short interest
Short Interest: KREF up 31% to 5.5M shares
Settlement 2026-06-15 | Days to cover: 5.20 | ≈8.60% of shares outstanding (est.)
May 13, 2026
Short interest
FTD: KREF — 84,765 shares ($0.5M) failed to deliver
Settlement: 20260513, Price: $6.40, FTD Value: $542,496, KKR REAL ESTATE FIN TR INC (MD

SecBot reports

4 filings · 0 bullish · 2 bearish · 2 neutral
All KREF filing & press-release reports (4)