Compared to Estimates, KKR Real Estate (KREF) Q4 Earnings: A Look at Key Metrics

Core Insights - KKR Real Estate Finance (KREF) reported a revenue of $25.79 million for Q4 2025, reflecting a year-over-year decline of 26.6% and an EPS of $0.22, down from $0.31 a year ago [1] - The revenue fell short of the Zacks Consensus Estimate of $25.81 million by 0.07%, while the EPS exceeded the consensus estimate of $0.13 by 69.23% [1] Financial Performance Metrics - Total net interest income was reported at $25.79 million, slightly below the average estimate of $25.81 million from two analysts, marking a year-over-year decline of 26.6% [4] - Total other income was $1.3 million, compared to the average estimate of $1.38 million, showing a year-over-year increase of 9.1% [4] - Revenue from real estate owned operations was $4.87 million, below the average estimate of $5.21 million, but represented a significant year-over-year increase of 36.5% [4] - Total other income reached $6.85 million, exceeding the average estimate of $6.58 million, with a year-over-year change of 47.1% [4] Stock Performance - KKR Real Estate shares have returned +2.9% over the past month, outperforming the Zacks S&P 500 composite, which saw a +1.8% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]