KKR Real Estate Finance Trust (KREF) Retained Earnings (2016 - 2026)
KKR Real Estate Finance Trust's (KREF) quarterly Retained Earnings came in at $1.7 billion in Q2 2026, down 1.76% on a YoY basis from $1.7 billion in Q2 2025, and down 1.17% quarter-over-quarter from $1.7 billion in Q1 2026.
Analysis
KKR Real Estate Finance Trust (KREF) Retained Earnings (2016 - 2026) Analysis & Trends
KKR Real Estate Finance Trust (KREF) has reported Retained Earnings for 11 consecutive years, with $1.7 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Retained Earnings fell 1.76% year-over-year to $1.7 billion; the trailing twelve-month figure through Jun 2026 stood at $1.7 billion (down 1.76% YoY), and the FY2025 full-year result was $1.7 billion, down 1.6% from the prior year.
- Retained Earnings fell to $1.7 billion in Q2 2026 per KREF's latest filing, from $1.7 billion in the prior quarter.
- Across five years, Retained Earnings topped out at $1.8 billion in Q1 2024 and bottomed at $1.7 billion in Q2 2026.
- Historically, Retained Earnings has averaged $1.8 billion across 5 years, with a median of $1.7 billion in 2022.
- The sharpest annual moves came in 2022 and 2025: Retained Earnings soared 49.13% in 2022, then dropped 6.07% in 2025.
- Over 5 years, Retained Earnings stood at $1.8 billion in 2022, then increased by 0.34% to $1.8 billion in 2023, then retreated by 5.53% to $1.7 billion in 2024, then retreated by 1.6% to $1.7 billion in 2025, then fell by 1.65% to $1.7 billion in 2026.
- According to Business Quant data, Retained Earnings over the past three periods registered $1.7 billion, $1.7 billion, and $1.7 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | 28.89 Bn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 19.83 Bn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | -337.91 Mn |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | -567.20 Mn |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 5.95 Bn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | -2.19 Bn |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | 5.89 Bn |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | -360.93 Mn |
| 10 | KKR Real Estate Finance Trust | 468.79 Mn | 385.73 Mn | - | 1.66 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.66 Bn |
| Mar 31, 2026 | 1.68 Bn |
| Dec 31, 2025 | 1.69 Bn |
| Sep 30, 2025 | 1.69 Bn |
| Jun 30, 2025 | 1.69 Bn |
| Mar 31, 2025 | 1.71 Bn |
| Dec 31, 2024 | 1.71 Bn |
| Sep 30, 2024 | 1.73 Bn |
| Jun 30, 2024 | 1.72 Bn |
| Mar 31, 2024 | 1.82 Bn |
| Dec 31, 2023 | 1.82 Bn |
| Sep 30, 2023 | 1.82 Bn |
| Jun 30, 2023 | 1.81 Bn |
| Mar 31, 2023 | 1.81 Bn |
| Dec 31, 2022 | 1.81 Bn |
| Sep 30, 2022 | 1.81 Bn |
| Jun 30, 2022 | 1.80 Bn |
| Mar 31, 2022 | 1.75 Bn |
| Dec 31, 2021 | 1.46 Bn |
| Sep 30, 2021 | 1.34 Bn |