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KRC

NEUTRAL
$34.12 Live
Kilroy Realty Corporation · NYSE
Target $35.14 (+3.0%)
$27.36 52W Range $45.03

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026
Market cap
$3.97B
P/E
18.64
ROE
4.4%
Profit margin
19.6%
Debt/Equity
0.86
Dividend yield
6.33%

AI Analysis

AI-powered fundamental assessment

Confidence
85%
KRC presents a stark divergence between balance sheet strength and income performance. While the Piotroski F-Score of 8/9 indicates exceptional operational health and the stock trades at a discount to book value (P/B 0.75), the earnings trajectory is alarming with a -260% Q/Q EPS collapse. The Graham Number suggests a defensive value of $43.42, but this is offset by an unsustainable dividend payout ratio of 118.03% and a bearish technical trend. The company is currently a 'value trap' candidate where strong assets are being eroded by declining office sector fundamentals.

Key Strengths

Strong Piotroski F-Score (8/9) indicating high financial health
Trading significantly below book value (P/B 0.75)
Conservative Debt/Equity ratio (0.86) relative to sector average (2.37)
Strong liquidity position with a Current Ratio of 2.24
High gross margins (66.27%) providing a buffer for operating costs

Key Risks

Unsustainable dividend payout ratio (118.03%)
Severe earnings contraction (-148.5% YoY EPS growth)
Negative revenue growth trends (YoY -0.30%, Q/Q -4.96%)
Sharp increase in Forward P/E (68.24) suggesting expected earnings decline
Bearish technical trend (0/100) and poor recent earnings surprises (-83.6% avg)
AI Fair Value Estimate
Based on comprehensive analysis
$32.5
-4.7% below current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall
54
Moderate
Value
75
Future
20
Past
55
Health
92
Dividend
30
AI Verdict
Value Trap Risk
Key drivers: Strong balance sheet vs. collapsing earnings, Unsustainable dividend, Office sector headwinds
Confidence
90%
Value
75/100

Strong asset-based value, but poor earnings-based value.

Positives
  • P/B of 0.75
  • Graham Number of $43.42
Watchpoints
  • Intrinsic value based on growth is very low ($12.81)
Future
20/100

Growth metrics are severely negative across all timeframes.

Positives
No standout positives identified.
Watchpoints
  • Negative revenue growth
  • Massive EPS decline
  • Forward P/E spike
Past
55/100

Historical reliability has evaporated in the most recent quarters.

Positives
  • Long history of beating estimates prior to 2025
Watchpoints
  • Recent 4 quarters show only 1 beat
  • Sharp decline in surprise percentage
Health
92/100

Balance sheet is the strongest component of the company.

Positives
  • Piotroski F-Score 8/9
  • Low Debt/Equity
  • High Current Ratio
Watchpoints
No urgent risks highlighted.
Dividend
30/100

Dividend is at high risk of a cut given the payout ratio.

Positives
  • High yield (6.33%)
Watchpoints
  • Payout ratio > 100%
  • Earnings cannot support current distribution

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price
$34.12
Analyst Target
$35.14
Upside/Downside
+3.0%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for KRC and closest competitors.

Updated 2026-04-28
KRC
Kilroy Realty Corporation
Primary
5Y
-34.6%
3Y
+40.7%
1Y
+11.1%
6M
-15.9%
1M
+23.1%
1W
+7.2%
IRT
Independence Realty Trust, Inc.
Peer
5Y
+17.1%
3Y
+9.9%
1Y
-13.1%
6M
+5.5%
1M
+10.2%
1W
+2.6%
NMR
Newmark Group, Inc.
Peer
5Y
+56.5%
3Y
+153.0%
1Y
+48.1%
6M
-11.9%
1M
+9.1%
1W
+7.4%
JOE
The St. Joe Company
Peer
5Y
+62.8%
3Y
+77.9%
1Y
+68.1%
6M
+40.6%
1M
+13.2%
1W
+3.7%
HHH
Howard Hughes Holdings Inc.
Peer
5Y
-37.7%
3Y
-13.5%
1Y
-6.2%
6M
-22.3%
1M
+2.4%
1W
-5.4%

Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.

Historical Performance Trends

Long-term financial metrics and growth patterns

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

P/E Ratio
18.64
Forward P/E
68.24
PEG Ratio
N/A
P/B Ratio
0.75
P/S Ratio
3.6
EV/Revenue
7.88
EV/EBITDA
14.01
Market Cap
$3.97B

Profitability

Profit margins and return metrics

Profit Margin 19.59%
Operating Margin 22.5%
Gross Margin 66.27%
ROE 4.41%
ROA 1.72%

Growth

Revenue and earnings growth rates

Revenue Growth -0.3%
Earnings Growth N/A
Q/Q Revenue Growth -4.96%
Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity
0.86
Moderate
Current Ratio
2.24
Strong
Quick Ratio
1.73
Excellent
Cash/Share
$1.64

Quarterly Earnings History

EPS performance vs analyst estimates

2026-07-27
$N/A
2026-04-27
$-0.16
-223.5% surprise
2026-02-09
$0.1
-63.4% surprise
2025-10-27
$0.38
+36.0% surprise

Real Estate Sector Comparison

Comparing KRC against 185 companies in the Real Estate sector (8 bullish, 37 neutral, 140 bearish)
P/E Ratio
18.64
This Stock
vs
41.3
Sector Avg
-54.9% (Discount)
Return on Equity (ROE)
4.41%
This Stock
vs
-30.96%
Sector Avg
-114.3% (Below Avg)
Profit Margin
19.59%
This Stock
vs
11.38%
Sector Avg
+72.2% (Superior)
Debt to Equity
0.86
This Stock
vs
2.38
Sector Avg
-63.9% (Less Debt)
Revenue Growth
-0.3%
This Stock
vs
15203.81%
Sector Avg
-100.0% (Slower)
Current Ratio
2.24
This Stock
vs
8.49
Sector Avg
-73.6% (Weaker)

Similar Companies

Peer comparison within the same industry

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

BRENNAN EDWARD F
Director
Stock Award
2026-04-08
504 shares
CARTER DARYL J
Director
Stock Award
2026-04-08
241 shares
KIESKE DAVID ANDREW
Director
Stock Award
2026-04-08
61 shares
RITTER LOUISA
Director
Stock Award
2026-04-08
291 shares
TRENCHER ELIOTT
Chief Technology Officer
Stock Award
2026-04-08
402 shares
STADLER LAUREN N
General Counsel
Stock Award
2026-04-08
188 shares
KUEHLING JEFFREY
Chief Financial Officer
Stock Award
2026-04-08
211 shares
SCHWARTZ SHERRIE SAGE
Officer
Stock Award
2026-04-08
89 shares
JALAN CHANDNI
Officer
Stock Award
2026-04-08
111 shares
MARAKOVITS CIA BUCKLEY
Director
Stock Award
2026-04-08
61 shares
PARATTE A ROBERT
Officer
Stock Award
2026-04-08
494 shares
STONEBERG PETER B
Director
Stock Award
2026-04-08
388 shares
ROTH HEIDI RENA
Officer
Stock Award
2026-04-08
969 shares
AMAN ANGELA M
Chief Executive Officer
Stock Award
2026-04-08
1,456 shares
SMART JUSTIN WILLIAM
President
Stock Award
2026-04-08
7,207 shares
Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

10-Q
10-Q
2026-04-28

KRC is a self-administered REIT specializing in premier office and life science properties across high-barrier U.S. markets, including the San Francisco Bay Area, Los Angeles, and Seattle. As of March 31, 2026, the company's stabilized portfolio consists of 123 properties totaling approximately 17.1 million rentable square feet. A notable operational risk includes the fact that 14 of its office buildings are held subject to long-term ground leases.

8-K
8-K
2026-04-27

Kimberly-Clark Corporation likely filed this 8-K to report its first-quarter financial results for 2026.

DEF 14A
DEF 14A
2026-04-09

KRC filed a definitive proxy statement on April 9, 2026, providing shareholders with necessary information and voting materials for an upcoming meeting.

8-K
8-K
2026-02-26

Kimberly-Clark Corporation likely reported its fourth-quarter and full-year financial results.

10-K
10-K
2026-02-11

KRC filed its 10-K on February 11, 2026, which includes standard disclosures regarding its business operations, risk factors, and management's discussion and analysis of financial condition. Specific financial highlights and detailed risk metrics were not provided in the available excerpts.

8-K
8-K
2026-02-09

KRC filed an 8-K on February 9, 2026, likely to announce its fourth-quarter and full-year financial results for 2025.

8-K
8-K
2025-11-21
10-Q
10-Q
2025-10-28

KRC is a self-administered REIT with a stabilized portfolio of 121 office, life science, and mixed-use buildings totaling approximately 16.8 million rentable square feet and 1,001 residential units across major US markets. The company operates primarily through an Operating Partnership, with most assets held in fee except for 14 office buildings subject to long-term ground leases. No specific financial performance metrics or detailed risk factors were provided in the excerpts.

8-K
8-K
2025-10-27

KRC filed an 8-K on October 27, 2025, likely to announce its third-quarter financial results.

8-K
8-K
2025-08-08

KRC filed an 8-K on August 8, 2025, likely to announce its second-quarter financial results.

10-Q
10-Q
2025-07-29
8-K
8-K
2025-07-28
8-K
8-K
2025-05-20
8-K
8-K
2025-05-14
10-Q
10-Q
2025-05-06
Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus
HOLD
14 analysts
Evercore ISI Group
2026-04-28
Maintains
In-Line In-Line
JP Morgan
2026-04-13
Maintains
Neutral Neutral
Evercore ISI Group
2026-04-02
Maintains
In-Line In-Line
RBC Capital
2026-03-03
Maintains
Outperform Outperform
Scotiabank
2026-03-02
Maintains
Sector Perform Sector Perform
Barclays
2026-02-26
Maintains
Equal-Weight Equal-Weight
Mizuho
2026-02-24
down
Neutral Underperform
Citigroup
2026-02-12
Maintains
Neutral Neutral
Evercore ISI Group
2026-02-10
Maintains
In-Line In-Line
Scotiabank
2026-01-14
Maintains
Sector Perform Sector Perform

Past News Coverage

Recent headlines mentioning KRC from our newsroom.

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