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KW: Going Private Transaction Will Drive Long-Term Rental Property Upside

US And European Rental Expansion Will Unlock Long-Term Property Potential

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KW
AnalystConsensusTarget
Not Invested
Published 28 May 2025

Update shared on 05 Nov 2025

Fair value Increased 11%
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AnalystConsensusTarget's Fair Value
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1Y
-3.5%
7D
-2.0%

Analysts have raised their price target for Kennedy-Wilson Holdings from $9.90 to $11.00, citing updated assessments of future valuation and company fundamentals.

What's in the News

  • A consortium led by Chairman and CEO William McMorrow, along with Fairfax Financial Holdings Limited, has proposed to acquire the remaining 69% stake in Kennedy-Wilson Holdings for approximately $980 million (Key Developments).
  • The deal values Kennedy-Wilson at $10.25 per share, with $975.3 million to be paid as cash consideration toward the company's common equity (Key Developments).
  • If the transaction is completed, the consortium will increase its holdings from approximately 31% to full ownership. This will result in Kennedy-Wilson Holdings becoming a privately held company (Key Developments).
  • The Board of Directors has established a special committee to oversee and evaluate the proposed acquisition (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target has increased from $9.90 to $11.00, reflecting a moderately higher valuation outlook.
  • Discount Rate remains unchanged at 12.32%, indicating no revision to risk assumptions.
  • Revenue Growth projections are essentially unchanged, with a negligible adjustment from 44.70% to 44.70%.
  • Net Profit Margin has decreased slightly, moving from 5.06% to 4.94%.
  • Future P/E ratio has risen from 23.94x to 27.24x, which suggests an expectation of higher valuation multiples.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.