Kilroy Realty Corporation

NYSE:KRC 株式レポート

時価総額：US$4.3b

Kilroy Realty 将来の成長

Future 基準チェック /06

Kilroy Realtyの収益は年間13.5%で減少すると予測されていますが、年間収益は年間2%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に2.2% 6.7%なると予測されています。

主要情報

-13.5%

収益成長率

-6.67%

EPS成長率

Office REITs 収益成長22.8%
収益成長率2.0%
将来の株主資本利益率2.20%
アナリストカバレッジ

Good

最終更新日10 Aug 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 05

KRC: Persistent Occupancy Weakness Will Limit Benefits From AI Office Demand

The analyst fair value estimate for Kilroy Realty has shifted from $27.00 to $31.00, reflecting updated price targets across the Street as analysts factor in recent Q2 results, leasing momentum, and revised models for office REITs. Analyst Commentary Recent research on Kilroy Realty shows a wide range of opinions on the stock, with price targets stretching from the low US$30s up to the mid US$40s. Some large firms are more constructive following Q2 results and leasing updates, while others remain cautious given current occupancy levels and execution risks across the office portfolio.
ナラティブ更新 • Jul 22

KRC: West Coast Leasing Momentum And Impairment Charges Will Shape Recovery Trajectory

The analyst price target for Kilroy Realty has moved up by about $2 to reflect higher Street targets clustered in the mid to low $40s. Analysts point to improving leasing momentum and expectations for better funds from operations growth supported by sector wide leasing and occupancy trends.
ナラティブ更新 • Jun 22

KRC: Leasing Momentum And AI Demand Will Offset Office Headwinds

Analysts have raised their fair value estimate for Kilroy Realty from $47.64 to $49.38, citing improved leasing momentum in key markets such as San Francisco, along with higher Street price targets that now go up to $44. Analyst Commentary Recent Street research on Kilroy Realty has tilted more positive, with several bullish analysts pointing to leasing traction in key markets and lifting their price targets.
分析記事 • Jun 20

Kilroy Realty (KRC) Stock Near Fair Value After Expanded Credit Facilities

Kilroy Realty (KRC) is back in focus after its operating partnership closed amended revolving credit and term loan facilities, increasing available borrowing, extending maturities, and adjusting pricing on its unsecured debt. See our latest analysis for Kilroy Realty. For context, Kilroy Realty’s share price has risen 30.49% over the past 90 days and 7.82% over the past month, while the 1 year total shareholder return is 11.64%. This indicates momentum has been building despite a slightly...
ナラティブ更新 • Jun 05

KRC: West Coast Leasing And Impairment Risks Will Shape Balanced Recovery Outlook

Analysts have inched up the fair value estimate for Kilroy Realty to $36.29 from $36.21, tying the modest price target move to updated views on sector pricing, a slightly higher discount rate, and an adjusted future P/E assumption after recent Q1 office and multifamily readthroughs. Analyst Commentary Recent Street views on Kilroy Realty reflect a mix of cautious and optimistic takes as analysts recalibrate price targets around updated Q1 office and multifamily readthroughs.
Seeking Alpha • Jun 02

Become A Landlord In Silicon Valley With A +6% Yield While AI Booms: Kilroy Realty

Summary The Picks and Axes Strategy: Avoid the speculation of picking AI tech winners; own the irreplaceable West Coast real estate held by Kilroy Realty Corporation where their teams live. Over 75% of all domestic venture capital funding for artificial intelligence flows directly through KRC's primary geographic markets. AI real estate demand is inherently compounding—90% of signed leases are expansionary, with scaling firms routinely tripling their original footprint. With a conservative Funds Available for Distribution payout ratio sitting at 69.6%, your +6% dividend yield is wrapped in a fortress of free cash flow. Read the full article on Seeking Alpha
ナラティブ更新 • May 22

KRC: West Coast Leasing And Credit Risks Will Shape Balanced Recovery Outlook

Analysts have nudged their blended price targets on Kilroy Realty higher to about $36.21 from $35.86, reflecting updated views on discount rates, revenue growth, profit margins, and future P/E assumptions following recent sector research and Q1 leasing commentary. Analyst Commentary Bullish Takeaways Bullish analysts point to a "robust start" to the year for New York City office leasing and strong tenant demand from alternative asset managers, banks, and tech firms.
ナラティブ更新 • May 04

KRC: 2026 Capitalized Interest Roll Off Will Offset Office Headwinds

Analyst targets on Kilroy Realty have recently reset, with the fair value estimate moving from $52.64 to $47.64 as analysts update their models following several price target revisions across the Street. Analyst Commentary Recent research updates on Kilroy Realty reflect a mix of caution and selective optimism as analysts reset models after Q4 results and sector wide revisions in office REITs. While several firms have trimmed price targets and, in one case, downgraded the stock, there are also pockets of more constructive commentary that point to potential upside drivers if execution lines up with expectations.
ナラティブ更新 • Apr 20

KRC: AI Office Disruption And Tenant Moveouts Will Pressure Future Earnings

Analysts have trimmed the average price target for Kilroy Realty by several dollars, with cuts from multiple firms clustering in the $4 to $8 range, as they factor in office sector headwinds, tenant moveouts, and a shift in preference toward REITs that can grow through acquisitions and higher target development yields. Analyst Commentary Recent research has leaned cautious, with multiple bearish analysts cutting price targets and, in one case, lowering the rating, as they reassess Kilroy Realty's risk and return profile within the office REIT group.
ナラティブ更新 • Apr 05

KRC: West Coast Leasing Execution Will Drive Recovery Through 2027

Analyst price targets for Kilroy Realty have edged lower by about $1 to roughly $36, as analysts factor in lower target development yields, continued pressure on office valuations tied to the "AI disruption narrative", and concerns around tenant moveouts and credit risk for a West Coast focused portfolio. Analyst Commentary Recent research on Kilroy Realty has tilted more cautious, with a series of target cuts and at least one downgrade, but there are still a few constructive signals that matter for how you think about valuation, execution, and growth.
ナラティブ更新 • Mar 22

KRC: West Coast Office Recovery Will Rely On Leasing Execution Through 2027

Analysts have trimmed the Kilroy Realty price target to $37 from $42, reflecting updated Q4 sector work and concerns about office REIT fundamentals, including AI related pressure on valuations, a focus on near term funds from operations per share, and credit risk tied to the company’s software tenant mix and West Coast concentration. Analyst Commentary Recent research on Kilroy Realty points to a more cautious stance across the broker community, with several firms resetting price targets lower and reassessing risk around office exposure, funds from operations and tenant credit quality.
ナラティブ更新 • Mar 08

KRC: AI Office Disruption And Tenant Moveouts Will Pressure Future FFO

The updated analyst price target for Kilroy Realty has moved lower from $32.00 to $27.00 as analysts factor in sector wide target cuts after Q4 results, continued pressure on office valuations tied to the "AI disruption narrative," and concerns around tenant moveouts and West Coast credit risk, partly offset by adjustments to profit margin and future P/E assumptions. Analyst Commentary Recent Street research around Kilroy Realty has leaned cautious, with several bearish analysts trimming price targets and, in one case, moving to an Underperform stance.
ナラティブ更新 • Feb 22

KRC: 2026 Capitalized Interest Roll Off Will Support Cash Flow Rebound

Analysts have trimmed their consolidated price target for Kilroy Realty by a small amount to reflect updated fair value inputs around $52.64 and slightly different assumptions on discount rates, growth, and margins, following a series of recent target cuts from several firms. Analyst Commentary Recent research on Kilroy Realty has leaned cautious overall, but there are still pockets of optimism that focus on execution, valuation, and income visibility into 2026.
ナラティブ更新 • Feb 08

KRC: 2026 Capitalized Interest Roll Off Will Support Office Cash Flows

Analysts have inched their blended price target for Kilroy Realty higher to about $53 per share, reflecting small model tweaks to fair value, discount rate, revenue growth, profit margin, and future P/E, after a mix of recent target cuts and modest raises across the Street. Analyst Commentary Recent research on Kilroy Realty has been mixed, with some cautious views on office real estate and a few lower price targets, but there are also pockets of optimism you should be aware of.
ナラティブ更新 • Jan 24

KRC: Capitalized Interest Roll Off In 2026 Will Support Office Cash Flows

Analysts have nudged their price expectations for Kilroy Realty slightly lower, trimming the implied fair value by about US$0.53 to US$52.64 as they factor in updated sector views, modest tweaks to growth and margin assumptions, and a higher forward P/E multiple drawn from recent research. Analyst Commentary Recent Street research on Kilroy Realty has been mixed, but the common thread is that most firms are clustering around neutral ratings with modestly adjusted price targets.
ナラティブ更新 • Jan 10

KRC: Capitalized Interest Roll Off In 2026 Will Reshape Cash Flows

Narrative update Analysts have nudged their fair value estimate for Kilroy Realty up from about $51.04 to $53.17, reflecting modestly updated views on 2026 cash flow drivers, capitalized interest roll off, and generally steady operating conditions across office REITs. Analyst Commentary Recent Street research on Kilroy Realty has been fairly balanced, with several firms adjusting price targets while keeping neutral or equal weight stances. For you as an investor, the key takeaway is that expectations are being fine tuned around specific 2026 cash flow items rather than broad shifts in sentiment on the business as a whole.
ナラティブ更新 • Dec 26

KRC: Capitalized Interest Roll Offs Will Pressure Future FFO Performance

Analysts have modestly reduced their fair value estimate for Kilroy Realty by approximately $1 per share to reflect slightly lower long term FFO expectations, following updated modeling of capitalized interest roll offs and generally stable, but not accelerating, REIT sector operating conditions. Analyst Commentary Bearish analysts have recently revisited their models on Kilroy Realty, resulting in modest downward adjustments to both price targets and intermediate term earnings expectations.
ナラティブ更新 • Dec 12

KRC: West Coast Office Recovery Will Depend On Leasing Execution Through 2027

Analysts have made a modest upward adjustment to their price target for Kilroy Realty, citing slightly improved profit margin expectations and healthier operating conditions across most REITs, even as updated project timelines temper near term funds from operations outlooks. Analyst Commentary Recent research updates present a nuanced view of Kilroy Realty, with modest target changes reflecting a balance between improving fundamentals and lingering execution risks.
ナラティブ更新 • Nov 27

KRC: West Coast Office Stabilization Will Be Driven By Leasing Execution Through 2027

Analysts have modestly increased their fair value estimate for Kilroy Realty by $0.20 to $42.93. This change reflects recent updates to revenue growth and profit margin assumptions following adjustments to price targets and operating outlooks.
ナラティブ更新 • Nov 12

KRC: West Coast Office Recovery Will Face Leasing Challenges And Mixed Occupancy Trends

Kilroy Realty’s analyst price target has risen modestly from $42.00 to $42.73. This reflects analysts’ optimism around improving West Coast office demand and steady leasing progress, despite ongoing valuation concerns.
ナラティブ更新 • Oct 29

Leasing Momentum In San Francisco Will Offset Office Headwinds Across Markets

The analyst price target for Kilroy Realty has shifted slightly lower to $42.00. Analysts cite moderated profit margins and mixed leasing trends, despite some recent improvements in key markets.
ナラティブ更新 • Oct 15

Persistent Remote Work And Tenant Downsizing Will Undermine Office Assets

Kilroy Realty's analyst price target has increased from $40.93 to $42.13 per share. Analysts cite improving leasing trends in key markets and gradual progress on lease expirations as drivers for the upward revision.
ナラティブ更新 • Sep 28

Persistent Remote Work And Tenant Downsizing Will Undermine Office Assets

Analysts modestly raised Kilroy Realty’s price target to $40.93 amid improved leasing momentum in San Francisco but remain cautious due to weak broader office demand and limited occupancy gains outside the Bay Area. Analyst Commentary Bullish analysts noted a healthy improvement in the San Francisco Financial District and SoMa, boosting confidence in Kilroy's ability to address remaining lease expirations through 2027.
ナラティブ更新 • Aug 31

Persistent Remote Work And Tenant Downsizing Will Undermine Office Assets

Analysts raised Kilroy Realty’s price target slightly to $39.47, citing Q2 updates but remaining cautious given declining funds from operations, weak tenant retention, sector headwinds, and a lack of strong near-term catalysts. Analyst Commentary Bearish analysts highlight concerns about declining annual funds from operations (projected 7% drop over three years) due to low office tenant retention and elevated office space availability in Kilroy Realty's key West Coast markets.
Seeking Alpha • Feb 13

Kilroy Realty: Falling Occupancy Likely To Drive FFO Declines Through 2026

Summary Kilroy Realty Corporation's shares have underperformed due to higher interest rates and a challenging office leasing environment, especially in California's tech-heavy markets. Declining occupancy rates and deflationary pressures on rents, particularly in San Francisco, are expected to continue impacting Kilroy's financial performance through 2026. Despite a 6% dividend yield and solid dividend coverage, shrinking cash flow and higher debt costs make Kilroy Realty shares unattractive. With forecasted FFO declines and potential downside to $30 per share, I maintain a "sell" rating on KRC stock. Read the full article on Seeking Alpha
Seeking Alpha • Jan 08

Kilroy Realty Corporation: Buy A Reliable Dividend Payer At Discount

Summary I am bullish on the company due to its resilience demonstrated by high occupance rate and dominant financial performance relative to peers. The company has a very stable and sustainable dividend policy making it a dependable income generator. Kilroy Realty Corporation is trading at a 20.19% discount, offering a decent entry point for potential investors. Read the full article on Seeking Alpha
Seeking Alpha • Oct 24

Kilroy Realty: A Strong Bullish Run Or A Price Plateau?

Summary Kilroy Realty has surged 20% in three months, driven by a favorable interest rate cut, with potential to test its 200-day EMA at $45.30. Kilroy's robust portfolio, strategic focus on high-demand markets, and consistent FFO performance position it well for long-term growth and dividend upside. Despite pandemic challenges, Kilroy's strong leasing momentum and AI-driven office space demand in San Francisco highlight promising growth opportunities. Read the full article on Seeking Alpha
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新しいナラティブ • Sep 02

Expanding Office And Life Science Spaces Promises Growth, Despite Market Uncertainties And Margin Pressures

Potential revenue growth from increased physical occupancy and diverse industry demand, supported by positive market recovery trends in specific regions.

業績と収益の成長予測

NYSE:KRC - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20281,13699N/A4454
12/31/20271,09751N/A4399
12/31/20261,07132N/A4269
6/30/20261,094169515515N/A
3/31/20261,112217580580N/A
12/31/20251,113275566566N/A
9/30/20251,127322565565N/A
6/30/20251,137219565565N/A
3/31/20251,128199510510N/A
12/31/20241,136209541541N/A
9/30/20241,118197543543N/A
6/30/20241,112197576576N/A
3/31/20241,115204588588N/A
12/31/20231,130211603603N/A
9/30/20231,145216600600N/A
6/30/20231,137243597597N/A
3/31/20231,124235596596N/A
12/31/20221,097231592592N/A
9/30/20221,074226593593N/A
6/30/20221,030193579579N/A
3/31/2022985182551551N/A
12/31/2021955627516516N/A
9/30/2021923657499499N/A
6/30/2021919659448448N/A
3/31/2021913643477477N/A
12/31/2020898185456456N/A
9/30/2020889179449449N/A
6/30/2020877174445445N/A
3/31/2020858196N/A410N/A
12/31/2019837193N/A387N/A
9/30/2019808281N/A394N/A
6/30/2019779272N/A387N/A
3/31/2019766257N/A416N/A
12/31/2018747256N/A410N/A
9/30/2018734125N/A388N/A
6/30/2018729157N/A357N/A
3/31/2018723159N/A345N/A
12/31/2017719149N/A347N/A
9/30/2017705148N/A369N/A
6/30/2017692132N/A386N/A
3/31/2017671132N/A363N/A
12/31/2016638277N/A345N/A
9/30/2016621275N/A322N/A
6/30/2016595326N/A293N/A
3/31/2016581350N/A295N/A
12/31/2015581219N/A272N/A
9/30/2015575209N/A251N/A

アナリストによる今後の成長予測

収入対貯蓄率: KRCの収益は今後 3 年間で減少すると予測されています (年間-13.5% )。

収益対市場: KRCの収益は今後 3 年間で減少すると予測されています (年間-13.5% )。

高成長収益: KRCの収益は今後 3 年間で減少すると予測されています。

収益対市場: KRCの収益 ( 2% ) US市場 ( 13% ) よりも低い成長が予測されています。

高い収益成長: KRCの収益 ( 2% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: KRCの 自己資本利益率 は、3年後には低くなると予測されています ( 2.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/08/14 05:08
終値2026/08/14 00:00
収益2026/06/30
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Kilroy Realty Corporation 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。38

アナリスト機関
David RodgersBaird
Brendan LynchBarclays
John KimBMO Capital Markets Equity Research