KRC stock sentiment todayKilroy Realty Corporation
Sentiment verdict
Gossip first, financials second — NEUTRAL at 65% confidence.
Last updated · cached analysis, refreshes periodically
KRC
Kilroy Realty CorporationA high-quality West Coast office portfolio trading at a steep discount, currently caught between improving leasing spreads and the systemic 'return-to-office' drag.
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See exactly how analyst targets, gossip sentiment and momentum are weighted into this 6-month forecast.
Sign in to go Pro →Full model breakdown (analyst / gossip / momentum weights) is a Pro feature. Modelled for KRC. Not financial advice.
Price · last 12 months
Gossip
Market narrative is dominated by the 'Death of Office' trope and the specific struggles of Tech-heavy West Coast markets (SF/Seattle). While there is chatter about a bottoming process in REITs as rates stabilize, the lack of recent headlines suggests a 'wait-and-see' approach from institutional buyers.
- ·West Coast tech sector layoff recovery
- ·Interest rate trajectory and Refinancing risk
- ·AI-driven demand for modern, high-amenity workspace
Financial
KRC boasts a modern, LEED-certified portfolio that commands higher rents than Class B peers, though FFO (Funds From Operations) growth is stagnant. The balance sheet is manageable with significant liquidity, but rising vacancy rates in San Francisco remain a fundamental anchor.
- ·Price/FFO: ~10x (historically low)
- ·Dividend Yield: ~6.1% (well-covered but slow growth)
- ·Net Debt to EBITDA: ~6.2x
Conviction
Whose money is actually in the stock — insider open-market trades and the patience of the institutional holder base.
Hollow — insiders are stepping back and the register is short-horizon.
- ·Insiders sold a net $896K on the open market in the last 120 days.
Pro shows every named insider trade in the window (buyer, title, size, price, and whether it was a pre-scheduled 10b5-1 sale) plus the full holder register split into patient capital and fast money.
Unlock with Pro →Source: SEC EDGAR Form 4 + 13F holder register. Option exercises, grants, gifts and tax withholding are excluded — only open-market purchases and sales count. Not financial advice.
Risks
- ·High geographic concentration in San Francisco and Los Angeles
- ·Tenant concentration in the volatile technology and life sciences sectors
- ·Upcoming lease expirations in a high-vacancy environment
Peer temperature
How direct competitors stack up against KRC right now.
- HOTBXPBoston Properties
HOTTER — Superior geographic diversification and stronger access to capital markets for trophy asset development.
See full analysis → - HOTHIWHighwoods Properties
HOTTER — Focused on Sunbelt markets with much higher population growth and lower remote-work prevalence than KRC’s coastal markets.
See full analysis → - COLDVNOVornado Realty Trust
COLDER — Higher leverage and concentrated NYC retail exposure making it more sensitive to economic downturns than KRC.
See full analysis →
- KRC-3.7%
- BXP-4.8%
- HIW-1.3%
- VNO-9.7%
Analyst price target
Consensus average of 12 analysts · median 40.00
Source: StockAnalysis.com · updated 2026-09-08
AI-generated analysis for informational purposes only. Not financial advice.