Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Kite Realty Group Trust (KRG)
NYSEReal EstateReit - RetailSnapshot 2026-11-05
$25.70-0.81%
Close 2026-11-05 · 1-day change
NYSEReal EstateReit - RetailSnapshot 2026-11-05
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.46 → 0.48 EPS · FY ending Dec 31, 2027 · 3 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 6, 2026 to Nov 5, 2026: (new ÷ prior − 1). Contributor count changed from 4 to 3; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for KRG yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain active share repurchases and manage debt issuance | A supporting condition in Kite Realty Group Trust's published investment case. The stated target is Repurchase ~17M shares and manage $300M debt issuance. | Under Pressure | Capital allocation deviates significantly from repurchase and debt targets in 2026 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
KRG is a real estate income and growth business with a multi-year view that depends on consistent property operations rather than a turnaround. The thesis is intact: recent results remain in the top half of its industry, while management delivery is mixed on balance-sheet flexibility.
The valuation evidence labels KRG cheap versus peers, with a small expectations gap and medium model confidence. The priced-in assessment is justified, and no fragility warning is flagged, so the snapshot does not point to unusually stretched expectations.
Near term, same-property NOI growth has remained steady at 3.6% to 3.7% through the first three quarters of 2026, and Q3 guidance calls for 3.4% to 3.9%. Liquidity rose to about $1.1 billion, but net debt to adjusted EBITDA increased to 5.2x, and recent performance is rated neutral; a guidance cut would be a meaningful risk.
Over the next year, the thesis benefits if property income growth continues and the Fed begins cutting rates, which could support rate-sensitive real estate. It weakens if KRG cuts guidance or major real estate peers report softer results or guidance, removing sector support.
For a 1 to 3 year view, KRG’s operating thesis remains intact, but leverage and the next guidance update are important tests. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Dividend per share growth >= 7% YoY |
| A primary condition in Kite Realty Group Trust's published investment case. The stated target is >=7% YoY. |
| Intact |
| Dividend growth falls below 7% YoY in FY26 |
Dividend per share: $0.29 per share FY2026-Q3; GAAP. Published target: >=7% YoY. Annual target cannot be compared with a quarterly or TTM observation. Oct 30, 20260.29 USD/share · source valueLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 1 of 4 supplied quarters. Management reported: “Dividend ▪ On April 27, 2026, the Company’s Board of Trustees declared a second quarter 2026 dividend of $0.29 per common share, which represents a 7.4% year-over-year increase.” “▪ In February 2026, the Company’s Board of Trustees approved an upsizing of the Company’s share repurchase program, increasing the size of the program from $300.0 million to $600.0 million of the Company’s common shares.” Delivery assessment Nov 5, 2026 |
Same Property Net Operating Income growth >= 2.5% annually | Kite Realty grows same property net income about 3% a year. | Intact | Same property NOI growth falls below 2.5% in FY26 | Direct metric needs a verified mapping The published measure or accounting basis is not supported by an exact source binding. Date unavailableLast status assessment Nov 5, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.53 → $0.48 · observed estimates
$0.83B → $0.81B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.53 | $828,082,167 | 3 / 6 |
| 2026-07-25 | $0.53 | $826,919,590 | 2 / 7 |
| 2026-07-26 | $0.53 | $826,919,590 | 2 / 7 |
| 2026-07-27 | $0.53 | $828,082,167 | 3 / 6 |
| 2026-07-28 | $0.53 | $828,082,167 | 3 / 6 |
| 2026-07-29 | $0.53 | $826,919,590 | 2 / 7 |
| 2026-07-30 | $0.53 | $826,919,590 | 2 / 7 |
| 2026-07-31 | $0.53 | $826,919,590 | 2 / 7 |
| 2026-08-01 | $0.53 | $828,082,167 | 3 / 6 |
| 2026-08-02 | $0.54 | $823,819,590 | 3 / 7 |
| 2026-08-03 | $0.54 | $823,819,590 | 3 / 7 |
| 2026-08-04 | $0.54 | $823,819,590 | 3 / 7 |
| 2026-08-05 | $0.54 | $823,819,590 | 3 / 7 |
| 2026-08-06 | $0.52 | $824,465,500 | 4 / 6 |
| 2026-08-07 | $0.52 | $824,465,500 | 4 / 6 |
| 2026-08-08 | $0.52 | $824,465,500 | 4 / 6 |
| 2026-08-09 | $0.52 | $824,465,500 | 4 / 6 |
| 2026-08-10 | $0.52 | $824,465,500 | 4 / 6 |
| 2026-08-12 | $0.52 | $824,465,500 | 4 / 6 |
| 2026-08-13 | $0.52 | $824,465,500 | 4 / 6 |
| 2026-08-14 | $0.52 | $824,465,500 | 4 / 6 |
| 2026-08-15 | $0.52 | $824,465,500 | 4 / 6 |
| 2026-08-16 | $0.52 | $824,465,500 | 3 / 6 |
| 2026-08-17 | $0.52 | $824,465,500 | 3 / 6 |
| 2026-08-18 | $0.52 | $824,465,500 | 4 / 6 |
| 2026-08-19 | $0.52 | $824,465,500 | 4 / 6 |
| 2026-08-20 | $0.44 | $816,140,667 | 5 / 6 |
| 2026-08-21 | $0.44 | $816,140,667 | 5 / 6 |
| 2026-08-22 | $0.44 | $816,140,667 | 4 / 6 |
| 2026-08-23 | $0.44 | $816,140,667 | 4 / 6 |
| 2026-08-24 | $0.44 | $816,140,667 | 4 / 5 |
| 2026-08-25 | $0.44 | $816,140,667 | 4 / 5 |
| 2026-08-26 | $0.44 | $816,140,667 | 4 / 5 |
| 2026-08-27 | $0.44 | $816,140,667 | 4 / 5 |
| 2026-08-28 | $0.44 | $816,140,667 | 4 / 5 |
| 2026-08-29 | $0.44 | $816,140,667 | 4 / 5 |
| 2026-08-30 | $0.44 | $816,140,667 | 4 / 5 |
| 2026-08-31 | $0.44 | $816,140,667 | 4 / 5 |
| 2026-09-01 | $0.42 | $814,775,800 | 4 / 5 |
| 2026-09-02 | $0.42 | $814,775,800 | 4 / 5 |
| 2026-09-03 | $0.43 | $809,889,000 | 4 / 5 |
| 2026-09-04 | $0.43 | $809,889,000 | 4 / 5 |
| 2026-09-05 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-06 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-07 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-08 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-09 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-10 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-11 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-12 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-13 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-14 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-15 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-16 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-17 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-18 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-19 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-20 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-21 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-22 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-23 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-24 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-25 | $0.39 | $809,889,000 | 4 / 5 |
| 2026-09-26 | $0.39 | $809,961,045 | 4 / 5 |
| 2026-09-27 | $0.39 | $809,961,045 | 4 / 5 |
| 2026-09-28 | $0.39 | $809,961,045 | 4 / 5 |
| 2026-09-29 | $0.39 | $809,961,045 | 4 / 5 |
| 2026-09-30 | $0.39 | $809,961,045 | 4 / 5 |
| 2026-10-01 | $0.39 | $809,961,045 | 4 / 5 |
| 2026-10-02 | $0.39 | $809,961,045 | 4 / 5 |
| 2026-10-03 | $0.46 | $809,649,034 | 4 / 6 |
| 2026-10-04 | $0.46 | $809,649,034 | 4 / 6 |
| 2026-10-05 | $0.46 | $809,649,034 | 4 / 6 |
| 2026-10-06 | $0.46 | $809,649,034 | 4 / 6 |
| 2026-10-07 | $0.46 | $809,649,034 | 4 / 6 |
| 2026-10-08 | $0.46 | $809,649,034 | 4 / 6 |
| 2026-10-09 | $0.46 | $809,649,034 | 4 / 6 |
| 2026-10-10 | $0.46 | $809,649,034 | 4 / 7 |
| 2026-10-11 | $0.46 | $809,649,034 | 4 / 6 |
| 2026-10-12 | $0.46 | $809,649,034 | 4 / 6 |
| 2026-10-13 | $0.46 | $809,649,034 | 4 / 6 |
| 2026-10-14 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-15 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-16 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-17 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-18 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-19 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-20 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-21 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-22 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-23 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-24 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-25 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-26 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-27 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-28 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-29 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-30 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-10-31 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-11-01 | $0.46 | $809,649,034 | 3 / 5 |
| 2026-11-02 | $0.46 | $805,199,034 | 3 / 5 |
| 2026-11-03 | $0.46 | $805,199,034 | 3 / 5 |
| 2026-11-04 | $0.48 | $805,199,034 | 3 / 5 |
| 2026-11-05 | $0.48 | $805,199,034 | 3 / 5 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 3 Buy / Strong Buy · 8 Hold · 1 Sell / Strong Sell
Recent actions · Oct 7–Nov 5 · 3 recorded
0 raises · 2 cuts · 0 unchanged · 1 without a comparable prior
Oct 7, 2026–Nov 5, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.