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KW

Kennedy-Wilson Holdings, Inc.

KW

NYSE·Real Estate·Real Estate - Services·Mkt cap $1.5B

$10.92

-0.09%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$6.61 - $11.09

P/E

89.14

Fwd P/E

-19.55

Beta

0.89

Div Yield

4.40%

Avg Vol

1.4M

Shares Out

138.5M

Mkt Cap

$1.5B

Price action

Price chart

Up 63.0% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

5 reasons

  • Established 45+ year track record in real estate investment and management
  • Diversified geographic portfolio across US and international markets reducing concentration risk
  • Dual revenue model combining property ownership with high-margin investment management fees
  • Significant multifamily portfolio of 10,460+ units providing stable recurring rental income
  • Development and redevelopment expertise enabling value creation and portfolio enhancement

Bear Case

1 risk

  • Average volatility.

Growth

Profitability at risk

Expansion of investment management platform generating fee-based revenue

Value

Deep value opportunity - significant discount to Commercial Real Estate Services peers

Momentum

Stable

+0.0% over 3m

Quality

Thin

Solid business

Dividend

Solid

4.40% yield

Earnings track record

Latest print - beat on both lines

AI-summarized recap of last quarter, plus the surprise on every print.

Next: May 5, 2026

Q2 26 RECAP

MAY 6, 2026

Reported EPS of $0.10 vs -$0.15 consensus (+168.6% surprise). Revenue of $117.2M vs $91.7M expected (+27.8%). Beat on both top and bottom lines.

EPS beat +168.6%
Rev beat +27.8%
Double beat

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+168.6%

Next: May 5, 2026

Revenue trend · last 8Q

-5%

-6%

+3%

-9%

-11%

-9%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$132.0M

$127.5M

$135.5M

$128.3M

$135.7M

$116.4M

$120.6M

$117.2M

Margins · last 8Q

Gross

Operating

Profit

21.0%

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

No analyst coverage on file for this stock yet.

vs Industry

How KW stacks vs Real Estate - Services

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.