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KRG Stock Analysis 2026 - KITE REALTY GROUP TRUST AI Rating

KRG NYSE Real Estate Investment Trusts MD CIK: 0001286043
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-31
HOLD
72% Conf
Pending
Analysis scheduled

📊 KRG Key Takeaways

Revenue: $844.4M
Net Margin: 35.4%
Free Cash Flow: $376.4M
Current Ratio: N/A
Debt/Equity: 0.98x
EPS: $1.37
AI Rating: HOLD with 72% confidence

Is KRG a Good Investment? Thesis Analysis

Claude

Kite Realty generates strong free cash flow (44.6% FCF margin) with a reasonable debt-to-equity ratio, but critically weak interest coverage of 1.8x signals debt service stress and limits financial flexibility. Stagnant revenue growth (0.8%) combined with low operating margins (6.4%) suggest limited pricing power and operational challenges that could jeopardize distributions and debt servicing if conditions deteriorate.

Why Buy KRG? Key Strengths

Claude
  • + Exceptional free cash flow generation ($376.4M with 44.6% margin)
  • + Solid operating cash flow of $429.7M demonstrates underlying business stability
  • + Moderate leverage with 0.98x debt-to-equity ratio within REIT norms

KRG Investment Risks to Consider

Claude
  • ! Critical red flag: 1.8x interest coverage ratio indicates minimal debt service cushion and high refinancing risk
  • ! Revenue growth essentially flat at 0.8% YoY with only 6.4% operating margin shows minimal operating leverage
  • ! Cash position of $36.8M is dangerously low relative to $3.0B debt obligations and $844M annual revenue

Key Metrics to Watch

Claude
  • * Interest coverage ratio trend - must improve above 2.5x for sustainability
  • * Revenue growth acceleration - any continued stagnation increases distress risk
  • * Operating margin expansion - low 6.4% margin leaves no room for operational deterioration

KRG Financial Metrics

Revenue
$844.4M
Net Income
$298.7M
EPS (Diluted)
$1.37
Free Cash Flow
$376.4M
Total Assets
$6.7B
Cash Position
$36.8M

💡 AI Analyst Insight

The 44.6% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

KRG Profitability Ratios

Gross Margin N/A
Operating Margin 6.4%
Net Margin 35.4%
ROE 9.7%
ROA 4.5%
FCF Margin 44.6%

KRG vs Default Sector

How KITE REALTY GROUP TRUST compares to Default sector averages

Net Margin
KRG 35.4%
vs
Sector Avg 12.0%
KRG Sector
ROE
KRG 9.7%
vs
Sector Avg 15.0%
KRG Sector
Current Ratio
KRG 0.0x
vs
Sector Avg 1.8x
KRG Sector
Debt/Equity
KRG 1.0x
vs
Sector Avg 0.7x
KRG Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is KRG Overvalued or Undervalued?

Based on fundamental analysis, KITE REALTY GROUP TRUST has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
9.7%
Sector avg: 15%
Net Profit Margin
35.4%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.98x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

KRG Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.98x
Debt/Assets
52.1%
Interest Coverage
1.77x
Long-term Debt
$3.0B

KRG 5-Year Financial Trend & Growth Analysis

KRG 5-year financial data: Year 2021: Revenue $373.3M, Net Income -$534.0K, EPS $-0.01. Year 2022: Revenue $802.0M, Net Income -$16.2M, EPS $-0.19. Year 2023: Revenue $823.0M, Net Income -$80.8M, EPS $-0.73. Year 2024: Revenue $841.8M, Net Income -$12.6M, EPS $-0.06. Year 2025: Revenue $844.4M, Net Income $47.5M, EPS $0.22.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: KITE REALTY GROUP TRUST's revenue has grown significantly by 126% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.22 reflects profitable operations.

KRG Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
44.6%
Free cash flow / Revenue

KRG Quarterly Performance

Quarterly financial performance data for KITE REALTY GROUP TRUST including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $205.1M $14.2M $-0.07
Q2 2025 $212.4M $14.2M $-0.16
Q1 2025 $207.4M $14.2M $0.06
Q3 2024 $207.2M $2.1M $0.01
Q2 2024 $208.8M $5.4M $0.15
Q1 2024 $206.8M $5.4M $0.02
Q3 2023 $200.3M $2.1M $0.01
Q2 2023 $202.6M $5.4M $-0.02

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

KRG Capital Allocation

Operating Cash Flow
$429.7M
Cash generated from operations
Stock Buybacks
$1.3M
Shares repurchased (TTM)
Capital Expenditures
$53.3M
Investment in assets
Dividends Paid
$236.5M
Returned to shareholders

KRG SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for KITE REALTY GROUP TRUST (CIK: 0001286043)

📋 Recent SEC Filings

Date Form Document Action
Apr 7, 2026 4 xslF345X06/tm2611259-2_4seq1.xml View →
Apr 3, 2026 4 xslF345X06/wk-form4_1775250302.xml View →
Apr 1, 2026 DEF 14A krg-20260401.htm View →
Mar 20, 2026 8-K krg-20260318.htm View →
Mar 5, 2026 8-K tm268075d1_8k.htm View →

Frequently Asked Questions about KRG

What is the AI rating for KRG?

KITE REALTY GROUP TRUST (KRG) has an AI rating of HOLD with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are KRG's key strengths?

Claude: Exceptional free cash flow generation ($376.4M with 44.6% margin). Solid operating cash flow of $429.7M demonstrates underlying business stability.

What are the risks of investing in KRG?

Claude: Critical red flag: 1.8x interest coverage ratio indicates minimal debt service cushion and high refinancing risk. Revenue growth essentially flat at 0.8% YoY with only 6.4% operating margin shows minimal operating leverage.

What is KRG's revenue and growth?

KITE REALTY GROUP TRUST reported revenue of $844.4M.

Does KRG pay dividends?

KITE REALTY GROUP TRUST pays dividends, with $236.5M distributed to shareholders in the trailing twelve months.

Where can I find KRG SEC filings?

Official SEC filings for KITE REALTY GROUP TRUST (CIK: 0001286043) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is KRG's EPS?

KITE REALTY GROUP TRUST has a diluted EPS of $1.37.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is KRG a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, KITE REALTY GROUP TRUST has a HOLD rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is KRG stock overvalued or undervalued?

Valuation metrics for KRG: ROE of 9.7% (sector avg: 15%), net margin of 35.4% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy KRG stock in 2026?

Our dual AI analysis gives KITE REALTY GROUP TRUST a combined HOLD rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is KRG's free cash flow?

KITE REALTY GROUP TRUST's operating cash flow is $429.7M, with capital expenditures of $53.3M. FCF margin is 44.6%.

How does KRG compare to other Default stocks?

Vs Default sector averages: Net margin 35.4% (avg: 12%), ROE 9.7% (avg: 15%), current ratio N/A (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 12, 2026 | Data as of: 2025-12-31 | Powered by Claude AI