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KRNY Stock Analysis 2026 - Kearny Financial Corp. AI Rating

KRNY Nasdaq Savings Institution, Federally Chartered CIK: 0001617242
Recently Updated • Analysis: Apr 12, 2026 • SEC Data: 2025-12-31
SELL
72% Conf
Pending
Analysis scheduled

📊 KRNY Key Takeaways

Revenue: $163.2M
Net Margin: 11.6%
Free Cash Flow: $12.4M
Current Ratio: N/A
Debt/Equity: 0.00x
EPS: $0.30
AI Rating: SELL with 72% confidence

Is KRNY a Good Investment? Thesis Analysis

Claude

Kearny Financial exhibits exceptional 140% YoY revenue growth and profitability, but severe structural financial distress undermines the positive headline numbers. Interest coverage of 0.2x indicates operating income cannot cover interest expenses, ROE of 2.5% is critically weak, and operating cash flow of $15.8M trailing net income of $19.0M signals poor earnings quality. These metrics suggest unsustainable profitability for a federally chartered savings institution.

Why Buy KRNY? Key Strengths

Claude
  • + Exceptional revenue growth of 140.5% YoY with proportional net income expansion of 130.1%
  • + Zero long-term debt burden with debt/equity ratio of 0.00x eliminates leverage risk
  • + Positive free cash flow of $12.4M demonstrates cash generation capability for operations and capital deployment

KRNY Investment Risks to Consider

Claude
  • ! Interest coverage ratio of 0.2x is a critical red flag indicating operating income cannot service interest expenses - diagnostic of financial distress
  • ! ROE of 2.5% and ROA of 0.2% are critically depressed, revealing poor capital efficiency and sustainability concerns despite accounting profits
  • ! Operating cash flow of $15.8M materially lags net income of $19.0M, indicating low quality of earnings and potential accounting distortions

Key Metrics to Watch

Claude
  • * Interest coverage ratio trajectory - must exceed 1.5x threshold to indicate financial stability
  • * Return on Equity and Return on Assets trends - must improve substantially to validate business model viability
  • * Operating cash flow to net income conversion rate - earnings quality deterioration requires monitoring

KRNY Financial Metrics

Revenue
$163.2M
Net Income
$19.0M
EPS (Diluted)
$0.30
Free Cash Flow
$12.4M
Total Assets
$7.6B
Cash Position
$147.3M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

KRNY Profitability Ratios

Gross Margin N/A
Operating Margin 14.6%
Net Margin 11.6%
ROE 2.5%
ROA 0.2%
FCF Margin 7.6%

KRNY vs Default Sector

How Kearny Financial Corp. compares to Default sector averages

Net Margin
KRNY 11.6%
vs
Sector Avg 12.0%
KRNY Sector
ROE
KRNY 2.5%
vs
Sector Avg 15.0%
KRNY Sector
Current Ratio
KRNY 0.0x
vs
Sector Avg 1.8x
KRNY Sector
Debt/Equity
KRNY 0.0x
vs
Sector Avg 0.7x
KRNY Sector

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

Is KRNY Overvalued or Undervalued?

Based on fundamental analysis, Kearny Financial Corp. has mixed fundamental signals relative to the Default sector in 2026.

Return on Equity
2.5%
Sector avg: 15%
Net Profit Margin
11.6%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.00x
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.

KRNY Balance Sheet & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.00x
Debt/Assets
90.1%
Interest Coverage
0.17x
Long-term Debt
N/A

KRNY 5-Year Financial Trend & Growth Analysis

KRNY 5-year financial data: Year 2022: Revenue $2.6M, Net Income $45.0M, EPS $0.55.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Kearny Financial Corp.'s revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $0.63 reflects profitable operations.

KRNY 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
7.6%
Free cash flow / Revenue

KRNY Quarterly Performance

Quarterly financial performance data for Kearny Financial Corp. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2023 $617.0K $6.3M $0.16
Q2 2023 $698.0K $2.0M $0.03
Q1 2023 $607.0K -$4.1M $0.25
Q3 2022 $473.0K -$6.8M $0.20
Q2 2022 $556.0K $16.9M $0.20
Q1 2022 $445.0K $11.4M $0.13

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

KRNY Capital Allocation

Operating Cash Flow
$15.8M
Cash generated from operations
Stock Buybacks
$80.1M
Shares repurchased (TTM)
Capital Expenditures
$3.4M
Investment in assets
Dividends Paid
$14.0M
Returned to shareholders

KRNY SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Kearny Financial Corp. (CIK: 0001617242)

📋 Recent SEC Filings

Date Form Document Action
Mar 12, 2026 4 xslF345X05/wk-form4_1773330079.xml View →
Feb 5, 2026 10-Q krny-20251231.htm View →
Jan 28, 2026 4 xslF345X05/wk-form4_1769616830.xml View →
Jan 22, 2026 8-K krny-20260122.htm View →
Nov 5, 2025 10-Q krny-20250930.htm View →

Frequently Asked Questions about KRNY

What is the AI rating for KRNY?

Kearny Financial Corp. (KRNY) has an AI rating of SELL with 72% confidence, based on fundamental analysis of SEC EDGAR filings.

What are KRNY's key strengths?

Claude: Exceptional revenue growth of 140.5% YoY with proportional net income expansion of 130.1%. Zero long-term debt burden with debt/equity ratio of 0.00x eliminates leverage risk.

What are the risks of investing in KRNY?

Claude: Interest coverage ratio of 0.2x is a critical red flag indicating operating income cannot service interest expenses - diagnostic of financial distress. ROE of 2.5% and ROA of 0.2% are critically depressed, revealing poor capital efficiency and sustainability concerns despite accounting profits.

What is KRNY's revenue and growth?

Kearny Financial Corp. reported revenue of $163.2M.

Does KRNY pay dividends?

Kearny Financial Corp. pays dividends, with $14.0M distributed to shareholders in the trailing twelve months.

Where can I find KRNY SEC filings?

Official SEC filings for Kearny Financial Corp. (CIK: 0001617242) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is KRNY's EPS?

Kearny Financial Corp. has a diluted EPS of $0.30.

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 KRNY a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Kearny Financial Corp. has a SELL rating with 72% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is KRNY stock overvalued or undervalued?

Valuation metrics for KRNY: ROE of 2.5% (sector avg: 15%), net margin of 11.6% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy KRNY stock in 2026?

Our dual AI analysis gives Kearny Financial Corp. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is KRNY's free cash flow?

Kearny Financial Corp.'s operating cash flow is $15.8M, with capital expenditures of $3.4M. FCF margin is 7.6%.

How does KRNY compare to other Default stocks?

Vs Default sector averages: Net margin 11.6% (avg: 12%), ROE 2.5% (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