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Kennedy-Wilson Holdings Inc. (KW)
NYSE:KW
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
-0.11Last Year’s EPS
-0.43Same Quarter Last Year
Moderate Sell
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 0.91%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call highlighted strong capital deployment, asset growth, and investment management fee increases. However, the company faced challenges with a GAAP EPS loss and pricing pressures in the loan origination market due to increased competition.Company Guidance
During the Kennedy-Wilson First Quarter 2025 Earnings Conference Call, the company provided several key metrics and insights into their performance and strategic initiatives. In Q1 2025, Kennedy-Wilson deployed or committed approximately $1 billion of new capital, primarily through their credit platform, with a pipeline totaling $2.5 billion of loan originations and real estate equity acquisitions. They anticipate total capital deployment of $3.5 billion for the first half of 2025, compared to $4 billion for all of 2024. The company's assets under management have grown by 26% over the past two years to $29 billion, with rental housing comprising 66% of their portfolio. Investment management fees increased by 17% in Q1 to $25 million, and the company aims for an annual fee revenue growth target of 20% to 25%. The call highlighted a focus on asset sales and unsecured debt reductions, aiming to generate $400 million to $450 million of cash from asset sales and recaps by year-end. Their total debt is 96% fixed or hedged, with a weighted average maturity of 4.8 years and an effective interest rate of 4.7%.Strong Capital Deployment
Deployed or committed approximately $1 billion of new capital in Q1, with a strong pipeline expected to reach $3.5 billion for the first half of 2025, compared to $4 billion for all of 2024.
Growth in Assets Under Management
Assets under management grew by 26% over the past two years to $29 billion, producing approximately $575 million in estimated annual NOI and fees.
Investment Management Fee Growth
Investment management fees grew by 17% in Q1 to $25 million, with a target of 20% to 25% annual growth.
Reduction in Unsecured Debt
Paid down unsecured debt by $250 million over the last two years, with plans to reduce it further using proceeds from asset sales.
Strong Portfolio Performance
The stabilized portfolio generates estimated annual NOI of $473 million, with a focus on rental housing and industrial sectors.
KW Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $6.61 | $6.15 | -6.96% |
Feb 26, 2025 | $9.04 | $9.44 | +4.42% |
Nov 06, 2024 | $11.31 | $10.96 | -3.09% |
Aug 07, 2024 | $9.74 | $10.04 | +3.08% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kennedy-Wilson Holdings Inc. (KW) report earnings?
Kennedy-Wilson Holdings Inc. (KW) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Kennedy-Wilson Holdings Inc. (KW) earnings time?
Kennedy-Wilson Holdings Inc. (KW) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KW EPS forecast?
KW EPS forecast for the fiscal quarter 2025 (Q2) is -0.11.