Kilroy Realty Corporation (KRC)

In the past six months, Kilroy Realty Corp. has experienced several events and analyst actions impacting its stock price. The stock price increased by 4.81% in the past month and 2.59% over the last 12 months, with a year-to-date return of 6.65% as of November 27, 2025. Key events include analyst rating changes from Wells Fargo, BMO Capital, Evercore ISI Group, RBC Capital, JP Morgan, and Jefferies. KRC reported its third-quarter financial results on October 27, 2025, with EPS of $1.09 and revenue of $279.7 million. The company signed a lease agreement at Kilroy Oyster Point Phase 2, acquired Maple Plaza, and reported its second-quarter 2025 earnings, highlighting robust leasing activity and strategic capital allocation, particularly in San Francisco and San Diego. The company raised its 2025 FFO guidance to a range of $4.05-$4.15 per share.

Demand for Kilroy Realty Corp.'s properties is influenced by broader economic trends and industry dynamics rather than traditional seasonal patterns. Key factors affecting demand include remote work trends, growth in specific sectors like AI and life sciences, return-to-office mandates, and a flight to quality. Management expects occupancy to improve notably starting in Q4 of 2025, supported by already signed leases and strong demand growth from the AI sector. Demand is responsive to the economic health of the technology, life science, and professional services industries, as well as evolving workplace strategies.

Kilroy Realty Corporation (KRC) is a real estate investment trust (REIT) with over seven decades of experience in owning, developing, acquiring, and managing office, life science, and mixed-use properties. The company focuses on commercial real estate and is a member of the S&P MidCap 400 Index. KRC provides adaptable work environments for industries like technology, media, life science, and healthcare. As of June 30, 2025, Kilroy's stabilized portfolio encompassed approximately 16.4 million square feet of primarily office and life science space and manages residential units. KRC is recognized for its commitment to sustainability, innovative building operations, and cutting-edge design.

Kilroy Realty Corp. has a significant presence across the Western United States, concentrated in key coastal regions including San Diego, Greater Los Angeles, the San Francisco Bay Area, Greater Seattle, and Austin.

Kilroy Realty Corp. has earned global recognition for its commitment to sustainability, building operations, innovation, and design. The company's approach to modern business environments drives creativity and productivity. KRC has been a pioneer in creating a more sustainable real estate industry. Events that have positively affected its reputation include achieving carbon-neutral operations for the fifth consecutive year, increasing capacity from on-site solar, earning the 2024 ENERGY STAR Sustained Excellence Award, signing a lease agreement at Kilroy Oyster Point Phase 2, completing the development of Kilroy Oyster Point Phase 2, and reporting strong third-quarter 2025 financial results. Management's focus on ESG aligns its office portfolio with clients' sustainability requirements. While the company maintains a strong reputation, the broader office real estate market has faced challenges due to remote work trends, though recent leasing activities suggest improving conditions.

Kilroy Realty Corp. is primarily owned by institutional shareholders, who hold approximately 97.41% to 118.55% of the company's stock. Insiders own about 2.59% to 3.15%, while retail investors hold a very small percentage, around 0.00% to 0.88%. Major institutional owners include Vanguard Group Inc., Cohen & Steers, Inc., and BlackRock, Inc. The largest individual shareholder is John B. Kilroy Jr., who owns 1.63 million shares, representing 1.38% of the company.