Kennedy-Wilson Holdings, Inc. (KW)

In the past six months, Kennedy-Wilson's stock has been impacted by several events, including a proposed buyout offer of $10.25 per share in November 2025, which caused the stock to surge by 31%. The company reported a loss per share of $0.15 in Q3 2025, though revenue exceeded expectations, and adjusted EBITDA nearly doubled compared to Q3 2024. The acquisition of Toll Brothers' Apartment Living platform was expected to close in Q4 2025. S&P Global Ratings downgraded Kennedy-Wilson's issuer credit rating to 'B+' from 'BB-' in December 2024. The company has consistently announced quarterly dividends of $0.12 per common share for the second, third, and fourth quarters of 2025. The stock price has seen an increase of +29.82% over the past six months and +11.06% over the past year as of January 14, 2026, but experienced a decline of 2.99% between December 26, 2024, and December 24, 2025.

Demand for Kennedy-Wilson's real estate products and services exhibits seasonality, with multifamily rental markets being most active in spring and summer and declining in fall and winter. Commercial property demand mirrors broader economic and seasonal cycles, with potential spikes during peak seasons and lulls during off-seasons. Industrial properties can experience seasonal demand tied to agricultural cycles or holiday-related inventory. Buying during winter months may lead to better deals, while selling during spring or summer can attract more buyers.

Kennedy-Wilson Holdings, Inc. is a global real estate investment company that owns, operates, and invests in real estate directly and through its investment management platform, focusing on multifamily and office properties, as well as industrial and debt investments. The company operates within the Real Estate sector and the Real Estate Services industry, divided into the Consolidated Portfolio, involving direct ownership of real estate assets, and the Co-Investment Portfolio, comprising investments made with partners where Kennedy-Wilson earns fees and allocations.

Kennedy-Wilson Holdings, Inc. has a significant geographic presence, focusing on the Western United States, the United Kingdom, and Ireland. The company also has operations in Spain, Italy, and Japan.

Kennedy-Wilson's brand reputation has been influenced by financial and market-related events, including positive sentiment around the proposed buyout offer in November 2025 and generally positive perception of its corporate responsibility efforts. However, the S&P Global Ratings downgrade in December 2024 and "STOCKHOLDER NOTICE" announcements from law firms in late 2025 could potentially impact its public perception.

Kennedy-Wilson Holdings, Inc. has a significant number of institutional owners and shareholders, with 440 institutional owners holding a total of 139,086,671 shares. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Fairfax Financial Holdings Ltd/ Can, IJR - iShares Core S&P Small-Cap ETF, State Street Corp, Dimensional Fund Advisors Lp, and Mackenzie Financial Corp. William J. McMorrow, the Chairman and CEO, is the largest individual shareholder, owning 18.12% of the company's shares.