D1 Capital Partners L.P. Adds $34M in Kilroy Realty Corporation ($KRC)

D1 Capital Partners L.P. has increased its stake in Kilroy Realty Corporation (NYSE:KRC) by 8.4% according to its latest Form 13F filing with the SEC. The fund added 874,865 shares during the reporting period, bringing its total holdings to 11,275,077 shares valued at about $432.6 million.

What Changed in D1 Capital Partners' Kilroy Realty Position

D1 Capital Partners boosted its position in Kilroy Realty by adding 874,865 shares, increasing its stake from 10,400,212 shares to 11,275,077 shares. This represents an 8.4% increase in its holdings, reflecting a strong commitment to the real estate investment trust.

Other Institutional Activity in Kilroy Realty

Other institutional investors also made moves in Kilroy Realty. BlackRock, Inc. increased its holdings by 182,154 shares, ending with 15,049,691 shares valued at approximately $424.6 million. Cohen & Steers, Inc. reduced its stake by selling 1,626,015 shares, leaving it with 7,945,504 shares worth about $224.1 million. Meanwhile, State Street Corp added 625,611 shares, bringing its total to 6,256,763 shares valued at $179.7 million.

Kilroy Realty Stock Snapshot

Shares of NYSE:KRC are trading near $38.37. Kilroy Realty Corporation has a market cap of roughly $4.46 billion and a P/E ratio of 20.97. The stock's 52-week range spans from $27.36 to $45.03, with a 50-day moving average of $33.35 and a 200-day moving average of $36.71. The company maintains a beta of 1.164 and has leverage metrics including a debt-to-equity ratio of 85.933.

Recent Earnings

In its latest earnings report, Kilroy Realty posted revenue of $1.11 billion, though it saw a slight revenue decline of 0.3%. The company's net margin stands at 19.59%, with a return on equity of 4.41%. The next earnings release is expected on July 27, 2026.

Dividend

Kilroy Realty offers an annual dividend of $2.16 per share, yielding 5.63%. The dividend payout ratio is 118.03%, indicating the company returns more to shareholders than its earnings per share.

Insider Buying and Selling at Kilroy Realty Corporation

Insider activity at Kilroy Realty included several transactions. On June 9, 2026, President Justin William Smart sold 10,848 shares at an average price of $38.71. On May 19, 2026, insiders including Edward Brennan, Jolie Hunt, Gary Stevenson, Daryl Carter, and David Andrew Kieske each bought 4,339 shares.

Analysts Set New Price Targets

Analysts have maintained their ratings on Kilroy Realty. On June 1, 2026, Wells Fargo upheld a 'hold' rating with a $33.00 price target. Scotiabank also maintained a 'hold' rating on May 21, 2026, setting a target of $38.00. The consensus among analysts is a 'hold' rating, with an average target price of $36.64 based on 14 opinions.

About Kilroy Realty Corporation

Kilroy Realty Corporation, headquartered in Los Angeles, CA, is a prominent real estate investment trust specializing in office and life science properties. With a focus on sustainability and innovation, Kilroy operates across key markets like San Francisco, Los Angeles, and Seattle. The company is led by CEO Angela M. Aman and employs 241 people.

Bottom Line

D1 Capital Partners' increased stake in Kilroy Realty highlights investor interest in the real estate sector. Kilroy Realty's stock is currently trading near its 50-day moving average, reflecting a stable performance. While insiders have been active, analysts have largely maintained their 'hold' ratings, suggesting a cautious outlook. As always, remember that 13F filings are backward-looking and may not represent the investor's current position.