The NASI fell 1.14% to 244.72 and the NSE 20-Share Index dropped 0.59% to 4,341.24, with 32 counters up against 17 down of 55 traded. Turnover was KES 1.04bn, down 32.2% on the 12-session average. Automobiles and Accessories led sector gains at +4.83% while Energy and Petroleum lagged at -1.54%, dragged by Kenya Power (KPLC), down 4.11% to 23.35. Equity Group (EQTY) and Safaricom (SCOM) dominated value traded at KES 456.8m and KES 268.6m respectively. Foreign investors were net sellers of KES 44.7m, 22.0% of turnover, selling SCOM (KES 168.3m) while buying EQTY (KES 111.1m).

CBK's 2025 Bank Supervision Annual Report showed seven commercial banks in breach of the Sh3bn core capital requirement, with the threshold set to rise to Sh10bn in phases. Separately, CBK data showed Standard Chartered Kenya has slipped to tier two status, with its market size index falling to 4.5 from 5.4 and net asset share to 4.4% from 5.1%, following a roughly Sh7bn pension payout to former staff. KCB Group's planned 22.23% stake in Pesapal has been disclosed by Tanzania's competition regulator, adding detail to a deal announced last year. The EBRD unveiled a $100 million (Sh12.9bn) trade finance facility for Kenyan traders and manufacturers.