NASI closed 244.72, down 1.14%, with the N20I and N25I both softer as well, though breadth stayed positive at 38 advancers against 9 decliners across 56 counters. Turnover was KES 1.18bn, 17.3% below the 14-session average. KCB (KCB), I&M (IMH), Equity (EQTY) and Safaricom (SCOM) led value traded. Foreign investors were net buyers at KES 142.1m, 21.6% of turnover, buying Equity and KCB while selling Safaricom and StanChart (SCBK). Manufacturing and Insurance sectors led gains while Investment and Automobiles lagged; UCHM, BKG and CIC topped individual gainers.

Quickmart has said it plans to list 50% of its shares on the NSE, a potential addition to the retail counters available to local investors. Airtel Money's parent has announced plans to seek a London listing for its 13-market mobile money business, separating it from Airtel's existing structure. Kenyan banks' assets in the DRC crossed Sh1 trillion in 2025, up from Sh933.4bn in 2024, with Equity and KCB driving the growth through acquisitions, a factor relevant to both lenders' regional earnings exposure.