The NASI fell 1.14% to 244.72 and the NSE 20-Share Index shed 0.59% to 4,341.24, with breadth split 25 up and 25 down of 55 counters traded. Turnover rose 28.0% above its 20-session average to KES 774.4m across 13,776 trades. Foreign investors were net sellers at KES -397.8m, 33.3% of turnover, with Equity Group (EQTY) and Safaricom (SCOM) the heaviest sold counters even as they topped value traded at KES 237.4m and KES 121.6m respectively. The Investment sector gained 15.48% while Automobiles and Accessories dropped 3.80%; Oriental Commercial Bank (OCH) jumped 198.48% and KenGen (KPC) rose 9.96%, while Bank of Africa-linked UCHM, SBIC and CGEN were among the day's losers.

KRA told parliament it missed its 2025/2026 revenue target by Sh132.1bn, collecting Sh2.844 trillion against Sh2.977 trillion, citing PAYE, VAT and oil tax changes; PAYE fell short by Sh53.6bn and domestic VAT by Sh27.9bn, a signal for fiscal and bond-market watchers. Safaricom (SCOM) reported Sh1.247 trillion in societal value from its sustainability programmes for FY2026. KCB Group's Rwandan unit, BPR Bank Rwanda, named Xavier Shema acting MD as Patience Mutesi departs, a leadership change for investors tracking KCB's regional subsidiaries.