KKR & CO INC

KKR & CO INC

KKR & Co. L.P. (KKR) is a global alternative asset manager specialising in private equity, credit, real assets and hedge fund strategies. The firm raises capital from institutional and retail channels, manages assets on behalf of clients and generates revenue from management fees, performance fees (carried interest) and realised investment gains. With a market capitalisation around $110.2 billion, KKR combines long-term illiquid investments with more fee-stable businesses such as credit and permanent capital vehicles. Investors should note the firm's cyclicality: earnings can swing with fundraising cycles, exit timing and public markets, and valuations often include significant unrealised gains. KKR uses leverage in many investments and faces regulatory, market and liquidity risks. This summary is educational only and not personalised advice; prospective investors should consider their risk tolerance, horizon and seek professional advice before investing.

Why It's Moving

KKR & CO INC

KKR's Record $129B Fundraising in 2025 Fuels Analyst Optimism for 2026 Growth

KKR raised nearly double its 2023 fundraising total across private equity, credit, and infrastructure in 2025, accelerating its deployment pipeline and boosting fee-related earnings potential. Management has reaffirmed its $7+ adjusted net income per share target for 2026, supported by strategic acquisitions and strong investment performance across asset classes.
Sentiment:
πŸƒBullish
  • Record fundraising of $129 billion in 2025 nearly doubled 2023 levels, signaling robust investor demand for KKR's diversified asset management platform across multiple investment strategies
  • 18% year-over-year management fee growth in Q2 2025 demonstrates surging demand for KKR's services, directly enhancing forward earnings visibility as the firm deploys capital into acquisitions like the $1.4 billion Arctos deal
  • Analysts maintain a consensus 'Strong Buy' rating with average price targets around $155-$158, reflecting confidence that accelerated deployment and exit activity could unlock significant value if market conditions remain favorable

When is the next earnings date for KKR & CO INC (KKR)?

KKR's next earnings date is May 5, 2026, ahead of market open, covering the Q1 2026 period ending March 31. This follows their most recent Q4 2025 report on February 5, 2026, aligning with the firm's typical early-month quarterly cadence. Investors should monitor for updates, as dates can shift based on company announcements.

Stock Performance Snapshot

Buy

Analyst Rating

Analysts recommend buying KKR's stock with a target price of $159.56, indicating strong growth potential.

Above Average

Financial Health

KKR & CO INC shows strong revenue and cash flow, indicating a solid financial position overall.

Below Average

Dividend

KKR's low dividend yield of 0.72% means it offers minimal returns from dividends. If you invested $1000 you would be paid $7.20 a year in dividends (based on the last 12 months).

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

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Why You’ll Want to Watch This Stock

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Private equity at core

Private equity drives KKR’s long-term returns through buyouts and active ownership, though timing of exits affects reported results and can create volatility.

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Diversified fee streams

KKR combines management fees, carried interest and balance-sheet income across strategies and regions, which can smooth revenue but depends on fundraising success.

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Cyclicality and leverage

Performance is sensitive to economic cycles and leverage levels in portfolio companies; investors should expect periods of higher volatility and valuation uncertainty.

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Frequently asked questions