US · Financial Services · Asset Management
EPS came in at 1.48 against a street estimate of 1.28 — a beat of 15.6%.
Analysts rate KKR & Co. Inc. a buy (20 buy, 3 hold, 0 sell out of 23) with an average price target of $120.57.
CONFIDENT KKR posted record Q2 earnings across all metrics: FRE $1.32/share (+34% YoY), operating earnings $1.68/share (+27%), adjusted NI $1.63/share (+38%). Beat $300B fundraising target in 2.5 years; $72B committed capital not yet earning fees. Management confident in secular tailwinds. Q2 2026 Asia represents ~60% expected global GDP growth; alternatives least penetrated vs US/Europe. KKR has 9 offices, ~1,000 people in region, 200+ in Tokyo. Management bullish on insurance expansion in Asia. Analysts pressed on 2027 mgmt fee visibility (commodity comps), AI/capex cycle risks, insurance ROE sustainability, and wealth redemption concerns. Management countered with visibility to $72B undeployed capital, portfolio diversification, and +20% YTD net wealth inflows—emphasizing record earnings despite external pessimism. 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 5.03% |
| Vanguard Capital Management, LLC | 4.96% |
| Capital Research & Mgmt Co - Division 3 | 4.05% |
| State Street Corp | 3.26% |
| FMR Inc | 2.40% |
| Principal Financial Group Inc | 2.19% |
| Geode Capital Management, LLC | 1.74% |
| Capital Research Global Investors | 1.64% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q4 2026 OTHER NOTABLE POINTS • KKR & Co. Inc. filed a Form 8-K dated November 4, 2026. • The company posted a presentation titled “Asset-Based Finance Overv | 2026-11-04 |
| Board / officer change · Q4 2026 HEADLINE NUMBERS • KKR appointed Brian J. Lee to its Board of Directors on October 26, 2026. • The Board increased from 11 to 12 directors. • Mr. L | 2026-10-26 |
| Reg FD disclosure · Q3 2026 KKR & CO. INC. - FORM 8-K SUMMARY Filed: August 31, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • KKR posted a presentation regarding the sale of USI In | 2026-08-31 |
| Reg FD disclosure · Q3 2026 KKR & CO. INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • KKR subsidiary paying $250.0 million settlement to U.S. Department of Justice Antitrust Divisio | 2026-08-27 |
| Quarterly report · Q2 2026 KKR & CO. INC. - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $414.5 billion as of June 30, 2026 (up from $410.1 billion at December 31, 20 | 2026-08-06 |
| Material agreement · Q3 2026 KKR & CO. INC. – FORM 8-K SUMMARY HEADLINE NUMBERS • Credit Facility Size: $3.0 billion senior unsecured multicurrency revolving credit facility • E | 2026-07-31 |
| Results announced · Q3 2026 KKR & CO. INC. – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • GAAP Net Income: $0.7 billion for Q2 2026; $1.0 billion year-to-date (YTD) • Fee Relat | 2026-07-30 |
| Quarterly report · Q1 2026 KKR & CO. INC. - Q1 2026 SUMMARY HEADLINE NUMBERS • Total Assets: $412.1 billion as of March 31, 2026 (up from $410.1 billion at December 31, 2025) | 2026-05-08 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.20 / share ex-date Aug 10, 2026 · pay Aug 25, 2026 | 2026-08-10 |
| Dividend | $0.20 / share ex-date May 15, 2026 · pay May 29, 2026 | 2026-05-15 |
| Dividend | $0.18 / share ex-date Feb 17, 2026 · pay Mar 3, 2026 | 2026-02-17 |
| Dividend | $0.18 / share ex-date Nov 17, 2025 · pay Dec 2, 2025 | 2025-11-17 |
| Announcement | Date |
|---|---|
| Sale of USI Insurance Services to Aon plc KKR Co. Inc. disclosed that it is selling USI Insurance Services to Aon plc. The company posted a presentation about this transaction on its investor relations website. No financial terms, v | 2026-08-31 |
| Agrees to acquire Arctos Partners for $1.4 billion in cash and equity KKR announced on February 4, 2026, that it will acquire Arctos Partners LP, an investment firm specializing in providing capital to sports franchises and private investment funds, for $1.4 b | 2026-02-05 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for KKR & Co. Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.