KKR & Company LP (KKR)

$101.73 +0.61 (0.60%)
Market Cap 90.13B
Revenue (ttm) 19.46B
Net Income (ttm) 2.37B
EPS (ttm) N/A
PE Ratio 24.26
Forward PE 17.35
Profit Margin 12.18%
Debt to Equity Ratio 0.73
Volume 4,234,500
Avg Vol 5,505,042
Day's Range N/A - N/A
Shares Out 891.35M
Stochastic %K 27%
Beta 1.99
Analysts Strong Sell
Price Target $146.37

Company Profile

KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments. It specializes in acquisitions, leveraged buyouts, management buyouts, credit special situations, growth equity, mature, mezzanine, distressed, turnaround, lower middle market, and middle market investments. The firm considers investments in all industries with a focus on software, fintech, data and information, security, semiconductors, consumer electronics, internet of things...

Industry: Asset Management
Sector: Financial Services
Phone: 212 750 8300
Website: www.kkr.com
Address:
30 Hudson Yards, Suite 7500, New York, United States
Omago78
Omago78 Feb. 11 at 8:50 PM
$KKR Anyone know if they are shopping around their position in flow control group?
0 · Reply
emeraldbayrider
emeraldbayrider Feb. 9 at 7:08 PM
$KKR $BS.X $APOL Just added 3k at $107.75 on the way down.
0 · Reply
emeraldbayrider
emeraldbayrider Feb. 9 at 5:29 PM
$KKR $BS.X $APOL Apollo's report was solid this morning (no position), esp what the CEO has had to say on software companies. In short, he says the quality names are going to be just fine but many of the lesser names deserve to be shoved down. They did a big cleanup of their software exposures last summer. KKR I am long 7k of KKR so far and will likely get back to large near term. This stock has dropped almost 30% out of fear they will get hammered on Ai taking out much of the software sector's market cap... sigh. Seems many PMs, "analysts" and talking heads do not understand that the premier software companies are the source code for Ai Coding LLMs. smh As for KKR, they disclosed late last week that their total software names included in AUM (not their bal sheet, most in investor-owned funds) is only 7%. Using UBS team's est. loss of 17% on defaulting software debt, if all 7% default, then .07 x .13 = 0.91% of principal as the derived loss. Goofy vs 30% mkt cap!
0 · Reply
OfficialStocktwitsUser
OfficialStocktwitsUser Feb. 9 at 2:44 PM
$KKR RSI: 25.10, MACD: -6.9269 Vol: 10.88, MA20: 118.04, MA50: 125.81 🟢 BUY - Uptrend + healthy RSI 👉 https://quantumstockalerts.com Disclaimer: I am not a financial advisor. This post reflects personal analysis and opinions only. Please do your own research before investing or trading.
0 · Reply
PickAlpha
PickAlpha Feb. 8 at 2:41 PM
PickAlpha Midday: KKR is acquiring Arctos in a deal initially valued at $1.4B, with up to $550M of additional equity tied to performance/share-price targets, and will fold it into a new KKR Solutions platform spanning sports, GP solutions, and secondaries. Arctos manages roughly $15B today, while KKR’s CFO says the business can scale to over $100B AUM — a big swing at private-market liquidity infrastructure as secondaries volume hit a record ~$226B in 2025 (+41% YoY).  Tickers: $KKR $BX $APO Our view is this is KKR trying to own the plumbing, not just gather more AUM. If execution is clean and secondaries/GP solutions fees compound, this can re-rate as a higher-quality fee-growth story; if integration drags or market liquidity slows, upside compresses fast.
0 · Reply
Investor6
Investor6 Feb. 6 at 9:42 PM
M&A: $KKR KKR to acquire Pro Sports Investor Arctos in $1.4 billion deal, the acquisition comes as asset managers increase their bets in the booming sports industry, BARK, the Special Committee retains two Top-10 financial and legal advisors to evaluate the two received buyout proposals, while BARK stocks still trades at a discount to the offered price.
0 · Reply
OfficialStocktwitsUser
OfficialStocktwitsUser Feb. 6 at 7:51 PM
$KKR RSI: 17.42, MACD: -6.9125 Vol: 11.02, MA20: 119.54, MA50: 126.13 ⚪ HOLD - Sideways 👉 https://quantumstockalerts.com Disclaimer: I am not a financial advisor. This post reflects personal analysis and opinions only. Please do your own research before investing or trading.
0 · Reply
ZacksResearch
ZacksResearch Feb. 6 at 6:30 PM
Big move from $KKR — sports franchises just became part of the playbook 🏟️ KKR & Co. is set to acquire Arctos Partners in a $1.4B stock-and-cash deal, expanding its sports investing platform and launching a new Solutions business — a clear push into a fast-growing alternative asset niche. See how this acquisition reshapes KKR’s strategy 👉 https://www.zacks.com/stock/news/2837221/kkr-to-add-sports-franchise-exposure-through-arctos-acquisition?cid=sm-stocktwits-2-2837221-teaser-32446&ADID=SYND_STOCKTWITS_TWEET_2_2837221_TEASER_32446
0 · Reply
ZacksResearch
ZacksResearch Feb. 6 at 5:30 PM
$KKR makes a bold move into sports! 🏀⚾🏈 KKR plans to acquire Arctos Partners for $1.4B, expanding its reach in sports franchises. This deal is set to immediately boost KKR's financial metrics and eventually create a new $100B AUM business. 📈 Discover the full strategic impact here 👉 https://www.zacks.com/stock/news/2837221/kkr-to-add-sports-franchise-exposure-through-arctos-acquisition?cid=sm-stocktwits-2-2837221-body-32444&ADID=SYND_STOCKTWITS_TWEET_2_2837221_BODY_32444
0 · Reply
Wallstfan
Wallstfan Feb. 6 at 4:48 PM
$KKR new name I just added to my portfolio. Looks like a bargain here.
1 · Reply
Latest News on KKR
Apollo, Blackstone execs offer reassurance as software sell-off hits their stocks too

Feb 13, 2026, 6:11 AM EST - 22 hours ago

Apollo, Blackstone execs offer reassurance as software sell-off hits their stocks too

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KKR & Co. Inc. (KKR) Presents at Bank of America Financial Services Conference 2026 Transcript

Feb 10, 2026, 5:14 PM EST - 3 days ago

KKR & Co. Inc. (KKR) Presents at Bank of America Financial Services Conference 2026 Transcript

KKR & Co. Inc. (KKR) Presents at UBS Financial Services Conference 2026 Transcript

Feb 9, 2026, 3:14 PM EST - 4 days ago

KKR & Co. Inc. (KKR) Presents at UBS Financial Services Conference 2026 Transcript

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Feb 9, 2026, 11:53 AM EST - 4 days ago

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KKR Forms A$600m Energy Transition Strategic Partnership with HMC

Feb 5, 2026, 5:07 PM EST - 8 days ago

KKR Forms A$600m Energy Transition Strategic Partnership with HMC

KKR: Private Credit Fears Create Significant Opportunity (Upgrade)

Feb 5, 2026, 3:57 PM EST - 8 days ago

KKR: Private Credit Fears Create Significant Opportunity (Upgrade)

KKR & Co. Inc. (KKR) Q4 2025 Earnings Call Transcript

Feb 5, 2026, 3:14 PM EST - 8 days ago

KKR & Co. Inc. (KKR) Q4 2025 Earnings Call Transcript

KKR Executives Downplay Impact of AI Disruption

Feb 5, 2026, 1:47 PM EST - 8 days ago

KKR Executives Downplay Impact of AI Disruption

KKR to Buy Sports Investor Arctos in $1.4 Billion Deal

Feb 5, 2026, 1:35 PM EST - 8 days ago

KKR to Buy Sports Investor Arctos in $1.4 Billion Deal

KKR to Acquire Pro Sports Investor Arctos in $1.4 Billion Deal

Feb 5, 2026, 7:01 AM EST - 8 days ago

KKR to Acquire Pro Sports Investor Arctos in $1.4 Billion Deal

KKR & Co. Inc. Reports Fourth Quarter 2025 Results

Feb 5, 2026, 6:50 AM EST - 8 days ago

KKR & Co. Inc. Reports Fourth Quarter 2025 Results

KKR to buy Arctos in $1.4 billion deal

Feb 5, 2026, 6:08 AM EST - 8 days ago

KKR to buy Arctos in $1.4 billion deal

KKR to Acquire Arctos, Establishing a New Platform for Sports, GP Solutions and Secondaries in a Strategic Transaction Initially Valued at $1.4 Billion

Feb 5, 2026, 6:00 AM EST - 8 days ago

KKR to Acquire Arctos, Establishing a New Platform for Sports, GP Solutions and Secondaries in a Strategic Transaction Initially Valued at $1.4 Billion

KKR and Singtel to acquire remaining stake in data center firm STT GDC for over $5 billion

Feb 3, 2026, 7:41 PM EST - 10 days ago

KKR and Singtel to acquire remaining stake in data center firm STT GDC for over $5 billion

KKR, Singtel consortium to pay $5.2 billion to take full control of STT GDC

Feb 3, 2026, 7:38 PM EST - 10 days ago

KKR, Singtel consortium to pay $5.2 billion to take full control of STT GDC

KKR Makes AI Play With $10.9B Asia Data-Center Deal

Feb 3, 2026, 6:55 PM EST - 10 days ago

KKR Makes AI Play With $10.9B Asia Data-Center Deal

KKR-Led Consortium with Singtel Group to Fully Acquire ST Telemedia Global Data Centres at S$13.8 Billion Enterprise Value

Feb 3, 2026, 6:25 PM EST - 10 days ago

KKR-Led Consortium with Singtel Group to Fully Acquire ST Telemedia Global Data Centres at S$13.8 Billion Enterprise Value

Blackstone Stock, Alternative Managers, BDCs Dive as Software Woes Infect Private Credit

Feb 3, 2026, 4:38 PM EST - 10 days ago

Blackstone Stock, Alternative Managers, BDCs Dive as Software Woes Infect Private Credit

BX APO ARES OWL

Exclusive: KKR prepares OPI owner Wella Company for US IPO, sources say

Feb 3, 2026, 3:54 PM EST - 10 days ago

Exclusive: KKR prepares OPI owner Wella Company for US IPO, sources say

Private credit stocks plummet on concern about exposure to software industry disrupted by AI

Feb 3, 2026, 3:32 PM EST - 10 days ago

Private credit stocks plummet on concern about exposure to software industry disrupted by AI

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KKR-Led Group Set to Buy Singapore Data-Center Firm Valued at Over $10 Billion

Jan 31, 2026, 10:07 PM EST - 13 days ago

KKR-Led Group Set to Buy Singapore Data-Center Firm Valued at Over $10 Billion

KKR to Present at the Bank of America Securities 2026 Financial Services Conference

Jan 28, 2026, 4:15 PM EST - 16 days ago

KKR to Present at the Bank of America Securities 2026 Financial Services Conference

KKR: The Value Case Is Strong, Despite The Macro Risks (Rating Upgrade)

Jan 25, 2026, 9:30 PM EST - 19 days ago

KKR: The Value Case Is Strong, Despite The Macro Risks (Rating Upgrade)

KKR-owned ContourGlobal enters Greece with battery, solar acquisitions

Jan 23, 2026, 4:51 AM EST - 21 days ago

KKR-owned ContourGlobal enters Greece with battery, solar acquisitions

KKR to Present at the 2026 UBS Financial Services Conference

Jan 22, 2026, 4:15 PM EST - 22 days ago

KKR to Present at the 2026 UBS Financial Services Conference

FSK Announces Earnings Release and Conference Call Schedule for Fourth Quarter and Full Year 2025

Jan 21, 2026, 4:25 PM EST - 23 days ago

FSK Announces Earnings Release and Conference Call Schedule for Fourth Quarter and Full Year 2025

FSK

KKR-led Consortium Drives Further Investment in Sylvan

Jan 20, 2026, 8:02 PM EST - 24 days ago

KKR-led Consortium Drives Further Investment in Sylvan

These stocks were the biggest losers on the S&P 500's worst day in three months

Jan 20, 2026, 5:08 PM EST - 24 days ago

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KKR Increases Ownership Stake in Altavair

Jan 19, 2026, 3:00 AM EST - 26 days ago

KKR Increases Ownership Stake in Altavair

KKR Completes US$2.5 Billion Asia Private Credit Fundraise

Jan 14, 2026, 8:04 PM EST - 4 weeks ago

KKR Completes US$2.5 Billion Asia Private Credit Fundraise

Urgent Warning: These REITs Face High Risk Of Dividend Cuts

Jan 14, 2026, 8:50 AM EST - 4 weeks ago

Urgent Warning: These REITs Face High Risk Of Dividend Cuts

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RWE sells 50% stake in British Norfolk offshore wind projects to KKR

Jan 14, 2026, 3:23 AM EST - 4 weeks ago

RWE sells 50% stake in British Norfolk offshore wind projects to KKR

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KKR Announces Strategic Partnership With RWE to Realise UK Offshore Windfarms

Jan 14, 2026, 3:17 AM EST - 4 weeks ago

KKR Announces Strategic Partnership With RWE to Realise UK Offshore Windfarms

KKR Real Estate: Oversold, Discounted, The 9% Yielding Preferreds A Buy

Jan 13, 2026, 1:30 PM EST - 4 weeks ago

KKR Real Estate: Oversold, Discounted, The 9% Yielding Preferreds A Buy

'High grading': KKR's Henry McVey on 2026 outlook

Jan 9, 2026, 7:13 AM EST - 5 weeks ago

'High grading': KKR's Henry McVey on 2026 outlook

KKR Boosts Data Center Portfolio With $1.5 Billion Global Technical Realty Stake

Jan 7, 2026, 1:12 PM EST - 5 weeks ago

KKR Boosts Data Center Portfolio With $1.5 Billion Global Technical Realty Stake

KKR and Oak Hill Capital Commit Nearly $2 Billion to Leading European Data Center Platform Global Technical Realty

Jan 7, 2026, 7:00 AM EST - 5 weeks ago

KKR and Oak Hill Capital Commit Nearly $2 Billion to Leading European Data Center Platform Global Technical Realty

KKR to buy sports investor Arctos at $1 billion valuation, Bloomberg News reports

Jan 6, 2026, 6:01 PM EST - 5 weeks ago

KKR to buy sports investor Arctos at $1 billion valuation, Bloomberg News reports

KKR & Co. Inc. to Announce Fourth Quarter 2025 Results

Jan 6, 2026, 4:15 PM EST - 5 weeks ago

KKR & Co. Inc. to Announce Fourth Quarter 2025 Results

KKR, Warburg Pincus Among Suitors for Southeast Asia School Operator

Jan 6, 2026, 1:47 AM EST - 5 weeks ago

KKR, Warburg Pincus Among Suitors for Southeast Asia School Operator

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Jan 1, 2026, 7:05 AM EST - 6 weeks ago

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KKR Acquires Cheongna Logistics Center

Dec 29, 2025, 9:09 PM EST - 6 weeks ago

KKR Acquires Cheongna Logistics Center

KKR, PAG to buy Sapporo Real Estate for $3B as Japan embraces private equity

Dec 24, 2025, 4:13 AM EST - 7 weeks ago

KKR, PAG to buy Sapporo Real Estate for $3B as Japan embraces private equity

Sapporo to Sell Real-Estate Business to KKR-PAG Consortium

Dec 24, 2025, 3:12 AM EST - 7 weeks ago

Sapporo to Sell Real-Estate Business to KKR-PAG Consortium

PAG and KKR to Acquire Sapporo Real Estate from Sapporo Holdings

Dec 24, 2025, 1:50 AM EST - 7 weeks ago

PAG and KKR to Acquire Sapporo Real Estate from Sapporo Holdings

KKR Completes Tender Offer for Forum Engineering

Dec 24, 2025, 1:41 AM EST - 7 weeks ago

KKR Completes Tender Offer for Forum Engineering

Sapporo Holdings to sell real estate business for $2.6 billion to KKR-led consortium: NHK

Dec 23, 2025, 11:42 PM EST - 7 weeks ago

Sapporo Holdings to sell real estate business for $2.6 billion to KKR-led consortium: NHK

KKR Launches European Rail Leasing Platform with Green Mobility Partners

Dec 22, 2025, 3:00 AM EST - 7 weeks ago

KKR Launches European Rail Leasing Platform with Green Mobility Partners

KKR Announces Intra-Quarter Monetization Activity Update for the Fourth Quarter

Dec 19, 2025, 4:15 PM EST - 2 months ago

KKR Announces Intra-Quarter Monetization Activity Update for the Fourth Quarter

KKR Releases 2026 Global Macro Outlook

Dec 17, 2025, 7:00 AM EST - 2 months ago

KKR Releases 2026 Global Macro Outlook

Omago78
Omago78 Feb. 11 at 8:50 PM
$KKR Anyone know if they are shopping around their position in flow control group?
0 · Reply
emeraldbayrider
emeraldbayrider Feb. 9 at 7:08 PM
$KKR $BS.X $APOL Just added 3k at $107.75 on the way down.
0 · Reply
emeraldbayrider
emeraldbayrider Feb. 9 at 5:29 PM
$KKR $BS.X $APOL Apollo's report was solid this morning (no position), esp what the CEO has had to say on software companies. In short, he says the quality names are going to be just fine but many of the lesser names deserve to be shoved down. They did a big cleanup of their software exposures last summer. KKR I am long 7k of KKR so far and will likely get back to large near term. This stock has dropped almost 30% out of fear they will get hammered on Ai taking out much of the software sector's market cap... sigh. Seems many PMs, "analysts" and talking heads do not understand that the premier software companies are the source code for Ai Coding LLMs. smh As for KKR, they disclosed late last week that their total software names included in AUM (not their bal sheet, most in investor-owned funds) is only 7%. Using UBS team's est. loss of 17% on defaulting software debt, if all 7% default, then .07 x .13 = 0.91% of principal as the derived loss. Goofy vs 30% mkt cap!
0 · Reply
OfficialStocktwitsUser
OfficialStocktwitsUser Feb. 9 at 2:44 PM
$KKR RSI: 25.10, MACD: -6.9269 Vol: 10.88, MA20: 118.04, MA50: 125.81 🟢 BUY - Uptrend + healthy RSI 👉 https://quantumstockalerts.com Disclaimer: I am not a financial advisor. This post reflects personal analysis and opinions only. Please do your own research before investing or trading.
0 · Reply
PickAlpha
PickAlpha Feb. 8 at 2:41 PM
PickAlpha Midday: KKR is acquiring Arctos in a deal initially valued at $1.4B, with up to $550M of additional equity tied to performance/share-price targets, and will fold it into a new KKR Solutions platform spanning sports, GP solutions, and secondaries. Arctos manages roughly $15B today, while KKR’s CFO says the business can scale to over $100B AUM — a big swing at private-market liquidity infrastructure as secondaries volume hit a record ~$226B in 2025 (+41% YoY).  Tickers: $KKR $BX $APO Our view is this is KKR trying to own the plumbing, not just gather more AUM. If execution is clean and secondaries/GP solutions fees compound, this can re-rate as a higher-quality fee-growth story; if integration drags or market liquidity slows, upside compresses fast.
0 · Reply
Investor6
Investor6 Feb. 6 at 9:42 PM
M&A: $KKR KKR to acquire Pro Sports Investor Arctos in $1.4 billion deal, the acquisition comes as asset managers increase their bets in the booming sports industry, BARK, the Special Committee retains two Top-10 financial and legal advisors to evaluate the two received buyout proposals, while BARK stocks still trades at a discount to the offered price.
0 · Reply
OfficialStocktwitsUser
OfficialStocktwitsUser Feb. 6 at 7:51 PM
$KKR RSI: 17.42, MACD: -6.9125 Vol: 11.02, MA20: 119.54, MA50: 126.13 ⚪ HOLD - Sideways 👉 https://quantumstockalerts.com Disclaimer: I am not a financial advisor. This post reflects personal analysis and opinions only. Please do your own research before investing or trading.
0 · Reply
ZacksResearch
ZacksResearch Feb. 6 at 6:30 PM
Big move from $KKR — sports franchises just became part of the playbook 🏟️ KKR & Co. is set to acquire Arctos Partners in a $1.4B stock-and-cash deal, expanding its sports investing platform and launching a new Solutions business — a clear push into a fast-growing alternative asset niche. See how this acquisition reshapes KKR’s strategy 👉 https://www.zacks.com/stock/news/2837221/kkr-to-add-sports-franchise-exposure-through-arctos-acquisition?cid=sm-stocktwits-2-2837221-teaser-32446&ADID=SYND_STOCKTWITS_TWEET_2_2837221_TEASER_32446
0 · Reply
ZacksResearch
ZacksResearch Feb. 6 at 5:30 PM
$KKR makes a bold move into sports! 🏀⚾🏈 KKR plans to acquire Arctos Partners for $1.4B, expanding its reach in sports franchises. This deal is set to immediately boost KKR's financial metrics and eventually create a new $100B AUM business. 📈 Discover the full strategic impact here 👉 https://www.zacks.com/stock/news/2837221/kkr-to-add-sports-franchise-exposure-through-arctos-acquisition?cid=sm-stocktwits-2-2837221-body-32444&ADID=SYND_STOCKTWITS_TWEET_2_2837221_BODY_32444
0 · Reply
Wallstfan
Wallstfan Feb. 6 at 4:48 PM
$KKR new name I just added to my portfolio. Looks like a bargain here.
1 · Reply
0to1
0to1 Feb. 6 at 12:15 PM
$SOFI picked up massive correlation to the private credit names over 2025 and current price actions appears to be directly related to performance of that group recently. $OWL $KKR $TPG $ARES etc. Based on a substack I read, looks like thats connected to their LPB business and wall street knows that.
1 · Reply
SamsonStreet
SamsonStreet Feb. 6 at 1:19 AM
$BLK $GS $CG $KKR $BX BDCs:
1 · Reply
SuperSocks
SuperSocks Feb. 5 at 4:39 PM
$KKR Around $100 seems like a decent entry, looking for volume to follow any price rise and not quite seeing that yet. On watch
0 · Reply
ZacksResearch
ZacksResearch Feb. 5 at 4:29 PM
$KKR down 2.9% pre-market after Q4 earnings miss Q4 EPS came in at $1.12, falling short of the $1.16 Zacks Consensus Estimate, with increased expenses weighing on results. However, AUM growth and transaction fees offered some relief. Full analysis here 👉 https://www.zacks.com/stock/news/2830067/kkr-co-shares-fall-as-q4-earnings-miss-estimates-aum-rises-yy?cid=sm-stocktwits-2-2830067-body-32143&ADID=SYND_STOCKTWITS_TWEET_2_2830067_BODY_32143
0 · Reply
alexsimonelis
alexsimonelis Feb. 5 at 4:14 PM
$KKR Missing EPS is losing, not crushing.
0 · Reply
ZacksResearch
ZacksResearch Feb. 5 at 3:29 PM
Q4 miss — but is this really a red flag for $KKR? EPS came in below estimates as rising expenses pressured results, yet AUM jumped 16.6% year over year, driving higher fees. That’s a mixed signal investors shouldn’t ignore. Full breakdown of what this means for the stock 👉 https://www.zacks.com/stock/news/2830067/kkr-co-shares-fall-as-q4-earnings-miss-estimates-aum-rises-yy?cid=sm-stocktwits-2-2830067-teaser-32121&ADID=SYND_STOCKTWITS_TWEET_2_2830067_TEASER_32121
1 · Reply
orderflowrider
orderflowrider Feb. 5 at 2:45 PM
$KKR they crushed, should be back to $150 in no time
0 · Reply
orderflowrider
orderflowrider Feb. 5 at 2:27 PM
$KKR growing AUM like a beast!
0 · Reply
TalkMarkets
TalkMarkets Feb. 5 at 2:13 PM
Q4 Earnings: KKR And Cummins Miss EPS, Cigna Beats $CI $CMI $KKR https://talkmarkets.com/content/stocks--equities/q4-earnings-kkr-and-cummins-miss-eps-cigna-beats?post=555289&userid=166882
0 · Reply
Tokenist
Tokenist Feb. 5 at 2:11 PM
📊 Q4 Earnings Check: Hits & Misses Across the Board $KKR, $CMI, and $CI just reported and the tape tells three very different stories. $KKR: Revenue absolutely smashed expectations ($5.74B vs $2.11B est), but EPS came in a hair light ($1.12 vs $1.14). Investors are weighing monster top-line growth and the Arctos Partners acquisition against slightly softer profits. $CMI: Revenue beat ($8.5B vs $8.08B), but EPS missed badly ($4.27 vs $5.01) thanks to charges tied to its electrolyzer business. Core Power Systems and Distribution held up, but green-tech pain showed up fast. $CI: The clean winner. Revenue ($72.47B) and EPS ($8.08) both beat, driven by Evernorth and specialty pharmacy growth. Strong execution, strong outlook, dividend raised.
1 · Reply
OpenOutcrier
OpenOutcrier Feb. 5 at 1:44 PM
$KKR (-2.6% pre) KKR Q4 adjusted earnings' 17% Y/Y rise still falls short of consensus https://ooc.bz/l/92133
0 · Reply
Donkey_Stonks
Donkey_Stonks Feb. 5 at 1:41 PM
$KKR The tape might look choppy at the open because Adjusted Net Income (ANI) hit $1.12 vs. the ~$1.21 consensus. But don't let the headline fool you: that includes a one-time carry clawback. Strip that out, and you’re looking at a $1.30 "clean" beat. FRE is a beast: Fee Related Earnings up +15% YoY ($972M). Roughly 85% of segment earnings are now recurring. That’s the high-multiple revenue the market loves. Scale is massive: Record $129B raised in '25. Total AUM at $744B with $60B in "Shadow AUM" (committed capital) just waiting to be turned into fees. The visibility here is insane. The Arctos Move: They aren't just buying a sports fund; they’re launching a whole new "KKR Solutions" unit. Big expansion into pro sports and secondaries that diversifies the platform even further. Dividend bumped to $0.78 annualized.
0 · Reply