Inside the research

KKR & Co. Inc.

KKR Research profile · latest available data

Price overview

$96.67

▲ +1.03 (+1.1%)

52w hi$141.96
52w lo$83.56
Vol3.26M
As of25 Sep 2026

The Verdict

Hold

Our score +0.03

Short-0.08
Medium+0.04
Long+0.24

computed 2026-09-27

Key fundamentals

KKR & Co. Inc.

Financial Services · Asset Management

Market cap$89.28B
Enterprise value$147.33B
Trailing P/E30.88x
Forward P/E13.05x
P / S (ttm)3.46x
Profit margin12.2%
Return on equity7.3%
Revenue growth+7.8%
Earnings growth+40.0%
Debt / equity69.81

Layer Breakdown

LayerRawContribution
Fundamental+0.31
Sector+0.02
Technical-0.06
Earnings+0.00
Sentiment+0.00

macro × 1.00 · 2026-09-27

Business overview

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, cybersecurity, fintech, data and information, security, semiconductors, consumer electronics, internet of things (iot), internet, information services, information technology infrastructure, financial technology, network and cyber security architecture, engineering and operations, content, technology and hardware, energy and infrastructure, real estate, services industry with a focus on business services, intelligence, industry-leading franchises and companies in natural resource, containers and packaging, agriculture, airports, ports, forestry, electric utilities, textiles, apparel and luxury goods, household durables, digital media, insurance, brokerage houses, non-durable goods distribution, supermarket retailing, grocery stores, food, beverage, and tobacco, hospitals, entertainment venues and production companies, publishing, printing services, capital goods, financial services, specialized finance, pipelines, and renewable energy. In energy and infrastructure, it focuses on the upstream oil and gas and equipment, minerals and royalties and services verticals. In real estate, the firm seeks to invest in private and public real estate securities including property-level equity, debt and special situations transactions and businesses with significant real estate holdings, and oil and natural gas properties. The firm also invests in asset services sector that encompasses a broad array of B2B, B2C and B2G services verticals including asset-based, transport, logistics, leisure/hospitality, resource and utility support, infra-like, mission-critical, and environmental services. Within Americas, the firm prefers to invest in consumer products; chemicals, metals and mining; energy and natural resources; financial services; healthcare; biopharmaceutical; medical device; health care services; life science tools/diagnostics; health care information technology sub-sectors; industrials; media and communications; retail; and technology. Within Europe, the firm invests in consumer and retail; energy; financial services; health care; industrials and chemicals; media and digital; and telecom and technologies. Within Asia, it invests in consumer products; energy and resources; financial services; healthcare; industrials; logistics; media and telecom; retail; real estate; and technology. It also seeks to make impact investments focused on identifying and investing behind businesses with positive social or environmental impact. The firm seeks to invest in mid to high-end residential developments but can invest in other projects throughout Mainland China through outright ownership, joint ventures, and merger. It invests globally with a focus on Australia, emerging and developed Asia, Middle East and Africa, Nordic, Southeast Asia, Asia Pacific, Ireland, Hong Kong, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, France, Germany, Netherlands, United Kingdom, Caribbean, Mexico, South America, North America, Israel, Brazil, Latin America, Korea with a focus on South Korea, and United States of America. In the United States and Europe, the firm focuses on buyouts of large, publicly traded companies. For middle market private equity it seeks to invest in companies with enterprise values between $200 million and $1000 million and EBITDA between $50 million to $250 million. The firm prefers to invest in a range of debt and public equity investing and may co-invest. It seeks a board seat in its portfolio companies and a controlling ownership of a company or a strategic minority position. It prefers to invest in initial public offerings, follow-on offerings, PIPE transactions, co-investments or private capital raises. The firm may acquire majority and minority equity interests, particularly when making private equity investments in Asia or sponsoring investments as part of a large investor consortium. The firm typically holds its investment for a period of five to seven years and more and exits through initial public offerings, secondary offerings, and sales to strategic buyers. KKR & Co. Inc. was founded in May 1, 1976 and is based in New York, New York with additional offices across North America, Europe, Australia, Middle East and Asia Pacific.

United States · www.kkr.com

Risk Metrics

Beta vs SPX1.79
Corr SPX0.69
Annual vol41.8%
Annual ret-7.3%
Sharpe-0.17
Max DD-49.8%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$123.40
High / Low$153.00 / $104.00
Median$119.00
Analysts19
Strong Buy6
Buy12
Hold3
Sell0
Strong Sell0

Recent rating actions

2026-05-06UBS→ Buy
2026-05-06RBC Capital→ Outperform
2026-05-06Barclays→ Overweight
2026-04-21Morgan Stanley→ Overweight
2026-04-21Evercore ISI Group→ Outperform
2026-04-13Oppenheimer→ Outperform

Material Events

DateEvent8-K
2026-07-31Material Agreement, Material Obligationread
2026-07-30Earnings Release, Exhibitsread
2026-05-29Officer / Director Change, Shareholder Voteread
2026-05-28Shareholder Voteread
2026-05-05Earnings Release, Exhibitsread
2026-04-24Shareholder Voteread
2026-02-05Earnings Release, Exhibitsread
2026-02-05Securities Issuance, Reg FD Disclosure…read
2026-01-16Material Agreement, Material Obligationread
2026-01-09Officer / Director Changeread
2025-11-07Earnings Release, Exhibitsread
2025-10-09Reg FD Disclosureread

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders7
Top-5 share96.0%
HHI3,357 (concentrated)

Top Holders

HolderValueShares
State Street Corp$2.69B29.29M
Fidelity / FMR LLC$1.98B21.57M
Citadel Advisors$444.88M4.85M
Capital Research / Capital World$264.88M2.89M
AQR Capital Management$247.63M2.70M
Millennium Management$234.37M2.55M
T. Rowe Price Group$441.49K4.81M

As of 2026-06-30

Dividends

Yield (TTM)0.38%
$ / share (TTM)$0.37
5y CAGR+6.6%

Annual dividend per share

2021$0.57
2022$0.61
2023$0.65
2024$0.69
2025$0.73
2026$0.18

Federal Contracts

AmountAgencyDescription
$1.34MDepartment of Health and Human ServicesPRIMER PROBES
$799.99KDepartment of Health and Human ServicesSARS-COV2 INFLUENZA MULTIPLEX
$763.45KDepartment of Health and Human ServicesGMP MANUFACTURING OF CDC FLUSC2 MULTIPLEX EUAAND IVD KITS
$744.44KDepartment of Health and Human ServicesCOVID-19 ERR
$626.84KDepartment of Health and Human ServicesPRIMER PROBES
$258.77KDepartment of Health and Human ServicesPRIMER PROBES
$250.00KDepartment of Health and Human ServicesPCR TESTING KITS
$160.74KDepartment of DefenseWHOLE GENOME AND METAGENOMICS LAB SVCS

SEC Filings

DateFormDoc
2026-08-0610-Qview
2026-08-044view
2026-07-318-Kview
2026-07-308-Kview
2026-07-024view
2026-06-054view
2026-06-024view
2026-05-298-Kview
2026-05-288-Kview
2026-05-0810-Qview
2026-05-058-Kview
2026-05-044view
2026-05-014view
2026-05-014view
2026-04-27DEFA14Aview

The Long Run

FY 2011–2025 · 15 years

LineLatestCAGRTrend
Revenue$21.88B+61.9%
Net income$2.37B+23.1%
Cash from ops$6.65B+108.5%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$96.05$97.39$95.50$96.673.26M
Sep 24$96.85$97.59$93.96$95.643.55M
Sep 23$97.46$98.37$96.51$97.214.13M
Sep 22$101.77$102.23$98.34$98.443.47M
Sep 21$100.29$101.10$98.85$100.832.89M

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