KKR
NYSE · USDOne year, rebased to 100
KKR SPY XLF (sector ETF) · weekly closesScore DNA
Each bar is a 0-100 score within the scored universeFlags
Smart-money strip
Each disclosure source on its own window. Filings coinciding is not coordination.Key financials · FY2025
USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.Valuation
KKR vs industry median
908 companies in Asset ManagementEarnings delivery
Next report 2026-11-09 · consensus EPS $1.59Peers
Market-cap band, not the industry cohort above| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | 12m return |
|---|---|---|---|---|---|---|
| KKR KKR & Co. Inc. | $77.4B | 25.7x | 10.3% | 15.0% | −11.0% | −26.5% |
| BN Brookfield Corporation | $81.7B | 65.2x | 3.0% | 1.8% | +2.2% | −16.3% |
| BAM Brookfield Asset Management | $72.4B | 26.4x | 10.1% | 52.9% | +26.5% | −15.6% |
| APO Apollo Global Management, In | $65.4B | 24.0x | 14.3% | 12.1% | +34.6% | −8.0% |
| BX Blackstone Inc. | $122.7B | 23.7x | 40.5% | 25.8% | +28.6% | −31.9% |
| STT State Street Corporation | $45.5B | 13.3x | 12.4% | 18.0% | +2.2% | — |
| AMP Ameriprise Financial, Inc. | $44.2B | 11.9x | 63.4% | 22.2% | +9.0% | — |
| ARES Ares Management Corporation | $36.9B | 49.0x | 15.0% | 10.5% | +45.4% | — |
Recent 8-K filings
Context
Full factsheet
The PDF carries everything on this page plus the cash-allocation waterfall, Form 144 notices, 13F holder detail, dark-pool and short-flow history, seasonality and the moat assessment (None).
Read it in the browser Download (PDF)All fundamentals · 140 measures in 13 categories
Percentile = where KKR sits among 110 scored companies in Asset Management (0 = lowest value, 100 = highest). It is a position, not a grade.Valuation
| Measure | KKR | Industry percentile |
|---|---|---|
| P/E (TTM) | 24.6x | 77th |
| PEG (P/E ÷ 3-yr EPS CAGR) | 0.79 | 41st |
| Price / sales | 3.7x | 48th |
| Price / book | 2.5x | 68th |
| Price / tangible book | 3.1x | 79th |
| Price / free cash flow | 8.1x | 36th |
| Price / operating cash flow | 8.0x | 35th |
| Enterprise value | $117.4B | 93rd |
| EV / sales | 5.6x | 43rd |
| EV / EBITDA | 12.0x | 48th |
| EV / EBIT | 12.0x | 41st |
| EV / free cash flow | 12.3x | 52nd |
| Earnings yield | 4.1% | 40th |
| FCF yield | 12.3% | 72nd |
| Operating cash flow yield | 12.5% | 71st |
| Graham number (per share) | $49.62 | 71st |
Profitability (TTM)
| Measure | KKR | Industry percentile |
|---|---|---|
| Gross margin | 22.5% | 4th |
| EBITDA margin | 46.9% | 63rd |
| Operating margin | 16.8% | 22nd |
| EBIT margin | 46.7% | 67th |
| Net margin | 15.1% | 48th |
| NOPAT margin | 13.9% | 23rd |
| FCF margin | 45.7% | 76th |
| Operating cash flow margin | 46.4% | 75th |
| R&D / revenue | 0.0% | 0th |
| SG&A / revenue | 8.3% | 46th |
| Stock comp / revenue | 3.5% | 81st |
| Effective tax rate | 16.9% | 48th |
Returns on capital
| Measure | KKR | Industry percentile |
|---|---|---|
| ROE (on average equity) | 10.6% | 48th |
| ROA | 0.8% | 29th |
| ROIC | 4.1% | 38th |
| ROCE | 2.4% | 28th |
| Return on tangible assets | 2.5% | 29th |
| Cash ROIC (OCF / invested capital) | 13.6% | 57th |
| Gross profitability (GP / assets) | 1.3% | 5th |
| ROIC, 3-yr average | 4.3% | 36th |
| ROIC, 5-yr average | 3.9% | 33rd |
| ROE, 5-yr average | 9.4% | 44th |
| Incremental ROIC | 144.4% | 93rd |
Growth
| Measure | KKR | Industry percentile |
|---|---|---|
| Revenue growth (TTM YoY) | 30.7% | 66th |
| Revenue growth (QoQ) | 33.0% | 76th |
| Revenue CAGR, 3 yr | 23.7% | 71st |
| Revenue CAGR, 5 yr | 12.5% | 69th |
| Gross profit CAGR, 3 yr | 15.3% | 39th |
| Operating income CAGR, 3 yr | 50.8% | 87th |
| Net income growth (TTM YoY) | 53.7% | 68th |
| Net income CAGR, 3 yr | 32.6% | 77th |
| EPS growth (TTM YoY) | 55.1% | 71st |
| EPS CAGR, 3 yr | 31.0% | 77th |
| EPS CAGR, 5 yr | -17.7% | 22nd |
| FCF growth (TTM YoY) | 108.9% | 91st |
| FCF CAGR, 3 yr | — | |
| Operating cash flow CAGR, 3 yr | — | |
| Book value CAGR, 3 yr | 14.4% | 79th |
| Dividend CAGR, 3 yr | 6.2% | 78th |
| Sustainable growth rate | 7.8% | 63rd |
Margin history & stability
| Measure | KKR | Industry percentile |
|---|---|---|
| Gross margin, 3-yr average | 22.1% | 7th |
| Operating margin, 3-yr average | 8.6% | 12th |
| Net margin, 3-yr average | 15.4% | 38th |
| FCF margin, 3-yr average | 37.0% | 60th |
| Revenue stability (0-1) | 0.55 | 48th |
| Earnings stability (0-1) | 0.04 | 11th |
| Margin stability (0-1) | 0.60 | 26th |
Liquidity (latest quarter)
| Measure | KKR | Industry percentile |
|---|---|---|
| Cash & short-term investments | $10.5B | 89th |
| Net cash (− = net debt) | −$40.0B | 6th |
| Working capital | $9.7B | 92nd |
| Current ratio | 9.17 | 88th |
| Quick ratio | 9.17 | 88th |
| Cash ratio (cash + ST investments / current liabilities) | 8.85 | 92nd |
| Defensive interval (days) | 1,913 days | 88th |
Leverage & solvency (latest quarter)
| Measure | KKR | Industry percentile |
|---|---|---|
| Total debt | $50.5B | 94th |
| Debt / equity | 1.63 | 85th |
| Net debt / equity | 1.29 | 77th |
| Debt / assets | 12.2% | 22nd |
| Debt / capital | 61.9% | 85th |
| Debt / EBITDA | 5.16 | 56th |
| Net debt / EBITDA | 4.08 | 53rd |
| Interest coverage (EBIT / interest) | 3.1x | 60th |
| Cash interest coverage | 3.1x | 51st |
| Debt payback (years of OCF) | 5.2 yrs | 63rd |
| Liabilities / assets | 80.6% | 88th |
| IS credit model rating | BB | |
| Implied credit spread (bps) | 475 | 42nd |
Efficiency
| Measure | KKR | Industry percentile |
|---|---|---|
| Asset turnover | 0.05 | 9th |
| Fixed asset turnover | 20.85 | 70th |
| Inventory turnover | — | |
| Receivables turnover | 54.8 | 98th |
| Days sales outstanding | 7 days | 6th |
| Days inventory outstanding | 0 days | 0th |
| Days payables outstanding | 81 days | 64th |
| Cash conversion cycle (days) | −74 days | 27th |
| Capex / revenue | 0.7% | 77th |
| Capex / depreciation | 5.76 | 100th |
| Operating expense ratio | 13.1% | 18th |
Cash flow & earnings quality
| Measure | KKR | Industry percentile |
|---|---|---|
| Operating cash flow / net income | 3.07 | 83rd |
| FCF / net income | 3.03 | 86th |
| FCF / operating cash flow | 98.5% | 38th |
| Capex / operating cash flow | 1.5% | 66th |
| Accruals ratio | -1.6% | 49th |
| Sloan accruals ratio | -21.0% | 4th |
| Earnings quality score (0-1) | 1.00 | 60th |
Scores & forensic checks
| Measure | KKR | Industry percentile |
|---|---|---|
| IS score | 59 | 72nd |
| IS profitability | 28 | 18th |
| IS growth | 76 | 78th |
| IS value | 59 | 40th |
| IS momentum | 100 | 92nd |
| IS risk (safety) | 15 | 6th |
| IS quality | 64 | 51st |
| IS balance sheet | 30 | 15th |
| IS earnings quality | 95 | 99th |
| IS cash flow | 87 | 87th |
| Piotroski F-score (0-9) | 8 | 93rd |
| Altman Z-score | — | |
| Beneish M-score | — | |
| Ohlson O-score | −7.55 | 41st |
| IS credit score | 42 | 52nd |
Size (TTM)
| Measure | KKR | Industry percentile |
|---|---|---|
| Market cap | $77.4B | 95th |
| Revenue | $20.9B | 92nd |
| EBITDA | $9.8B | 93rd |
| Net income | $3.2B | 94th |
| Free cash flow | $9.5B | 98th |
| Total assets | $414.5B | 93rd |
| Shareholders' equity | $31.0B | 94th |
| Employees | 5,043 | 71st |
Insider transactions, last 6 months
Form 4 · most recent 12| Date | Insider | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|
| 2026-09-30 | Kkr Alternative Assets Llc 10 percent owner |
Other | 63,654 | $22.86 | $1.5M | 9,930,179 |
| 2026-09-08 | Bae Joseph Y Director, Co-Chief Executive Officer |
Gift | 122,403 | — | — | 2,211,701 |
| 2026-09-08 | Bae Joseph Y Director, Co-Chief Executive Officer |
Gift | 345,849 | — | — | 1,607,053 |
| 2026-09-03 | Holmes Dane E Chief Administrative Officer |
Open-market sale | 10,000 | $108.58 | $1.1M | 8,513 |
| 2026-09-02 | Lewin Robert H Chief Financial Officer |
Gift | 10,000 | — | — | 1,186,726 |
| 2026-09-02 | Holmes Dane E Chief Administrative Officer |
Option exercise | 10,000 | — | — | 390,000 |
| 2026-09-02 | Holmes Dane E Chief Administrative Officer |
Option exercise | 10,000 | — | — | 18,513 |
| 2026-08-31 | Kkr Alternative Assets Llc 10 percent owner |
Other | 65,834 | $22.59 | $1.5M | 11,799,635 |
| 2026-04-29 | Lewin Robert H Chief Financial Officer |
Award / grant | 650,000 | — | — | 650,000 |
| 2026-04-29 | Sudol Kathryn King Chief Legal Officer & GC |
Award / grant | 300,000 | — | — | 300,000 |
Shares acquired vs disposed, by month
acquired disposed · all Form 4 typesBy transaction type, 6 months
| Type | Direction | Filings | Shares | Value |
|---|---|---|---|---|
| Award / grant | Acquired | 2 | 950,000 | — |
| Gift | Disposed | 3 | 478,252 | — |
| Open-market sale | Disposed | 1 | 10,000 | $1.1M |
| Option exercise | Acquired | 1 | 10,000 | — |
| Option exercise | Disposed | 1 | 10,000 | — |
| Other | Acquired | 2 | 129,487 | $2.9M |
Form 144 notices
| Filed | Filer | Shares proposed | Est. proceeds |
|---|---|---|---|
| None on file. | |||
Congress trades
12 months: House 6 trades (1 purchases) · Senate 0 (0 purchases)| Traded | Member | Chamber | Type | Amount | Disclosed |
|---|---|---|---|---|---|
| 2026-04-13 | Ro Khanna | House | Purchase | $1,001 - $15,000 | 2026-05-13 |
| 2025-11-19 | Josh Gottheimer | House | Sale | $1,001 - $15,000 | 2025-12-30 |
| 2025-11-19 | Josh Gottheimer | House | Sale (Full) | $1,001 - $15,000 | 2025-12-30 |
| 2025-11-18 | Josh S. Gottheimer | House | Sale (Full) | $1,001 - $15,000 | 2025-12-30 |
Largest 13F holders
Quarter to 2026-06-30, the latest most managers have filed| Manager | Shares | Value | % of shares out |
|---|---|---|---|
| BlackRock, Inc. | 45,188,181 | $4.1B | 5.03% |
| VANGUARD CAPITAL MANAGEMENT LLC | 44,564,501 | $4.1B | 4.96% |
| Capital International Investors | 36,389,402 | $3.3B | 4.05% |
| STATE STREET CORP | 29,293,443 | $2.7B | 3.26% |
| FMR LLC | 21,566,484 | $2.0B | 2.40% |
| PRINCIPAL FINANCIAL GROUP INC | 19,677,109 | $1.8B | 2.19% |
| GEODE CAPITAL MANAGEMENT, LLC | 15,611,391 | $1.4B | 1.74% |
| Capital Research Global Investors | 14,708,910 | $1.3B | 1.64% |
| WELLINGTON MANAGEMENT GROUP LLP | 14,569,959 | $1.3B | 1.62% |
| NORGES BANK | 13,798,499 | $1.3B | 1.54% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10,616,489 | $977.6M | 1.18% |
| Invesco Ltd. | 10,269,796 | $942.6M | 1.14% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 10,181,852 | $934.5M | 1.13% |
| FIRST MANHATTAN CO. LLC. | 9,416,070 | $864.2M | 1.05% |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 8,900,144 | $816.9M | 0.99% |
Institutional ownership by quarter
Holder changes by quarter
| Quarter | Holders | Ownership | New | Increased | Reduced | Closed |
|---|---|---|---|---|---|---|
| 2026-06-30 | 1,272 | 61.1% | 135 | 504 | 463 | 125 |
| 2026-03-31 | 1,273 | 58.3% | 157 | 516 | 450 | 253 |
| 2025-12-31 | 1,390 | 59.7% | 188 | 510 | 510 | 132 |
| 2025-09-30 | 1,362 | 58.0% | 152 | 577 | 424 | 87 |
| 2025-06-30 | 1,316 | 58.8% | 165 | 529 | 443 | 109 |
| 2025-03-31 | 1,275 | 58.6% | 165 | 511 | 433 | 174 |
| 2024-12-31 | 1,311 | 58.3% | 238 | 490 | 412 | 60 |
| 2024-09-30 | 1,155 | 57.9% | 177 | 455 | 351 | 67 |
| 2024-06-30 | 1,054 | 58.2% | 140 | 441 | 305 | 93 |
| 2024-03-31 | 1,022 | 54.7% | 187 | 333 | 352 | 57 |
| 2023-12-31 | 903 | 54.3% | 193 | 272 | 310 | 52 |
| 2023-09-30 | 776 | 54.4% | 103 | 260 | 250 | 56 |
Schedule 13D / 13G filers
| Filed | Form | Filer | % of class | Shares |
|---|---|---|---|---|
| None on file. | ||||
ETFs with the largest holding
| ETF | Weight in fund | Holding value |
|---|---|---|
| VITSX | 0.08% | $2.0B |
| VTSAX | 0.08% | $2.0B |
| VTI | 0.08% | $2.0B |
| VSMPX | 0.08% | $2.0B |
| VFFSX | 0.10% | $1.7B |
| VFINX | 0.10% | $1.7B |
Share structure
Income statement
Fiscal years, USD| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | $16.1B | $5.6B | $14.3B | $21.6B | $19.3B |
| Cost of revenue | $9.2B | $3.6B | $9.5B | $17.8B | $11.2B |
| Gross profit | $6.9B | $2.0B | $4.9B | $3.8B | $8.1B |
| R&D | $0 | $0 | $0 | $0 | $0 |
| SG&A | $1.9B | $2.4B | $2.7B | $2.9B | $2.2B |
| Operating income | $5.0B | −$345.6M | $2.1B | $926.2M | $462.0M |
| EBITDA | $15.0B | $1.3B | $9.5B | $9.2B | $7.1B |
| Pretax income | $13.8B | −$292.2M | $6.6B | $5.9B | $7.1B |
| Income tax | $1.4B | $125.4M | $1.2B | $954.4M | $953.7M |
| Net income | $4.7B | −$521.7M | $3.7B | $3.1B | $2.4B |
| EPS, diluted | $7.42 | $-0.79 | $4.09 | $3.28 | $2.34 |
| Diluted shares | 633.1M | 749.5M | 911.8M | 938.9M | 955.8M |
Balance sheet
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Cash & short-term investments | $10.1B | $12.8B | $108.6B | $112.6B | $6.2M |
| Receivables | $29.0B | $30.1B | $82.1B | $105.2B | $54.1B |
| Inventory | $0 | $0 | $0 | $0 | $0 |
| Total current assets | $39.7B | $43.6B | $191.5B | $218.7B | $71.2B |
| PP&E, net | $1.2B | $1.4B | $1.4B | $1.8B | $0 |
| Goodwill & intangibles | $2.3B | $5.5B | $7.4B | $8.0B | $8.8B |
| Total assets | $264.3B | $275.3B | $317.3B | $360.1B | $410.1B |
| Accounts payable | $3.9B | $2.1B | $2.9B | $4.6B | $0 |
| Total current liabilities | $30.8B | $29.3B | $40.6B | $53.1B | $892.2M |
| Long-term debt | $38.9B | $43.1B | $48.6B | $49.9B | $52.9B |
| Total liabilities | $206.1B | $220.0B | $258.9B | $298.1B | $328.5B |
| Shareholders' equity | $58.1B | $55.4B | $58.4B | $62.0B | $81.6B |
Cash flow statement
Outflows are negative| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Net income | $12.5B | −$417.6M | $5.4B | $4.9B | $2.4B |
| Depreciation & amortization | $0 | $0 | $0 | $0 | $0 |
| Stock-based compensation | $529.8M | $730.2M | $618.5M | $746.4M | $616.9M |
| Change in working capital | $2.2B | −$1.4B | $1.4B | $1.1B | $2.8B |
| Operating cash flow | −$7.2B | −$5.3B | −$1.5B | $6.6B | $9.7B |
| Capital expenditure | −$102.0M | −$85.1M | −$108.4M | −$141.5M | −$160.8M |
| Free cash flow | −$7.3B | −$5.4B | −$1.6B | $6.5B | $9.5B |
| Investing cash flow | −$9.6B | −$13.6B | −$3.9B | −$19.0B | −$13.1B |
| Net debt issued / repaid | $8.9B | $6.5B | $3.6B | $3.5B | $1.9B |
| Buybacks | −$269.7M | −$346.7M | −$289.8M | −$125.0M | −$122.9M |
| Dividends paid | −$419.6M | −$513.3M | −$615.0M | −$612.1M | −$768.5M |
Ratio history
Margins on the fiscal-year (TTM at Q4) basis; multiples at each year end| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Gross margin | 42.0% | 35.5% | 33.9% | 17.8% | 22.5% |
| Operating margin | 30.0% | -6.3% | 14.9% | 4.3% | 12.3% |
| Net margin | 28.7% | -9.9% | 26.1% | 14.2% | 12.4% |
| FCF margin | -44.8% | -95.1% | -11.2% | 30.1% | 39.5% |
| ROE | 29.8% | -3.1% | 17.9% | 13.2% | 8.7% |
| ROIC | 9.3% | -0.6% | -4.8% | -2.0% | 2.4% |
| ROA | 2.7% | -0.2% | 1.3% | 0.9% | 0.6% |
| Debt / equity | 2.25 | 2.34 | 2.16 | 2.15 | 1.77 |
| Interest coverage | 13.1x | 0.8x | 3.2x | 2.8x | 3.3x |
| Current ratio | 1.29 | 1.49 | 4.71 | 4.12 | 79.85 |
| Revenue growth | +283.8% | −65.3% | +154.0% | +51.1% | −12.0% |
| EPS growth | +120.9% | −108.7% | +748.2% | −21.4% | −22.9% |
| P/E at year end | 9.9x | n/m | 20.0x | 45.7x | 51.4x |
| EV / EBITDA at year end | 5.1x | 56.4x | 1.6x | 8.6x | 17.3x |
| FCF yield at year end | -15.72% | -13.34% | -2.15% | 4.63% | 6.17% |
| Dividend payout | 9.0% | — | 16.5% | 19.9% | 32.4% |
Revenue by segment
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Insurance Segment | $6.5B | $5.4B | $8.7B | $14.7B | $11.6B |
| Asset Management Segment | $9.7B | $321.1M | $5.8B | $7.2B | $4.1B |
| Asset Management And Strategic Holdings Segments | — | — | — | — | $7.8B |
Street estimates by fiscal year
Next report 2026-11-09 · consensus EPS $1.59 · these are analysts' numbers, not ours| Fiscal year | Revenue (mean) | Revenue range | EPS (mean) | EPS range | Analysts | P/E on mean EPS |
|---|---|---|---|---|---|---|
| 2026 | $11.7B | $11.3B – $11.9B | $8.25 | $7.10 – $9.83 | 6 | 10.4x |
| 2027 | $12.4B | $11.9B – $12.8B | $7.18 | $6.69 – $7.44 | 7 | 12.0x |
| 2028 | $15.3B | $14.2B – $16.5B | $8.26 | $7.80 – $8.72 | 2 | 10.4x |
Reported vs expected, every quarter on file
| Reported | EPS expected | EPS actual | EPS surprise | Revenue expected | Revenue actual | Revenue surprise |
|---|---|---|---|---|---|---|
| 2026-07-30 | $1.43 | $1.63 | +14.0% | $2.5B | $2.8B | +8.4% |
| 2026-05-05 | $1.26 | $1.39 | +10.3% | $2.2B | $2.3B | +7.6% |
| 2026-02-05 | $1.14 | $1.12 | −1.8% | $1.8B | $1.6B | −10.2% |
| 2025-11-07 | $1.30 | $1.41 | +8.5% | $2.2B | $5.5B | +153.3% |
| 2025-07-31 | $1.14 | $1.18 | +3.5% | $1.8B | $5.0B | +181.3% |
| 2025-05-01 | $1.13 | $1.15 | +1.8% | $1.7B | $3.1B | +78.6% |
| 2025-02-04 | $1.30 | $1.32 | +1.5% | $2.0B | $3.2B | +60.7% |
| 2024-10-24 | $1.20 | $1.38 | +15.0% | $1.8B | $4.7B | +164.1% |
| 2024-07-31 | $1.06 | $1.09 | +2.8% | $1.7B | $4.1B | +146.5% |
| 2024-05-01 | $0.96 | $0.97 | +1.0% | $1.5B | $9.6B | +544.0% |
| 2024-02-06 | $0.91 | $1.00 | +9.9% | $1.6B | $4.4B | +171.2% |
| 2023-11-07 | $0.82 | $0.88 | +7.3% | $1.4B | $3.3B | +129.3% |
| 2023-08-07 | $0.71 | $0.73 | +2.8% | $1.2B | $3.6B | +206.6% |
| 2023-05-08 | $0.74 | $0.81 | +9.5% | $1.4B | $3.1B | +117.9% |
| 2023-02-07 | $0.86 | $0.92 | +7.0% | $1.4B | $2.5B | +78.8% |
| 2022-11-01 | $0.84 | $0.93 | +10.7% | $1.6B | $1.8B | +16.4% |
| 2022-08-02 | $0.93 | $0.95 | +2.2% | $1.8B | $290.9M | −83.7% |
| 2022-05-03 | $0.98 | $1.10 | +12.2% | $1.8B | $999.4M | −43.6% |
| 2022-02-08 | $1.21 | $1.59 | +31.4% | $2.0B | $4.1B | +99.2% |
| 2021-11-02 | $0.93 | $1.05 | +12.9% | $1.4B | $4.5B | +214.7% |
| 2021-08-03 | $0.84 | $1.05 | +25.0% | $1.4B | $3.1B | +130.0% |
| 2021-05-04 | $0.62 | $0.75 | +21.0% | $1.1B | $4.6B | +322.0% |
| 2021-02-08 | $0.41 | $0.49 | +19.5% | $981.5M | $2.0B | +104.3% |
| 2020-10-30 | $0.40 | $0.48 | +20.0% | $1.5B | $1.9B | +25.0% |
Off-exchange (dark pool) volume, weekly
FINRA ATS, $ billions · through the week of 2026-08-31 (FINRA publishes with a delay)| Week of | Notional | Shares | Trades |
|---|---|---|---|
| 2026-08-31 | $671.9M | 6,212,618 | 86,420 |
| 2026-08-24 | $357.6M | 3,284,579 | 71,672 |
| 2026-08-17 | $729.2M | 6,673,484 | 111,188 |
| 2026-08-10 | $1.1B | 10,187,791 | 141,470 |
| 2026-08-03 | $731.8M | 6,970,121 | 116,799 |
| 2026-07-27 | $637.3M | 6,335,904 | 115,843 |
Short-sale share of off-exchange volume
daily 20-day average| Date | Short share | Short volume | Total volume |
|---|---|---|---|
| 2026-10-15 | 30.1% | 922,472 | 3,059,931 |
| 2026-10-14 | 18.7% | 727,924 | 3,897,118 |
| 2026-10-13 | 32.8% | 1,297,389 | 3,950,436 |
| 2026-10-12 | 18.8% | 482,213 | 2,562,016 |
| 2026-10-09 | 37.1% | 632,723 | 1,705,889 |
| 2026-10-08 | 55.6% | 1,207,869 | 2,174,087 |
| 2026-10-07 | 56.5% | 840,010 | 1,487,590 |
| 2026-10-06 | 44.3% | 725,710 | 1,637,373 |
| 2026-10-05 | 38.9% | 759,965 | 1,954,416 |
| 2026-10-02 | 39.1% | 727,848 | 1,863,704 |
Seasonality
Average return by calendar month| Month | Avg return | Up years | Years |
|---|---|---|---|
| Jan | +4.3% | 69% | 16 |
| Feb | −2.6% | 44% | 16 |
| Mar | −1.3% | 56% | 16 |
| Apr | +1.5% | 53% | 15 |
| May | −0.2% | 47% | 15 |
| Jun | +2.9% | 67% | 15 |
| Jul | +5.8% | 81% | 16 |
| Aug | −1.6% | 56% | 16 |
| Sep | −1.2% | 44% | 16 |
| Oct | +5.2% | 56% | 16 |
| Nov | +4.2% | 69% | 16 |
| Dec | +0.7% | 62% | 16 |
Indicators
as of 2026-10-16Moving averages and bands
level (price vs level)About KKR & Co. Inc.
KKR & Co. Inc. is a prominent global investment powerhouse, deeply engaged in both private equity and real estate. The firm's diverse investment strategies encompass direct capital deployment as well as fund-of-funds approaches, specializing in corporate acquisitions, leveraged and management buyouts, growth equity, and a range of special situations including credit, distressed assets, and turnarounds. They also target mature and mezzanine financing opportunities, spanning companies across the lower and middle market segments. While opportunistic across all industries, KKR exhibits a keen focus on technology sectors, including software, cybersecurity, semiconductors, consumer electronics, the Internet of Things (IoT), internet services, IT infrastructure, and FinTech. Their extensive portfolio also encompasses energy, infrastructure, and a broad array of real estate ventures. Furthermore, the firm actively invests in a wide range of service industries, such as business services, intelligence, and leading franchises in natural resources, containers, packaging, agriculture, transportation infrastructure (airports, ports), forestry, utilities, textiles, luxury goods, digital media, insurance, various distribution and retail formats (including supermarkets and grocery stores), food, beverage, tobacco, healthcare facilities, entertainment, publishing, capital goods, and specialized financial services. Specifically within energy and infrastructure, KKR targets upstream oil and gas operations, equipment, minerals, royalties, and related service verticals. In the real estate domain, the firm pursues investments in both private and public securities, covering property equity, debt, special situations, companies with substantial real estate assets, and oil and natural gas properties. Additionally, they allocate capital to the expansive asset services sector, which includes a wide range of B2B, B2C, and B2G offerings such as asset-based services, transport, logistics, hospitality, resource and utility support, and mission-critical environmental services. KKR's geographic investment strategies often feature tailored sector focuses. In the Americas, key interests lie in consumer products, chemicals, metals, mining, energy, natural resources, financial services, healthcare, industrials, media, communications, retail, and technology. European investments concentrate on consumer and retail, energy, financial services, healthcare, industrials, chemicals, media, digital, and telecom technologies. Across Asia, their portfolio interests span consumer products, energy, resources, financial services, healthcare, industrials, logistics, media, telecom, retail, real estate, and technology. Beyond traditional investments, KKR is also committed to impact investing, identifying and backing enterprises with a demonstrably positive social or environmental footprint. In Mainland China, the firm actively targets mid to high-end residential developments, and undertakes other projects through direct ownership, joint ventures, or mergers. Demonstrating a truly global reach, KKR's investment activity spans Australia, developed and emerging markets across Asia (including Southeast Asia, Japan, Taiwan, India, Vietnam, Malaysia, Singapore, Indonesia, and South Korea), the Middle East, Africa, the Nordics, Ireland, France, Germany, the Netherlands, the United Kingdom, the Caribbean, Mexico, Brazil, the broader Latin America, and North America, with a particular focus on the United States. In the United States and Europe, KKR frequently engages in buyouts of substantial publicly traded companies. The typical investment size ranges from $30 million to $717 million, targeting entities with enterprise values between $500 million and $2.389 billion. The firm is flexible, participating in both debt and public equity instruments, and often co-invests with strategic partners. KKR actively pursues board representation in its portfolio companies, aiming for controlling ownership or significant strategic minority stakes, especially in Asian private equity deals or when forming large investor consortia. Investments are generally held for a duration of five to seven years, or longer, with exit strategies commonly involving initial public offerings (IPOs), secondary market sales, or divestments to strategic purchasers. Founded in 1976, KKR & Co. Inc. is headquartered in New York, New York, supported by a global network of offices throughout North America, Europe, Australia, Sweden, and Asia.
Key executives
| Name | Title | Pay | Born |
|---|---|---|---|
| Joseph Y. Bae | Co-CEO & Director | $84.3M | 1972 |
| Scott C. Nuttall | Co-CEO & Director | $84.3M | 1973 |
| George R. Roberts | Co-Founder & Co-Executive Chairman | $63.8M | 1943 |
| Henry Robert Kravis | Co-Founder & Co-Executive Chairman | $63.8M | 1944 |
| Robert H. Lewin | Chief Financial Officer | $15.3M | 1980 |
| Kathryn King Sudol | Partner, Chief Legal Officer & General Counsel | $5.8M | 1975 |
| Anusha Sriram | Director & Head of Technology Strategy | — | — |
| Carla King | Director, Corporate Counsel & COO | — | — |
Executive pay, latest proxy
| Executive | Year | Salary | Stock awards | Incentive | Total |
|---|---|---|---|---|---|
| None on file. | |||||
Employees
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| 2026-08-10 | $0.195 | 2026-08-25 |
| 2026-05-15 | $0.195 | 2026-05-29 |
| 2026-02-17 | $0.185 | 2026-03-03 |
| 2025-11-17 | $0.185 | 2025-12-02 |
| 2025-08-11 | $0.185 | 2025-08-26 |
| 2025-05-12 | $0.185 | 2025-05-27 |
| 2025-02-14 | $0.175 | 2025-02-28 |
| 2024-11-04 | $0.175 | 2024-11-19 |