— Know what they know.
Not Investment Advice

KKR

NYSE · USD
KKR & Co. Inc.
Financial Services · Asset Management
CEO Joseph Y. Bae Employees 5,043 R&D / revenue 0.0%
Last price
$86.21−1.62%last session
Market cap
$77.4B
P/E (TTM)
25.7x
From 52w high
−40.5%
From 52w low
+4.3%
1-year return
−26.5%
RSI 14 · vs SMA200
31.9 · −14.5%
IS score
58.5/ 100
Factor model across 8 sub-scores, ranked against 3,010 US stocks. Describes the business, not the outlook.
Download full factsheet (PDF)

One year, rebased to 100

KKR   SPY   XLF (sector ETF) · weekly closes
708090100110120Jan 26Apr 26Jul 26Oct 26SPY 116XLF 107KKR 73

Score DNA

Each bar is a 0-100 score within the scored universe
28
Profitability
76
Growth
59
Value
100
Momentum
15
Risk (safety)
64
Quality
30
Balance sheet
95
Earnings quality

Flags

Strengths
✓ Piotroski 8+✓ FCF yield 5%+
Warnings
None of the computed warning flags fires for KKR (Altman, Beneish, accruals, FCF, dilution).
Observations
Moat model: None, Network EffectsPiotroski 8 / 9Beta 1.792 of 4 smart-money sources active

Smart-money strip

Each disclosure source on its own window. Filings coinciding is not coordination.
INSForm 4 · 180 days
Insider open-market buys
0
1 open-market sales, $1.1M
No Form 144 notices in 12 months
CONGSTOCK Act · 180 days
Congressional purchases
0
No disclosed purchases
Members disclose in ranges, 30-45 days after the trade
13F13F · quarter to 2026-06-30
Net change in institutional holders
−1
135 new holders, 125 closed
1,272 filers hold 61.1% · 504 added, 463 trimmed
ETFETF holdings · 30 days
Net funds accumulating
+241
1,135 funds adding shares
894 funds trimming · counts of funds, not dollars
DARKFINRA · daily
Short-sale share of off-exchange volume
30.1%
20-day avg 39.8%, 50-day avg 45.5%
Latest 9.7 pp under its 20-day average · a flow, not short interest

Key financials · FY2025

USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.
Income statement
Revenue$19.3B
Revenue growth YoY−11.0%
Gross margin41.8%
Operating income$462.0M
Operating margin2.4%
Net income$2.4B
Net margin12.3%
EPS (diluted)$2.34
Cash flow
Operating cash flow$9.7B
Capital expenditure$160.8M
Free cash flow$9.5B
FCF conversion (FCF / OCF)98.3%
Stock-based compensation$616.9M
FCF less SBC$8.9B
Buybacks$122.9M
Dividends$768.5M
Balance sheet & returns
Cash & short-term investments$6.2M
Total debt$53.8B
Net debt$53.8B
Shareholders' equity$81.6B
Goodwill & intangibles$8.8B
Debt / equity1.63
ROE (TTM)10.3%
ROIC (TTM)0.9%
Operating margin by fiscal year
30.0%FY2021-6.3%FY202214.9%FY20234.3%FY202412.3%FY2025
Revenue $16.1B (FY2021) to $19.3B (FY2025), a 4.6% CAGR.

Valuation

P/E (TTM)25.7x
EV / EBITDA12.1x
Price / sales3.67x
Price / FCF33.1x
FCF yield3.02%
Buyback yield0.16%
SBC / revenue3.7%
Price / book2.49x
Forward P/E FY202610.4x
Forward P/E FY202712.0x
Forward P/E FY202810.4x
Forward multiples divide today's price by Street EPS estimates. Street mean target $125.75 across 12 analysts last quarter is theirs, not ours.

KKR vs industry median

908 companies in Asset Management
Gross margin 22.5% 84.6% Operating margin 7.8% 34.7% Net margin 15.0% 18.2% ROIC 0.9% 6.4%
KKR (TTM)Industry median Asset turnover 0.05 vs industry 0.11 · financial leverage 13.35

Earnings delivery

Next report 2026-11-09 · consensus EPS $1.59
92%
beat rate, 11 of 12 quarters
+5.4%
median EPS surprise
9
longest beat streak
+7+10+1+3+15+2+2+4+8-2+10+14
EPS surprise in % vs the consensus at the time, oldest (left) to newest, 2023-11-07 to 2026-07-30. Bars cap at ±60%.

Peers

Market-cap band, not the industry cohort above
CompanyMkt capP/EROENet marginRev growth12m return
KKR KKR & Co. Inc. $77.4B25.7x10.3%15.0%−11.0% −26.5%
BN Brookfield Corporation $81.7B65.2x3.0%1.8%+2.2% −16.3%
BAM Brookfield Asset Management $72.4B26.4x10.1%52.9%+26.5% −15.6%
APO Apollo Global Management, In $65.4B24.0x14.3%12.1%+34.6% −8.0%
BX Blackstone Inc. $122.7B23.7x40.5%25.8%+28.6% −31.9%
STT State Street Corporation $45.5B13.3x12.4%18.0%+2.2% —
AMP Ameriprise Financial, Inc. $44.2B11.9x63.4%22.2%+9.0% —
ARES Ares Management Corporation $36.9B49.0x15.0%10.5%+45.4% —
12-month window: SPY +15.9%, sector ETF XLF +7.2%. Past returns describe history only.

Recent 8-K filings

No 8-K filings on file.

Context

Shares outstanding897,636,000
Free float76.9%
Institutional ownership61.1%
Beta1.79
Dividend yield0.88%
Last dividend$0.20 on 2026-08-10
50 / 200-day average$100.86 / $101.08
Large-cap Financial Services median P/E14.0x

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

MeasureKKRIndustry medianIndustry percentileSector median
P/E (TTM) 24.6x 13.3x
77th
11.9x
PEG (P/E ÷ 3-yr EPS CAGR) 0.79 0.88
41st
1.04
Price / sales 3.7x 3.9x
48th
2.5x
Price / book 2.5x 1.4x
68th
1.3x
Price / tangible book 3.1x 1.4x
79th
1.6x
Price / free cash flow 8.1x 10.3x
36th
11.8x
Price / operating cash flow 8.0x 10.2x
35th
11.7x
Enterprise value $117.4B $3.4B
93rd
$3.4B
EV / sales 5.6x 6.7x
43rd
6.0x
EV / EBITDA 12.0x 12.2x
48th
13.0x
EV / EBIT 12.0x 14.4x
41st
15.5x
EV / free cash flow 12.3x 11.6x
52nd
15.9x
Earnings yield 4.1% 5.7%
40th
7.9%
FCF yield 12.3% 8.3%
72nd
6.3%
Operating cash flow yield 12.5% 8.6%
71st
7.8%
Graham number (per share) $49.62 $27.85
71st
$50.71

Profitability (TTM)

MeasureKKRIndustry medianIndustry percentileSector median
Gross margin 22.5% 71.8%
4th
71.9%
EBITDA margin 46.9% 39.3%
63rd
37.9%
Operating margin 16.8% 30.2%
22nd
23.3%
EBIT margin 46.7% 32.7%
67th
23.3%
Net margin 15.1% 15.3%
48th
18.7%
NOPAT margin 13.9% 23.0%
23rd
18.7%
FCF margin 45.7% 24.3%
76th
23.3%
Operating cash flow margin 46.4% 29.1%
75th
26.7%
R&D / revenue 0.0% 0.0%
0th
0.0%
SG&A / revenue 8.3% 9.8%
46th
20.1%
Stock comp / revenue 3.5% 0.0%
81st
0.7%
Effective tax rate 16.9% 19.9%
48th
21.0%

Returns on capital

MeasureKKRIndustry medianIndustry percentileSector median
ROE (on average equity) 10.6% 11.2%
48th
11.9%
ROA 0.8% 2.3%
29th
1.4%
ROIC 4.1% 5.5%
38th
7.8%
ROCE 2.4% 4.9%
28th
5.8%
Return on tangible assets 2.5% 4.7%
29th
2.0%
Cash ROIC (OCF / invested capital) 13.6% 10.0%
57th
11.4%
Gross profitability (GP / assets) 1.3% 8.8%
5th
10.3%
ROIC, 3-yr average 4.3% 5.6%
36th
7.1%
ROIC, 5-yr average 3.9% 6.0%
33rd
7.3%
ROE, 5-yr average 9.4% 11.2%
44th
10.7%
Incremental ROIC 144.4% 12.9%
93rd
8.4%

Growth

MeasureKKRIndustry medianIndustry percentileSector median
Revenue growth (TTM YoY) 30.7% 15.4%
66th
7.1%
Revenue growth (QoQ) 33.0% 6.6%
76th
2.8%
Revenue CAGR, 3 yr 23.7% 13.1%
71st
10.8%
Revenue CAGR, 5 yr 12.5% 5.8%
69th
11.3%
Gross profit CAGR, 3 yr 15.3% 20.6%
39th
18.0%
Operating income CAGR, 3 yr 50.8% 12.7%
87th
8.8%
Net income growth (TTM YoY) 53.7% 17.8%
68th
24.7%
Net income CAGR, 3 yr 32.6% 9.1%
77th
9.4%
EPS growth (TTM YoY) 55.1% 14.5%
71st
25.1%
EPS CAGR, 3 yr 31.0% 5.5%
77th
7.3%
EPS CAGR, 5 yr -17.7% -5.9%
22nd
4.2%
FCF growth (TTM YoY) 108.9% 18.5%
91st
15.9%
FCF CAGR, 3 yr —
Operating cash flow CAGR, 3 yr —
Book value CAGR, 3 yr 14.4% 3.6%
79th
8.9%
Dividend CAGR, 3 yr 6.2% -1.2%
78th
1.9%
Sustainable growth rate 7.8% 3.5%
63rd
8.3%

Margin history & stability

MeasureKKRIndustry medianIndustry percentileSector median
Gross margin, 3-yr average 22.1% 63.7%
7th
63.4%
Operating margin, 3-yr average 8.6% 33.3%
12th
21.4%
Net margin, 3-yr average 15.4% 26.3%
38th
16.5%
FCF margin, 3-yr average 37.0% 28.9%
60th
28.2%
Revenue stability (0-1) 0.55 0.58
48th
0.86
Earnings stability (0-1) 0.04 0.40
11th
0.37
Margin stability (0-1) 0.60 0.80
26th
0.81

Liquidity (latest quarter)

MeasureKKRIndustry medianIndustry percentileSector median
Cash & short-term investments $10.5B $142.5M
89th
$145.5M
Net cash (− = net debt) −$40.0B −$692.3M
6th
−$676.0M
Working capital $9.7B $90.6M
92nd
$86.3M
Current ratio 9.17 1.16
88th
1.19
Quick ratio 9.17 1.16
88th
1.19
Cash ratio (cash + ST investments / current liabilities) 8.85 0.62
92nd
0.55
Defensive interval (days) 1,913 days 365 days
88th
417 days

Leverage & solvency (latest quarter)

MeasureKKRIndustry medianIndustry percentileSector median
Total debt $50.5B $1.3B
94th
$1.2B
Debt / equity 1.63 0.99
85th
0.81
Net debt / equity 1.29 0.84
77th
0.66
Debt / assets 12.2% 37.6%
22nd
33.5%
Debt / capital 61.9% 49.7%
85th
44.6%
Debt / EBITDA 5.16 4.80
56th
3.20
Net debt / EBITDA 4.08 3.41
53rd
2.19
Interest coverage (EBIT / interest) 3.1x 2.6x
60th
2.9x
Cash interest coverage 3.1x 3.1x
51st
3.7x
Debt payback (years of OCF) 5.2 yrs 3.5 yrs
63rd
3.7 yrs
Liabilities / assets 80.6% 55.3%
88th
86.2%
IS credit model rating BB — —
Implied credit spread (bps) 475 475
42nd
175

Efficiency

MeasureKKRIndustry medianIndustry percentileSector median
Asset turnover 0.05 0.12
9th
0.15
Fixed asset turnover 20.85 9.51
70th
11.68
Inventory turnover —
Receivables turnover 54.8 8.4
98th
8.2
Days sales outstanding 7 days 37 days
6th
43 days
Days inventory outstanding 0 days 51 days
0th
50 days
Days payables outstanding 81 days 49 days
64th
39 days
Cash conversion cycle (days) −74 days −8 days
27th
0 days
Capex / revenue 0.7% 0.0%
77th
0.2%
Capex / depreciation 5.76 0.05
100th
0.13
Operating expense ratio 13.1% 43.6%
18th
38.9%

Cash flow & earnings quality

MeasureKKRIndustry medianIndustry percentileSector median
Operating cash flow / net income 3.07 1.20
83rd
1.28
FCF / net income 3.03 0.99
86th
1.15
FCF / operating cash flow 98.5% 99.6%
38th
98.5%
Capex / operating cash flow 1.5% 0.0%
66th
0.6%
Accruals ratio -1.6% -1.4%
49th
-2.0%
Sloan accruals ratio -21.0% -0.3%
4th
-0.6%
Earnings quality score (0-1) 1.00 0.75
60th
0.75

Dividends & buybacks

MeasureKKRIndustry medianIndustry percentileSector median
Dividend yield 0.9% 6.6%
13th
2.3%
Dividend per share (TTM) $0.76 $1.49
19th
$1.03
Payout ratio (dividends / net income) 26.4% 67.8%
12th
30.0%
Dividends / FCF 8.7% 52.7%
9th
49.0%
Dividend growth (YoY) 25.4% 6.9%
83rd
6.4%
Buyback yield 0.5% 1.0%
40th
1.7%
Shareholder yield (dividends + buybacks) 1.5% 10.3%
7th
5.2%
Share count change (YoY) -0.9% 0.0%
34th
-0.3%
Buybacks, last 5 years $1.1B $40.9M
75th
$85.3M

Scores & forensic checks

MeasureKKRIndustry medianIndustry percentileSector median
IS score 59 45
72nd
53
IS profitability 28 60
18th
59
IS growth 76 53
78th
57
IS value 59 66
40th
77
IS momentum 100 59
92nd
76
IS risk (safety) 15 15
6th
65
IS quality 64 64
51st
71
IS balance sheet 30 42
15th
51
IS earnings quality 95 68
99th
74
IS cash flow 87 69
87th
71
Piotroski F-score (0-9) 8 6
93rd
6
Altman Z-score —
Beneish M-score —
Ohlson O-score −7.55 −7.13
41st
−6.00
IS credit score 42 41
52nd
68

Per share

MeasureKKRIndustry medianIndustry percentileSector median
EPS, diluted (TTM) $3.33 $1.19
68th
$3.36
Book value per share $32.83 $16.24
79th
$28.13
Tangible book per share $86.75 $13.69
100th
$21.49
Revenue per share $22.10 $4.23
78th
$17.62
FCF per share $10.09 $1.85
82nd
$1.99
Operating cash flow per share $10.25 $2.62
82nd
$2.45
Cash per share $11.11 $1.06
82nd
$1.75

Size (TTM)

MeasureKKRIndustry medianIndustry percentileSector median
Market cap $77.4B $3.1B
95th
$2.5B
Revenue $20.9B $703.1M
92nd
$1.0B
EBITDA $9.8B $205.6M
93rd
$269.3M
Net income $3.2B $151.7M
94th
$168.0M
Free cash flow $9.5B $219.5M
98th
$160.0M
Total assets $414.5B $2.9B
93rd
$8.5B
Shareholders' equity $31.0B $1.2B
94th
$1.5B
Employees 5,043 1,700
71st
1,392

Insider transactions, last 6 months

Form 4 · most recent 12
DateInsiderTypeSharesPriceValueOwned after
2026-09-30Kkr Alternative Assets Llc
10 percent owner
Other 63,654$22.86$1.5M9,930,179
2026-09-08Bae Joseph Y
Director, Co-Chief Executive Officer
Gift 122,403——2,211,701
2026-09-08Bae Joseph Y
Director, Co-Chief Executive Officer
Gift 345,849——1,607,053
2026-09-03Holmes Dane E
Chief Administrative Officer
Open-market sale 10,000$108.58$1.1M8,513
2026-09-02Lewin Robert H
Chief Financial Officer
Gift 10,000——1,186,726
2026-09-02Holmes Dane E
Chief Administrative Officer
Option exercise 10,000——390,000
2026-09-02Holmes Dane E
Chief Administrative Officer
Option exercise 10,000——18,513
2026-08-31Kkr Alternative Assets Llc
10 percent owner
Other 65,834$22.59$1.5M11,799,635
2026-04-29Lewin Robert H
Chief Financial Officer
Award / grant 650,000——650,000
2026-04-29Sudol Kathryn King
Chief Legal Officer & GC
Award / grant 300,000——300,000

Shares acquired vs disposed, by month

acquired disposed · all Form 4 types
MarAprAugSep

By transaction type, 6 months

TypeDirectionFilingsSharesValue
Award / grantAcquired2950,000—
GiftDisposed3478,252—
Open-market saleDisposed110,000$1.1M
Option exerciseAcquired110,000—
Option exerciseDisposed110,000—
OtherAcquired2129,487$2.9M
Awards, option exercises and tax withholding are compensation mechanics; open-market buys and sales are the discretionary ones.

Form 144 notices

FiledFilerShares proposedEst. proceeds
None on file.
A Form 144 is notice of a proposed sale, not a confirmed one.

Congress trades

12 months: House 6 trades (1 purchases) · Senate 0 (0 purchases)
TradedMemberChamberTypeAmountDisclosed
2026-04-13Ro KhannaHousePurchase$1,001 - $15,0002026-05-13
2025-11-19Josh GottheimerHouseSale$1,001 - $15,0002025-12-30
2025-11-19Josh GottheimerHouseSale (Full)$1,001 - $15,0002025-12-30
2025-11-18Josh S. GottheimerHouseSale (Full)$1,001 - $15,0002025-12-30
STOCK Act disclosures, in ranges, filed up to 45 days after the trade.

Largest 13F holders

Quarter to 2026-06-30, the latest most managers have filed
ManagerSharesValue% of shares out
BlackRock, Inc.45,188,181$4.1B5.03%
VANGUARD CAPITAL MANAGEMENT LLC44,564,501$4.1B4.96%
Capital International Investors36,389,402$3.3B4.05%
STATE STREET CORP29,293,443$2.7B3.26%
FMR LLC21,566,484$2.0B2.40%
PRINCIPAL FINANCIAL GROUP INC19,677,109$1.8B2.19%
GEODE CAPITAL MANAGEMENT, LLC15,611,391$1.4B1.74%
Capital Research Global Investors14,708,910$1.3B1.64%
WELLINGTON MANAGEMENT GROUP LLP14,569,959$1.3B1.62%
NORGES BANK13,798,499$1.3B1.54%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/10,616,489$977.6M1.18%
Invesco Ltd.10,269,796$942.6M1.14%
VANGUARD PORTFOLIO MANAGEMENT LLC10,181,852$934.5M1.13%
FIRST MANHATTAN CO. LLC.9,416,070$864.2M1.05%
MANUFACTURERS LIFE INSURANCE COMPANY, THE8,900,144$816.9M0.99%

Institutional ownership by quarter

2023-092026-0661.1%
% of shares held by 13F filers
2023-092026-061,272
Number of 13F filers holding

Holder changes by quarter

QuarterHoldersOwnershipNewIncreasedReducedClosed
2026-06-301,27261.1%135504463125
2026-03-311,27358.3%157516450253
2025-12-311,39059.7%188510510132
2025-09-301,36258.0%15257742487
2025-06-301,31658.8%165529443109
2025-03-311,27558.6%165511433174
2024-12-311,31158.3%23849041260
2024-09-301,15557.9%17745535167
2024-06-301,05458.2%14044130593
2024-03-311,02254.7%18733335257
2023-12-3190354.3%19327231052
2023-09-3077654.4%10326025056

Schedule 13D / 13G filers

FiledFormFiler% of classShares
None on file.
Required above 5% of a class; 13G is the passive form.

ETFs with the largest holding

ETFWeight in fundHolding value
VITSX0.08%$2.0B
VTSAX0.08%$2.0B
VTI0.08%$2.0B
VSMPX0.08%$2.0B
VFFSX0.10%$1.7B
VFINX0.10%$1.7B

Share structure

Shares outstanding897,636,000
Float690,577,997
Free float76.9%

Income statement

Fiscal years, USD
FY2021FY2022FY2023FY2024FY2025
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 shares633.1M749.5M911.8M938.9M955.8M

Balance sheet

FY2021FY2022FY2023FY2024FY2025
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
FY2021FY2022FY2023FY2024FY2025
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
FY2021FY2022FY2023FY2024FY2025
Gross margin42.0%35.5%33.9%17.8%22.5%
Operating margin30.0%-6.3%14.9%4.3%12.3%
Net margin28.7%-9.9%26.1%14.2%12.4%
FCF margin-44.8%-95.1%-11.2%30.1%39.5%
ROE29.8%-3.1%17.9%13.2%8.7%
ROIC9.3%-0.6%-4.8%-2.0%2.4%
ROA2.7%-0.2%1.3%0.9%0.6%
Debt / equity2.252.342.162.151.77
Interest coverage13.1x0.8x3.2x2.8x3.3x
Current ratio1.291.494.714.1279.85
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 end9.9xn/m20.0x45.7x51.4x
EV / EBITDA at year end5.1x56.4x1.6x8.6x17.3x
FCF yield at year end-15.72%-13.34%-2.15%4.63%6.17%
Dividend payout9.0%—16.5%19.9%32.4%

Revenue by segment

FY2021FY2022FY2023FY2024FY2025
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 yearRevenue (mean)Revenue rangeEPS (mean)EPS rangeAnalystsP/E on mean EPS
2026$11.7B$11.3B – $11.9B$8.25$7.10 – $9.83610.4x
2027$12.4B$11.9B – $12.8B$7.18$6.69 – $7.44712.0x
2028$15.3B$14.2B – $16.5B$8.26$7.80 – $8.72210.4x

Reported vs expected, every quarter on file

ReportedEPS expectedEPS actualEPS surpriseRevenue expectedRevenue actualRevenue 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)
0.406-151.106-220.506-290.407-060.507-130.407-200.607-270.708-031.108-100.708-170.408-240.708-31
Week ofNotionalSharesTrades
2026-08-31$671.9M6,212,61886,420
2026-08-24$357.6M3,284,57971,672
2026-08-17$729.2M6,673,484111,188
2026-08-10$1.1B10,187,791141,470
2026-08-03$731.8M6,970,121116,799
2026-07-27$637.3M6,335,904115,843

Short-sale share of off-exchange volume

daily 20-day average
07-2310-1530.1%
DateShort shareShort volumeTotal volume
2026-10-1530.1%922,4723,059,931
2026-10-1418.7%727,9243,897,118
2026-10-1332.8%1,297,3893,950,436
2026-10-1218.8%482,2132,562,016
2026-10-0937.1%632,7231,705,889
2026-10-0855.6%1,207,8692,174,087
2026-10-0756.5%840,0101,487,590
2026-10-0644.3%725,7101,637,373
2026-10-0538.9%759,9651,954,416
2026-10-0239.1%727,8481,863,704
A daily flow measure from FINRA, not short interest.

Seasonality

Average return by calendar month
+4.3Jan-2.6Feb-1.3Mar+1.5Apr-0.2May+2.9Jun+5.8Jul-1.6Aug-1.2Sep+5.2Oct+4.2Nov+0.7Dec
MonthAvg returnUp yearsYears
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
History, not a forecast.

Indicators

as of 2026-10-16
RSI 1431.9
MFI38.3
ADX37.1
Stochastic %K / %D20.1 / 16.1
Williams %R-79.7
CCI-98
TSI / signal-35.7 / -30.9
Chaikin money flow-0.09
ATR$3.01
Bollinger width17.5%
Volume vs 20-day avg0.91x
SupertrendDown

Moving averages and bands

level (price vs level)
SMA 20$91.85 (−6.1%)
SMA 50$100.52 (−14.2%)
SMA 200$100.82 (−14.5%)
EMA 21$91.99 (−6.3%)
EMA 50$96.47 (−10.6%)
EMA 200$103.17 (−16.4%)
Bollinger upper$99.89 (−13.7%)
Bollinger lower$83.80 (+2.9%)
Parabolic SAR$91.97 (−6.3%)
Open the live chart, 110+ indicators

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.

https://www.kkr.com

Key executives

NameTitlePayBorn
Joseph Y. BaeCo-CEO & Director$84.3M1972
Scott C. NuttallCo-CEO & Director$84.3M1973
George R. RobertsCo-Founder & Co-Executive Chairman$63.8M1943
Henry Robert KravisCo-Founder & Co-Executive Chairman$63.8M1944
Robert H. LewinChief Financial Officer$15.3M1980
Kathryn King SudolPartner, Chief Legal Officer & General Counsel$5.8M1975
Anusha SriramDirector & Head of Technology Strategy——
Carla KingDirector, Corporate Counsel & COO——

Executive pay, latest proxy

ExecutiveYearSalaryStock awardsIncentiveTotal
None on file.

Employees

1k20181k20192k20203k20214k20224k20235k20245k2025

Dividends

Ex-dateAmountPaid
2026-08-10$0.1952026-08-25
2026-05-15$0.1952026-05-29
2026-02-17$0.1852026-03-03
2025-11-17$0.1852025-12-02
2025-08-11$0.1852025-08-26
2025-05-12$0.1852025-05-27
2025-02-14$0.1752025-02-28
2024-11-04$0.1752024-11-19

Moat model

None · Network Effects · 2026-06-30
Cost advantage26
Intangibles36
Switching costs27
Network effect65
Efficient scale50
Our component scores (0-100) and overall 38.2; a model of the business, not a call on the stock.
InsiderStreet reports findings from filings and market data. Nothing on this page is a recommendation to buy or sell.Every figure is computed in code · data as of 2026-10-17

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms