Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

KKR & Co. Inc. (KKR)

Financial Services / Asset Management · New York Stock Exchange
InsiderStreet
EQUITY FACTSHEET
Generated: 2026-Oct-18 · Market data through: 2026-10-16
Last Close
$86.21
2026-10-16
Market Cap
$77.4B
Volume
6.3M
52-Wk High
$144.84
52-Wk Low
$82.67
Trailing PE
25.7
P/S
3.67
Gross Margin
22.5%
Net Margin
15.0%
ROE
10%
ROIC
1%
Piotroski
6/9
Altman Z
0.3
1-Yr Return
-26.5%
5-Yr Return
+269.1%
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.
SectorFinancial ServicesIndustryAsset ManagementExchangeNYSEMarket Cap$77.4BEmployees5,043 (SEC-filed)CEOJoseph Y. BaeIPO2010-07-15CountryUS
30 Hudson Yards, New York City, NY 10001  ·  Tel 212 750 8300  ·  kkr.com
INSIDERSTREET SCORE59 / 100Street mean $125.75 (12 analysts, last qtr) — their number, not ours
INSIDER CONSENSUS SIGNALNET BUYING$15.6M open-market purchases vs $1.1M sales / 6 mo
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KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
INSIDERSTREET
SCORE
59of 100

Score Breakdown

Profitability28/100
Growth76/100
Momentum100/100
Quality64/100
Earnings Quality95/100
Balance Sheet30/100
Value59/100
Risk (safety)15/100
Overall58.5/100
Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

SymbolIS Score
BN
33
BAM
50
APO
54
BX
75
STT
17
AMP
48
KKR
59

IS Score Trend — quarterly

725436123 Q123 Q324 Q124 Q325 Q125 Q326 Q1
14 quarters, 23 Q1 to 26 Q2. Peak 59 in 26 Q2, latest 59 — +0 since. Fell in 0 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.
1 Year vs S&P 500 · KKR -26.5% · S&P 500 +15.9% · spread -42.4pp
6986103120Sep 25Nov 25Jan 26Mar 26May 26Jul 26Aug 26KKRS&P 500
7 Years vs S&P 500 · KKR +269.1% · S&P 500 +189.9% · spread +79.3pp
392745087422019202020212023202420252026KKRS&P 500
Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.
BUSINESS QUALITY59 / 100IS Score 58.5 / 100 · +0.0 from peak of 59
725436123 Q123 Q424 Q325 Q226 Q1
Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.
PRICE STRUCTUREBEARISHTechnical Score 14 / 100 · Power -71 · 2 of 22 indicator votes bullish
-5%29%62%96%07-2308-1309-0309-2510-16
Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

These two disagree — business quality 59, price structure 14 out of 100, so the business reads better than the price does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.

TriggerWhere it stands nowWhat it would mean
IS Score reaches 75 and holds two consecutive quartersnow 58.5would move us up one band
IS Score stops falling - one quarter higher than the priorlast four: 28 → 39 → 55 → 59the direction matters more than the level
Technical vote share back above 50%now 0%price structure no longer broken
Institutional holder count rises two quarters runningpeak 1,390 → now 1,272fewer institutions willing to hold is our clearest warning
We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score2 of 4top 13% of 29,420 symbols
Sources Aligned— of 3independent disclosures
Congress (180d)0 buysnone disclosed
Insider Buys (180d)0none disclosed
ETF Funds (30d)1140 up / 907 downnet +233 funds
Institutions Added (13F)-1managers opening or increasing
Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.
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KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Institutions holding — 12 quarters

739968119814272023 Q32024 Q12024 Q32025 Q12025 Q32026 Q1
Peak 1,390 · latest 1,272 (-118 from peak).
QuarterHolders13F sharesValueReported own%
2026 Q21,272546.9M$49.0B61.1%
2026 Q11,273521.9M$47.7B58.3%
2025 Q41,390534.7M$66.0B59.7%
2025 Q31,362519.9M$66.7B58.0%
2025 Q21,316526.6M$69.1B58.8%
2025 Q11,275524.7M$59.9B58.6%
2024 Q41,311521.9M$76.3B58.3%
2024 Q31,155518.5M$66.6B57.9%
2024 Q21,054521.6M$53.5B58.2%
2024 Q11,022490.0M$47.7B54.7%
2023 Q4903486.4M$38.5B54.3%
2023 Q3776487.4M$28.8B54.4%
How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.
InsiderRoleDateTypeSharesValuePost-Txn Owned
Kkr Alternative Assets Llc10 percent owner2026-09-30J-Other63,654$1.46M9,930,179
Bae Joseph Ydirector, Co-Chief Executive Officer2026-09-08GIFT122,403—2,211,701
Bae Joseph Ydirector, Co-Chief Executive Officer2026-09-08GIFT345,849—1,607,053
Holmes Dane EChief Administrative Officer2026-09-03SELL10,000$1.09M8,513
Lewin Robert HChief Financial Officer2026-09-02GIFT10,000—1,186,726
Holmes Dane EChief Administrative Officer2026-09-02EXERCISE10,000—390,000
Holmes Dane EChief Administrative Officer2026-09-02EXERCISE10,000—18,513
Kkr Alternative Assets Llc10 percent owner2026-08-31J-Other65,834$1.49M11,799,635
6-mo decomposition (Form 4)TxnsSharesValueSignal weight
S — Open-market sales110,000$1.1MCounted
P — Open-market purchases4172,225$15.6MCounted
M — Exercises (paired A/D)110,000—None — mechanics
G — Gifts3478,252—None

KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Monthly Net Insider Flow (000 shares)

-425K34K492K950K+44402+7203+95004+6608-42509
Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalNet Buying
Open-Market Sells$1.1M1 txns / 6 mo
Open-Market Buys$15.6M4 txns / 6 mo
ClusterNone active3+ insiders / 21 days
MemberChamberTradeSize bandTradedDisclosed
Ro KhannaHouseBUY$1,001 - $15,0002026-04-132026-05-13
Josh GottheimerHouseSELL$1,001 - $15,0002025-11-192025-12-30
Josh GottheimerHouseSELL$1,001 - $15,0002025-11-192025-12-30
House 12-Mo10 trades3 purchases
Senate 12-Mo0 tradesNone purchases
CoverageSTOCK Act filings30-45 day disclosure lag
13F Filers (last complete Q)1,273
13F Shares522M58.3% of shares out
New / Closed157 / 253positions, QoQ
Increased / Reduced516 / 450positions, QoQ
Put/Call (13F)1.08option positions
Free Float76.9%691M sh

2.8 · Largest Reporting 13F Managers

ManagerSharesValue
Fisher Funds Management Ltd454,906$42M
Border To Coast Pensions Partnersh450,000$41M
Czech National Bank198,593$18M
Wealth Enhancement Advisory Servic145,693$12M
Ifm Investors Pty Ltd144,671$13M
Fjarde Ap-Fonden /Fourth Swedish N136,415$12M
EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

FundWeightPosition
VITSX0.1%$2.0B
VTSAX0.1%$2.0B
VTI0.1%$2.0B
VSMPX0.1%$2.0B
VFFSX0.1%$1.7B
VFINX0.1%$1.7B

13F Filers Holding KKR — quarterly

100011371275141224Q124Q325Q125Q326Q1

Institutional Put/Call — quarterly

0.901.001.111.2124Q124Q325Q125Q326Q1

KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
16%33%50%67%07-2308-1008-2609-1409-30
Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.
Latest Session30.1%2026-10-15
20-Day Avg39.8%50-day 45.5%
TrendFalling20d vs 50d
By Market CenterQ: 30% · N: 37% · B: 66%latest session
Weekly Notional ($B)
$0.3B$0.6B$0.9B$1.2B06-1507-0607-2708-17

Where KKR Trades in the Dark

ATS Venue (4-wk)SharesAvg trade
Incr Intelligent Cross Llc10.5M75 sh
Ubsa Ubs Ats7.1M76 sh
Sgmt Sigma X24.8M67 sh
Ebxl Level Ats4.7M59 sh
Bids Bids Ats3.9M497 sh
Mlix Instinct X3.4M97 sh
Insurance Segment$11.6BAsset Management And S$7.8BAsset Management Segme$4.1BRevenue$19.3BGross profit$8.1BCost of revenue$11.2BOperating income$0.5BSG&A$2.2BNet income$2.4BTax$1.0B
Where a dollar of KKR & Co. Inc. revenue goes. All values FY2025 filings, live.
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KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
SwitchingIntangiblesNetworkCost adv.Scale
KKR (live moat model)Peer median: BN · BAM · APO · BX · STT
Component scores from the live moat model. Peer median illustrative.

Moat score 38/100 — None; primary source Network Effects.

3.8 · Employees (SEC filings)

1K2K4K5K2018202020222024
OfficerTitle
Joseph Y. BaeCo-CEO & Director
Scott C. NuttallCo-CEO & Director
George R. RobertsCo-Founder & Co-Executive Chairman
Henry Robert KravisCo-Founder & Co-Executive Chairman
Revenue ($B)
$0B$7B$14B$22B16FY216FY2214FY2322FY2419FY2512FY26E12FY27E
EPS ($) — GAAP diluted actual, street-basis estimate
$-0.79$2.22$5.24$8.257.42FY21-0.79FY224.09FY233.28FY242.34FY258.25FY26E7.18FY27E
Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Quarterly EPS — Actual vs. Consensus
$0.00$0.65$1.30$1.9625-0525-0725-1126-0226-0526-07NextE
Beats (>2%)4 of 6recent quarters
Avg Surprise+6.0%
Next Report2026-11-09
Income Quality0.45OCF ÷ net income
Beat Rate—%0 of 0 quarters
Current Streak0longest 0
Avg EPS Surprise—%median —%
Surprise Trend—last 4 vs prior 4
PeriodEPS est.EPS actualEPS surpriseRev est. ($M)Rev actual ($M)Rev surprise
Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.
$-1B$7B$14B$22BFY21FY22FY23FY24FY25RevenueGross profitOperating incomeNet income
Profit Margins (%)
-9%8%25%43%42.830.829.4FY2136.1-6.2-9.4FY2233.914.926.1FY2317.84.314.2FY2441.82.412.3FY25GrossOperatingNet

KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Revenue by Segment — Stacked
$0B$8B$17B$25B$16BFY21$6BFY22$14BFY23$22BFY24$24BFY25Asset ManagemeInsurance SegmAsset Manageme
Live segmentation data.
YoY Growth Heatmap — Income Lines
YoY growthFY21FY22FY23FY24FY25
Revenue+280.7%-65.4%+157.4%+51.1%-11.0%
Gross profit+231.8%-70.9%+142.2%-21.0%+109.7%
Operating income+281.7%-107.0%-718.7%-56.7%-50.1%
Net income+136.3%-111.0%-815.5%-17.6%-22.9%
$B · FY endsFY21FY22FY23FY24FY25Trend
Revenue16.15.614.321.619.3
Cost of revenue9.23.69.517.811.2
Gross profit6.92.04.93.88.1
R&D expense0.00.00.00.00.0
SG&A expense1.92.42.72.92.2
Operating income5.0-0.32.10.90.5
EBITDA15.01.39.59.27.1
D&A0.00.00.00.00.0
Pretax income13.8-0.36.65.97.1
Income tax1.40.11.21.01.0
Net income4.7-0.53.73.12.4
Diluted EPS ($)7.42-0.794.093.282.34
Diluted shares (M)633750912939956
Operating CF$10B
CapEx$0B
Free cash flow$10B
SBC$1B
Buybacks$0B
Net cash change$2B

KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Operating cash flow$9.68BFree cash flow$9.52BCapEx$0.16BBuybacks$0.12BDividends$0.77BRetained cash$8.63B

Balance Sheet — Full

$BFY22FY23FY24FY25
Cash & equivalents12.820.314.90.0
ST investments0.088.297.70.0
Receivables (net)30.182.1105.254.1
Total current assets43.6191.5218.771.2
PP&E (net)1.41.41.80.0
Goodwill + intangibles5.57.48.08.8
Total assets275.3317.3360.1410.1
Accounts payable2.12.94.60.0
Short-term debt0.40.20.00.9
Deferred revenue0.00.00.00.0
Total current liabilities29.340.653.10.9
Long-term debt43.148.649.952.9
Total liabilities220.0258.9298.1328.5
Shareholders' equity55.458.462.081.6

Cash Flow Statement — Full

$BFY22FY23FY24FY25
Net income(0.4)5.44.92.4
D&A0.00.00.00.0
Stock-based compensation0.70.60.70.6
Working capital change(1.4)1.41.12.8
Operating cash flow(5.3)(1.5)6.69.7
Capital expenditures(0.1)(0.1)(0.1)(0.2)
Investing cash flow(13.6)(3.9)(19.0)(13.1)
Buybacks(0.3)(0.3)(0.1)(0.1)
Dividends paid(0.5)(0.6)(0.6)(0.8)
Debt issuance / (repay)6.53.63.51.9
Financing cash flow22.112.87.15.0
Free cash flow(5.4)(1.6)6.59.5
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KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Balance Sheet Structure ($B)
$0B$137B$273B$410BFY22FY23FY24FY25Total assetsTotal liabilitiesEquity
Cash Generation vs Capex ($B)
$-5B$-0B$5B$10BFY22FY23FY24FY25Operating CFCapexFree cash flow
Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.
RatioFY21FY22FY23FY24FY25TTMTrend
PROFITABILITY
ROE29.8%-3.1%17.9%13.2%8.7%10%
ROA2.7%-0.2%1.3%0.9%0.6%0.8%
ROIC9.3%-0.6%-4.8%-2.0%2.4%0.9%
Gross margin42.8%36.1%33.9%17.8%41.8%22.5%
Operating margin30.8%-6.2%14.9%4.3%2.4%7.8%
Net margin29.4%-9.4%26.1%14.2%12.3%15.0%
EBITDA margin93.0%24.2%66.3%42.4%37.0%46.2%
FCF margin-44.8%-95.1%-11.2%30.1%39.5%—
VALUATION
P/E9.92-71.8420.0145.7251.3925.7
P/B2.632.143.275.953.942.5
P/S2.857.135.216.506.403.67
P/FCF-6.36-7.49-46.6021.6116.2033.1
EV/EBITDA5.1356.371.638.6117.2712.1
EV/Revenue4.6712.671.083.659.275.6
Earnings yield10.1%-1.4%5.0%2.2%1.9%4.08%
FCF yield-15.7%-13.3%-2.1%4.6%6.2%3.02%
RatioFY21FY22FY23FY24FY25TTMTrend
LEVERAGE & SOLVENCY
Current ratio1.291.494.714.1279.859.17
Quick ratio1.291.494.714.1279.859.17
Debt / equity2.252.342.162.151.771.63
Debt / assets15.0%16.0%15.6%14.1%13.4%12.2%
Net debt / EBITDA2.0024.65-6.23-6.745.354.11
Interest coverage13.060.773.222.773.29—

KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
RatioFY21FY22FY23FY24FY25TTMTrend
EFFICIENCY
Asset turnover0.090.020.050.060.050.05
Receivables turnover11.883.050.660.450.3581.2
DSO (days)3112055181510494
DPO (days)11530097775716
Cash conversion cycle-84-180454737992-11
GROWTH (YoY)
Revenue growth283.8%-65.3%154.0%51.1%-12.0%—
Net income growth133.0%-112.0%767.0%-17.6%-22.9%—
EPS growth120.9%-108.7%748.2%-21.4%-22.9%—
FCF growth-19.2%26.3%70.1%506.2%15.5%—
PER SHARE ($)
EPS (diluted, TTM)7.25-0.634.093.222.483.52
Book value / share27.3321.2225.0624.7332.3489.83
Revenue / share25.236.3615.7022.6319.9323.52
FCF / share-11.31-6.05-1.766.817.872.61
Cash / share15.6814.47119.04117.710.0111.73
SHAREHOLDER RETURN & SCORES
Buyback yield0.6%0.9%0.4%0.1%0.1%0.42%
Altman Z-Score0.460.240.931.030.600.3
Piotroski F-Score415676/9
Beneish M-Score4.87-2.05-1.25-2.15-1.96-2.96
ModelScoreZoneNote
Piotroski F-Score6 / 9Middling
Altman Z-Score0.3Distress (<1.81)Distress
Income quality0.45Accrual-heavyOCF ÷ net income
Beneish M-Score-2.96Non-manipulatorvs −2.22 threshold
DuPont Decomposition (TTM)Value
Tax burden0.47
Interest burden0.68
Operating margin46.7%
Asset turnover0.05×
Financial leverage13.42×
= ROE11%
Growth Quality (live)Value
Revenue stability0.55
Earnings stability0.04
Earnings persistence0.50
Revenue CAGR 3y23.7%
EPS CAGR 3y31.0%
FCF CAGR 3y—
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KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Buyback Yield0.42%
Dividend Yield0.88%
Total Shareholder Return1.38%cash yield
SBC / Revenue3.7%dilution pressure
P/E · now 25.7-82x-34x14x61x
P/S · now 3.672.5x4.2x5.8x7.5x
EV/EBITDA · now 12.1-3x18x40x61x
CompanyMkt capP/EROENet marginRev growthPiotroski1-yr ret
BN$81.7B65.23%1.8%+2.2%6/9-16.3%
BAM$72.4B26.310%52.9%+26.5%4/9-15.6%
APO$65.4B24.014%12.1%+34.6%6/9-8.0%
BX$122.7B23.741%25.8%+28.6%7/9-31.9%
STT$45.5B13.312%18.0%+2.2%6/9—
AMP$44.2B11.963%22.2%+9.0%5/9—
ARES$36.9B49.015%10.5%+45.4%6/9—
BLK$175.7B25.512%21.4%+24.7%6/9—
1-yr returns computed from adjusted price history; peers without a tracked series show —.
Buy
27 Analysts
Str Sell (0)Sell (0)Hold (3)Buy (24)Str Buy (0)
Mean Target (qtr)$125.7512 targets
Target vs. Price+45.9%last-quarter mean
Next Report2026-11-09street $1.59
Consensus estimatesRevenue meanHigh / LowEPS meanHigh / Low# EPS est.
FY2026$11.66B$11.95B / $11.30B$8.25$9.83 / $7.106
FY2027$12.37B$12.77B / $11.93B$7.18$7.44 / $6.697
FY2028$15.31B$16.51B / $14.23B$8.26$8.72 / $7.802

KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

WindowAvg Targetvs. Price# Targets
Last Month$121.75+41.2%4
Last Quarter$125.75+45.9%12
Last Year$141.32+63.9%34
All Time$120.03+39.2%73
Rolling mean of published targets vs. last close $86.21. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

C
DCF
1/5
ROE
3/5
ROA
2/5
Debt/Eq
2/5
P/E
1/5
P/B
1/5
Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.
KKR -26.5% vs S&P 500 +15.9% — spread -42.4pp
6986103120Sep 25Nov 25Jan 26Mar 26May 26Jul 26Aug 26KKR -27%S&P 500 +16%
Sector — XLF +7.2%
6986102119Sep 25Nov 25Jan 26Mar 26May 26Jul 26Aug 26KKRXLF
Peer Set — indexed to 100
6284107130Sep 25Nov 25Jan 26Mar 26May 26Jul 26Aug 26KKR -27%BN -16%BAM -16%APO -8%BX -32%
All series indexed to 100 at the start of the window, adjusted closes.

KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
$83$94$106$11812MVol705030RSI 32Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 26▮ up▮ downSMA20SMA50BB(20,2)RSI(14)
Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.
$82$101$119$138Dec 25Jan 26Feb 26Mar 26Apr 26May 26Jun 26Jul 26Aug 26Sep 26Oct 26▮up▮downSMA 20SMA 50SMA 200EMA 9EMA 21·· ST Bull·· ST Bear
Moving AverageValueDistance% DistanceSignal
SMA 20$91.85-5.64-6.14%Below
SMA 50$100.52-14.31-14.24%Below
SMA 200$100.82-14.61-14.49%Below
EMA 9$88.59-2.38-2.69%Below
EMA 21$91.99-5.78-6.28%Below
EMA 50$96.47-10.26-10.64%Below
EMA 200$103.17-16.96-16.44%Below
Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
TECHNICAL VERDICTBEARISHPower Score -712 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%0
Momentum 25%20
Volume 20%19
Volatility 10%0
Patterns 15%38
-5%29%62%96%07-2308-1309-0309-2510-16
This Week0% bullishof 11 price-based votes
4 Weeks Ago0%+0 pts since
12 Weeks Ago55%-55 pts since
ReadStabilizingweek-over-week trajectory
Price vs SMA 20$91.85
Price vs SMA 50$100.52
Price vs SMA 200$100.82
EMA 9/21 Cross88.6/92.0
SMA 50/200Death
ADX DirectionADX 37
Supertrend$94
Parabolic SAR$92
SMA Slope-0.630
RSI31.9
Stochastic K/D20/16
StochRSI K/D39/30
Williams %R-80
CCI-98
TSI vs Signal-35.7
CMO-36.3
ROC-4.50%
OBV SignalDistrib
Chaikin MF-0.090
MFI38
Force Index-5M
Elder Ray Bull-2.45
31.9RSI (14)30 oversold · 70 overbought
20.1Stochastic %Kvs %D 16
38.3Money Flowvolume-weighted RSI
37.1ADXtrend strength · <20 weak
79.7Williams %Rinverted scale
LevelValueLevelValue
Pivot / R1 / R2$86.74 / $88.92 / $90.20S1 / S2$85.46 / $83.28
Bollinger (20,2)$83.80 – $99.89SqueezeOff
52-wk range$82.67 – $144.84Off 52-wk high-40.5%
ATR (14)$3.01 (3.5%)Historical vol28.9%

KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
+4.3%Jan69%
-2.6%Feb44%
-1.3%Mar56%
+1.5%Apr53%
-0.2%May47%
+2.9%Jun67%
+5.8%Jul81%
-1.6%Aug56%
-1.2%Sep44%
+5.2%Oct56%
+4.2%Nov69%
+0.7%Dec62%
Sample: 16 years — treat short histories as suggestive, not statistical.
Computed from live weekly pricesKKRS&P 500
Weekly volatility (σ, 1y)4.91%1.83%
Best / worst week (1y)+13.6% / -12.3%—
Max drawdown (5y, monthly)-47.6%—
1-week VaR (95%)-8.8%—
Beta (5y)1.791.00
KKR EQUITY WEATHER (LIVE)STORMY · -48
Trend-53
Momentum-46
Volume-48
Volatility-60
Breadth-23
MARKET REGIME (2026-10-16)NEUTRAL
VIX19.99Normal
Dow TheoryConfirmed Bearish
SPY / QQQ TSI7.2 / 4.7trend strength
Sector Strength46/100breadth average
-1.01-0.34+0.34+1.0102-0203-1604-2706-1507-2709-07
Average sentiment of 308 stories, weekly buckets, −1 to +1.
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KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Overall-48.2-31.2 vs industry
Trend-52.9-43.0 vs industry
Momentum-45.9-38.9 vs industry
Volume-48.1-48.1 vs industry
ReadingKKRAsset Management
n=10,831
Financial Services
n=24,134
All US symbols
n=70,435
Overall-48.2-17.0-16.3-20.5
Trend-52.9-9.8-12.5-21.3
Momentum-45.9-7.0-4.4-15.8
Volume-48.1+0.0+0.0-3.8
Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.
Pillar (live disclosure scores)Score
Environmental76
Social74
Governance74
Composite ESG75
Composite ESG Trend
7072747620172019202120232025

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.
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KKR & Co. Inc. (KKR)

Financial Services / Asset Management
InsiderStreet
EQUITY FACTSHEET
Report Date: 2026-Oct-18
NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY
Data domainSourceCoverage for this report
Price & volumemarket_db.historical_prices52 rows
Fundamentalsincome_statements_annual6 rows · 2020 to 2025
Reported vs consensusfact/earnings_calendar24 rows · 2020-10-30 to 2026-07-30
Analyst estimatesdim/forward_estimates3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)holdings_db.institutional_ownership_summary49 rows · 2010 to 2026
Insider transactions (Form 4)edgar/form412 rows · 2026-03-02 to 2026-09-30
Proposed sales (Form 144)edgar/form144not present for this symbol
Beneficial ownership (13D/G)edgar/13dgnot present for this symbol
Short-sale volume (FINRA)edgar/short_volume_daily60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)edgar/darkpool_weekly12 rows · 2026-06-15 to 2026-08-31
ETF & fund holdingetf_holdings_changelog (30d)1 record
Peer setstock_peers_dynamic8 rows
Industry mediansindustry_medians1 record
Congressional tradescongress_db (House + Senate)1 record
ESGfact/esg_disclosures1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.