KKR KKR & Co. Inc.

NEUTRAL Impact: 3/10 DEFA14A
Horizon days Filed Apr 27, 2026 Processed 1mo ago SEC 0001140361-26-017158
Proxy solicitation materials
Latest settled — T+20d
KKR-PD ▼ -6.75% at T+20d
NEUTRAL call ✗ call lost -6.75% · α vs SPY -12.21% · entry $43.91 → $40.95
Next anchor: T+60d in 6w
Currently $96.24 · +119.18% from $43.91 entry
Entry anchored
Apr 27, 2026
via day open
T+1d
-1.05%
call -1.05% · α -1.04%
$43.45
settled 7w ago
T+5d
+0.11%
call +0.11% · α -1.58%
$43.96
settled 6w ago
T+20d
-6.75%
call -6.75% · α -12.21%
$40.95
settled 18d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

KKR & Co. Inc. filed DEFA14A soliciting support for a charter amendment to replace the current 90% supermajority vote standard with a majority standard. The special meeting on April 21 was adjourned to May 21, 2026, because the proposal received 85.97% support from outstanding shares (97.69% of votes cast), just shy of the 90% threshold. Management is urging a shareholder who voted against to switch to for to enable passage.

Actionable Insight

The outcome hinges on a small number of holdout shareholders; passage seems likely given overwhelming support among votes cast. Monitor the May 21 meeting results for final approval.

Key Facts

  • Proposal 1: replace supermajority vote standard (90% of outstanding shares) with majority standard
  • At adjournment on April 21, 2026, proposal had 85.97% support from outstanding shares and 97.69% of votes cast
  • Special meeting adjourned to May 21, 2026, to allow more time for voting
  • Glass Lewis and ISS recommend voting for Proposal 1
  • Other proposals (requiring majority vote) were approved and polls closed

Financial Impact

No direct financial impact; governance change with no monetary effect

Risk Factors

  • If proposal fails, the supermajority standard remains, which could impede future governance changes

Market Snapshot

Exchange
NYSE
Sector
Investment Advice

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001140361-26-017158
Document: 0001140361-26-017158-index-headers.html0001140361-26-017158
Document: 0001140361-26-017158-index.html0001140361-26-017158
Document: 0001140361-26-017158.txt0001140361-26-017158
9 reports for KKR
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for KKR — sortable, filterable
Type Now
May 29, 2026
14d ago
8-K
NEUTRAL ★ 2/10
$95.01 $93.40▼ −1.69%▲ +1.06%$96.24 (+1.29%)
Apr 27, 2026
6w ago
DEFA14A
NEUTRAL ★ 3/10
$43.91 $43.96▲ +0.11%▼ −1.58%$96.24 (+119.18%)
Mar 23, 2026
11w ago
DEFA14A
NEUTRAL ★ 2/10
$90.91 $92.50▲ +1.75%▲ +2.17%$96.24 (+5.86%)
Mar 13, 2026
13w ago
DEFA14A
NEUTRAL ★ 2/10
$86.10 $90.84▲ +5.51%▲ +7.55%$96.24 (+11.78%)
Mar 2, 2026
14w ago
DEFA14A
NEUTRAL ★ 3/10
$90.61 $90.94▲ +0.36%▲ +1.57%$96.24 (+6.21%)
Feb 28, 2026
15w ago
Institutional Cluster
BULLISH ★ 8/10
$90.61 $90.94▲ +0.36%▲ +1.57%$96.24 (+6.21%)
Feb 27, 2026
15w ago
DEFA14A
NEUTRAL ★ 3/10
$90.61 $90.94▲ +0.36%▲ +1.57%$96.24 (+6.21%)
Feb 27, 2026
15w ago
DEFA14A
NEUTRAL ★ 3/10
$90.61 $90.94▲ +0.36%▲ +1.57%$96.24 (+6.21%)
Feb 27, 2026
15w ago
Insider Cluster
BULLISH ★ 7/10
$87.68 $91.33▲ +4.16%▲ +6.14%$96.24 (+9.76%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (47h 32m)

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