KKR

KKR & Co. Inc.

NYSE · Investment Advice · CIK 0001404912
$96.24 +0.99% $86.4B
Insider Buying Cluster (3 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional ExitsCongressional Activity (1)
Vol
Market Cap$86.4B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders50 funds
Inst. Value$33.1B
Inst. Activity36 buys / 14 sells
Insider Activity4B / 0S
Insider Net $$16.1M
Reddit Sentiment45° Neutral
SEC Reports9
Congressional1 trades
Exchange NYSE·Sector Investment Advice·CIK 0001404912·Prev Close $95.30

Recent Activity

Jun 12, 2026 short_volume
Short Volume: KKR — 60.0% short (1.0M / 1.6M)
Short: 981,768 | Exempt: 618 | TRF Vol: 1,635,474 | Short Ratio: 60.0% | Off-exchange volume (dark p
Jun 5, 2026 SEC
KKR filed an 8-K reporting the annual re-election of its 11-member board of directors by KKR Management LLP, including c
8-K — Impact 2/10
May 6, 2026 Event
HSR Early Termination: KKR North America XIV (Bloom) Blocker; Roark Capital Partners VI (T) LP
The FTC granted early termination of the HSR Act waiting period for a transaction involving KKR Nort
Apr 29, 2026 Insider
Lewin Robert H was granted 650,000 shares
Chief Financial Officer
Apr 29, 2026 Insider
Sudol Kathryn King was granted 300,000 shares
Chief Legal Officer & GC
Apr 27, 2026 SEC
KKR & Co. Inc. filed DEFA14A soliciting support for a charter amendment to replace the current 90% supermajority vote st
DEFA14A — Impact 3/10
Apr 13, 2026 Congress
Ro Khanna buy
$1,001 - $15,000 — House
Mar 23, 2026 SEC
Analysis based on filing metadata only — document content was unavailable
DEFA14A — Impact 2/10

Price Targets

$125.53 +30.4% upside Strong Buy
Current $96.24 Low $104.00 Median $125.00 High $153.00 19 analysts
$104.00 $153.00

Analyst Ratings

Strong Buy88% buy · 26 analysts
6Strong Buy
17Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 18, 2026 TD Cowen MAINTAIN Hold → Hold
May 6, 2026 UBS MAINTAIN Buy → Buy
May 6, 2026 TD Cowen MAINTAIN Hold → Hold
May 6, 2026 RBC Capital MAINTAIN Outperform → Outperform
May 6, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.39 $1.25 — $1.50 17% YoY 15
Next Q $1.55 ▼ -0.6% $1.39 — $1.69 10% YoY 14
Current FY $6.04 ▼ -0.7% $5.31 — $6.44 24% YoY 20
Next FY $7.40 ▼ -0.8% $6.91 — $8.03 23% YoY 20

Top Institutional Holders

FundValueMove
BlackRock, Inc.$4.1B
VANGUARD CAPITAL MANAGEMENT LLC$4.1B
Capital International Investors$3.2B
STATE STREET CORP$2.6B
FMR LLC$1.7B

Recent Insider Trades

DateInsiderTypeValue
Apr 29, 2026Lewin RobertA$0.00
Apr 29, 2026Sudol KathrynA$0.00
Mar 2, 2026Dillon MaryBUY$2.0M
Feb 27, 2026NUTTALL SCOTTBUY$4.4M
Feb 27, 2026BAE JOSEPHBUY$4.4M

Reddit Sentiment

45°
Neutral
Bearish Neutral Bullish
7 mentions 1 bullish 2 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
50 institutional holders with $33.1B total value (357,831,272 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, Capital. Net buying activity: 36 institutions added/increased vs 14 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.44,619,932$4.1B12.5%
2VANGUARD CAPITAL MANAGEMENT LLC44,025,898$4.1B12.3%
3Capital International Investors35,134,041$3.2B9.8%
4STATE STREET CORP28,512,850$2.6B8.0%
5FMR LLC18,325,939$1.7B5.1%
6WELLINGTON MANAGEMENT GROUP LLP17,903,185$1.7B5.0%TRIM -33.7%
7Capital Research Global Investors16,779,099$1.6B4.7%DOUBLED +199.5%
8MASSACHUSETTS FINANCIAL SERVICES CO /MA/14,350,033$1.3B4.0%
9BANK OF AMERICA CORP /DE/10,601,675$980.7M3.0%
10Invesco Ltd.9,986,008$923.7M2.8%
11VANGUARD PORTFOLIO MANAGEMENT LLC9,978,656$923.0M2.8%
12Capital World Investors8,591,438$794.7M2.4%ADD +30.8%
13MORGAN STANLEY8,473,653$783.8M2.4%
14MANUFACTURERS LIFE INSURANCE COMPANY, THE8,105,578$749.8M2.3%
15GOLDMAN SACHS GROUP INC5,485,461$507.4M1.5%
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,991,997$461.8M1.4%
17Legal & General Group Plc4,947,482$457.6M1.4%
18FARALLON CAPITAL MANAGEMENT LLC4,671,800$432.1M1.3%DOUBLED +131.5%
19D. E. Shaw & Co., Inc.3,944,577$364.9M1.1%
20VANGUARD FIDUCIARY TRUST CO3,871,966$358.2M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPTRIM27,013,89817,903,185-33.7%$1.7B2026-Q1
Capital Research Global InvestorsDOUBLED5,602,26216,779,099+199.5%$1.6B2026-Q1
Capital World InvestorsADD6,566,6698,591,438+30.8%$794.7M2026-Q1
FARALLON CAPITAL MANAGEMENT LLCDOUBLED2,017,7004,671,800+131.5%$432.1M2026-Q1
AmundiADD2,253,7753,726,040+65.3%$344.7M2026-Q1
Temasek Holdings (Private) LtdDOUBLED1,332,5493,522,797+164.4%$325.9M2026-Q1
BALYASNY ASSET MANAGEMENT L.P.DOUBLED520,9182,924,114+461.3%$270.5M2026-Q1
FRANKLIN RESOURCES INCADD1,332,8282,607,415+95.6%$241.2M2026-Q1
Nuveen, LLCTRIM6,324,2402,272,674-64.1%$210.2M2026-Q1
DEUTSCHE BANK AG\ADD1,417,4222,152,826+51.9%$199.1M2026-Q1
Assenagon Asset Management S.A.ADD638,5631,116,042+74.8%$103.2M2026-Q1
Unisphere EstablishmentTRIM1,558,4001,100,000-29.4%$101.8M2026-Q1
Freestone Grove Partners LPNEW1,075,483$99.5M2026-Q1
ENVESTNET ASSET MANAGEMENT INCTRIM1,758,7561,007,901-42.7%$93.2M2026-Q1
Holocene Advisors, LPADD714,651947,355+32.6%$87.6M2026-Q1
MEITAV INVESTMENT HOUSE LTDADD592,177938,212+58.4%$86.8M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED10,580889,782+8310.0%$82.3M2026-Q1
Alecta Tjanstepension OmsesidigtNEW739,700$68.5M2026-Q1
AMERIPRISE FINANCIAL INCTRIM1,787,935725,502-59.4%$67.1M2026-Q1
BANK OF MONTREAL /CAN/TRIM1,053,367708,755-32.7%$65.6M2026-Q1
OMERS ADMINISTRATION CorpDOUBLED24,393695,765+2752.3%$64.4M2026-Q1
Point72 Asset Management, L.P.DOUBLED264,522679,040+156.7%$62.8M2026-Q1
Rockefeller Capital Management L.P.ADD332,807525,122+57.8%$48.6M2026-Q1
ARIEL INVESTMENTS, LLCADD264,916439,405+65.9%$40.6M2026-Q1
Cerity Partners LLCDOUBLED203,851438,847+115.3%$40.6M2026-Q1
6 unique insiders with 6 transactions. Net insider value: $16.1M ($16.1M bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Apr 29, 2026Lewin Robert HChief Financial OfficerAWARD650,000
Apr 29, 2026Sudol Kathryn KingChief Legal Officer & GCAWARD300,000
Mar 2, 2026Dillon Mary NDirectorBUY22,225$90.96$2.0M
Feb 27, 2026NUTTALL SCOTT CCo-Chief Executive OfficerBUY50,000$87.81$4.4M
Feb 27, 2026BAE JOSEPH YCo-Chief Executive OfficerBUY50,000$88.56$4.4M
Feb 9, 2026BARAKETT TIMOTHY RDirectorBUY50,000$104.93$5.2M

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (88% buy). Based on 26 analysts: 6 strong buy, 17 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$125.53 mean target +30.4% upside Strong Buy (1.52)
$104.00 Low $153.00 High
MetricValue
Current Price$96.24
Target Low$104.00
Target Mean$125.53
Target Median$125.00
Target High$153.00
# Analysts19
RecommendationStrong Buy (1.52)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.39 $1.25 $1.50 17.5% -0.2% 0↑ 12↓ $2.3B 22.4% 15
Next Q
2026-09-30
$1.55 $1.39 $1.69 10.0% -0.6% 2↑ 10↓ $2.6B 7.0% 14
Current FY
2026-12-31
$6.04 $5.31 $6.44 24.0% -0.7% 8↑ 7↓ $10.3B 35.0% 20
Next FY
2027-12-31
$7.40 $6.91 $8.03 22.5% -0.8% 2↑ 14↓ $12.2B 18.2% 20

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.386
7d ago$1.386
30d ago$1.389-0.003
60d ago$1.507-0.121
90d ago$1.557-0.170
10 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 18, 2026 TD Cowen MAINTAIN Hold Hold
May 6, 2026 UBS MAINTAIN Buy Buy
May 6, 2026 TD Cowen MAINTAIN Hold Hold
May 6, 2026 RBC Capital MAINTAIN Outperform Outperform
May 6, 2026 Barclays MAINTAIN Overweight Overweight
Apr 21, 2026 Morgan Stanley MAINTAIN Overweight Overweight
Apr 21, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 13, 2026 Oppenheimer MAINTAIN Outperform Outperform
Apr 7, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 7, 2026 Piper Sandler MAINTAIN Overweight Overweight
Mar 24, 2026 BMO Capital MAINTAIN Outperform Outperform
Mar 2, 2026 Barclays MAINTAIN Overweight Overweight
Feb 24, 2026 RBC Capital INITIATE Outperform
Feb 20, 2026 UBS MAINTAIN Buy Buy
Feb 6, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 6, 2026 Barclays MAINTAIN Overweight Overweight
Jan 14, 2026 TD Cowen DOWNGRADE Buy Hold
Jan 13, 2026 UBS MAINTAIN Buy Buy
Jan 9, 2026 Barclays MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202661730088%
May 1, 202661730088%
Apr 1, 202661730088%
Mar 1, 202661730088%
Feb 1, 202661630088%
Jan 1, 202661630088%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000KKR & Co IncMay 13, 2026 (31d)
45°
Neutral
Bearish Neutral Bullish
7 mentions 1 bullish 2 bearish 5 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Apr 1, 2026160° Warm101
Mar 13, 2026250° Neutral002
Mar 13, 2026250° Neutral002
Mar 5, 2026140° Cool011
Feb 27, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Bearish 1mo ago
Crescent Energy is ripe and ready to get picked
▲ 1 💬 1 ⚡ 0.5
r/investing Bullish 2mo ago
$RITM mREIT -> Corp. Conversion success chances?
▲ 1 💬 0 ⚡ 0.5
r/stocks Neutral 3mo ago
KKR Investment Thoughts?
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 3mo ago
KKR Investment Thoughts??
▲ 1 💬 1 ⚡ 0.5
r/investing Bearish 3mo ago
Private credit fund managed by KKR reports jump in troubled loans
▲ 1 💬 0 ⚡ 0.0
Jun 12, 2026
short_volume
Short Volume: KKR — 60.0% short (1.0M / 1.6M)
Short: 981,768 | Exempt: 618 | TRF Vol: 1,635,474 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: KKR — 56.5% short (1.1M / 1.9M)
Short: 1,090,989 | Exempt: 3,909 | TRF Vol: 1,931,087 | Short Ratio: 56.5% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: KKR — 5.3M shares, 87,045 trades
Week starting 2026-05-18. Total ATS volume: 5,317,621 shares across 87,045 trades.
May 14, 2026
short_interest
FTD: KKR — 19,381 shares ($1.9M) failed to deliver
Settlement: 20260514, Price: $97.43, FTD Value: $1,888,290.83, KKR & CO INC COM
May 11, 2026
dark_pool
Dark Pool: KKR — 7.5M shares, 98,158 trades
Week starting 2026-05-11. Total ATS volume: 7,462,985 shares across 98,158 trades.
May 6, 2026
Enforcement
HSR Early Termination: KKR North America XIV (Bloom) Blocker; Roark Capital Partners VI (T) LP
The FTC granted early termination of the HSR Act waiting period for a transaction involving KKR North America XIV (Bloom) Blocker; Roark Capital Partn
May 6, 2026
Enforcement
HSR Early Termination: KKR North America XIV (Bloom) Blocker; Roark Capital Partners VI (T) LP
The FTC granted early termination of the HSR Act waiting period for a transaction involving KKR North America XIV (Bloom) Blocker; Roark Capital Partn
May 5, 2026
earnings_calendar
KKR Q1 2026 Earnings Before Market Open — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: KKR — 7.0M shares, 109,664 trades
Week starting 2026-05-04. Total ATS volume: 7,020,253 shares across 109,664 trades.
Apr 27, 2026
dark_pool
Dark Pool: KKR — 5.9M shares, 89,208 trades
Week starting 2026-04-27. Total ATS volume: 5,859,522 shares across 89,208 trades.
Apr 22, 2026
short_volume
Short Volume: KKR — 56.7% short (1.0M / 1.8M)
Short: 994,544 | Exempt: 2,963 | TRF Vol: 1,754,613 | Short Ratio: 56.7% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: KKR — 5.7M shares, 86,875 trades
Week starting 2026-04-20. Total ATS volume: 5,659,012 shares across 86,875 trades.
Apr 16, 2026
Enforcement
HSR Early Termination: KKR DCIF Lower Entity III SCSp; DIF Infrastructure V Cooperatief U.A.
The FTC granted early termination of the HSR Act waiting period for a transaction involving KKR DCIF Lower Entity III SCSp; DIF Infrastructure V Coope
Apr 16, 2026
short_interest
FTD: KKR — 11,538 shares ($1.2M) failed to deliver
Settlement: 20260416, Price: $103.85, FTD Value: $1,198,221.3, KKR & CO INC COM
Apr 13, 2026
dark_pool
Dark Pool: KKR — 7.7M shares, 106,738 trades
Week starting 2026-04-13. Total ATS volume: 7,720,818 shares across 106,738 trades.
Apr 6, 2026
dark_pool
Dark Pool: KKR — 5.5M shares, 82,304 trades
Week starting 2026-04-06. Total ATS volume: 5,506,877 shares across 82,304 trades.
Apr 1, 2026
Enforcement
HSR Early Termination: KKR Pegasus Aggregator L.P.; Sunopta Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving KKR Pegasus Aggregator L.P.; Sunopta Inc..
Mar 30, 2026
short_volume
Short Volume: KKR — 62.2% short (1.8M / 2.8M)
Short: 1,751,385 | Exempt: 16 | TRF Vol: 2,816,365 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
dark_pool
Dark Pool: KKR — 7.2M shares, 80,559 trades
Week starting 2026-03-30. Total ATS volume: 7,192,992 shares across 80,559 trades.
Mar 12, 2026
Enforcement
HSR Early Termination: KKR Management LLP; Keurig Dr Pepper Inc.
The FTC granted early termination of the HSR Act waiting period for a transaction involving KKR Management LLP; Keurig Dr Pepper Inc..