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Stock KKR & Co. Inc. KKR

KKR & Co. Inc. — Investlytic score 3/5 on the five criteria.

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60/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 3/5 criteria met. Data as of 03/10/2026.

  • ✅ Price trend passed
  • ✅ Growth passed
  • ❌ Debt failed
  • ✅ P/E passed
  • ❌ Correction failed

Price trend

Overall trend (8 years): the price has been multiplied by at least 1.5.

Price change 2018 → 2019: 48.60%

Price change 2019 → 2020: 38.81%

Price change 2020 → 2021: 84.00%

Price change 2021 → 2022: -37.69%

Price change 2022 → 2023: 78.48%

Price change 2023 → 2024: 78.53%

Price change 2024 → 2025: -13.81%

Price change 2025 → 2026: -28.43%

Price change 2026 (year to date): -29.22%

Financial growth

Revenue CAGR (8 years): 34.63%

Earnings CAGR (8 years): 11.15%

Growth status: positive trend (>1%/yr) in revenue and earnings.

Debt

Debt-to-equity ratio: 1.77

Debt/equity > 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 17.70

P/E < 25.0 (maximum threshold).

Correction (6 months)

Current correction: 20.87% from the high over 6 months.

Excessive correction (> 20.0%).

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Criteria of the Investlytic model

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Price trend

Price & trend

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⚖️ Comparison with the market

All stocks →
StockP/EDette/FPRevenue growthRating
KKR & Co. Inc.18.51.77+28.7 %🔒
CaixaBank, S.A.13.82.22+17.8 %★ 4/5
ING Groep N.V.12.94.92−4.4 %–
AXA S.A.11.01.45−0.8 %–
BNP Paribas S.A.7.46.45+7.4 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

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Detailed analysis · Price trend

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Global model trend and annual price variations · visible with a free account.

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Revenues & profits

Revenue and net income

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Chart of revenues and net income over 8 periods · real data, no estimates.

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Financial indicators

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18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

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Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
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Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

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Key reported figures

Revenue, net income and net margin reported by KKR & Co. Inc. over the latest fiscal years.

Revenue
19.2 bn USD
fiscal year 2025
Net income
2.4 bn USD
fiscal year 2025
Net margin
12.3 %
fiscal year 2025
Average annual growth
+35.3 %
Revenue growth over 5 years
Average annual growth
+33.8 %
Revenue growth over 10 years
Market cap
86.6 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
20204.2 bn2.0 bn47.3 %n/a
202116.1 bn4.7 bn29.4 %+280.7 %
20225.6 bn-522 m-9.4 %-65.4 %
202314.3 bn3.7 bn26.1 %+157.4 %
202421.6 bn3.1 bn14.2 %+51.1 %
202519.2 bn2.4 bn12.3 %-11.2 %

Amounts converted to USD. Source: published annual accounts, collected on 06/11/2026.

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Accounts and financial health

Balance sheet and cash flow published by KKR & Co. Inc. over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
fragile accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
n/a
not applicable to banks and insurance
Piotroski Score
6 / 9
4 to 6: average accounts
Net Debt / EBITDA
4.11 x
high debt
Fiscal year20212022202320242025
Cash and investments10.1 bn12.8 bn109 bn113 bn6.2 m
Total Debt39.6 bn44.1 bn49.4 bn50.8 bn54.8 bn
Net Debt29.5 bn31.3 bn29.0 bn35.9 bn54.8 bn
Equity17.6 bn18.8 bn22.9 bn23.7 bn30.9 bn
Total assets264 bn275 bn317 bn360 bn410 bn
Operating cash flow-7.2 bn-5.3 bn-1.5 bn6.6 bn478 m
Investments (capex)102 m85.1 m108 m142 m161 m
Free cash-flow-7.3 bn-5.4 bn-1.6 bn6.5 bn317 m
Share buybacks270 m347 m290 m125 m123 m
Dividends paid331 m444 m563 m612 m769 m

Amounts in USD, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)28.71 x
Price / book value2.78 x
Return on Equity (ROE)10.3 %
Return on Invested Capital (ROIC)0.9 %
Net margin15.0 %
Debt / equity1.63 x
Current ratio9.17 x
Interest coverage0.53 x
Free cash-flow yield2.7 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 09/11/2026.

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Valuation and competitors

KKR & Co. Inc. compared with its sector on the same exchange and with its main competitors.

Company P/E
18.9
close to the sector
Sector median P/E
18.3
financial services, NYSE
Sector over 10 years
18.3
10-year median, range 15.0 to 24.9

Direct competitors

CompanyMarket cap (USD)P/ENet margin
KKR & Co. Inc.84.7 bn18.512.3 %
Blackstone Inc. BX138 bn20.321.8 %
Apollo Global Management, Inc. APO68.4 bn13.410.9 %
Ares Management Corporation ARES42.1 bn26.18.2 %
Brookfield Corporation BN87.7 bn14.21.7 %
Brookfield Asset Management Ltd. BAM77.1 bn27.654.9 %
The Carlyle Group Inc. CG14.3 bn10.216.5 %
TPG Inc. TPG17.9 bn17.84.0 %
Blue Owl Capital Inc. OWL16.1 bn12.02.8 %
Sector median (NYSE)18.3

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on . Competitors: comparable companies named by the data provider.

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Analyst consensus and forecasts

What the financial analysts covering KKR & Co. Inc. publish: ratings, price targets and earnings forecasts.

Majority rating
buy
27 analysts
Average price target
120.56 USD
from 97.00 USD to 138.00 USD, 36 targets over 12 months
Gap with the share price
+27.7 %
price 94.39 USD on 30/10/2026

Breakdown of ratings

strong buy 0buy 24hold 3sell 0strong sell 0

Average target over the last 3 months: 120.82 USD (11 targets).

Analyst forecasts

Fiscal yearRevenueNet incomeExpected EPS (range)P/E on this EPSAnalysts
202611.9 bn7.3 bn8.23 (6.51 / 8.75)11.511
202712.4 bn6.6 bn7.12 (6.47 / 7.34)13.311
202815.3 bn7.8 bn8.21 (7.75 / 8.67)11.52

Amounts in USD, the reporting currency.

Track record against expectations: reported EPS above consensus 11 times over the last 12 releases.

Rating changes (12 months)

DateFirmBeforeAfter
27/10/2026BMO CapitalOutperformOutperform
26/10/2026BarclaysOverweightOverweight
19/10/2026Piper SandlerOverweightOverweight
13/10/2026UBSBuyBuy
12/10/2026TD CowenHoldHold

Source: ratings and forecasts published by analysts, collected on 07/11/2026. An analyst rating or target is not a guarantee.

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Dividends and earnings

KKR & Co. Inc.: dividend history, last distributions, stock splits and earnings releases.

Frequency
quarterly
Last dividend
0.195 USD
ex-dividend on 10/08/2026
Last 12 months
0.760 USD
number of payments: 4
Yield
0.7 %
on the last known price
Years of increases
7
consecutive
Years of payments
16
uninterrupted
00.511.011.522.032010 : 0.230 USD20102011 : 0.710 USD2012 : 0.840 USD20122013 : 1.62 USD2014 : 2.03 USD20142015 : 1.58 USD2016 : 0.640 USD20162017 : 0.670 USD2018 : 0.635 USD20182019 : 0.500 USD2020 : 0.530 USD20202021 : 0.570 USD2022 : 0.610 USD20222023 : 0.650 USD2024 : 0.690 USD20242025 : 0.730 USD2026 : 0.575 USD2026

Annual dividend per share (USD), adjusted for splits. Light bar: current year, incomplete. Red bar: lower than the previous year.

Latest ex-dividend dates

Ex-dividendAmountPayment
10/08/20260.195 USD25/08/2026
15/05/20260.195 USD29/05/2026
17/02/20260.185 USD03/03/2026
17/11/20250.185 USD02/12/2025
11/08/20250.185 USD26/08/2025
12/05/20250.185 USD27/05/2025
14/02/20250.175 USD28/02/2025
04/11/20240.175 USD19/11/2024

Earnings releases

Next release: 09/11/2026. Expected EPS: 1.58.

DatePublished EPSExpected EPSSurprise
30/07/20261.631.43+14.0 %
05/05/20261.391.26+10.3 %
05/02/20261.121.14-1.8 %
07/11/20251.411.30+8.5 %
31/07/20251.181.14+3.5 %
01/05/20251.151.13+1.8 %

Factual data: ex-dividend history and earnings calendar, as of 05/11/2026. A past dividend does not guarantee the next one.

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Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in KKR & Co. Inc.

Free float
76.9 %
share of freely traded shares
Institutions
61.7 %
1,361 declared holders, 2026Q2
Large funds tracked
34
hold the stock as of 2026Q2
Executives (insiders)
0 / 1
0 purchases, 1 sales in 130 days
US elected officials
5
3 purchases, 2 sales in 12 months

Indices: S&P 500 (since 24/06/2024).

Large funds tracked

FundSharesValue (USD)Weight in the fundChangeQuarter
Vanguard Group60.1 m7.7 bn0.1 %+1.4 %2025Q4
State Street58.6 m5.4 bn0.1 %+105.5 %2026Q2
BlackRock45.2 m4.1 bn0.1 %+1.3 %2026Q2
Fidelity21.6 m2.0 bn0.1 %+17.7 %2026Q2
Geode Capital Management15.6 m1.4 bn0.1 %+1.3 %2026Q2
Capital Research Global Investors14.7 m1.3 bn0.2 %-12.3 %2026Q2
Wellington Management14.6 m1.3 bn0.2 %-18.6 %2026Q2
Norges Bank13.8 m1.3 bn0.1 %+2.5 %2026Q2

Latest insider transactions

DatePersonSideAmount
03/09/2026Holmes Dane Esale1.1 m USD

Elected officials' disclosures

DateOfficialSideAmount
27/03/2026Alan Armstrongpurchase$1,001 - $15,000
13/04/2026Ro Khannapurchase$1,001 - $15,000
19/11/2025Josh Gottheimersale$1,001 - $15,000
07/11/2025Gilbert Cisnerossale$1,001 - $15,000
17/10/2025Gilbert Cisnerospurchase$1,001 - $15,000

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 08/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

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PEA and practical information

PEA eligibility
no
head office outside the EU and EEA
Listing exchange
NYSE
IPO: 15/07/2010
ISIN code
US48251W1045
Workforce
4,834
full-time employees
Chief executive
Joseph Y. Bae
Next earnings
09/11/2026

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

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Frequently asked questions about KKR & Co. Inc.

What is the KKR & Co. Inc. share price?

Latest recorded price: 96.48 USD on 06/11/2026, for a market cap of 86.6 bn USD.

What is the revenue of KKR & Co. Inc.?

19.2 bn USD for fiscal year 2025, with net income of 2.4 bn USD (net margin 12.3 %).

Does KKR & Co. Inc. pay a dividend?

Yes. Latest dividend: 0.195 USD per share, ex-dividend on 10/08/2026. Over 12 months: 0.760 USD. Yield on the latest known price: 0.7 %.

When does KKR & Co. Inc. report its next earnings?

The next release is expected on 09/11/2026. EPS expected by analysts: 1.58.

What do analysts say about KKR & Co. Inc.?

Out of 27 analysts: 24 buy or strong buy, 3 hold, 0 sell or strong sell. Average price target: 120.56 USD, i.e. +27.7 % from the share price.

What is the P/E ratio of KKR & Co. Inc.?

Trailing 12-month P/E of 18.9, against 18.3 for the sector median on the same exchange (10-year median: 18.3).

Is KKR & Co. Inc. stock eligible for the French PEA?

No: the company is headquartered outside the European Union and the European Economic Area (ISIN US48251W1045).

How many employees does KKR & Co. Inc. have?

4,834 full-time employees according to the latest published profile.

Who runs KKR & Co. Inc.?

Joseph Y. Bae is the company's chief executive.

Which large funds own KKR & Co. Inc.?

As of 2026Q2, among the large funds tracked: Vanguard Group, State Street, BlackRock, Fidelity, Geode Capital Management.

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