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KKR & Co. Inc.

KKR NYSE Categories PDF
Financial Services · Asset Management
New York City, NY 10001, United States IPO 2010 kkr.com Updated Jun 26, 5:33pm
Price
$90.13
Market Cap
$80.9B
Employees
4,834
Beta
1.79
Avg Volume
4,940,232
CEO
Joseph Y. Bae
Business Description

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.

Business History
Price Overview
Last updated: Jun 27, 2026 8:07am (just now)
$90.13
-2.52 (-2.72%)
Day Range
$89.10 – $94.11
52-Week Range
$82.67 – $153.87
50-Day MA
$97.74
200-Day MA
$111.74
Volume
6,450,288.00
Analyst Price Targets
Low $119.00
Consensus $141.14
High $187.00
(59 analysts)
Share Structure
Outstanding 897,872,941.00
Float 690,338,589.00
Free Float 76.9%
Normal free float — 76.9% of shares trade freely, ~23.1% held by insiders/institutions
Healthy float typical of established companies. Good liquidity for entering and exiting positions without major price impact.
Price History (1 Year)
Last updated: Jun 27, 2026 8:07am (just now)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Last updated: Jun 20, 2026 9:18am (6d ago)
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
Period Revenue Net Income Net Margin YoY/QoQ
Key Metrics
API Direct from provider CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
API
Stock Price / EPS (Diluted)
27.12
Stock Price: $90.13
EPS (Diluted): 2.51
P/B Ratio (Price vs net asset value)
API
Stock Price / Book Value Per Share
3.67
Stock Price: $90.13
Total Equity: $30.90B
Shares: 955,757,000
EV/EBITDA (Total value vs operating profit)
API
Enterprise Value / EBITDA
12.69
Market Cap: $80.93B
Total Debt: $53.83B
Cash: $6.16M
EBITDA: $7.13B
Enterprise Value (Takeover price (cap + debt - cash))
API
Market Cap + Total Debt - Cash
$168.3B
Market Cap: $80.93B
Total Debt: $53.83B
Cash: $6.16M
Gross Margin (Revenue left after direct costs)
API
Gross Profit / Revenue
41.8%
Gross Profit: $8.06B
Revenue: $19.26B
Operating Margin (Revenue left after all operations)
API
Operating Income / Revenue
2.4%
Operating Income: $461.96M
Revenue: $19.26B
Net Margin (Revenue left as actual profit)
API
Net Income / Revenue
12.3%
Net Income: $2.37B
Revenue: $19.26B
ROE (Profit from shareholder equity)
API
Net Income / Total Equity
9.9%
Net Income: $2.37B
Total Equity: $30.90B
ROIC (Profit from all invested capital)
API
NOPAT / Invested Capital
18.0%
Operating Income: $461.96M
Tax Rate: 13.4%
Equity: $30.90B
Total Debt: $53.83B
Cash: $6.16M
Current Ratio (Can it pay short-term bills)
API
Current Assets / Current Liabilities
79.85
Current Assets: $71.25B
Current Liabilities: $892.21M
Debt/Equity (Leverage — debt vs equity)
CALC
Total Debt / Total Equity
1.74
Short-Term Debt: $892.21M
Long-Term Debt: $52.94B
Total Debt: $53.83B
Total Equity: $30.90B
Rev/Share (Top-line per share)
CALC
Revenue / Shares Outstanding
$20.15
Revenue: $19.26B
Shares: 955,757,000
Book Value/Share (Net assets per share)
CALC
(Total Assets - Total Liabilities) / Shares
$32.33
Total Equity: $30.90B
Shares: 955,757,000
FCF/Share (Real cash generated per share)
CALC
(Operating Cash Flow + CapEx) / Shares
$9.96
Operating CF: $9.68B
CapEx: -$160.77M
Shares: 955,757,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
API
Last Annual Dividend / Stock Price
0.7%
Last Dividend: N/A
Stock Price: $90.13
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
Dividends Paid: N/A
Net Income: $2.37B
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares KKR against LLM-researched typical ranges for its industry. One research call per industry, cached indefinitely — every stock in the same industry reuses the same baseline.
Deep Analysis

Pre-flight intelligence scans the company first, then routes to the right analytical methods.

0 Company Classification — What type of company is this?
1 Industry Landscape — Where is the industry headed?
2 Company Momentum — Where is this company trending?
3 Forward Projection — 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a DCF Valuation — Present value of future cash flows
4b Earnings Power Value — Floor value — worth with zero growth
4c Anchored PE — Industry PE adjusted for growth differential
4d Reverse DCF — What growth is the market pricing in?
4e Revenue-Based DCF — For growth/narrative companies (skip if mature earner)
4f Anchored P/S — Price-to-Sales peer comparison (skip if mature earner)
4g Scenario Analysis — Bull / Base / Bear (skip if mature earner)
4h Dividend Discount Model — For dividend/income stocks only
4i Book Value Analysis — For deep value / turnaround stocks only
4j Insider Activity — Are insiders buying or selling?
4f Cash Flow Quality — How trustworthy is the FCF?
4g Debt Maturity Risk — Can it handle its debt?
4h Macro Environment — Rates, market valuation, volatility
4i Sector Intelligence — How does this company compare within its sector?
4j Revenue Confidence — How reliable is the growth projection?
4k Sensitivity Analysis — How fragile is the fair value estimate?
4l Sector Demand Cycle — Is the sector in a boom, steady state, or contraction?
5 AI Investigation — Adaptive research engine (Claude)
5b Thesis Evaluation — What does the market believe? (narrative/platform stocks only)
6 Valuation Synthesis — Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 20, 2026 9:18am (6d ago)
Metric 2021 2022 2023 2024 2025
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
Operating Expenses $1.9B $2.4B $2.7B $2.9B $7.6B
Operating Income $5.0B -$345.6M $2.1B $926.2M $462.0M
Net Income $4.7B -$521.7M $3.7B $3.1B $2.4B
EBITDA $15.0B $1.3B $9.5B $9.2B $7.1B
EPS $7.95 $-0.79 $4.24 $3.47 $2.51
EPS (Diluted)
Balance Sheet (Annual)
Last updated: Jun 20, 2026 9:18am (6d ago)
Metric 2021 2022 2023 2024 2025
Cash & Equivalents $10.1B $12.8B $20.3B $14.9B $6.2M
Total Current Assets $39.7B $43.6B $191.5B $218.7B $71.2B
Total Assets $264.3B $275.3B $317.3B $360.1B $410.1B
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
Total Equity $17.6B $18.8B $22.9B $23.7B $30.9B
Retained Earnings $7.7B $6.7B $9.8B $12.3B $13.9B
Cash Flow (Annual)
Last updated: Jun 20, 2026 9:18am (6d ago)
Metric 2021 2022 2023 2024 2025
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
Acquisitions (net) -$473.8M -$1.7B $0 $0 -$146.3M
Debt Repayment
Dividends Paid
Stock Buybacks -$269.7M -$346.7M -$289.8M -$125.0M -$122.9M
Net Change in Cash $3.5B $2.9B $7.4B -$5.4B $1.8B
Analyst Estimates (Annual)
Last updated: Jun 26, 2026 5:33pm (14h ago)
Metric 2026 2027 2028 2029
Revenue $11.8B
$11.4B – $12.0B
$14.0B
$13.4B – $14.3B
$16.1B
$15.1B – $17.2B
$9.7B
$9.1B – $10.4B
EBITDA $6.2B
$6.0B – $6.3B
$7.3B
$7.0B – $7.5B
$8.5B
$7.9B – $9.0B
$5.1B
$4.8B – $5.5B
Net Income $5.8B
$5.4B – $6.1B
$7.0B
$6.5B – $7.4B
$8.2B
$7.7B – $8.6B
$9.1B
$8.3B – $9.9B
EPS
Growth Trends (YoY %)
Last updated: Jun 20, 2026 9:18am (6d ago)
Metric 2022 2023 2024 2025
Revenue Growth -65.4% +157.4% +51.1% -11.0%
Gross Profit Growth -70.9% +142.2% -21.0% +109.7%
Operating Income Growth -107.0% +718.7% -56.7% -50.1%
Net Income Growth -111.0% +815.5% -17.6% -22.9%
EBITDA Growth -91.0% +606.0% -3.5% -22.3%
Insider Trading (Recent)
Type codes PPurchase SSale AAward / grant MOption exercise FIn-kind (tax) CConversion GGift DReturn to issuer
All SEC Form 4 codes
Open market
P Purchase
Open-market or private purchase of shares.
S Sale
Open-market or private sale of shares.
Compensation (Rule 16b-3)
A Award / grant
Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
D Return to issuer
Securities disposed back to the company under Rule 16b-3.
F In-kind (tax)
Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
I Discretionary
Discretionary transaction under an employee plan — Rule 16b-3(f).
M Option exercise
Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
C Conversion
Conversion of a derivative security into the underlying shares.
E Short expiration
Expiration of a short derivative position.
H Long expiration
Expiration or cancellation of a long derivative position with value received.
O OTM exercise
Exercise of an out-of-the-money derivative.
X ITM exercise
Exercise of an in-the-money or at-the-money derivative.
Other exempt
G Gift
Bona fide gift of securities.
L Small acquisition
Small acquisition under Rule 16a-6.
W Inheritance
Acquisition or disposition by will or the laws of descent.
Z Voting trust
Deposit into or withdrawal from a voting trust.
Other
J Other
Other acquisition or disposition (explained in a Form 4 footnote).
K Equity swap
Transaction in an equity swap or similar instrument.
U Tender / buyout
Disposition via tender of shares in a change-of-control transaction.

Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.

Date Insider Type Shares Price Value
2026-04-29 Lewin Robert H A-Award 650,000.00 $0.00 $0
2026-04-29 Sudol Kathryn King A-Award 300,000.00 $0.00 $0
2026-03-04 BARAKETT TIMOTHY R P-Purchase 50,000.00 $94.47 $4.7M
2026-02-27 NUTTALL SCOTT C P-Purchase 50,000.00 $87.81 $4.4M
2026-02-27 BAE JOSEPH Y P-Purchase 50,000.00 $88.56 $4.4M
2026-03-02 Dillon Mary N P-Purchase 22,225.00 $90.96 $2.0M
2026-02-17 Cohler Matt P-Purchase 43,872.00 $102.90 $4.5M
2026-02-17 BAE JOSEPH Y P-Purchase 30,082.00 $103.17 $3.1M
2026-02-17 BAE JOSEPH Y P-Purchase 63,467.00 $102.49 $6.5M
2026-02-17 BAE JOSEPH Y P-Purchase 8,650.00 $101.30 $876,245
2026-02-17 BAE JOSEPH Y P-Purchase 22,801.00 $100.39 $2.3M
2026-02-17 NUTTALL SCOTT C P-Purchase 112.00 $103.41 $11,582
2026-02-17 NUTTALL SCOTT C P-Purchase 90,127.00 $102.87 $9.3M
2026-02-17 NUTTALL SCOTT C P-Purchase 34,761.00 $102.13 $3.6M
2026-02-09 BARAKETT TIMOTHY R P-Purchase 50,000.00 $104.93 $5.2M
2025-12-11 Spiegel Evan A-Award 1,605.00 $0.00 $0
2025-12-11 SCULLY ROBERT W A-Award 1,605.00 $0.00 $0
2025-12-11 RUSSO PATRICIA F A-Award 1,605.00 $0.00 $0
2025-12-11 Ross Kimberly A. A-Award 1,605.00 $0.00 $0
2025-12-11 NIEL XAVIER BRUNO A-Award 1,605.00 $0.00 $0
Dividend History (Last 20)
Last updated: Jun 20, 2026 9:18am (6d ago)
Date Dividend Declaration Record Payment
2026-05-15 $0.20 2026-05-05 2026-05-15 2026-05-29
2026-02-17 $0.19 2026-02-05 2026-02-17 2026-03-03
2025-11-17 $0.19 2025-11-07 2025-11-17 2025-12-02
2025-08-11 $0.19 2025-07-31 2025-08-11 2025-08-26
2025-05-12 $0.19 2025-05-01 2025-05-12 2025-05-27
2025-02-14 $0.18 2025-02-04 2025-02-14 2025-02-28
2024-11-04 $0.18 2024-10-24 2024-11-04 2024-11-19
2024-08-12 $0.18 2024-07-31 2024-08-12 2024-08-27
2024-05-10 $0.18 2024-05-01 2024-05-13 2024-05-28
2024-02-15 $0.17 2024-02-06 2024-02-16 2024-03-01
2023-11-16 $0.17 2023-11-07 2023-11-17 2023-12-01
2023-08-16 $0.17 2023-08-07 2023-08-17 2023-08-31
2023-05-19 $0.17 2023-05-08 2023-05-22 2023-06-06
2023-02-16 $0.16 2023-02-07 2023-02-17 2023-03-07
2022-11-10 $0.16 2022-11-01 2022-11-14 2022-11-29
2022-08-12 $0.16 2022-08-02 2022-08-15 2022-08-30
2022-05-13 $0.16 2022-05-03 2022-05-16 2022-05-31
2022-02-17 $0.15 2022-02-08 2022-02-18 2022-03-04
2021-11-12 $0.15 2021-11-02 2021-11-15 2021-11-30
2021-08-13 $0.15 2021-08-03 2021-08-16 2021-08-31
Narrative Economics
The story the market is telling about this stock — the intangible X-factor (founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for KKR — it's generated by the pipeline (market-narrative step).
Community AI Feedback
No community reviews yet for KKR. Be the first — hit How to Contribute, have any AI review this page, and paste its take back here.
My Notes personal — only you see this
Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30