Investment Advice · SIC 6282

KKR & Co. Inc.

KKR

Watch

Latest revenue

$562.0M

as of 2026-03-31

Latest net income

$405.2M

as of 2026-03-31

Net margin

72.1%

as of 2026-03-31

Price · 5Y

+12.0% / yr 1.7 pts / yr vs S&P 500 76.1% total
Compare:

Live market

delayed ≤15 min
$94.04
0.76%
Market cap
$84.44B
Enterprise value
$114.87B
P/E (trailing)
35.6×
Forward P/E
P/B
2.84×
Dividend yield
0.8%
52-wk high
$153.87
52-wk low
$82.67
Beta
Shares out
897.9M

5-year trend

What this company does

AI

KKR is a global alternative asset manager that runs private equity, credit, infrastructure, and real estate funds for institutional and wealthy investors, alongside a large life and annuity insurance arm via Global Atlantic. It earns money primarily from management and performance fees on roughly $119 billion of asset-management investments plus net investment income and premiums from its $186 billion insurance portfolio. Insurance now dominates the balance sheet at $258 billion of assets, and KKR raised $2.5 billion in mandatory convertible preferred stock in 2025 to fund continued expansion of this strategic-holdings and insurance platform.

Generated from KKR's filing dated 2026-02-27

Key risks

AI
  • Massive insurance leverage: Global Atlantic policy liabilities of $200.5B and funds withheld payable of $45.4B dwarf KKR's $29.7B equity base.
  • Capital allocation income fell 45% YoY to $638.8M in Q3, and net investment-related losses of $845.4M YTD pressure earnings.
  • Heavy debt load: $53.1B total debt obligations plus $2.54B new Series D mandatory convertible preferred issued in 2025, diluting common holders.

Generated from KKR's filing dated 2026-02-27

Profitability

Net margin

12.2%

13.4%

Return on equity

7.7%

41.0%

Return on assets

0.6%

32.3%

Leverage

Debt / equity

12.27×

13.7%

Long-term debt / equity

1.71×

18.4%

Debt / assets

92.5%

1.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$562.0M+73.8%$405.2M+318.0%72.1%

Q4 2025

2025-12-31

$17.35B-12.1%$1.33B+18.3%7.7%

Q3 2025

2025-09-30

$1.06B+70.6%$900.4M+49.9%85.0%

Q2 2025

2025-06-30

$730.2M-11.2%$324.2M-51.5%44.4%

Q1 2025

2025-03-31

$323.4M-53.4%$-185.9M-127.3%-57.5%

Q4 2024

2024-12-31

$19.74B$1.13B5.7%

Q3 2024

2024-09-30

$621.2M+182.1%$600.5M-59.7%96.7%

Q2 2024

2024-06-30

$822.3M+31.3%$667.9M-22.5%81.2%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Investment Advice · SIC 6282

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Insider activity

Insider buying

$50.9M

Insider selling

$413.2M

Net activity

−$362.2M

Distinct insiders

7

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-04

Timothy R Barakett

Director

Purchase50,000$94.47$4.7M
2026-03-02

Mary N Dillon

Director

Purchase22,225$90.96$2.0M
2026-02-27

Scott C Nuttall

Co-Chief Executive Officer

Purchase50,000$87.81$4.4M
2026-02-27

Joseph Y Bae

Co-Chief Executive Officer

Purchase50,000$88.56$4.4M
2026-02-17

Matt Cohler

Director

Purchase43,872$102.90$4.5M
2026-02-17

Joseph Y Bae

Co-Chief Executive Officer

Purchase22,801$100.39$2.3M
2026-02-17

Joseph Y Bae

Co-Chief Executive Officer

Purchase8,650$101.30$876.2K
2026-02-17

Joseph Y Bae

Co-Chief Executive Officer

Purchase63,467$102.49$6.5M
2026-02-17

Joseph Y Bae

Co-Chief Executive Officer

Purchase30,082$103.17$3.1M
2026-02-17

Scott C Nuttall

Co-Chief Executive Officer

Purchase34,761$102.13$3.6M
2026-02-17

Scott C Nuttall

Co-Chief Executive Officer

Purchase90,127$102.87$9.3M
2026-02-17

Scott C Nuttall

Co-Chief Executive Officer

Purchase112$103.41$11.6K
2026-02-09

Timothy R Barakett

Director

Purchase50,000$104.93$5.2M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns KKR

Institutional value

$14.63B

Total shares held

160.7M

Distinct holders

793

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1VANGUARD CAPITAL MANAGEMENT LLC44.0M$4.07BNew
2PRINCIPAL FINANCIAL GROUP INC19.5M$1.80BNew
3Invesco Ltd.10.0M$923.7MNew
4VANGUARD PORTFOLIO MANAGEMENT LLC10.0M$923.0MNew
5Legal & General Group Plc4.9M$457.6MNew
6VANGUARD FIDUCIARY TRUST CO3.9M$358.2MNew
7Temasek Holdings (Private) Ltd3.5M$325.9MNew
8UBS Group AG3.4M$311.7MNew
9Bank of New York Mellon Corp3.3M$309.0MNew
10Nuveen, LLC2.3M$210.2MNew
11WELLS FARGO & COMPANY/MN2.3M$208.2MNew
12DEUTSCHE BANK AG\2.2M$199.1MNew
13Rathbones Group PLC1.8M$167.5MNew
14DIMENSIONAL FUND ADVISORS LP1.8M$166.9MNew
15JANE STREET GROUP, LLC1.7M$154.6MNew
16Vanguard Global Advisers, LLC1.5M$140.0MNew
17Mitsubishi UFJ Asset Management Co., Ltd.1.5M$137.6MNew
18Markel Group Inc.1.5M$134.3MNew
19National Pension Service1.4M$128.1MNew
20Sumitomo Mitsui Trust Group, Inc.1.3M$122.1MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

AI
  1. 1

    With Global Atlantic insurance investments now $186B and policy liabilities at $200B, what's your duration mismatch and credit exposure to private credit originated by KKR?

  2. 2

    You issued $2.54B Series D mandatory convertible preferred—why was that necessary given $22.7B in cash, and what's the implied dilution at conversion?

  3. 3

    Debt obligations rose to $49.2B from $45.9B; with rates elevated, walk us through refinancing maturities through 2027 and incremental interest expense.

Refreshed when KKR files a new report · last from 2026-02-27