Added to YB: 2026-05-19
Pitch date: 2026-05-16
KKR [neutral]
KKR & Co. Inc.
-3.64%
current return
Author Info
No bio for this author
Company Info
KKR & Co. Inc. is a private equity and real estate investment firm specializing in direct and fund of fund investments.
Market Cap
$87.1B
Pitch Price
$96.43
Price Target
N/A
Dividend
0.80%
EV/EBITDA
N/A
P/E
33.74
EV/Sales
N/A
Sector
Capital Markets
Category
growth
Family Holdings 20 - Earnings season in full swing at family holdings - KKR & Co. Inc.
KKR (earnings): Q1 Fee Related Earnings $1.13/share (+23% YoY), Operating Earnings $1.47 (+18%), Adj Net Income $1.39 (+20%). Record $127B raised over 12mo. Mgmt lowered FY26 $7 EPS target due to deferring exits in volatile market, not portfolio issues. FSK BDC loss $560M (10% NAV), defaults 8.1% vs 5.5%; KKR injecting $600M support package. Problem isolated to <2% AUM; institutions adding private credit exposure.
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