# KKR & Co. Inc. (KKR)

> Source: Nexqual · https://nexqual.com/KKR · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, KKR & Co. Inc. (KKR), nexqual.com/KKR" · informational, not investment advice.

**Price:** USD 93.09 (+3.58% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 93.09 · day 88.63–93.16 · 52w 82.67–144.84 · market cap null · NYQ

## Key facts
- Last four reported quarters (through Jun 30, 2026): revenue $21.3B, net income $3.15B (14.8% margin) (SEC filings).
- 7 of 80 tracked superinvestors hold KKR (13F, Q2 2026): 2 new, 1 added, 3 reduced, 1 unchanged.
- Total return with dividends: 1Y -22.5% vs S&P 500 +14.9%; 5Y +32.0% vs S&P 500 +80.3%.
- Next earnings: 2026-11-09, EPS estimate USD 1.58, revenue estimate $2.61B.

## Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $16.2B | $5.70B | $14.5B | $21.9B | $19.5B | $21.3B |
| Net income | $4.73B | -$522M | $3.73B | $3.08B | $2.37B | $3.15B |
| Net margin | 29.2% | -9.1% | 25.7% | 14.1% | 12.2% | 14.8% |
| Revenue growth | +283.5% | -64.8% | +154.2% | +50.9% | -11.0% | — |
| Cash + short-term investments | $10.5B | $13.4B | $20.8B | $15.4B | $17.2B | — |
| Total debt | $36.9B | — | — | — | — | — |
Fiscal years end Dec. EPS is split-adjusted.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)


## Superinvestors (SEC 13F-HR, Q2 2026)
7 of 80 tracked investors hold KKR. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Chuck Akre | Akre Capital Management | 8.95% | $457M | Reduced -25.9% |
| ValueAct Capital |  | 5.80% | $327M | Added +8.5% |
| Lindsell Train |  | 2.33% | $61.3M | New position |
| Thomas Gayner | Markel Group | 1.01% | $133M | Unchanged |
| Dodge & Cox Funds | Dodge & Cox | 0.39% | $740M | New position |
| John Rogers | Ariel Investments | 0.39% | $38.9M | Reduced -3.5% |
| Bill Nygren | Oakmark Funds | 0.04% | $31.6M | Reduced -7.0% |

## Analysts
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-19 | Piper Sandler | Target lowered | Overweight | $128 → $121 |
| 2026-10-13 | UBS | Target lowered | Buy | $123 → $122 |
| 2026-10-12 | TD Cowen | Target lowered | Hold | $118 → $103 |
| 2026-10-08 | Barclays | Target lowered | Overweight | $135 → $130 |
| 2026-10-02 | Wells Fargo | Initiated | Equal-Weight | $97 |
| 2026-08-27 | Oppenheimer | Target raised | Outperform | $139 → $166 |
| 2026-08-04 | Argus Research | Target raised | Buy | $115 → $125 |
| 2026-08-03 | TD Cowen | Target raised | Hold | $108 → $111 |
| 2026-08-03 | BMO Capital | Target raised | Outperform | $112 → $118 |
| 2026-07-31 | RBC Capital | Target raised | Outperform | $125 → $134 |
| 2026-07-31 | Barclays | Target raised | Overweight | $124 → $135 |
| 2026-07-21 | Morgan Stanley | Target lowered | Overweight | $153 → $147 |

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -22.5% | +32.0% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -22.6% | +5.7% |
| Volatility (annualized) | 38.0% | 38.3% |
| Max drawdown | -41.1% (Dec 2025→Mar 2026) | -48.2% (Jan 2025→Mar 2026) |

## Peers (Asset Management)
BN (Brookfield Corporation) USD 38.28 +2.05% · BAM (Brookfield Asset Management Inc) USD 47.64 +3.45% · APO (Apollo Global Management, Inc. ) USD 114.83 +2.81% · BX (Blackstone Inc.) USD 118.75 +8.38% · STT (State Street Corporation) USD 167.84 -0.66% · AMP (Ameriprise Financial, Inc.) USD 496.83 +1.29%

## More
Full page: https://nexqual.com/KKR · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.58 | $1.59 | -0.4% | $2.61B | 17 |
| Next quarter (ends 2026-12-31) | $3.51 | $1.70 | +106.6% | $4.11B | 15 |
| Current fiscal year (ends 2026-12-31) | $7.92 | $6.12 | +29.5% | $11.93B | 22 |
| Next fiscal year (ends 2027-12-31) | $7.22 | $7.35 | -1.7% | $12.37B | 22 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-13 (includes earnings 2026-11-09): ±8.5%; earnings reaction alone ±1.3%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-10-30 | 7 | 42.2% | ±5.0% |
| 2026-11-06 | 14 | 44.3% | ±7.2% |
| 2026-11-13 | 21 | 43.5% | ±8.5% |
| 2026-11-20 | 28 | 43.9% | ±9.9% |
| 2026-11-27 | 35 | 41.3% | ±10.3% |
| 2026-12-04 | 42 | 43.5% | ±11.9% |
| 2026-12-18 | 56 | 40.5% | ±12.8% |
| 2027-01-15 | 84 | 40.0% | ±15.4% |