KKR & Co. Inc. (NYSE:KKR) Stock Has Consensus Target Price of $130.00 According to Analysts

Key Points

• Analysts maintain a bullish outlook: KKR has a “Moderate Buy” consensus from 15 analysts, with 12 buy ratings and three holds. The average 12-month price target is $130, compared with the stock’s recent opening price of $91.50.
• Recent operating results exceeded expectations: KKR reported quarterly earnings of $1.63 per share versus the $1.43 consensus estimate, while revenue reached $5.73 billion, well above the $2.55 billion forecast.
• KKR continues expanding and monetizing its investment platform: Recent activity includes selling tank-terminal businesses in Japan and Korea, reporting more than $750 million in third-quarter activity, investing in Indian logistics infrastructure, and backing AI-infrastructure company Helix.

KKR & Co. Inc. (NYSE:KKR - Get Free Report) has been assigned an average rating of "Moderate Buy" from the fifteen analysts that are presently covering the stock, Marketbeat reports. Three research analysts have rated the stock with a hold rating and twelve have given a buy rating to the company. The average 1 year price objective among brokers that have issued a report on the stock in the last year is $130.00.

KKR has been the subject of a number of recent analyst reports. Barclays raised their price objective on shares of KKR & Co. Inc. from $124.00 to $135.00 and gave the company an "overweight" rating in a research report on Friday, July 31st. Oppenheimer boosted their target price on KKR & Co. Inc. from $139.00 to $166.00 and gave the stock an "outperform" rating in a research report on Thursday, August 27th. Morgan Stanley cut their target price on KKR & Co. Inc. from $153.00 to $147.00 and set an "overweight" rating for the company in a research note on Tuesday, July 21st. HSBC raised their price target on KKR & Co. Inc. from $118.00 to $121.00 and gave the company a "buy" rating in a report on Monday, July 20th. Finally, Weiss Ratings reaffirmed a "hold (c-)" rating on shares of KKR & Co. Inc. in a report on Friday, September 11th.

Key KKR & Co. Inc. News

Here are the key news stories impacting KKR & Co. Inc. this week:

• Positive Sentiment: KKR agreed to sell its Central Tank Terminal businesses in Japan and Korea to institutional investors. The transactions monetize investments in 12 Japanese tank-storage terminals and Korea’s Ulsan tank-terminal and grain-silo operations, although financial terms were not disclosed. KKR Sells CTT's Japan and Korea Businesses to Institutional Investors
• Positive Sentiment: KKR reported more than $750 million of third-quarter activity, signaling continued investment and realization momentum for its asset-management platform. KKR stock reports more than USD 750 million in Q3 activity
• Positive Sentiment: Samsung affiliates plan to invest $1 billion in Helix, an AI-infrastructure company backed by KKR and Nvidia. The commitment provides third-party validation of KKR’s exposure to potentially high-growth AI infrastructure. Samsung Affiliates to Invest $1 Billion in KKR's Helix AI Infrastructure
• Positive Sentiment: KKR is investing in Cisternina to build a pan-India liquid-storage and logistics platform, expanding its infrastructure portfolio in a major growth market. KKR to Invest in Cisternina
• Neutral Sentiment: KKR and RWE reportedly submitted a joint bid for German utility Uniper. The deal could create a sizable infrastructure opportunity, but it remains unconfirmed and could require substantial capital. KKR and RWE jointly submit bid for Uniper
• Neutral Sentiment: KKR said Europe may need approximately $800 billion annually for infrastructure, highlighting a large addressable market but not an immediate earnings change. KKR Sees Europe Needing $800 Billion a Year for Infrastructure
• Neutral Sentiment: KKR will release third-quarter 2026 results before market open on November 9, giving investors a future catalyst rather than new financial information today. KKR Third Quarter 2026 Results Announcement

KKR & Co. Inc. Stock Down 1.8%

KKR stock opened at $91.50 on Thursday. KKR & Co. Inc. has a one year low of $82.67 and a one year high of $144.84. The stock has a market capitalization of $82.13 billion, a PE ratio of 29.14, a price-to-earnings-growth ratio of 0.83 and a beta of 1.79. The company has a debt-to-equity ratio of 0.71, a quick ratio of 0.09 and a current ratio of 0.09. The company has a fifty day moving average of $103.80 and a 200-day moving average of $98.51.

KKR & Co. Inc. (NYSE:KKR - Get Free Report) last issued its earnings results on Thursday, July 30th. The asset manager reported $1.63 earnings per share for the quarter, beating the consensus estimate of $1.43 by $0.20. The business had revenue of $5.73 billion for the quarter, compared to the consensus estimate of $2.55 billion. KKR & Co. Inc. had a net margin of 14.41% and a return on equity of 5.88%. During the same quarter in the previous year, the firm earned $1.18 earnings per share. As a group, analysts expect that KKR & Co. Inc. will post 5.95 EPS for the current year.

KKR & Co. Inc. Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, August 25th. Stockholders of record on Monday, August 10th were paid a dividend of $0.1950 per share. The ex-dividend date of this dividend was Monday, August 10th. This represents a $0.78 dividend on an annualized basis and a dividend yield of 0.9%. KKR & Co. Inc.'s dividend payout ratio is 24.84%.

Insider Activity

In other news, insider Dane Holmes sold 10,000 shares of the stock in a transaction dated Thursday, September 3rd. The shares were sold at an average price of $108.58, for a total value of $1,085,800.00. Following the completion of the transaction, the insider owned 8,513 shares in the company, valued at $924,341.54. This trade represents a 54.02% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 23.20% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Principal Financial Group Inc. boosted its stake in shares of KKR & Co. Inc. by 6.9% during the 1st quarter. Principal Financial Group Inc. now owns 19,507,741 shares of the asset manager's stock worth $1,804,470,000 after acquiring an additional 1,261,314 shares in the last quarter. First Manhattan CO. LLC. increased its stake in KKR & Co. Inc. by 0.8% in the 4th quarter. First Manhattan CO. LLC. now owns 8,597,044 shares of the asset manager's stock valued at $1,095,951,000 after purchasing an additional 67,441 shares in the last quarter. Capital Research Global Investors increased its stake in KKR & Co. Inc. by 0.4% in the 4th quarter. Capital Research Global Investors now owns 5,602,262 shares of the asset manager's stock valued at $714,195,000 after purchasing an additional 23,483 shares in the last quarter. Legal & General Group Plc acquired a new position in KKR & Co. Inc. during the second quarter worth $470,778,000. Finally, Van Lanschot Kempen Investment Management N.V. raised its holdings in KKR & Co. Inc. by 2.1% during the fourth quarter. Van Lanschot Kempen Investment Management N.V. now owns 3,877,794 shares of the asset manager's stock worth $494,341,000 after purchasing an additional 79,449 shares during the last quarter. 76.26% of the stock is currently owned by institutional investors and hedge funds.

About KKR & Co. Inc.

KKR & Co Inc is a global investment firm that manages alternative assets for institutional investors, financial advisers, and other clients. The company invests across private equity, credit, infrastructure, real estate, and other strategies, seeking to generate long-term value through investments in businesses and assets.

Its activities include acquiring and supporting companies through private equity funds, providing private and public credit solutions, investing in infrastructure projects, and managing real estate investments.

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