Dimensional Fund Advisors LP Purchases 51,239 Shares of KKR & Co. Inc. $KKR

Key Points

• Dimensional Fund Advisors bought 51,239 shares in the third quarter, lifting its stake to 1,645,509 shares (about 0.18% of KKR) valued at roughly $213.9 million per its latest SEC filing.
• Significant insider buying—including Director Timothy Barakett (50,000 shares) and CEO Joseph Y. Bae (125,000 shares)—saw insiders acquire 393,872 shares (~$40.1M) over three months, and insiders now own 39.34% of the company.
• KKR stock is down (opened at $91.31, -4.5%), analysts show a consensus "Moderate Buy" with an average target of $151.80, but several firms have cut price targets after mixed results (large revenue growth but a slight EPS miss).

Dimensional Fund Advisors LP lifted its position in shares of KKR & Co. Inc. (NYSE:KKR - Free Report) by 3.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,645,509 shares of the asset manager's stock after purchasing an additional 51,239 shares during the period. Dimensional Fund Advisors LP owned 0.18% of KKR & Co. Inc. worth $213,902,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the business. Bellwether Advisors LLC purchased a new position in KKR & Co. Inc. during the 3rd quarter valued at about $1,008,000. Picton Mahoney Asset Management raised its position in KKR & Co. Inc. by 7.7% during the 3rd quarter. Picton Mahoney Asset Management now owns 243,062 shares of the asset manager's stock valued at $31,586,000 after purchasing an additional 17,400 shares during the last quarter. Teachers Retirement System of The State of Kentucky lifted its holdings in KKR & Co. Inc. by 1.2% in the 3rd quarter. Teachers Retirement System of The State of Kentucky now owns 124,803 shares of the asset manager's stock worth $16,218,000 after buying an additional 1,452 shares during the period. CI Investments Inc. lifted its holdings in KKR & Co. Inc. by 11.5% in the 3rd quarter. CI Investments Inc. now owns 1,745,345 shares of the asset manager's stock worth $226,808,000 after buying an additional 179,793 shares during the period. Finally, Strive Asset Management LLC bought a new stake in shares of KKR & Co. Inc. in the 3rd quarter worth approximately $535,907,000. 76.26% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the company. Wall Street Zen raised KKR & Co. Inc. from a "sell" rating to a "hold" rating in a research note on Sunday, January 25th. UBS Group dropped their price target on KKR & Co. Inc. from $168.00 to $125.00 and set a "buy" rating for the company in a research note on Friday, February 20th. Weiss Ratings upgraded shares of KKR & Co. Inc. from a "sell (d+)" rating to a "hold (c-)" rating in a report on Wednesday, February 4th. Oppenheimer reduced their price objective on shares of KKR & Co. Inc. from $190.00 to $187.00 and set an "outperform" rating on the stock in a research report on Friday, February 6th. Finally, Barclays decreased their price objective on shares of KKR & Co. Inc. from $136.00 to $127.00 and set an "overweight" rating for the company in a report on Monday, March 2nd. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $151.80.

KKR & Co. Inc. Stock Down 4.5%

KKR stock opened at $91.31 on Friday. KKR & Co. Inc. has a fifty-two week low of $84.52 and a fifty-two week high of $153.87. The company has a market capitalization of $81.41 billion, a price-to-earnings ratio of 39.02, a price-to-earnings-growth ratio of 0.66 and a beta of 2.01. The business's 50 day moving average price is $113.18 and its two-hundred day moving average price is $123.69. The company has a debt-to-equity ratio of 0.69, a quick ratio of 0.09 and a current ratio of 0.07.

KKR & Co. Inc. (NYSE:KKR - Get Free Report) last released its earnings results on Thursday, February 5th. The asset manager reported $1.12 EPS for the quarter, missing analysts' consensus estimates of $1.14 by ($0.02). KKR & Co. Inc. had a net margin of 11.97% and a return on equity of 5.57%. The firm had revenue of $5.93 billion during the quarter, compared to analysts' expectations of $2.23 billion. During the same quarter in the previous year, the business earned $1.32 EPS. The company's revenue for the quarter was up 76.1% compared to the same quarter last year. As a group, analysts forecast that KKR & Co. Inc. will post 5.19 earnings per share for the current fiscal year.

KKR & Co. Inc. Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 3rd. Shareholders of record on Tuesday, February 17th were issued a $0.185 dividend. The ex-dividend date was Tuesday, February 17th. This represents a $0.74 dividend on an annualized basis and a yield of 0.8%. KKR & Co. Inc.'s dividend payout ratio is 31.62%.

Insider Transactions at KKR & Co. Inc.

In other KKR & Co. Inc. news, Director Timothy R. Barakett bought 50,000 shares of KKR & Co. Inc. stock in a transaction dated Wednesday, March 4th. The shares were purchased at an average cost of $94.47 per share, with a total value of $4,723,500.00. Following the transaction, the director directly owned 285,000 shares of the company's stock, valued at $26,923,950. This represents a 21.28% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Joseph Y. Bae purchased 125,000 shares of the firm's stock in a transaction that occurred on Tuesday, February 17th. The stock was acquired at an average price of $102.19 per share, with a total value of $12,773,750.00. Following the completion of the purchase, the chief executive officer owned 509,257 shares in the company, valued at $52,040,972.83. This represents a 32.53% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders acquired 393,872 shares of company stock worth $40,090,679. Corporate insiders own 39.34% of the company's stock.

Key Stories Impacting KKR & Co. Inc.

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

• Positive Sentiment: Director Timothy Barakett bought 50,000 shares (~$4.7M) at about $94.47, raising his stake to 285,000 shares — a clear insider-confidence signal amid recent selling. Read More.
• Positive Sentiment: KKR co‑CEOs reportedly purchased ~175,000 shares, which management frames as a vote of confidence while retail investors have been exiting — supports the narrative that leadership thinks the shares are attractive at current levels. Read More.
• Positive Sentiment: Company is pushing a new retail fund and insiders are buying, which could shift KKR’s growth mix toward fee‑based retail distribution if it attracts and retains assets — a longer‑term positive for recurring fees. Read More.
• Neutral Sentiment: KKR agreed to acquire stakes in SK Eternix from SK Discovery and Hahn & Company — adds portfolio assets and potential fees but is deal‑specific and not transformational by itself. Read More.
• Neutral Sentiment: Latest quarterly results showed a small EPS miss but large revenue growth (driven by itemized results); the company also declared a modest quarterly dividend — mixed fundamentals that leave valuation sensitive to AUM and fee trends. Read More.
• Negative Sentiment: Pomerantz LLP has opened an investor investigation into KKR, introducing potential litigation risk and short‑term headline volatility. Read More.
• Negative Sentiment: Barclays cut its KKR price target to $127, part of analyst re‑rating that reflects concern about earnings/fee growth and weaker near‑term valuation support. Read More.
• Negative Sentiment: Sector pressure: accelerated retail redemptions from private‑credit and other illiquid products have forced re‑pricing of firms with big private‑credit exposure (including KKR), prompting analysts to rework models and raising liquidity/fee risks. Read More.

KKR & Co. Inc. Company Profile

KKR & Co Inc is a global investment firm headquartered in New York City that specializes in private markets and alternative asset management. Founded in 1976 by Jerome Kohlberg Jr., Henry Kravis and George R. Roberts, the firm built its reputation in leveraged buyouts and has since expanded into a multi-strategy asset manager. KKR operates across private equity, credit, real assets (including real estate and infrastructure), growth equity and hedge fund strategies, offering a range of investment products and strategies for institutional and private investors.

KKR manages capital through traditional closed-end funds as well as customized vehicles such as separate accounts, co-investments, and listed investment vehicles.

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