Mitsubishi UFJ Asset Management Co. Ltd. Has $177.49 Million Position in KKR & Co. Inc. $KKR

Mitsubishi UFJ Asset Management Co. Ltd. grew its position in KKR & Co. Inc. (NYSE:KKR - Free Report) by 4.8% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 1,376,920 shares of the asset manager's stock after purchasing an additional 63,063 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.15% of KKR & Co. Inc. worth $177,485,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also added to or reduced their stakes in KKR. SteelPeak Wealth LLC grew its holdings in shares of KKR & Co. Inc. by 3.2% during the fourth quarter. SteelPeak Wealth LLC now owns 2,549 shares of the asset manager's stock valued at $325,000 after buying an additional 80 shares during the last quarter. Diversified Trust Co. lifted its position in shares of KKR & Co. Inc. by 1.5% during the 4th quarter. Diversified Trust Co. now owns 5,562 shares of the asset manager's stock valued at $709,000 after buying an additional 82 shares during the last quarter. Modera Wealth Management LLC grew its stake in KKR & Co. Inc. by 4.9% in the 4th quarter. Modera Wealth Management LLC now owns 1,789 shares of the asset manager's stock valued at $228,000 after buying an additional 84 shares in the last quarter. Sound Income Strategies LLC increased its position in shares of KKR & Co. Inc. by 9.1% during the fourth quarter. Sound Income Strategies LLC now owns 1,084 shares of the asset manager's stock valued at $143,000 after buying an additional 90 shares during the period. Finally, Cornerstone Advisory LLC raised its position in shares of KKR & Co. Inc. by 3.0% in the third quarter. Cornerstone Advisory LLC now owns 3,189 shares of the asset manager's stock worth $414,000 after buying an additional 92 shares in the last quarter. Institutional investors own 76.26% of the company's stock.

Key KKR & Co. Inc. News

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

• Positive Sentiment: Q1 results beat expectations — KKR posted $1.39 EPS and revenue above consensus, with assets under management and fee income rising, which supports the firm's fee‑earning runway. BusinessWire: Q1 Results
• Positive Sentiment: UBS raises price target to $126 and reiterates a Buy — a sizable lift that signals analyst confidence and implies ~25% upside from current levels. Benzinga: UBS PT Raise
• Positive Sentiment: Board authorizes $500M share repurchase — a buyback (about 0.5% of shares) typically signals management views shares as undervalued and can support the stock. RTT News: Buyback
• Positive Sentiment: Quarterly dividend raised to $0.195 (5.4% increase) with a ~0.8% yield — a modest income lift that marginally improves shareholder returns.
• Positive Sentiment: Closed acquisition of Arctos Partners — expands KKR’s capabilities in sports‑asset investing and institutional solutions. BusinessWire: Arctos Close
• Positive Sentiment: Management/CFO remain constructive on private credit as an opportunity — supports a key fee‑generating business line. YouTube/Bloomberg: CFO on Private Credit
• Neutral Sentiment: TD Cowen nudges its target to $106 but keeps a Hold rating — a small upward revision that is unlikely to dramatically change sentiment. Benzinga: TD Cowen
• Neutral Sentiment: RBC trims its target slightly (to $128) but keeps an Outperform rating — still implies meaningful upside despite the cut. Benzinga: RBC PT Change
• Negative Sentiment: Barclays lowers its target from $127 to $122 — a downward revision that reduces some analyst‑driven upside. Benzinga: Barclays PT Cut
• Negative Sentiment: Management flagged a murkier deals outlook and warned on the 2026 profit target — that caution is likely behind near‑term selling pressure despite the beat. MSN: Warning on 2026 Profit Target

KKR & Co. Inc. Stock Down 1.1%

Shares of NYSE KKR opened at $100.85 on Thursday. The company has a current ratio of 0.07, a quick ratio of 0.07 and a debt-to-equity ratio of 0.69. The stock's fifty day simple moving average is $94.40 and its two-hundred day simple moving average is $111.85. KKR & Co. Inc. has a 12-month low of $82.67 and a 12-month high of $153.87. The stock has a market capitalization of $89.91 billion, a PE ratio of 34.30, a price-to-earnings-growth ratio of 0.89 and a beta of 1.85.

KKR & Co. Inc. (NYSE:KKR - Get Free Report) last issued its earnings results on Friday, February 27th. The asset manager reported $1.24 EPS for the quarter. KKR & Co. Inc. had a return on equity of 5.50% and a net margin of 13.94%.The firm had revenue of $5.74 billion for the quarter. As a group, analysts expect that KKR & Co. Inc. will post 5.45 EPS for the current fiscal year.

KKR & Co. Inc. declared that its board has approved a stock buyback plan on Tuesday, May 5th that allows the company to repurchase $500.00 million in shares. This repurchase authorization allows the asset manager to buy up to 0.5% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company's board believes its stock is undervalued.

KKR & Co. Inc. Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, May 29th. Shareholders of record on Friday, May 15th will be given a $0.195 dividend. This represents a $0.78 dividend on an annualized basis and a dividend yield of 0.8%. This is an increase from KKR & Co. Inc.'s previous quarterly dividend of $0.19. The ex-dividend date is Friday, May 15th. KKR & Co. Inc.'s payout ratio is currently 31.62%.

Insiders Place Their Bets

In other KKR & Co. Inc. news, CEO Joseph Y. Bae bought 125,000 shares of the company's stock in a transaction dated 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 acquisition, the chief executive officer directly owned 509,257 shares of the company's stock, valued at $52,040,972.83. This represents a 32.53% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Scott C. Nuttall purchased 125,000 shares of KKR & Co. Inc. stock in a transaction dated Tuesday, February 17th. The shares were purchased at an average cost of $102.66 per share, for a total transaction of $12,832,500.00. Following the transaction, the chief executive officer owned 15,503,748 shares in the company, valued at approximately $1,591,614,769.68. This trade represents a 0.81% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders have bought 393,872 shares of company stock worth $40,090,679. Corporate insiders own 23.20% of the company's stock.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on KKR shares. Piper Sandler cut their price objective on KKR & Co. Inc. from $135.00 to $117.00 and set an "overweight" rating for the company in a report on Tuesday, April 7th. Oppenheimer cut their price objective on shares of KKR & Co. Inc. from $187.00 to $140.00 and set an "outperform" rating on the stock in a report on Monday, April 13th. Royal Bank Of Canada lowered their price target on KKR & Co. Inc. from $132.00 to $128.00 and set an "outperform" rating on the stock in a report on Wednesday. Morgan Stanley dropped their price objective on shares of KKR & Co. Inc. from $177.00 to $153.00 and set an "overweight" rating on the stock in a report on Tuesday, April 21st. Finally, Wall Street Zen raised KKR & Co. Inc. from a "sell" rating to a "hold" rating in a research note on Sunday, January 25th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and a consensus price target of $134.67.

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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