M&T Bank Corp Has $3.64 Million Stock Position in KKR & Co. Inc. $KKR

Key Points

• M&T Bank raised its stake in KKR by 62.1% in Q4 to 28,542 shares, a position worth about $3.64 million.
• Significant insider buying: CEO Scott Nuttall bought 125,000 shares (~$12.8M) and director Matt Cohler bought 43,872 shares (~$4.5M) on Feb 17, with insiders acquiring 393,872 shares (~$40.1M) over the past 90 days and owning 23.2% of the company.
• Company momentum and capital returns: KKR beat Q1 estimates, its board authorized a $500M share repurchase (≈0.5% of shares) and raised the quarterly dividend to $0.195, while analysts remain mixed but show a consensus Moderate Buy with a ~$134.67 target.

M&T Bank Corp lifted its position in KKR & Co. Inc. (NYSE:KKR - Free Report) by 62.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 28,542 shares of the asset manager's stock after buying an additional 10,939 shares during the quarter. M&T Bank Corp's holdings in KKR & Co. Inc. were worth $3,638,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also modified their holdings of the company. ESL Trust Services LLC acquired a new stake in shares of KKR & Co. Inc. in the third quarter worth $26,000. Asset Dedication LLC acquired a new stake in shares of KKR & Co. Inc. in the third quarter worth $26,000. GGM Financials LLC acquired a new stake in shares of KKR & Co. Inc. in the third quarter worth $27,000. Richardson Financial Services Inc. lifted its stake in shares of KKR & Co. Inc. by 2,150.0% in the third quarter. Richardson Financial Services Inc. now owns 225 shares of the asset manager's stock worth $29,000 after buying an additional 215 shares during the last quarter. Finally, Atlantic Union Bankshares Corp acquired a new position in KKR & Co. Inc. during the 3rd quarter valued at $33,000. 76.26% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at KKR & Co. Inc.

In other KKR & Co. Inc. news, Director Matt Cohler acquired 43,872 shares of the company's stock in a transaction dated Tuesday, February 17th. The stock was bought at an average price of $102.90 per share, for a total transaction of $4,514,428.80. Following the purchase, the director owned 45,477 shares in the company, valued at $4,679,583.30. This represents a 2,733.46% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Scott C. Nuttall acquired 125,000 shares of the company's stock in a transaction dated Tuesday, February 17th. The stock was acquired at an average price of $102.66 per share, with a total value of $12,832,500.00. Following the purchase, the chief executive officer owned 15,503,748 shares in the company, valued at approximately $1,591,614,769.68. This represents a 0.81% increase in their position. The SEC filing for this purchase provides additional information. In the last 90 days, insiders have purchased 393,872 shares of company stock worth $40,090,679. Corporate insiders own 23.20% of the company's stock.

Wall Street Analyst Weigh In

Several research firms recently commented on KKR. Oppenheimer cut their target price on shares of KKR & Co. Inc. from $187.00 to $140.00 and set an "outperform" rating for the company in a research note on Monday, April 13th. Wall Street Zen upgraded shares of KKR & Co. Inc. from a "sell" rating to a "hold" rating in a research note on Sunday, January 25th. BMO Capital Markets cut their target price on shares of KKR & Co. Inc. from $125.00 to $106.00 and set an "outperform" rating for the company in a research note on Tuesday, March 24th. Zacks Research cut shares of KKR & Co. Inc. from a "hold" rating to a "strong sell" rating in a research note on Monday, April 13th. Finally, Royal Bank Of Canada cut their target price on shares of KKR & Co. Inc. from $132.00 to $128.00 and set an "outperform" rating for the company in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $134.67.

KKR & Co. Inc. Price Performance

NYSE:KKR opened at $100.85 on Thursday. KKR & Co. Inc. has a one year low of $82.67 and a one year high of $153.87. The stock has a market cap of $89.91 billion, a P/E ratio of 34.30, a PEG ratio of 0.89 and a beta of 1.85. The company has a debt-to-equity ratio of 0.69, a current ratio of 0.07 and a quick ratio of 0.07. The company has a fifty day moving average price of $94.40 and a 200 day moving average price of $111.85.

KKR & Co. Inc. (NYSE:KKR - Get Free Report) last announced its quarterly earnings data on Friday, February 27th. The asset manager reported $1.24 earnings per share (EPS) for the quarter. KKR & Co. Inc. had a net margin of 13.94% and a return on equity of 5.50%. The company had revenue of $5.74 billion during the quarter. Analysts anticipate that KKR & Co. Inc. will post 5.45 earnings per share for the current year.

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

KKR & Co. Inc. Increases Dividend

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

Key Stories Impacting KKR & Co. Inc.

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

About KKR & Co. Inc.

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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