Rathbones Group PLC Purchases 78,976 Shares of KKR & Co. Inc. $KKR

Key Points

• Rathbones increased its stake in KKR by 10.7%, buying 78,976 shares in Q3 to hold 814,372 shares worth about $105.83 million (roughly 0.09% of the company).
• Heavy insider buying — insiders purchased 393,872 shares (~$40.09 million) in the past 90 days, including Director Timothy Barakett (50,000 shares) and management purchases of ~175,000 shares, with corporate insiders owning 39.34%.
• Institutional accumulation but mixed outlook — large institutions (e.g., Norges Bank, Strive, Vanguard) have added positions (institutional ownership ~76.26%), while KKR reported a small EPS miss, a modest dividend, recent analyst price‑target cuts and an investor litigation probe, creating short‑term uncertainty.

Rathbones Group PLC increased its position in KKR & Co. Inc. (NYSE:KKR - Free Report) by 10.7% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 814,372 shares of the asset manager's stock after buying an additional 78,976 shares during the quarter. Rathbones Group PLC owned 0.09% of KKR & Co. Inc. worth $105,828,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also bought and sold shares of KKR. Norges Bank bought a new position in KKR & Co. Inc. during the second quarter valued at approximately $1,530,419,000. Strive Asset Management LLC bought a new stake in shares of KKR & Co. Inc. in the 3rd quarter worth approximately $535,907,000. Close Asset Management Ltd boosted its stake in shares of KKR & Co. Inc. by 4,155.1% in the 3rd quarter. Close Asset Management Ltd now owns 1,515,299 shares of the asset manager's stock valued at $196,845,000 after purchasing an additional 1,479,688 shares in the last quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its stake in shares of KKR & Co. Inc. by 454.1% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 1,381,342 shares of the asset manager's stock valued at $183,760,000 after purchasing an additional 1,132,046 shares in the last quarter. Finally, Vanguard Group Inc. grew its holdings in shares of KKR & Co. Inc. by 1.9% during the 2nd quarter. Vanguard Group Inc. now owns 58,656,955 shares of the asset manager's stock valued at $7,803,135,000 after purchasing an additional 1,099,263 shares during the last quarter. Hedge funds and other institutional investors own 76.26% of the company's stock.

KKR & Co. Inc. News Summary

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.

Insiders Place Their Bets

In other KKR & Co. Inc. news, Director Timothy R. Barakett bought 50,000 shares of the firm's stock in a transaction that occurred on Wednesday, March 4th. The stock was bought at an average price of $94.47 per share, for a total transaction of $4,723,500.00. Following the completion of the acquisition, the director directly owned 285,000 shares in the company, valued at $26,923,950. The trade was a 21.28% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Matt Cohler purchased 43,872 shares of the company's stock in a transaction that occurred on Tuesday, February 17th. The stock was acquired at an average cost of $102.90 per share, with a total value of $4,514,428.80. Following the purchase, the director directly owned 45,477 shares of the company's stock, valued at $4,679,583.30. This trade represents a 2,733.46% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have bought a total of 393,872 shares of company stock valued at $40,090,679 in the last 90 days. 39.34% of the stock is owned by corporate insiders.

KKR & Co. Inc. Stock Performance

Shares of NYSE:KKR opened at $91.31 on Friday. The company has a current ratio of 0.07, a quick ratio of 0.09 and a debt-to-equity ratio of 0.69. The company has a 50-day moving average price of $113.18 and a 200-day moving average price of $123.69. The company has a market cap 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. KKR & Co. Inc. has a 12 month low of $84.52 and a 12 month high of $153.87.

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

KKR & Co. Inc. Dividend Announcement

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

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the stock. Wall Street Zen upgraded shares of KKR & Co. Inc. from a "sell" rating to a "hold" rating in a research report on Sunday, January 25th. Barclays cut their price target on shares of KKR & Co. Inc. from $136.00 to $127.00 and set an "overweight" rating for the company in a research report on Monday, March 2nd. Royal Bank Of Canada started coverage on KKR & Co. Inc. in a report on Tuesday, February 24th. They issued an "outperform" rating and a $137.00 price objective on the stock. UBS Group lowered their target price 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. Finally, Weiss Ratings upgraded KKR & Co. Inc. from a "sell (d+)" rating to a "hold (c-)" rating in a report on Wednesday, February 4th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average target price of $151.80.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.